Archive for LibWizard

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

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

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

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

LibCal

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

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

Billing

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

Calendars/Events

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

Equipment/Spaces

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

Hours

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

Misc.

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

Accessibility Updates:

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

Additional Fixes:

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

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

Preview Options by Device (all types)

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

Image Choice (Surveys, Quizzes, Tutorials)

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

Image Choice Survey

Additional Features & Fixes:

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

Also check out our recorded sessions!

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LibStaffer

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

Upcoming LibStaffer Training Sessions: Check out our recorded sessions!

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LibAnswers

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

New Features:

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

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

Option for Moving Internal Chats to Its Own Tab:

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

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

Widget Setting for Follow Up Queue

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

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

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

Accessibility Updates:

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

Fixes:

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibInsight

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

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LibCRM

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

UI/UX Improvements

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

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

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

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

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

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

Relate an existing profile to an unmatched email.

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

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

Watch & Learn: Three Librarians Use LibWizard For Training & Assessment Needs

Special guest librarians share experiences with libwizard

The One to Watch.

There’s considerable buzz surrounding Springshare’s LibWizard because, like a good tool, it does the job. The full LibWizard package features custom forms, surveys, quizzes, and tutorials — all with an unlimited scope so you don’t have to limit your imagination or shorten your to-do list. In truth, it does many many jobs.

The surest way to cast light on what LibWizard is capable of helping you tackle — is to give working librarians a chance to present how they’ve set LibWizard to task! We featured their ideas in three recent webinars where, as special guest speakers, they were able to share their individual experiences with how LibWizard helps them address their high-level priorities. Your peer librarians provide insight into how they designed a process to

  • Train Student Workers at the University of Guelph-Humber
  • Commit to Student Assessment at Prince Georges Community College
  • and Train Staff at Wilmington University

If you didn’t get a chance to attend, we’ve got you covered! We have the recordings here for you so you can watch, learn, and begin to think of the things LibWizard can help you do at your library! You’ll soon discover that your checklist is more than doable with an efficient workhorse by your side.

Sue Hunter Extends the Training of Her Student Workers with LibWizard Components.

The University of Guelph-Humber in Toronto, Ontario has roughly 5,000 undergraduate students. Sue Hunter, the Acting Manager of Library Services, oversees a Research Support Peers program. There are 10 RSPs on staff who are in their 2nd to 4th years of study and who come from all 7 academic programs on campus. They staff an information desk in the Learning Commons, which is separate from the library. They work to provide

  • Computer Support
  • Learning Support
  • Career Support
  • Research Support

Sue says,

The RSPs are really an important component of the library’s public service because they are the bridge between the students and library services and they help to extend the hours for research assistance by working in the evening and on weekends.

Watch the recording of her webinar to learn more about how she uses LibWizard to train this invaluable staff of student employees beyond their dedicated training day. Sue uses LibWizard’s surveys, quizzes, and tutorials to continue to build and reinforce the RSPs knowledge. This helps them to answer questions, provide guidance, and support the library with excellent service skills.

Marianne Giltrud Ventures Into the Wizarding World of Assessment.

Assessment of student learning ranks very high on the must-do list of many libraries. Marianne Giltrud, an Assistant Professor and Instruction Librarian at Prince Georges Community College in Maryland, notes that she began her assessment journey back in 2017 by designing a Pre-Test and Post-Test with the quiz feature in LibWizard. She then decided to embed the quizzes in a private LibGuide she built.

Learn more about how and where Marianne deployed this guide with her pre- and post-test. Plus, hear about how Marianne and her team created a Research Tutorial with LibWizard. 

Marianne shares that, what they built is

…a multimedia tutorial using Adobe Captivate and then we changed the Shockwave files into YouTube files and we embedded the YouTube in a LibGuide.

  • The tutorial is constructed so professors can cherry-pick sections they want to be taken.
  • It is designed to allow the students to re-take it up to 5 times so that learning is a process.
  • Marianne also customized it so that upon completion, certificates get sent to the professors.

Watch the recording to see how Marianne’s creativity and LibWizard come together for the library, faculty, and students at Prince Georges Community College.

Melissa Jones is Training the Library Staff with Ease.

Melissa Jones is the Learning Commons Librarian and LibGuides Manager at Wilmington University in Delaware. She has been using LibWizard forms, surveys, and tutorials for students, faculty, and staff since 2016.

Since she is so well versed in how LibWizard can be used, it wasn’t much of a leap for her to envision how she could use LibWizard in conjunction with LibGuides as a training tool and also as a knowledge base for their staff so they have something to refer back to. Melissa needed to tackle a couple of challenges:

  • She went from being the sole daytime staff member to suddenly having additional people on her team whom she needed to train with no organized training process in place.
  • The needs of the students are very situational and can change depending on what technology they’re working with, what they’re required to do for their courses and many other factors. So there was no way to prepare the new staff for every possible scenario they might face.
  • Much of the staff are part-time and they can only come to the library during their shifts. So the learning had to be accessible to staff while they are working.

Watch the recording of Melissa’s webinar to discover how she

…came up with something for training that would cover the skills for the most common tasks they needed to know, and the model needed to have assessments to check for understanding, and include a knowledge base so they would have a place to access general information and find answers in case they were working by themselves.

Springshare knows that like these awesome librarians — you, too, have a number of projects on your plate that have been brainstormed into life. See how LibWizard can help you get them off the ground.

King University Uses LibWizard To Create A Game Focused On Information Literacy

Looking For A Game-Changer?

In addition to their responsibilities in the library, many librarians also spend a substantial amount of time in the classroom. For those who tackle the incoming Freshman each year, teaching Information Literacy can be a sincere challenge. The difficulty is two-fold. How do you stay motivated and enthusiastic when you’re teaching the same material, asking the same questions and getting similar answers multiple times a day — year after year? We know if the instructor is not engaged, there’s little hope the students will be. Given that scenario, how do you instruct and prepare your students, many of whom don’t have much experience with libraries? How do you share the fundamentals that will help them with the entirety of their college careers and beyond? The answer might be… to put on your game face!

Emily Krug is an Instructional Services Librarian and Assistant Professor of Library Services at King University in Bristol, Tennessee. She shared with us her experiences as she created her game, The Battle for the Oval Kingdom, designed to introduce the concepts of Information Literacy. We’re inspired by her creativity and are thrilled to relay her story.

The Name Of The Game Is Innovation.

The first part of the equation is a teaching schedule that involves a lot of critical information to be shared in back-to-back sessions with 80 Freshman students in each. Complicate that with zero class transition time resulting in 45-minutes classes that are really 35 minutes. How do we make all that equal success? Shake things up. Come at the problem from a different angle. Don’t be afraid to try something new. Emily recalled, the origin story for her game, The Battle for the Oval Kingdom, came from the intersection of two exciting sources.2018 Battle for the Oval Kingdom Quest 1

The idea for the game, The Battle for the Oval Kingdom, came because of a professional development day that I participated in through the Mid-Atlantic Library Alliance. For the spring 2018 meeting, we invited Tasha Squires, who is a middle school librarian in Downers Grove, IL. She had created a game as a winter reading program for her middle school students and had won an award for the game. She presented and gave us a basic structure for how we could create something similar.

The other influencing factor was a session at the Library Collective Annual Gathering in March 2018, which takes place in Knoxville, TN, every year. At that session, participants played a game by Matt Finch called “Battle for Library Island,” which was essentially a roleplaying game designed to help libraries think through strategic planning for library services. Add to these two inspiring professional development opportunities the fact that my husband and I are avid board gamers, you can see why building a game was something I wanted to take on.

 

Her goal was to build a game “…in such a way that students could complete most of it outside class but also compete against each other for prizes.” Emily knew she needed the game to

  • introduce students to the concept of being information literate
  • and also to get students to come to the library in their first semester

In 2017, Emily was looking into LibWizard because they wanted increased “flexibility and a cleaner look for their online instructional program.” Because they were already using LibGuides, it was an easy leap to add LibWizard to build tutorials for their online courses. When the game was forming in her imagination in 2018, she was already armed with LibWizard and decided to use it as her tool for the build.

Start With A Good Game Plan.

Emily thinks back to recall the creative process and said,

I initially built the Quests for the game using Forms because the Quests themselves were simple questions. Most Quests had a short paragraph themed on the game followed by some sort of activity that the students had to complete.

Most of the Quests used text boxes for answers, but one Quest that required the students to come to the library in small groups used the file upload field so that students could upload a selfie that they took with a librarian.

One thing I particularly liked about the file upload field was that it works really well on a phone, which was how most of our students were completing the Quests.

Knowing the usage habits of your participants is key and an excellent indicator of how committed Emily and the King University Library is to having a successful outcome for this endeavor.

 

Emily wanted the forms to be embedded as an iframe widget so she used more of her creative energy to devise a workaround iframe code to put the forms into their learning management system.

Part of what made it work is that it makes nods to things like The Lord of the Rings or Game of Thrones, but it’s not using those characters. I wrote a screenplay for a short video introducing the game, and I created characters and a mythology around the game. Our villain is a Sauron-esque warrior called the Dark Lord Obfuscar whose primary goal is to make it harder to evaluate information. The citizens of the Oval Kingdom seek the help of the Order of Librarius, who have discovered the ancient practices of evaluating information in a tome called the Codex of Bibliog.

The team names are all plays on buildings around campus. That’s one of the things that I think made it work: I tried to incorporate our campus as much as possible into the game. We had a lot of support in that regard. Our Director of Student Life was in the video, our Provost agreed to play the villain, and someone from our marketing department filmed and edited the video.

As far as advertising and implementing goes, we didn’t have to do much advertising because it was tied to a class. The students received a grade for completing the main Quests, but we built in the competition through other game elements such as strategy cards and bonus cards. The Dean of Students is in charge of the course, and he’s a former librarian, so he and his team were excited about us trying something a bit new.

More Than A Numbers Game.

The Battle for the Oval Kingdom is a success. Emily shared the fact that students who participated last year have already come to ask her if they will be playing the game again. And, while she did also get some great feedback from a short survey she distributed on the awards day, we know that the high level of student engagement she cultivated is invaluable. Emily reflects on her experiences as she looks to this year’s batch of incoming Freshman. There are some changes to the set up of the Freshman Seminar at King Univesity this year that meant more sections, which results in smaller class sizes but Emily continues with the game as a solid component of their teaching strategy. She said,

While we could have more easily managed the class sizes this year, we don’t have the staffing to add 10 extra instruction sessions in the fall semester, so we decided to continue using the game as our information literacy outreach for Freshman Seminar.

Several of the Quests are the same or similar to last year’s, but we did change a few big things. For starters, I actually moved the Quests from the Forms feature of LibWizard to the Quizzes feature because I found out about the certificate of completion feature in Quizzes and Tutorials. One important piece of feedback that we received last year was that students couldn’t always tell when they had completed each Quest because it would reload if they refreshed the page in the Learning Management System. By moving the Quests to Quizzes, I was able to include a customized certificate of completion, and the students can save that certificate in case there is any question about whether they did the Quest.

We also extended the time for students to complete the game. Last year, we did the entire thing over the course of a week and a half, which included the Labor Day holiday. One thing we heard from student feedback was that it felt rushed.

Imagine students wanting to spend more time working on what is essentially an assignment! But perhaps in all the fun, they’d forgotten that part. They’ve really done it at King University Library. Emily Krug and the teaching librarians have come up with a fun way to approach Freshman Information Literacy and the winner is… everyone. 

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

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

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

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

LibCal

Calendars/Events

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

Billing

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

Appointments

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

Equipment & Spaces

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

Misc.

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Blog Content Searching

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

Adding Blogs to Your System Search

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

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

Search Within a Blog

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

Smaller fixes and features

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

New Features

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

Ranking Field

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

Limit Number of Submissions

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

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

Add Introduction Text to Notification Emails

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

Email Introduction

Forms, Surveys, Quizzes, and Tutorials

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

Submission Reports

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

Accessibility

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

Admin Settings

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

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

New Features

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

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

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

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

Bug Fixes

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

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibAnswers

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

Chat Features:

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

Minor Features and Bug Fixes

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCRM

Organization Profile Import

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

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

Address Field Display Options

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

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

Other Updates

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

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LibInsight

E-Resources / COUNTER 5 Dataset Updates

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

Screenshot of the "Other" section

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

Custom Dataset Improvements

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

And a last few things…

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

Upcoming LibInsight Training Sessions

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

Limited Series: Hear Librarians Discuss How They Use LibWizard

LibWizard Guest Speaker Series. Register Now!

One of the best ways to learn how to use a tool, or to see if a tool is right for you, is to see how others are using it. To that end, we’ve asked some amazing librarians to showcase how they’re using LibWizard in their institutions. This October limited webinar series has some amazing presentations that you won’t want to miss!

For those of you who don’t know, LibWizard is our form, survey, quiz, and interactive tutorial building tool. There’s no limit to the number of items you create or the number of responses you gather. It integrates natively with LibGuides, has embeddable widgets, and robust statistics and reporting. Plus, we just released a bunch of new features (including authentication integration!) and the ability to create pre-filled surveys/forms.

LibWizard is such a versatile tool. It can be used for servicing distance learners, creating student-centered tutorials, surveying a captive audience, promoting collections and tracking success, and even sending an SOS message out to get backup help when your virtual chat reference service is exploding… and so much more.

But teaching and communicating doesn’t always mean the librarian to patron dynamic. Teaching often occurs between coworkers, across departments, or even teaching new hires, pages, or student workers. And LibWizard can help you there too.

To that end, no matter what type of library you’re in – you’ll want to check-out the below guest presenters and see how they’re using LibWizard to communicate to patrons, and with each other.

If you need a LibWizard refresher and you’re in UTC +1 – +6 time zones, please join us for a LibWizard webinar on Creating Scalable, Self-Paced Learning for Distance Learners. Wed, October 2nd. 5:00am – 5:30am U.S. ET (UTC -4) / 10.00 WEST (UTC +1) / 11.00 CEST (UTC +2) / 12.00 EEST (UTC +3).

Guest Presenter Line-Up

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

Training Student Workers Using LibWizard

Tuesday, October 8. 2:00pm – 2:30pm. 

Sue Hunter, University of Guelph-Humber

If you’re a public, K12, or special library… don’t be dissuaded by the use of ‘student workers’ in the title. Simply replace the term ‘student worker’ with pages, employees, staff, volunteers,  or parents. The concept applies to all library types!

 

The Wizarding World of LibWizard and Assessment

Friday, October 11. 2:00pm – 2:30pm.

Marianne Giltrud, Prince Georges Community College

Marianne will cover how they’re using LibWizard for student assessment. Public libraries, if you do any type of patron learning assessment… don’t miss out on this session.

 

 

Training Staff with LibWizard

Wednesday, October 16. 2:00pm – 2:30pm.

Melissa Jones, Wilmington University.

Staff training can take place when its most convenient for them, outside of meetings! Melissa will cover how they’re using LibWizard to keep staff up-to-date.

Share LibWizard Surveys With Some Fields…Pre-Filled For Ease

LibWizard. Yes! Send Surveys with Fields Already Pre-Filled

Getting Feedback Just Got A Whole Lot Easier!

Libraries mean it when they say they want patron feedback. The term gathering intelligence couldn’t be more appropriate than when considering feedback surveys. Expertly crafted instruction sessions are just the beginning of this essential relationship being built between the librarians and their patrons. How did they find out about the session? Did it deliver what was promised or marketed? What did it not cover that it should have? Would that participant recommend the session to a friend? Asking the right questions for your library is a critical piece of the puzzle. Post-instruction surveys are an invaluable source for anyone committed to customer service.


The full LibWizard system not only makes it easy to create unlimited surveys, forms, quizzes, and tutorials. Along with the many amazing new LibWizard features now, you can even elect to pre-fill some of the fields to further support ease of use.

Using The LibWizard Pre-Fill Feature in Your Surveys.

You can create surveys for website feedback, pre- and post-instruction, to gather feedback for events at your library, to learn more about what your patrons want to see more or less of in terms of services, etc. Chances are if you want to know what your users think, a survey will do the job. In many cases, it would be beneficial to both your team and the patrons themselves if some of the fields were pre-filled. It saves time. It assures a level of accuracy that might otherwise skew results or cause confusion. It allows your users to focus on the questions that serve the core purpose of the survey.

Here are some examples of fields that you might pre-fill. If you plan to send your survey to a specific subset of people, you can make things a bit easier by pre-filling, for instance, the course section.

You can pre-fill the name of the instructor, the semester, the type of event, location, etc. Some patrons hesitate to fill out surveys because they fear it will be time consuming.

In the interest of efficiency and to get as many participants as possible, make this pre-fill step part of your process. You need this information, but it can be handled nicely by this LibWizard feature.

Avoid survey fatigue! Only ask what you need to ask and pre-fill what you can.

How To Enable & Get Started With The LibWizard Pre-Fill Feature.

Our LibWizard FAQ states that,

You can pre-fill a survey’s fields by passing values in a URL, using either a custom URL string that you create, or an OpenURL link. When a user clicks on one of these links, they’ll be taken to your survey with the fields already filled out using the values passed from your URL.

The Custom URL option is just that. Values are contained inside parameters which are added to the end of the survey’s custom URL. Send that URL to your participants and the fields are pre-filled per your selections.

The OpenURL option lets you map survey fields to specific OpenURL parameters, subsequently passing citation information to your survey from, perhaps, your link resolver or catalog.

Our example here uses the Custom URL option. To get started, go to Survey Options > Advanced >Pre-Filled Survey via URL > Configure URL Settings.

Once inside the configuration screen, simply Enable the Pre-Filled Survey via URL option. Now you will see your survey questions and can proceed with deciding for which questions you want to go ahead and pre-select the answers. Make your choices. Click Generate custom URL string and voila! You can now send this URL to the ENG 101 class taught by Chester Copperpot with those fields already filled. 

To learn more about the Custom URL option, like how to swap the Field IDs used as the default identifier in the URL for the field short names, which can make it easier to know what’s in the URL string, or to look into the OpenURL option, which can be favorable for interlibrary loan request forms, for instance — make sure to read the LibWizard FAQ dedicated to this Pre-filled Fields feature.

You want patron feedback. It’s crucial to improving all your library’s efforts. Create surveys that are relevant to the patrons. Make them painless. And perhaps, more importantly, share with them the reasons their input is vital.

 

Letters From SpringyCamp – Recordings Available!

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

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

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

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

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

SpringyCamp Presentations

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

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

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



Ellen Filgo, Baylor UniversityEllen Filgo, Baylor University Library

Assessing Research Consultations: Surveying a ‘Captive’ Audience

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


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

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

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


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

Using LibCal to Create Consistent Instruction

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


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

From Answer to Experience: LibAnswers FAQs Transformed

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


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

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

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


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

Moving Beyond Subject-Focused LibGuides

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

Congratulations to our Survey Winners

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

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

We’re not sure how this happened so quickly, but it’s already August! Many of our customers are in “back to school” mode, finishing up projects and getting everything ready for the new school year. That means here in Springy-land our support and training teams are sprinting to help all of you with everything you need to start the new school year right (and just start August on the right foot, if you’re not one of those getting ready for a new school year)! What better way to start August than with a bunch of new features? …maybe by having some ice cream while reading all about them? Mmmmmm….

These releases are on their way to you next week, and will be live in all regions by the end of the day on Friday, August 9.

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

LibCal

We’ve been busy working to bring you the following LibCal features and fixes across every module in the system!

Billing

  • Record a payment note when cancelling/refunding an in-person payment. The payment note recorded when the cancellation is made will show in the payment details modal for an event registration or equipment/space reservation.
  • Override the cost of a booking on the admin side during the equipment/space booking process. Head to Equipment or Spaces from the main menu and make a booking in a billable equipment or space category to access the new cost override field.
  • ‘Status’ and ‘Payments’ columns are now part of the Event Explorer CSV export if the event is billable. Go to Calendars > Event Explorer for a calendar that has a billable event. After searching in the Event Explorer, click the ‘Export Data’ button to see these two fields in the CSV output.

Appointments

Features
  • By popular request, we have started to add more granular user permissions to LibCal! There is now an account level permission to restrict Regular users to only be able to run the Appointments booking explorer for themselves and no other users.  Head to Admin > Accounts > Edit Account > Permissions Tab to change this setting.
  • Also by popular demand, since we recently added cancellation information to the Spaces booking explorer, we’ve added it to the Appointments booking explorer as well! Head to Appointments > Booking Explorer to view who cancelled an appointment and the date and time of the cancellation.
  • The appointment cancellation process now allows additional notes to be sent in the email that the patron receives when an appointment is canceled on the back end of the system. Head to Appointments > My Appointments to cancel a booking and send additional notes in the ‘Admin Cancel Email to Patron’ template. (NOTE: The {{{ADDITIONAL_INFORMATION}}} token must be present in the ‘Admin Cancel Email to Patron’ template for this field to appear in the email.)
  • New email template: ‘Rescheduled Email to Patron’. Previously if an appointment was rescheduled, the system would send the confirmation email to the patron, without specific information that it was a rescheduled appointment. This new template improves communication with patrons by specifically stating the appointment is a rescheduled one. Head to Appointments > My Settings to configure this new email template.
  • When making an appointment booking on the admin side of the system where you are choosing a specific group, the categories dropdown now shows the categories in two distinct sections: ‘Supported Categories’ (the categories that apply to the selected group) and ‘Other Categories In The System’. Head to Appointments > My Appointments and make an appointment booking, selecting a group, to see this in action.
  • The ‘Directions’ field will no longer show on the public appointments confirmation booking page if no directions exist or pertain to availability set for an appointments user. Previously, the field descriptor would show but there was no information after it.
Fixes
  • We’ve corrected an issue with the Appointments email template previews where any HTML inside the template would display as code in the preview.
  • We’ve corrected an issue where the public Appointments booking page would show availability (although it could not actually be booked) on a day when there is none available for a group using the ‘Show Group Nickname’ option.

Events

Features
  • We’ve added a new system generated email to notify event owners when a patron cancels an event registration.
  • Events that require registrations have new options for when registrations close: 15, 30 and 45 minutes before the event. Head to a Calendar that has an event requiring registration (add a new one) to see these new options.
  • We’ve improved the end date selection field when creating an event to automatically default to the start date selected for a recurring event. Previously, the end date would default to the current date. Head to a Calendar and set up a recurring event in the future to see the new end date default selection.
  • After saving or publishing an event using the Publishing Workflow, you’ll now return right back to the Publishing Workflow page instead of the calendar.
  • When viewing Event registrations, the ‘View User History’ modal now has a column displaying the date of the event in addition to the registration date that previously displayed in this modal. Head to a Calendar, choose an event that requires registration, then click ‘Manage Event’. Click the ‘View User History’ icon for any of the event registration records to see this additional field.
  • Phone numbers and barcodes (if applicable) now display in the Event Explorer and its related data export. Go to Calendars > Event Explorer and search for an event where the registration form includes phone number and/or barcode. When clicking the ‘Show’ button on the event record that is returned, the phone number and barcode fields display. Click the ‘Export Data’ button to see these new fields in the CSV output.
  • The Event Explorer now has an option to include the event description when using the ‘Search’ field. Without this new option selected, the ‘Search’ field will only search for events based on the event title. Head to Calendars > Event Explorer to see and use this new option.
  • We’ve added missing language keys for the public events calendar for when multiple calendars are selected as well as the the filter options for the number of selected filters and the “Filter by Type” verbiage. Head to Admin > System Settings > Language Options > Custom Language > Events Pages to configure these new language keys.
Fixes
  • We’ve corrected an issue where editing the ‘registration close’ value for an event series would reset the start and end time of individual events that differed from the original event series start and end time.
  • We’ve fixed an issue with the full calendar widget where the ‘Audience’ list did not appear when selecting filters to hide.  Head to Calendars > Widgets, then select the ‘Full Calendar’ widget where you will now be able to hide specific audience filters.
  • When a patron cancels an event registration, they will see the relevant event details on the public cancellation confirmation page for confirmation.
  • On the public event card view, locations with commas now properly display.
  • We’ve resolved an issue with cancelling event registrants from an event series where the patron was not registered for all events in the series. Previously, when trying to cancel a registration in this scenario, an error would appear not allowing the registration record to be deleted.
  • If an event’s booking form has phone number included, the waitlist will now sort initially by registration date/time instead of the phone number column. Head to a Calendar and choose an event that has phone number included in its booking form and waitlist records exist to see the corrected default sort.
  • The Upcoming Events widget now properly processes the max number of events value.
  • We’ve fixed the calendar color options selected for the admin view of a calendar. Previously, the colors selected did not apply to the calendar. Had to a Calendar, click on the ‘Settings’ drop-down and select ‘Color Options’ to set the colors for the calendar.
  • We’ve corrected the ‘Today’ language token so it will correctly apply to the public event calendar view.

Equipment & Spaces

Features
  • Select an event template when creating an event from a space booking. Go to Spaces > Availability and click on a booked space in the grid. In the section that displays the booking details, click the ‘Create Event’ button. If any event templates are set up in your LibCal site, an option will appear to select a template or create an event from scratch.
  • You can now remove Hours templates that are no longer in use without affecting any of the stats reports. Head to Admin > Equipment & Spaces > Manage Hours Templates to remove any template from the list that is no longer in use.
  • We’ve enhanced the Confirmed Bookings calendar to include the ‘nickname’ for a booking (if one exists) on the initial view of the calendar. Head to Spaces > Confirmed Bookings to see the ‘nickname’ associated with a booking on the initial view of the calendar.
  • We’ve added support for booking lead times for K12 (a.k.a., school libraries) sites. Head to Admin > Equipment & Spaces, click on the Spaces link for your K12 location, click ‘Edit Category’ for any space category and then on the Booking Limits tab, where you will find the booking lead time setting.
  • We’ve added the Booking ID for both the Equipment and Spaces Booking Explorer exports. Go to either Equipment or Spaces, click on the Booking Explorer tab, run a search, and then click on the ‘Export’ button. The Booking ID will now be included in the CSV output.
  • We’ve added any notes that existed in the Room Bookings to display in the Spaces module for any bookings that were migrated over during the Room Bookings to Spaces migration process.  Go to Spaces > Availability, find and click on a booking that was migrated from Room Bookings. When the details of the booking load, the notes (if applicable) from Room Bookings will now display.
  • We’ve improved the Equipment ‘Fines’ page by adding the show/hide columns, Excel, PDF, and CSV buttons to be used in conjunction with the datatable results returned from searching on this page.
  • We’ve added a language token for the verbiage that displays on the Equipment/Spaces public booking cancellation page.  Head to Admin > System Settings > Language Options > Custom Language > Equipment & Spaces to customize:
    • “Click on the ‘Cancel Booking’ button to cancel an individual booking”
    • “Click on the ‘Cancel Booking’ button to cancel an individual booking or the ‘Cancel All Bookings’ button to cancel all.”
  • We’ve enhanced the public page equipment search to re-load all items on the page if a search is cleared.
Fixes
  • The availability grid for the Equipment module is now properly displaying longer padding windows associated with booked items.
  • We’ve corrected an issue where if the ending hours for an equipment item was set to 12am and later, the reservation would automatically put the end time to the next day’s opening hours.
  • We’ve corrected an issue where inactive spaces were adding to the ‘Time Available’ data when running stats for a space category. Go to Stats > Spaces and then run the report for a space category where there are inactive spaces. The ‘Time Available’ value will no longer include these spaces.
  • We’ve corrected an issue where, when pulling data through the API, an extra millisecond was being returned when a custom time was in use for a space or equipment item.
  • We’ve fixed an issue where, when creating a recurring booking, bookings that were not created because of a clash would still show up in the booking confirmation email.
  • We’ve corrected an issue when a space or equipment category was set up for both 2-step verification and mediation.  The confirmation emails will now include the mediated booking dates and times.

Misc Fixes

  • We’ve fixed the Google Maps integration for Hours locations on the public pages. Head to Admin > Hours and modify the settings of a location or department to set the latitude & longitude or place id values. Next head to Admin > Look & Feel > Homepage Editor or Hours Page Editor to display the Google Maps integration on the public pages.
  • We’ve corrected accessibility errors when an ‘Error 404’ page is viewed.
  • We’ve corrected an issue when LibAuth rules are in use and are set to auto-populate the First Name field.
  • We’ve fixed the LibApps signature option for event and appointment email confirmations. Head to Admin > System Settings > Email Signatures to allow users to set their email signature using the signature set up in their LibApps profile.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides & LibAuth

We have a small series of fixes for LibApps and LibGuides this month! We’ve been working to tune up the back end, but you’ll also notice these changes:

Accessibility

  • We made the contrast of the homepage sidebar buttons WCAG 2.0 AA compliant.
  • If you assign a custom language to a group, that language designation is correctly assigned to all guides contained in that group. Some of you reported that the language tag was getting flagged by your accessibility checkers.
  • We removed a duplicate ID from the system and group homepages. If you target #s-lg-index-cols to style guides lists on your group or system homepages, please see the table below for details on what to look for in your custom CSS. Protip: now you can customize the homepage guide lists separately if you’d like to!
To target this element on the system or group homepage
Use this ID in your custom CSS
All Guides list
#s-lg-index-list-guides
By Group list
#s-lg-index-list-groups
By Subject list
#s-lg-index-list-subjects
By Type list
#s-lg-index-list-types
By Owner list
#s-lg-index-list-owners
All lists
#s-lg-index-list > section > div

LibAuth

The LibAuth updates this month center around the SIP2 authentication protocol. We’re seeing a lot of use of this from you, and are pleased to bring you some additional related features.

  • We added a toggle that allows you to honor or ignore any blocks returned from your ILS. If you’d like to allow patrons who are blocked for too many checkouts/fines to book LibCal rooms, now you can!
  • We’ve extended group permissions to SIP2 configurations. If you would like to restrict LibGuides or LibCal resources to particular groups of patrons, now you can!
  • We’ve enabled LibApps login for SIP2 configurations. You can use this if you would like your staff to log into LibApps using their SIP2 credentials.

Additional LibGuides fixes and features

  • We’ve added the Export All button to the Guides Statistics reports so that you can download an entire report.
  • We’ve improved the password reset process to make it more secure. Now when you reset your password, an email is sent to the address you provide.
  • We fixed the Tags filter in the LibGuides community site.
  • We’ve changed the classes used when you create a table in a blog post, so that they look the same as tables that you create in other LibGuides content. When adding or editing a table, simply use the Class dropdown (on the Table Properties screen) to choose the Bootstrap Table class(es) you’d like to use. The default is to have a table with borders.
  • We fixed a couple of issues with search results that were causing Subject names to appear more than once, and for the page results in Bento search results to have the wrong links.
  • We fixed an issue with LTI widgets that was causing links to open in the same window even if a new window was specified by your LMS.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibInsight

We have been busily recoding the back end of LibInsight to improve performance and modernize the code. We’ve also got this list of smaller improvements to bring you:

COUNTER-related updates

  • We removed the link to the now-defunct COUNTER Release 4 validator.
  • We made several improvements to scheduled SUSHI fetches. Specifically, we delete a schedule when a provider, dataset, or platform using the schedule is deleted. We also added some validation for the “Recurring Until” dates.
  • When you copy a platform from one dataset to another, you’ll now copy any invoices and licenses that you’ve added to the platform. This includes invoice line item details, and file attachments, as well as license file attachments.
  • We added some error information to the emails you get when a SUSHI fetch fails. This will help us in troubleshooting.
  • We have added the &platform parameter when retrieving SUSHI files. Some vendors require this to differentiate among the platforms that they provide.
    screenshot showing new platform field in the sushi provider dialog

Additional fixes and features

  • We improved the interface for choosing more than one value when adding a filter in custom dataset analysis.
    screenshot showing additional help text to assist with selecting more than one value in a filter
  • We changed the Last Login field on the accounts screen so that it uses the timezone set in System Settings. It’s pretty awesome that people were logging in from the future, but we decided to go for accuracy instead. 😉

Upcoming LibInsight Training Sessions:

Check out our recorded sessions!

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LibWizard

Abracadabra: magical new features such as the LibAuth integration and the Certificate of Completion are coming! (Thank you for your patience with those two features!)

LibAuth Integration

If you subscribe to the full version of LibWizard (i.e., you can create Forms, Surveys, Quizzes, and Tutorials in your system), you can put any form, survey, quiz, or tutorial behind a login, allowing only users at your institution to access it. Once a patron is successfully authenticated, their name and email address can also be automatically populated in to fields in your form (etc.).

To use this new feature, first make sure you have a LibAuth configuration for your institution’s authentication system set up in LibApps. (LibAuth Documentation) Once that’s set, go to LibWizard > Admin > System Settings > Advanced > Enable LibAuth Integration. Click the word Disabled to change it to Enabled, then select the configuration(s) you want to use. Click Save. Now you’re ready to use it on forms, surveys, quizzes, and/or tutorials!

While editing an item, go to [Item] Options > Basic Info > Enable LibAuth Authentication and choose the authentication config you want to use from the dropdown. If you’d like to map users’ name and email to fields in the form (etc.), select the fields to map them to in the “Map user info to fields” section just below the LibAuth option.

Screenshot of LibAuth Integration Settings

This is just the beginning! LibAuth integration opens up a floodgate of potential new and exciting features, like only allowing a user to take a quiz once or allowing users to save a tutorial and continue where they left off at a later time. Make sure you sign up for blog notifications (top right side of this page) so you’re one of the first to know about new integrations!

Don’t subscribe to the full version yet, but interested in finding out more? Check out our guide on the differences between LibWizard and LibWizard Lite, then contact our amazing Sales team for a trial / pricing information!

Certificate of Completion for Quizzes and Tutorials

Create a Certificate of Completion that users can save, print, or email after they have completed a quiz or tutorial. Customize the certificate through the use of tokens, which automatically fill in the appropriate data for that item. Available tokens include the name of the quiz/tutorial, the library name, date, and grade.

To enable Certificates of Completion, edit the quiz/tutorial’s “Thank You” screen and go to the “Certificate of Completion” tab to enable and customize it.

Other New Features

  • Randomize Quiz and Tutorial Questions
    Make quizzes and tutorials more robust and deter copying by randomizing question order.
  • Re-Ordering choices and options
    Need to change the order of choices in dropdown or checkbox fields? No problem! Just drag options around in whatever order you choose.
  • Allow multiple answers in Grid questions
    Make the grid option behave like checkboxes: allow multiple answers per row!
  • Progress bar for Forms, Surveys, and Quizzes
    You can now enable the progress bar so users can track how far along they are, just like you can in Tutorials.
  • New button/modal widget
    Want to add your Form, Survey, or Quiz to a webpage, but don’t want to embed it right in the page because it takes up too much space? No problem! Use this new widget to add a button to your page, which pops up a modal window when clicked.
  • Field Rules in Tutorials
    Show/Hide any fields in your tutorials based on patrons’ response. Want to show hints when patrons are struggling? You can! Hide tutorial topics that patrons already know about? Check. The possibilities are endless….

Fixes

  • Reports:
    • Usability improvements such as freezing the top row (field name) so it stays visible when working with long reports.
    • Keyword Filtering submissions was reworked to more easily filter through a lot of data.
    • Performance improvements for forms that have a lot of submissions.
    • The Date field now displays in the same format you selected for that field.
    • You can now filter by date and/or submission’ metadata (e.g. IP and referrer) in addition to the usual filters.
  • Concurrent editing check: if you click save for an item that was edited by someone else after you initially opened it, you’ll get an error message instead of overwriting their change.
  • Want to right click a link for a form or report and open it in a new window? Go for it – now you can.
  • Various accessibility fixes.

Upcoming LibWizard Training Sessions:

Check out our recorded sessions!

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LibStaffer

This release we have a couple of fixes and some exciting info to share. First, the fixes!

  • We’ve corrected an issue where manually typing in dates into the date search on the Dashboard for ‘My Upcoming Shifts’ and ‘Open Shifts’ would not return any results.
  • We’ve corrected an issue with Autoscheduler and scheduling a maximum of 2 shifts per day with non back-to-back shifts.

Now the excitement! Although we will not be releasing any major features or functionality for LibStaffer in this release, we’ve been working meticulously behind the scenes to bring you an awesome new feature that involves a lot of back end work. Multi-language selection is coming! The feature converts all of the system generated text in LibStaffer (including the public calendar view and public calendar widget) to the language selected. We will initially support a select few languages, then take requests for additional languages for inclusion in future releases. Your help with creating the translations is always welcome and appreciated!

Upcoming LibStaffer Training Sessions:

Check out our recorded sessions!

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LibAnswers

We’re continuing to chug away at Co-Op related functionality, but have several fixes to share in the meantime:

  • Admin-level users can no longer delete their own accounts – this prevents the situation where an admin is cleaning up site records and inadvertently deletes their own account, which effectively locks you out of the site (oops!). To see this in action head to Admin > Accounts and note how you can’t delete yourself. 🙂
  • In an effort to make it easier to locate the LibAnswers queue question form, we’ve added links on various admin settings pages (including the overall Admin list of queues) to help you locate where the public question form lives. To see this in action, admins can head to Admin > Queues.
  • Previously in Reference Analytics, if you filtered a list of transactions by a search term in the internal note field, and then exported those results, the resulting export was returning all results. We’ve updated this so that now the export will return just the filtered results.
  • When logging into LibChat, the Settings tab is now the default tab you see (vs. the Chat tab). This change relates to upcoming Co-Op related functionality. Review / select what you want to monitor and head on over to the Chat tab!
  • We fixed an issue in the chat widget builder – the {{ domain }} template tag will now work properly in widget builder view. It’s always worked correctly in the live widget itself, this issue only impacted viewing the widget in the widget builder.
  • We’ve fixed an issue where, in some cases, if you had LibChat running on one computer and then signed yourself out and then in again from another computer, you could show as “offline” to internal departments. This has now been fixed, so online/offline toggles should now work as expected.

Upcoming LibAnswers Training Sessions:

We have a bunch of LibAnswers sessions for you this month, including sessions at some different times than our usual! See our whole calendar for the month of August for dates and times. Sessions include:

  • Planning Your LibAnswers Site Workshop
  • Setting Up Queues & Answering Tickets
  • Personal Chat Settings & Views
  • LibChat Setup & Answering Chats
  • Best Practices for FAQs
  • Customizing Your LibChat Widgets
  • …and more!

Also check out our recorded sessions!

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LibCRM

While the list of new features and fixes may be short for this LibCRM release, a lot has happened on the back end to improve the structure of the system. The back end updates mainly relate to overhauling the back end API (not visible to customers), which will help us improve and create fantastic new features and functions in the future.

Projects

No more do you have to create projects from scratch. Instead use the powerful new Project Templates option, which allows you to create and copy templates! Head to Projects > New Project > and check the “Is This a Template?” checkbox to create a new template. Once the template is created, you can then head to Projects > Template Projects to see the full list and edit or delete them. Click the name of the template to add related tasks. When this template is used to create a new project, all of those tasks are copied into the new project – a huge time saver!

Other Updates & Improvements

  • Data Imports now better handle errors and duplicate records.
  • Reports: In this release we focused on Custom Fields Filters in Projects. We made improvements to the date type field and fixed where the system was not removing selected conditions and/or values when a new search is performed.

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

Code release: New LibCal, LibGuides, LibWizard, LibStaffer, LibAnswers, and LibCRM Features

It’s finally summer here in the northern hemisphere, and we’re enjoying every second of it! Even with the warmth and sunshine trying to distract us, we stayed focused in order to bring you a whole new round of awesome updates to your Springy products…though we may have taken some frisbee and badminton breaks. 😉

These releases (with the exception of LibAnswers and LibWizard) are on their way to you this week, and will be live in all regions by the end of the day on Friday, June 28. LibAnswers will be released next week, and will be live in all regions by the end of the day on Friday, July 5. LibWizard’s release is delayed; please see that section for more info.

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

LibCal

Billing

We’ve continued work on our billing module to further enhance its power and flexibility.

In Person Payments
  • Send an email or print out a receipt when accepting an in-person payment, so patrons have a record and verification that their payment was received.
  • Override the cost of a booking or registration before accepting an in-person payment.
  • Apply discount codes.
  • Refund an in-person payment.
  • Regular users now have access to accept in-person payments.
Misc. Fixes
  • We’ve corrected an issue where the ‘Booking Payment Details’ modal would not print correctly.
  • We’ve modified equipment charges showing as space booking charges to display as the correct type of charge. Head to Admin > Billing Charges to see the correct status displayed.

Appointments

  • Tired of adding the same directions whenever you add Availability? Well, we’ve got you covered with our new default ‘Directions’ field! Head to Appointments > My Settings and fill out the Directions field in the Appointment Settings area. These default directions can still be overridden when setting up Availability. So you can set up the directions you use most often as your default, but still route people to a different place for certain appointments, if necessary.
  • A new email notification was created to alert an admin user when an appointment of theirs is cancelled by a different admin user in the system.
  • We’ve separated the booking type / duration selection available on the admin side when creating an appointment. The available times are split into those that are supported and not supported for the user (“Other Categories in this System”) based on the group(s) they belong to in the system. However, the non-supported types will still be available for selection. Head to Appointments and then the ‘My Appointments’ tab to see the appointment duration split when creating an appointment.
  • We’ve disabled the drop-down selector on the public appointment booking page if only one time duration is currently available for selection.
  • We’ve added a new email tag to the ‘Confirmation Email to Patron’ template that can be used to include the booking form responses in the appointment confirmation email that gets sent to a patron.  Go to Appointments > My Settings to make use of the new {{{FORM_FIELDS}}} tag.
  • We’ve corrected an issue where the ‘Date’ icon on the admin Home page for upcoming appointments would display the wrong date if the system date was set to the DD/MM/YYYY format.
  • We’ve corrected an issue where emails were not being received by the person who the appointment was scheduled with when a patron canceled.
  • The patron search in the Appointments Booking Explorer now returns results for full name searches.

Events

  • We’ve made further modifications to the search logic in place for both the public page event search and admin side Event Explorer to return more relevant results to the top of the results list.
  • We’ve corrected an issue where recurring events were losing their ‘Location’ if the recurring event series was edited after its creation.
  • We’ve corrected an issue with space booking conflicts where a recurring event series was not displaying the correct location for any instance of the event series where it overlapped with a single day event already booked for the location set for the recurring event series.

Equipment & Spaces

Question/Answer Rules
  • The Equipment and Spaces booking form now supports conditional question and answer logic! Display another question or perhaps just some text based on the response given by the patron for any drop-down or radio button question you add to your booking form. Head to Admin > Equipment & Spaces > Booking Forms to set up your question / answer rules today!

Other Features
  • Building upon last release’s awesome feature that displayed which user cancelled a space booking, the Spaces Booking Explorer now also shows this info if a booking was cancelled from an event. Go to Spaces > Booking Explorer to see who cancelled space bookings through events!
  • The Spaces Booking Explorer’s export now includes the users’ names & dates of cancellations. Head to Spaces > Booking Explorer to make use of exporting these new fields via the ‘Export’ button.
  • There’s a new email alert for when a patron cancels an equipment and/or space booking. Head to Admin > Equipment & Spaces and edit a location. On the ‘General’ tab, there is a new edit text entry field labeled ‘Patron Cancellation Email’, where you can enter the email addresses of who you want to receive these notifications.
  • We’ve added Group Name support to the formAnswers parameter for /space/bookings API endpoint.
  • An .ics calendar file is now attached to all space booking confirmation emails.
  • If you have 2-step verification enabled for a Location (which requires the patron to click a link in their email to verify / confirm the booking), you can now help them out and confirm it on their behalf on the Admin side of the system! Head to Spaces > Availability and find / click the Tentative booking. You’ll see a new “Confirm Booking” button at the bottom of the Booking Details area.
Fixes
  • We’ve corrected an issue with the ‘To Date’ when creating a new daily equipment booking from the API.
  • We’ve corrected an issue on the public equipment booking page: equipment items that come sequentially after one that was set to inactive/broken in the database now properly display.
  • We’ve fixed an issue where checking in a banned user’s item from the overdue tab was still showing the user as banned for having item overdue.
  • We’ve corrected an issue where entering payments information for equipment fines was allowing a value to be entered greater than the value of the fine.
  • If a master item has model info populated, that now displays on the public check out page for child items, too.
  • We’ve corrected an issue where there was an extra empty bullet point in the bookable equipment list view on the public page, at the end of each categories’ equipment listing.
  • We’ve fixed an issue where in a recurring space bookings series, if the last booking was cancelled, the space booking form could not be edited.
  • We’ve corrected an issue where a patron can cancel an equipment booking after the item has been checked out to them via the link in the confirmation email.

Hours

  • If a location has a URL defined, the hyperlink will now display in the corresponding hours widgets.
  • We’ve fixed an issue where, on the day that Daylight Savings Time starts, any closing hours that were set to 2:00am would display as 3:00am for just that day.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Globalized LibGuides Community site

Are you looking for some international LibGuides inspiration? Want to know what the Brits have written about Harry Potter, or what the French have to say about Bastille Day? Now you can! With this code release, we are internationalizing the LibGuides community site. Whether you’re searching for Guides, Institutions, or Librarians, your results will be gathered from all over the globe.

Faster stats reports

Another improvement in this release brings you your statistics—blazingly fast! We’ve redone the back end of LibGuides Homepage, Guides, and Assets statistical reports so that this vast amount of data can be analyzed and brought to you much faster, just in time for fiscal year statistics season! Just head over to any of these statistical reports, and run them to your heart’s (or your admin’s) content: Homepage; Guides; Guides > Assets; Assets > All Assets

Accessibility fixes

We’ve made sure that screen readers can access and read the pop-up guide information available on your system and group homepages.
screenshot

  • We added ARIA text in the pop-up guide information on homepages so that screen readers can access the last updated date and number of views appropriately.
  • We’ve addressed contrast issues with the default colors of the navigation pills on system and group homepages.
  • We added an ARIA label to the search box on system and group homepages.
  • We added a language key for the screen-reader text for the pop-up guide information icon on system and group homepages. It reads “View guide information,” but if you would like to customize it, go to Admin > Look & Feel > Language Options > Customize > Homepage (or Groups). If you would like to add this key in another language, please contact support and include your default translated phrase.
  • We’ve added appropriate landmarks for breadcrumbs so that screen readers encounter these as a navigational element.*
  • We’ve changed the ARIA label for the “Back to Top” element that appears on longer pages, so that these are accessible to screen readers.*

* If you use custom templates, you’ll need to update your templates to see these changes:

For this element: Look for this: And replace it with this:
Breadcrumbs <div id=”s-lib-bc”>         {{breadcrumbs}}
</div>
<nav id=”s-lib-bc” aria-label=”breadcrumb”>{{breadcrumbs}}</nav>
Back to Top <a href=”javascript:void(0);” onclick=”jQuery(‘html, body’).animate({scrollTop: 0}, 750);” title=”Back to Top” aria-label=”Back to Top” aria-hidden=”true”> <a href=”javascript:void(0);” onclick=”jQuery(‘html, body’).animate({scrollTop: 0}, 750);” title=”Back to Top” aria-label=”Back to Top”>

Smaller fixes and features

  • Target the “Email Me” button in profile boxes with CSS.
  • All blog pages (system blog and guide blog pages) will now show the most recent 10 posts. To see the next 10 posts, click “Older Posts” at the bottom of the page.
  • Databases hidden from the public view no longer come up in guide page search results.
  • We removed the ability to set a password for a new account. For security reasons, and to bring LibGuides in line with other Springy apps, all new accounts must use the Reset Password link to receive a link to set their password. If you’re an admin and need to set a password for someone, no problem, just go to LibApps > Admin > Manage Accounts > Edit that account to change it. You can change your own password by clicking on your email address at the top-right of the screen. You must know your current password for this to work.
    screenshot
  • If you have a custom domain, and your domain includes a CAA record, we indicate this in the help text on the Certificates and Domains page. A CAA record can prevent us from obtaining a free Let’s Encrypt certificate for your custom domain. Use this tool to see whether letsencrypt.org is listed in your CAA record. If so—no problem! If not, you’ll need to contact your IT department (if that’s not you) to either get this added, or to purchase custom certificates for your domain.
  • We updated the FAQ link on the Reset Password page.
  • We disabled the Source button in the Rich Text editor for accounts leaving blog comments and discussion board replies.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Update: As excited as we are to get you these awesome new LibWizard features as quickly as possible, we’ve found we need a little extra time to ensure that everything works smoothly with both the LibAuth integration and the Certificate of Completion. These new features and fixes will go out in early August instead. While we regret the delay, we know you’ll appreciate the extra time and care we put into these features once you’re using them!

LibAuth Integration

LibAuth integration is coming soon! If you subscribe to the full version of LibWizard (i.e., you can create Forms, Surveys, Quizzes, and Tutorials in your system), you can put any form, survey, quiz, or tutorial behind a login, allowing only users at your institution to access it. Once a patron is successfully authenticated, their name and email address can also be automatically populated in to fields in your form (etc.).

To use this new feature, first make sure you have a LibAuth configuration for your institution’s authentication system set up in LibApps. (LibAuth Documentation) Once that’s set, go to LibWizard > Admin > System Settings > Advanced > Enable LibAuth Integration. Click the word Disabled to change it to Enabled, then select the configuration(s) you want to use. Click Save. Now you’re ready to use it on forms, surveys, quizzes, and/or tutorials!

While editing an item, go to Quiz Options > Basic Info > Enable LibAuth Authentication and choose the authentication config you want to use from the dropdown. If you’d like to map users’ name and email to fields in the form (etc.), select the fields to map them to in the “Map user info to fields” section just below the LibAuth option.

This is a just the beginning! LibAuth integration opens up a floodgate of potential new and exciting features, like only allowing a user to take a quiz once or allowing users to save a tutorial and continue where they left off at a later time. Make sure you sign up for blog notifications (top right side of the page) so you’re one of the first to know about new integrations!

Don’t subscribe to the full version yet, but interested in finding out more? Check out our guide on the differences between LibWizard and LibWizard Lite, then contact our amazing Sales team for a trial / pricing information!

Certificate of Completion for Quizzes and Tutorials

Create a Certificate of Completion that users can save, print, or email after they have completed a quiz or tutorial! Customize the certificate through the use of tokens, which automatically fill in the appropriate data for that item. Available tokens include the name of the quiz/tutorial, the library name, date, and grade.

Enable Certificates of Completion by checking “Display Certificate of Completion” on the quiz/tutorial’s “Thank You” screen. Once that’s been checked off, you’ll go to the “Certificate of Completion” tab to customize it.

Other Features & Fixes

  • Randomize Quiz and Tutorial Questions
    Make quizzes and tutorials more robust and deter copying by randomizing question order.
  • Re-Ordering choices and options
    Need to change the order of choices in dropdown or checkbox fields? No problem! Just drag options around in whatever order you choose.
  • Allow multiple answers in Grid questions
    Make grid behave like checkboxes: allow multiple answers per row!
  • Progress bar for Forms, Surveys, and Quizzes
    You can now enable the progress bar so users can track how far along they are, just like you can in Tutorials.
  • New button/modal widget
    Want to add your Form, Survey, or Quiz to a webpage, but don’t want to embed it right in the page because it takes up too much space? No problem! Use this new widget to add a button to your page, which pops up a modal window when clicked.
  • Various bug fixes and improvements
    • Reports: Filtering submissions was reworked to more easily filter through a lot of data.
    • Concurrent editing check: if you click save for an item that was edited by someone else after you initially opened it, you’ll get an error message instead of overwriting their change.
    • Want to right click a link for a form or report and open it in a new window? Go for it – now you can.
    • Various accessibility fixes.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Shifts by Position

We’ve taken the power of shift assignments to the next level by allowing for designating positions required to fill a shift. Optimize your scheduling workflow by defining positions and assigning them to both user accounts and shifts. Position assignment considerations are supported in both autoscheduler and manual shift assignments. Head to Admin > Schedule Settings > Name & Info to enable this feature.

Integration of LC Hours

Now you can link the LibCal hours module with LibStaffer schedules! If a schedule is linked to a library or department from the LibCal hours module, when creating shifts, the shift details page will display the opening to closing hours of the library or department the schedule is linked to for help in determining if the shift that is being created or edited will fall outside of the opening and closing hours.

Multi Date Picker for Shift Creation

By popular request we’ve added a multi date picker when creating shifts. This new multi date picker will accommodate scenarios where a recurring shift needs to be set up but there is not a consistent recurrence pattern. Go to Schedules from the Main Menu Navigation Bar and create a shift to use the new multi date picker.

New Shift Claim Period Options

We’ve added three new claim period options for shift claiming (when enabled for a schedule). Set a schedule to allow shift claiming as far out as 8, 12, or 16 weeks. This will provide greater flexibility especially for full semester schedulers. Navigate to Admin > Schedule Settings > Edit a Schedule > Name & Info tab > Shift Claiming section to make use of these new options.

New ‘Clock In By’ Options

We’ve added new options to when users must ‘clock in’ by if the Clock In/Out feature is enabled for a schedule. There are now 3, 6 and 12 hours within a shift options available. Head to Admin > Schedule Settings > Edit a Schedule > Location & Time Clock to check out these options.

Favorite Shifts Report

Hot off the presses we have a brand new report to further enhance the scheduling process. See all shifts staff members have marked as favorites by going to Reports and clicking on the Favorite Shifts tab.

Other Features & Fixes

  • Recurrence details display in shift details modal
    For any recurring shift series, we’ve added the recurrence pattern details to the shift edit details screen.  Open any recurring shift on a schedule to see it.
  • Total number of hours has been added to the Time Clock Report
    We’ve added the total number of hours to the Time Clock report based on the returned results of the report search. Head to Reports and click on the Time Clock tab to see the total number hours display at the top of the returned report results.
  • Shift swap no longer lives in the past
    We’ve corrected an issue where shifts could be potentially swapped with shifts from the past.
  • Claim Type field save issue
    We’ve corrected an issue where the Claim Type drop down would not save correctly when setting if a schedule’s claim type to weekly or a rolling date.
  • Ensure all date pickers follow system date format
    We’ve gone through the entire app to make sure all date pickers follow the system date set on the Admin > System Settings > Name & Info tab.
  • Copy Shifts Outlook sync
    We’ve corrected an issue where the ‘Copy Shifts’ process was not correctly syncing shifts to Outlook.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibAnswers

As we’re working hard building you awesome new chat cooperative functionality, we’re also making sure that we get you some great small features and fixes in your existing LibAnswers system. Here’s the latest!
(Remember: these changes will be out to all regions starting next week & will be out to everyone by end of day Friday, July 5.)

  • LibChat:
    • If you are marked as Online or Internal and close the operator chat window, you’ll now be asked if you’re sure you want to close it, in order to minimize accidental closing of that window.
    • The Patron Information tab now more clearly shows what browser and operating system the patron is using.
    • We fixed an issue where text copied / pasted from Word was breaking the formatting of chat transcripts and tickets created from chats, due to the excessive underlying HTML that Microsoft products add on the back end for those actions. (Those excessive and unnecessary hidden characters were breaking the character limit.)
  • Tickets: We fixed an issue where tags could not be added to tickets when using any browser on iOS or the desktop version of Safari on a Mac.
  • Queues: Want to reorder the multiple choice options in your Queue’s Question Form without affecting past data? Now you can! Head to Admin > Queues > Edit your Queue > Question Form > Multiple Choice Fields and you’ll see a new “Reorder Options” button.
  • HTTPS: Sites who do not yet have HTTPS enabled / forced for their LibAnswers system will see a message upon login reminding them of the importance of using / forcing HTTPS and linking them to more information / the “force HTTPS” setting in LibApps.

Are you a QuestionPoint subscriber moving to LibAnswers? You’re most welcome to join us for our LibAnswers / LibChat training in July to get a peek at the system! These sessions do not show the cooperative functionality, since we’re in process of building that out, but will give you a look at the existing LibChat functionality and other features of LibAnswers.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCRM

We focused on improving data imports (though didn’t stop there) for this LibCRM update!

  • Data Imports:
    • Now you can bulk update existing Profile records! If you do a data import of Profiles and an email address entered matches one that already exists in the system, the import will update that profile’s information. A super efficient way to update a bunch of Profiles at once!
    • If you have a multi-select field, the import now supports setting multiple options during the import. The options in the field should be separated by commas.
    • We fixed an issue when there are duplicated Emails in a Person Profile in an import file. The Bulk Import Details page will now properly display an error message alerting you to the fact that the email in row x already exists in the spreadsheet.
    • We improved the instructions at the top of the screen for how to do the import. Click the section to expand it and see the steps, or see our FAQ.
  • People and Organization Profile Screens: Both screens now show Record Owners and Co-Owners in the General Information section, and that section is now organized into 2 columns for ease in browsing / saving space on the screen.
  • Multi-Select Fields now have a “Select All” option.
  • Report Fixes:
    • We fixed an issue where Report exports were not correctly outputting all values when a custom multi-select field had multiple values selected.
    • We fixed a custom field display issue where if a Profile type (Organization or Person) is selected, all custom fields for both types were being displayed as filtering options. Now only the custom fields for the related type are shown.
    • When a specific answer option is selected in the filtering options, the results now correctly only display profiles with that option selected vs. all profiles with options that contain the word(s) in the option. For example, if you select Dean as the option to filter on, only profiles with Dean selected will be returned vs. both Dean and Associate Dean.

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

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!

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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!

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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. &amp;, 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!

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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!

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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!

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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!

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