Archive for LibWizard

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. &, 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.

    Feed Your Data Cravings — With Springy Stats That Are Off The Charts!

    Get Me Some Actionable Data…STAT!

    This is the world we live in. We need proof to try the pudding. 15 years ago, people simply went to a restaurant, chose a vacuum, or took a gym class. Now, most people spend a considerable amount of time doing research before major and even minor purchases. Just think about how many reviews you’ve read lately for a mobile phone case. How many stars does it take for you to choose a taqueria? Forbes says, “82% of smartphone users consult their phones on purchases they are about to make in-store.” Librarians have known for a long time that keeping statistics is important. Having actionable data is key.

    Grid And Bear It.

    Springshare understands how valuable metrics are to libraries. You’re in the service industry. It’s critical for you to keep track of usage, to measure growth, and to gather feedback. You have to be able to make assessments about which efforts are yielding positive results and which programs or classes are no longer popular. Springshare has statistics built into every tool. Since the love of data is now a very cool thing, we wanted to geek out and share some great charts and graphs you can dazzle people with at the staff meeting.

    LibWizard allows you to easily build custom forms, surveys, quizzes, and tutorials. If you choose the Grid Field, you can get feedback on a number of related questions all at once. Looking at the data through the varied chart options can quickly help you make some decisions about, in this case, improvements to library instruction sessions. As we can see from this Post-Instruction Survey, the attendees thought the class was maybe a bit short. And, while they thought it had great content and examples, it didn’t have enough hands-on exercises and there wasn’t enough time for questions. How incredible would it be for your team to have this kind of evidence?

    It’s All About The Filters.

    LibCRM is our Customer Relationship Management tool designed specifically for libraries. It’s amazing what this system helps you keep track of from projects and tasks to the complexities of relationships and memberships to recording all the work you’re doing to be of service and build a rapport.

    But this system isn’t just wowing people because of what it can hold. It’s surprising folks with what you can extract. You choose the filters and get the intelligence you need.

    Here’s a report on Adjunct Faculty Who Don’t Communicate with the Library. Being able to run a report that can filter through scores of records to display these specifics is beneficial. You could then spearhead a project to boost your outreach that gives you a real place to begin.

    Don’t Just READ Into It.

    The READ Scale or Reference Effort Assessment Data has been around since about 2002 when an ARL (Association of Research Libraries) survey was conducted and unearthed the problem that the READ Scale solves.

    They had determined that it was necessary to spell out the efforts being made by librarians to help answer patrons. This ensures an accurate assessment of the work each interaction entailed.

    Since inception, the LibAnswers Platform has provided librarians with the ability to select the READ Scale number that corresponds with the activity when recording the transaction. If you’re not already using it. You should! Data is most helpful when it is quantitative — in this case measuring effort. It justifies the need for professional librarians and their invaluable expertise. Plus, having this knowledge helps with scheduling. It’s easy to look at the time stamp in the stats. When the most difficult questions are being asked, you can make sure there’s a manager around.

    Now, go ahead and check out the Stats and Reports features in all your Springshare tools to get the data that you need!

    Prince Georges CC Uses LibWizard to Assess Student Success

    An Easy Way To Get Important Data You Need.

    Libraries are working very hard to provide excellent instruction, easy access to information, and responsive service relevant to the needs of their students, faculty, patrons, and staff.

    If you know a little about LibWizard, you probably know that it allows you to make an unlimited number of custom tutorialsforms, and surveys. These are great for gathering feedback to help you know what you could be improving or doing away with, what patrons are enjoying and what they want even more of from the library.

    However, Prince Georges Community College is also using LibWizard to build quizzes. Their library team has prioritized assessment and are taking a serious look at whether their students are learning. In the end, doesn’t all the work come down to this?

    If You Know What Features You Need, It’s Easier To Find Your Solution.

    Marianne Giltrud wears many hats as an Assistant Professor, Instruction Librarian, and Secretary in the Faculty Senate Academic Council at Prince Georges Community College. Assessment is one of her responsibilities. She relayed why she needed to find a new tool to address it.  They had quizzes built using some older technology. The person who created them left and neglected to hand over the admin rights so it was impossible to access the assessment data. Since Marianne was in a position to find a solution, she wanted one that could yield the data that she needed. Recalling her search, she said,

    We used Google Forms for most of our surveys and forms. However, the google forms/spreadsheets do not provide robust enough data, for assessment. You can do pivot tables but not everyone can do them. LibWizard reports are easier to run and use.

    I have used Survey Monkey for a variety of things, but it really isn’t designed for quizzes, per se. You can ask questions that are on a Likert scale but it doesn’t have the features like conditional logic, grading, feedback, timers, and more. LibWizard gives you a lot more options and ways to slice and dice the data.

    Marianne chose to use LibWizard for a number of reasons. She said,

    We already use Springshare products like LibGuides, LibAnswers, LibGuides CMS, so it made sense to go with LibWizard. However, it really was the reporting feature with Excel spreadsheets, the charts (pie, graph, bar, and table) and the quiz question features (conditional logic, grading, feedback, and timers) that was the deciding factor. Moreover, we had considered a proprietary InfoLit Tutorial but found that the assessment reports were very basic and it wasn’t customizable enough for what I needed.

    The Goal Is To Assess Learning.

    It can be taken for granted that the students are learning. Academic institutions are fully aware that this is a dangerous assumption. Marianne said,

    Student success is a key metric for the college. Thus, assessment is very important to ensure that students are learning what they need to learn. We report student assessment in many ways.

    The Library and Learning Resources Division strategic objectives tasked to me were:

    • the creation of the interactive videos and with specific measurable outcomes.

    • the creation of an information literacy instruction pre-test and post-test to assess learning in a one-shot face-to-face instruction.

    Both of these required assessment data based on specific learning outcomes. I just reported the data in the FY 2017-2018 Strategic Plan. You’ll find more and more colleges and universities are looking at relevancy, assessment, student success, and ways to engage users.

    Marianne had a plan and executed it. She said,

    I created eight videos/tutorials and embedded the quiz at the end. I then embedded everything in a LibGuide Frame. In addition, we placed the Research Tutorial videos with a link to the quizzes on our YouTube channel.

    Since I wanted to assess the learning, a quiz was the best option for me. I also wanted to use the grading feature, so that students would get the score once they completed each video/quiz.

    You’ll find four quiz questions per video (32 questions in total). I created the learning outcomes and relevant quizzes based on the Association of College and Research Libraries Framework for Information Literacy as a guide to test the students’ knowledge. I created mostly multiple-choice questions but a few were true and false.

    The End Of The Story? Done Correctly, It Never Ends.

    The response to the work that the Prince Georges Community College Library has done with LibWizard is favorable. Marianne said,

    The Library Director likes the data because it can be reported in the measured outcomes section of the Strategic Plan under the Unit Goals.

    Faculty like how we have constructed a way for the students to get a copy of the grades directly or the students can take a screen capture of the grade at the end of the quiz and send that to their professor.

    Even Marianne is happy. It’s funny how sometimes in order to begin to envision a good solution — you must first think about what you want to get out of it in the end. This was that kind of project for Marianne. She said,

    The Statistics report gives a high-level overview including the mean, average and standard deviation. I like bar charts and tables for most of what I am conveying.

    LibWizard is easy to use and the quizzes are can be built without a steep learning curve. It’s mostly a text editor.

    Now, the students can keep viewing the library’s tutorials and they can keep taking quizzes afterward. The data will let the library know if learning is, in fact, happening — which is, of course, the best case scenario.

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

    Important updates!

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

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

    LibCal

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

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

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

      Create New Event > Find Event to Copy

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

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

    Fixes include:

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

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

    LibApps, LibGuides, & LibAuth

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

    Join us for our upcoming LibGuides training, including:

    LibInsight: COUNTER r5 is here!

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

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

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

    screenshot

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

    Join us for our April LibInsight training sessions:

    LibAnswers

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

    Link to the ticket from the RefAnalytics Transaction Explorer.

    Showing Ref Analytics transaction link in the Knowledgebase Explorer.

    Link to transaction in the Knowledge Base Explorer.

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

    Join us for upcoming LibAnswers training sessions:

    LibStaffer

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

    Showing drag & drop feature to fill schedule shifts.

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

    Join us for upcoming LibStaffer training sessions:

    LibWizard

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

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

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

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

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

    Tips for Promoting Internal Staff Communication, Collaboration, and Community

    Are you engaged?

    It’s funny to say, but people are always talking about communication. In every relationship dynamic, the secret…is always communication — with your child, with your clients, with pets, with other countries, with your barista. Are you communicating effectively? Even more to the point, how can you communicate better?

    This has always been a trending topic and it’s even more of a challenge now. With so many ways to reach out and because the traditional work environment is morphing with flex hours and telecommuting, virtual possibilities, it helps to reboot the conversation.

    The one thing you will learn quickly is that it’s all about engagement. You have to be engaged in the solutions you put forth or the team won’t be either. So, if you really care about boosting internal staff communication to improve collaboration and create a sense of community, then you’re already on the right track. You care. The sooner we stop talking about communication and make improving it a real priority, the sooner we will see the wonderful effect it has on team productivity and morale.

    The leaders have to lead.

    If you want to encourage active internal communication amongst the staff, you’ll want to get in the mix. There are teams all over the world who find themselves with new directives sprinkled with enthusiastic words about the new intranet tool that has been licensed — so the company can better connect. It improves efficiency, they’re told. And, while this may be true, so many of those sharing the new mandate will never be seen actively participating in the intranet. They say the best way to lead is by example. Well, whether you intend to or not, you’re always leading by example. So get in there and show them how it’s done!

    LibGuides CMS has Groups functionality. Combine that with its Access Controls feature and you can create a locked down group and use it as a staff intranet! Many libraries are starting to do this as it’s super convenient.

    • Your internal group in LibGuides CMS can be a place where you get to know each other better. You can have each team member build a guide where s/he shares not just education and work experience, but also hobbies and interests, favorite TV shows and go-to Karaoke songs, photos of family or pets or a favorite vacation vista and more.
    • You can facilitate collaboration on projects that should be tackled next or get feedback on your latest instruction session idea by enabling Discussion Boards. You can engage with your team right in your site by encouraging open discussions or you can post specific questions. Remember, you can enable Discussion Boards on as many guides in your intranet group as you wish!

    • Cultivate a fun internal voice by using the blogging tool. Maybe your library organized a particularly successful event recently. Or, maybe you had excellent reviews on a recent class you offered. Have the folks in charge write a blog post about it. This gives staff a chance to share and shine!
    • It’s your intranet, what do you want to use it for? Ensuring an actively accessed intranet is about making it a “place” you’d want to hang out. Of course, you can build guides that hold documents and files and links and images pertaining to a current project. But alongside those, be creative about your guides. Perhaps the Director wants to build a guide about what’s on the horizon with tabs for each quarter? Give your retiring colleague an opportunity to build a farewell guide! Maybe you should start a staff book club or book review guide! Have fun! This is where communication leads to community.

    The new water cooler.

    Do offices even have the proverbial water cooler anymore? At Springshare, we’re chatting all the time, but from our desks or devices. Don’t curtail the chatting. Instead, foster it. It’s much faster than opening/sending/replying to emails. LibChat, a component of the LibAnswers Platform, not only helps you answer your patrons efficiently, it also allows you to chat amongst yourselves.

    • You can transfer questions from patrons to another operator. This is useful if there is someone better suited to answering the question online with you or in case you are about to go on your break and you need to start feeding questions to the next person on duty.
    • You can ask a colleague a question — behind the scenes — to help you answer the patron.
    • You can chat with all LibAnswers colleagues that are online at the time or initiate a chat with someone in particular.

    A mixed bag is good. People will chat with each other about projects, ask for feedback, share an experience. But they’ll also send a birthday shout out and ask each other about playlists that move the day along. The important thing is that it’s a happy work environment. People who know and like each other want to collaborate.

    Plus, the LibChat Operator Console was just updated with an entirely new interface making internal/staff-only chats that much easier.

    Check in — so they don’t check out.

    You can set up tools and you can implement strategies to improve communication in your workplace, but one of the best things you can do is frequently check in with the team. Use LibWizard to create an anonymous survey and ask folks if something is missing from the intranet. See if there’s a page they never use. Use the multi-select checkbox field to ask them which portions of the intranet they find most useful or interesting.

    Not only will it help you improve by filling in the blanks or kicking out stuff that’s just taking up space, but it lets your team know you really do care about nurturing a productive and supportive and — dare we say — fun workplace.

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

    hacker

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

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

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

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

    Chrome ‘NOT SECURE’ Warning Message

    Why HTTPS Matters

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

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

    HTTPS Protects the Integrity of Your Web Presence

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

    Getting a Security Certificate is Important

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

    unlock

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

     

    lock

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

     

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

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

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

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

    1. Work with Your Local IT Department

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

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

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

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

    LibGuides Users

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

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

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

    For LibAnswers/LibCal Users

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

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

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

    1. Update All Links to HTTPS

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

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

    Update links to Springy Tools to HTTPS

    2. Update Embedded Widgets to HTTPS

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

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

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

    Tis the Season for (spring)Sharing – Tip #1: Getting Emoji’tional

    Emojis

    While your library might be winding down from the hectic schedule of finals or if you’re experiencing the general slowdown of traffic and questions typical during this time period – here are some quick (and fun!) things you can do, right now.

    We’ll be releasing our Tis the Season for (spring)Sharing as a blog series from now till Dec 22nd! So come back and check out our other Springy Tips.

    Tip #1 – Getting Emoji’tional 😉

    Emoji’s can be an effective way to communicate with patrons and coworkers. They’re fun, expressive, and most importantly – compact. Universally agreed upon emoji symbols can help us convey a sentiment, or emotion, without having to phrase it in a convoluted or ambiguous sentence. So, not only does it save you time, but it can help prevent confusion from indecipherable sentences. For example, if you write that you’re heading over to a reference desk meeting and I reply with an emoji thumbs-up 👍👍, you can ascertain that I understand and am confirming your message. All parties are on the same page! Time magazine recently reported a study by Harris Poll showing that 36% of millennials ages 18-34 who use “visual expressions” say that those images better communicate their thoughts and feelings than words do.

    On the flip side, using emoji’s improperly can land you in some hot water if you’re not using emojis that everyone can understand or are universally accepted. For example, in the same example above, if I had replied to your message with a party popper 🎉🎉 – does that mean that I’m happy you’re leaving to go to this meeting? Or am I wishing you good luck? Sending a party popper to that message just doesn’t make sense. As the recipient to my ambiguous emoji reply, you’re justifiably confused.

    So, like with any communication tool, it’s important to consider your message and how the recipient of your message will interpret it. When in doubt, don’t use any emojis at all.

    Accessing Your Built-In Emoji Keyboard

    You’re probably very familiar with your emoji keyboard built into your smartphone device. But, did you know that your desktop computer also has a built-in emoji keyboard? Well, it does! Here’s how you can access it!

    Step One: Be sure your cursor is inside an editing/typing window – like LibAnswers SMS Ticket Reply, or LibCal Social Publishing Field.

    Step Two: Keyboard Shortcuts for Accessing the Emoji Keyboard

    Windows Users Mac Users
    • Windows Button + semicolon (;)
      or
    • Windows Button + period (.)
    • CMD + Control + Spacebar

    Step Three: Double-click to select your emojis, choosing as many as you want. You’ll notice the emojis being added to your text-editor. When you’re done, click to close the emoji keyboard.

    Mac Computer Emoji Keyboard

    Using Emojis In Your Springshare Tools

    Now that you know how you can access your emoji keyboard, let’s have fun exploring all the different ways you can use emojis in your Springshare tools.

    1. LibAnswers

    There are many places that you can use emojis when replying to patron inquires inside of LibAnswers. Three places that come to mind are the SMS/Text-Message Tickets, Social Media Management, and inside of LibChat.

    Additionally, using emojis in more ‘informal’ communication like text-messages, and social media posts can help users feel more connected to your content. In that same Time Magazine article, they reported that “the majority of people across age groups also said they feel ‘more connected’ to people they frequently message when using emojis and GIFs.”

    In Your SMS/Text-Message Replies

    LibAnswers SMS ticketing functionality allows you to answer patron-initiated texts natively inside the LibAnswers platform. Bottom-line, if you can type…you can text.

    While replying to a patron inquiry, consider adding an emoji! Remember, text-messaging was the original birthplace of emojis, so using emojis in your reply will appear natively in the patron’s smartphone messaging app.

    Adding Emojis to your LibAnswers SMS/Text-Message Replies

     

    In Your Social Media Posts/Replies

    If emojis were born in text-message, they grew to adulthood on social media. In your LibAnswers Social Media Management Tool, consider adding emojis to your Twitter, Facebook, and Pinterest Posts and Replies. Remember, users feel comfortable when communicating with people who use emojis. And from our recent social media post, it’s important to be authentic. Emojis in your social media posts are a great way to communicate with patrons in a casual, informal, and authentic manner.

    Emojis in Twitter - LibAnswers Social Media Management Posting

    In Your LibChat Messages

    In case you didn’t know, LibAnswers’ LibChat comes with built-in emoji support – but it’s limited to just the smiley face emojis. Use your built-in emoji keyboard to add more visuals to your chat convos! 👍

    Built-in Emoji Support in LibAnswers’ LibChat

     

    2. LibCal

    Your library’s calendar events are an ideal spot for integrating some emoji fun! Remember, context is important – so it’s probably not a good idea to add emojis in a calendar event advertising the library’s counseling services.

    In Your LibCal Calendar Events

    When advertising your LibCal calendar events, consider adding emojis to the built-in Social Media posting integration.

    Social Media Integration built-in to LibCal Calendars.

     

    3. LibWizard

    When asking patrons to fill out Library feedback forms or surveys – consider adding emojis to the radio and checkbox options!

    As a tip, don’t replace words entirely with emojis as some user’s browsers might not be able to display them. Always use them in ‘conjunction’ with text unless you’re 100% certain that the emojis you’re using are compliant across all apps.

    Adding emojis to the LibWizard Choices Options Fields.

    Have fun poking around your Springshare tools and explore all the ways you can use emojis! And remember to have fun! 🎊🎉🎈

     

    That’s all for this edition of ‘Tis the Season for (spring)Sharing’ Tips! Come back later this week for Tip #2!

    LibWizard Update Now Live

    We have a brand new mini-release for LibWizard out today. This is just a maintenance release that is mostly concentrated on often requested bug fixes and some back end performance tweaks. You should notice a faster, smoother, LibWizard experience!

    Just a few items:

    • Corrected a usability issue when LibWizard assets are embedded into LibGuides.
    • Fixed a problem where users were unable to edit the date and time field on reports.
    • Corrected a few typos on both the welcome and thank you screens.
    • Corrected an issue where checkbox fields set to display in multi-columns were not indented correctly.
    • Assets will now sort correctly when sorted by the created date.
    • Changes in asset title are now applied without refreshing the page.
    • Fixed an issue where under a very specific scenario submission notification emails were not being generated

    HTTPS

    We encourage you to use LibWizard with HTTPS but if you’re not, you should definitely give it a look. When web browsers start to force HTTPS, some of your forms my break if you’re not properly prepared so get started now!

    We’ve written more about HTTPS on a previous blog post, so be sure to check that out.

    “We’re All In, Because It’s Easy”

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

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

    LibGuides CMS-Powered Website w/ Integrations

    Georgetown College Website

    LibGuides CMS allows for seamless integration with Springy Tools

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

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

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

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

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

    Student Worker Training

    Student Worker Training

    Informing & Training Student Workers

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

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

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

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

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

    Geogetown College Circulation Desk LibGuide

    Student Circulation Dashboard LibGuide

    LibWizard Tutorial

    LibWizard Interactive Tutorial used to train student employees

    Georgetown Staff Directory

    Staff Directory LibGuide Powered by LibAnswers FAQ Widget

    Using Widgets Makes It Easy to Maintain & Share Info

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

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

    Easy!

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

    Wait, What About Faculty?

     

    LibCal Booking form

    LibCal My Scheduler IL-Booking Form

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

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

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

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

     

    LibInsight Gate Count Dataset

    Gate Counts Data

    LibInsight Gate Counts Data

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

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

    LibWizard 1.7.9 Update Now Live

    We have a post-Valentine’s day gift for the LibWizard community – the 1.7.9 update is now live! With this update we’re bringing you enhanced feedback options, which ensure patrons get the maximum amount of feedback for better learning outcomes. Read on for the new features that are making our hearts flutter!

    Redesigned End-of-Quiz & End-of-Assessment Options

    We’ve made a few changes and updates to the options available at the end of Quizzes and Assessments, with a goal of giving learners the most comprehensive feedback possible. This includes:

    • NewEndOptionsShow All Questions & Answers on the Thank You page – When patrons finish a quiz or assessment, wouldn’t it be nice to give them immediate feedback on all of the questions they answered? With this update, now you can! Head to the Thank You screen to see the new option for “Display correct answers and patron answers”. When you use this feature, we’ll display all of the responses that the patron provided at the end of the quiz or assessment, alongside the correct answer for each question and any question-related feedback you may have provided in the quiz or tutorial. This provides the patron with the full picture of how they performed on their quiz or assessment, and provides easy take-away info for continuous learning improvement.
    • Not Requiring a Correct Answer to Provide Feedback – Previously, it was only possible to give a learner correct/incorrect answer feedback by requiring an answer to be correct in order to move on. We realized that this was a bit limiting, so we’ve changed things – from now on, these are treated as separate settings, so it’s still possible to require a correct answer to continue, but you can still provide feedback on correct and incorrect answers to the patron without this requirement.
    • Display Grade as a Percentage, OR as Number of Questions Right/Wrong – A small yet popular feature request – if you choose to display a grade to the patron when they finish a quiz or assessment, you can now choose what form that grade should take. You’ll see this option on the Thank You screen, listed as Grade Display Type – choose whether you’d like to display the grade as a percentage (ie “You scored 80%”) or as the number of questions correct (ie “You answered 7 out of 9 questions correctly”).

    File Upload Updates

    We have a couple of new features to share for the file upload option:

    • DragDropNew Drag and Drop File Uploads – In a big move for convenience, we’ve added a super simple drag and drop file uploader, which reduces the number of clicks required to upload files on both the public and administrative sides of the system! To upload a file (up to 20 MB), just grab the file and drag it into the uploader. Of course if you prefer, you can still click on the uploader to choose a file from your computer.
    • File Uploads Included in Email Confirmations – We now include a link to uploaded files in the email confirmation messages sent to patrons / anyone on the email notification list, so you’ll no longer have to head to the reports area to view files.

    Updated Look for the Edit Question Screen

    We’ve adjusted the look of the edit question screen – now, instead of relying on accordions for the 3 main editing sections (Display Properties, Answer Properties, and Advanced Customization), we’ve moved these sections into 3 separate tabs. Hopefully this will make the various editing options a bit more obvious.

    Tweaks and Bug Fixes

    • Previously, the file upload option could sometimes fail on the public side of the system, especially in cases where you had more than one file upload on a page, or a file upload was a required question. We’ve squashed these critters so the file upload will work reliably for patrons.
    • We’ve updated the option to “Use Spam Control” so it’s in use by default. Our spam control uses a honeypot method – it includes a field that is intentionally hidden so that humans don’t enter data in it. If the field is empty, as it should be, then the user can continue to the next page. Spam robots, however, will still detect that field and try to enter data in it (or in other words, stick their hand in the honeypot). When this happens, this prevents the robot from proceeding.
    • There were a couple of bugs that cropped up with the new Rich Text question and answer entries, where including HTML in the question or answer text could cause issues with questions being saved to the question bank, and certain fields were not saving correctly if they included HTML. These issues have been resolved in this update.