Archive for LibWizard

New Year, New Springy Tips

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

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

Under 10 Minute Tips for Every Springy App

Before and after profile example

1. Give Yourself a LibGuides Profile Refresh.

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

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

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

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

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

3. Streamline Ticket Views in LibAnswers.

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

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

Pickup Manager Macro example

4. Expand Pickup Manager Macro Usage.

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

5. Review LibWizard User Access.

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

6. Check LibStaffer Calendar Syncing Status.

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

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

7. Create Alert Reminders in LibInsight.

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

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

8. Examine LibCRM User Roles & Permissions.

LibCRM Interactions permissions options

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

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

Bonus Tip: Update Your LibApps Password!

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

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

There are two ways to update your LibApps password:

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

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


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

ICYMI: Our First Springshare Learning Lab!

Just before the U.S. Thanksgiving holiday, we were thrilled to host the first session of our new client story + how-to webinar series: The Springshare Learning Lab!

Ken Winter kicked things off with a thoughtful discussion of his longtime remote working experience and its recent challenges. And how LibGuides, LibAnswers, and LibWizard have helped him and his team support their patrons during the pandemic. Next Springy Michelle highlighted using LibChat for internal staff communication, setting chat departments as fallbacks, and configuring a LibWizard form with conditional logic.

In case you missed it, the full recording is available! You can watch it below and find Ken’s slides on the Buzz site!

Got an after-the-fact question for Ken? Lounge members can ask it in his discussion thread that he’ll be monitoring for the next week or so. Any Springy user can request a Lounge account, and we have getting started guidance in our July newsletter.

Inspired by Ken’s presentation, Springy Michelle also created a special training on how to build an internal staff communication guide similar to the one in his session with LibGuides, LibCal, and LibAnswers. You can watch the recording in our training video library.

Up Next! Library Reopening at Gwinnett Technical College with LibCal Seats

Back in September, Gwinnett Technical College shared their reopening experience and how they’re using LibCal Seats to help reopen safely. For our next Learning Lab, Deborah George, director of library services, is going to share their story, give us an update, and answer audience questions. Following, we’ll look at some of the specific features they’ve found most useful during this reopening process.

Register today! COVID-19 – Bringing Patrons Back to the Building
Tuesday, December 8, 2020
11:00am – 12:00pm ET

Just getting started with LibCal Seats? Since we won’t have time to cover every setting during the Learning Lab, we have a full training session scheduled for the next day.

Register today! LibCal Seats – Get Your Library Ready to Reopen Safely
Wednesday, December 9, 2020
2:00pm – 3:00pm ET

We hope to see you at one or both of the sessions! Wishing you all a happy and healthy holiday season. 🙂

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

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

Read about: LibGuides | LibWizard | LibStafferLibInsight

LibGuides

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

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

Use mapped assets

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

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

Upcoming LibGuides Training Sessions:

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

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LibWizard

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

Transfer existing forms to a new user when deleting a user

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

Transfer Forms

Additional rft OpenURL parameter

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

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

Upcoming LibWizard Training Sessions:

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

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LibStaffer

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

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

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

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LibInsight

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

Copy Dashboard

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

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

Copy a dashboard

Rich Text Dashboard Row

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

Rich text row

Other Improvements and Fixes

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

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

[UPDATED] Important Browser Notices & Updates

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

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

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

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

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

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

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

Tom Warren, TheVerge.com

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

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

LibGuides Users & IE11 [Updated Oct 19, 2020]

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

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

LibAnswers Users & IE11 [Updated Oct 12, 2020]

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

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

Chrome 86 Security Update

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

All Springshare Tools are HTTPS-Required

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

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

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

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

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

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

Chrome 86 Update Will Display Warning for Mixed Forms

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

Chrome Version 86 Will Display Warning of Unsecure Forms

Identifying & Resolving Mixed Content

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

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

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

Missed It? Watch it! SpringyCamp 2020 Recordings Available

Last week’s SpringyCamp was one for the books! We were thrilled so many from the Springy community joined us for camp. Over two days (for a total of four sessions), we got to see what others are up to, hear new ideas, and just generally find inspiration for how to expand services and explore ways to engage students and patrons in this “new normal.” All of our presenters deserve a huge round of applause for their time and efforts!

In case you missed it, it’s not too late to make a batch of s’mores, settle into a comfy chair, and watch the presentation videos. Have questions for the presenters? Want to give kudos? Head on over to our Getting Ready for Camp guide to find instructions on how to join the conversation.

You can even claim an official SpringyCamp 2020 Attendee badge for your Lounge profile! Just head to that badge’s page (make sure you’ve logged in) and use the Request Badge button!

A few Springy favorites:

We had so many well organized, thoughtfully created presentations this year, that we were impressed with each and every one. Here are a few fan favorites, picked because of the timeliness of the topic, engagement it generated during and after the session, and positive feedback we received!

You can watch recordings from all of our excellent presenters, download their slides, and jump to their additional resources from the SpringyCamp 2020 guide. Check them out below!

Using Springshare Tools to Manage & Record COVID-19 Information

New Partnerships: Using Springshare Tools Outside of the Library

Connections: Your Library & Social Justice – Amplify Black Voices with Springshare Tools

We’re All Distance Learners Now: Using Springshare Tools to Share Information with Staff and Patrons

SpringyCamp 2020 Registration Opens Tomorrow!

Summer is in full swing in the Northern Hemisphere, which means two things: we’ve swapped comfy pants for comfy shorts; and we’re getting close to SpringyCamp!

In a year unlike any other when services dramatically changed (and are still changing), the Springy team wanted to host an extra special virtual conference for our customers. To that end, we’re bringing you two exciting days of camp with an expanded list of presenters! Plus, new ways to engage and interact with other Springy users!

SpringyCamp 2020 – August 5th & 6th
The New Now: Promoting Access & Redefining Services

This year’s camp will explore four themes:

  • Using Springshare Tools to Manage & Record COVID-19 Information
  • New Partnerships: Using Springshare Tools Outside of the Library
  • We’re All Distance Learners Now: Using Springshare Tools to Share Information with Staff and Patrons
  • Connections: Your Library & Social Justice – Amplify Black Voices with Springshare Tools

SpringyCamp Registration & Sneak Peek

Registration opens tomorrow, and we’ll have all of SpringyCamp’s details in our training newsletter – landing in inboxes at 12pm US ET!
Not currently a subscriber? Sign up on our website.

Updated: You can now view the full lineup and register from our SpringyCamp 2020 guide!

In the meantime, here’s a glimpse into what some of our camp presenters are cooking up to share with attendees:

  • Real-World Readiness: Using LibGuides to Wade Through the COVID-19 FloodPoster Session!
    Carrie Price and Katie Lobner, Welch Medical Library, Johns Hopkins University
  • Empowering Staff and Facilitating Remote Work with LibAnswers
    Amanda Scull, Dartmouth College Biomedical Libraries
  • Using LibGuides and LibWizard to Create Online Escape Rooms
    Rachel Valentine, Blinn College Library
  • Creating & Hosting OER using LibGuides CMSPoster Session!
    Nikki Rech and Jeff Mortimore, Georgia Southern University
  • Lessons Learned from Moving to LibGuides and LibCalPoster Session!
    Sam Torrez, Dickinson Public Library
  • LibGuides and Digital Literacy for the New Online Student: An Academic Reference Librarian’s Approach to Faculty Collaborations
    Kimberly Michelle Gay, John B. Coleman Library, Prairie View A&M University
  • LibGuides Beyond the Library
    Nadine Bailey and Stephen Taylor, Western Academy of Beijing

All of us have learned a lot this year, and we’ve still got a lot left to figure out. While SpringyCamp always provides a great opportunity for Springys to come together and share ideas, we’re feeling the importance of this community event more acutely than ever. We hope you’ll join us!

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

All Regions Important Code Updates

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

Read about: LibCalLibAnswersLibGuides | LibStaffer | LibCRM | LibInsight

LibCal

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

Seats

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

Microsoft Teams Integration – Calendar Events & Appointments Scheduler

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

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

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

Events

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

Appointments

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

Spaces & Equipment

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

Upcoming LibCal Training Sessions:

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

LibAnswers

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

New in LibAnswers & LibChat

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

LibChat Screensharing Updates

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

Shared Group System Reporting Updates

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

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

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

Co-Op Updates

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

Bug Fixes and Smaller Improvements

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

Upcoming LibAnswers Training Sessions:

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

LibGuides

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

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

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

Upcoming LibGuides Training Sessions:

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

LibStaffer

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

Features:

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

Smaller Fixes and Features

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

Upcoming LibStaffer Training Sessions:

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

LibCRM

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

Roles & Permissions

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

Roles

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

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

Permissions

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

Each permission comes with the following options:

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

[Back to Top]

LibInsight

COUNTER 5 Analysis Report Update

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

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

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

Other Misc Updates

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

LibInsight System Settings

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

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

Librarian Reserve Corps Fighting COVID-19’s Infodemic

At this point, you’ve likely heard that we’re battling an ‘infodemic’ in addition to a pandemic. Misinformation abounds and some of it is costing people their health and, unfortunately, their lives. But what you might not know, is that even the world’s top researchers, scientists, doctors, and specialists are also battling the infodemic. Sifting through the massive amount of data that is being published almost daily, identifying valuable and credible research studies from others, and trying to make hay out of the mountain of straw laid at their feet.

So, who did they call on to help them manage the 400+ new COVID-19 informational records being published each day? You guessed it, librarians. As Sir Arthur Conan Doyle’s Sherlock Holmes once said, “Data, data, data. I can’t make bricks without clay”. And the World Health Organization (WHO) needed librarians to separate the clay from the dirt so that researchers can get busy making those bricks.

It all started when Dr. Lina Moses, an epidemiologist and disease ecologist at Tulane University, was deployed to the WHO’s Geneva headquarters as part of their Global Outreach Alert & Response Network (GOARN) in response to the COVID-19 global pandemic. Lina began sifting through all of the COVID-19 resources and identifying and sharing the information most reliable and helpful to response teams. With hundreds and hundreds of new COVID-19 records being published each day, how you do identify, select, and disseminate the right information to doctors and researchers on the front-lines? Lina quickly realized she needed help and called on Elaine Hicks, Tulane University’s Health Sciences librarian, for her expertise.

Elaine Hicks quickly formed the Librarian Reserve Corps and put out a call for volunteers on the Medical Library Association’s (MLA) MEDLIB-L listserv. And boy, did she get them! A group of 130 librarians from around the world offered to pitch in.

For more details on how the effort began, take a look at Library Journal’s May 11, 2020, article “Librarian Volunteers Help WHO Make Sense of COVID Information.”

The original need revolved around a daily publication list she receives, reviews, and disseminates to WHO Operational Pillar leads. The list grew from a mere 8 articles to regularly including 400 or more. Our services have since expanded to include literature searching and facilitating collaborations among information providers. The sheer volume of literature hinders the response effort. Low quality evidence and a flood of commentary make it difficult to identify the most important, impactful literature. Our responders need help in this infodemic-pandemic. As librarians we have the skills to locate and curate information to help responders fight the pandemic.

Librarian Reserve Corps, Stacy Brody & Sara Loree

LRC volunteers Sara Loree and Stacy Brody reached out to us here at Springshare to see if we could help the Librarian Reserve Corps with their charge, and we sure did – in less than 48 hours – by installing free LibGuides CMS, LibAnswers Platform, LibCRM, and LibWizard systems for the LRC to accomplish their charge.

Sara Loree
Stacy Brody

We are using LibAnswers to receive and respond to requests for information from WHO and GOARN partner organizations. We also use it to post search strategies and results. We are using LibGuides CMS as a website and to build instructional guides for our volunteers. And, we are starting to explore additional opportunities to use this tool, e.g. sharing daily publication lists with GOARN-Research. We may use LibWizard to share surveys with and collect information from other information providers. By collecting the data in one place, we hope to be able to identify opportunities for partnerships and collaboration. We are new to LibCRM, but are hoping to use it for volunteer management. We are in need of a hosted, relational database that our leadership team can access to help engage our many fantastic librarian volunteers! Our current state of spreadsheets and surveys has been a significant challenge preventing us from staying connected to those interested in participating.

Stacy Brody & Sara Loree

We asked Sara and Stacy why they reached out to us here at Springshare for this very important responsibility.

Because so many of us use Springshare products in our daily work to share information and track reference requests, it was an obvious choice. It is a familiar, user-friendly, and trusted product that aligns with our services and is supported by a great team and training materials. Because your products are so flexible and intuitive, it is a platform that can grow and change as the organization evolves.

Stacy Brody & Sara Loree

Sara, Stacy, Elaine, and all the Librarian Reserve Corps volunteers, we are so honored to be part of the immeasurable and invaluable efforts that the LRC is undertaking. We’re all doing what we can to help each other during this crisis and we’re grateful to play a small part in the life-saving work you’re doing. You can never truly know when your expertise can help make a difference.

Transitioning to Online Learning with LibGuides & LibWizard at the Kent School

As librarians are figuring out how to reach their communities in new ways, we’ve loved seeing the flurry of resources and tips shared online, new guides, and all kinds of creative solutions. While we’ve created new training sessions and provided project ideas on the Springshare end, it’s often most helpful and reassuring to hear from someone who’s right there in the trenches with you.

Today we’ve brought in special guest Nancy Florio to discuss her experience as a research librarian at the Kent School as they quickly shifted to online learning, and how they used LibGuides CMS and LibWizard Lite to meet their students’ changing needs. She’s written a wonderful post. Take it away, Nancy!

LibGuides for Online Learning

Research Librarian Nancy Florio

For most educators and librarians, the COVID-19 pandemic became a demarcation line, on one side a “before”—when offering blended or online classes was optional—and on the other side an “after”—when schools closed world-wide and there was no option but to move to remote learning. The most current statistics compiled by UNESCO on April 8, 2020, list 91.3% of the world’s students are impacted by 188 country-wide school closings. This means that 1,576,021,818 students are currently without access to education or are learning in online classes.

I see these closings as a call to action for academic and school librarians, who in the “before” Covid-19 world were already curators of electronic resources and ed tech tools, creators of digital content, and educational collaborators. If you are one of the close to half a million librarians currently using LibGuides, then you know you’re in a perfect position to support your institution’s transition to online learning. Don’t miss this opportunity to prove your relevance in the age of freely available information found through any basic Google search.

Curate and Create Resources to Meet Your Specific Need

As my school community left for spring break March 6th, schools in Hong Kong, China, and Japan were closed and teaching was moved online. By March 11th, many public and independent schools—including ours—made the decision to close, at least for several weeks to assess the situation. Our plan was to begin with remote training starting at the end of March for our faculty, followed by online teaching on April 6th.

Educators, news organizations, ed-tech companies, and even parents are posting a wealth of information on how to do online learning. Whether you are involved in helping plan the transition, or hear about it through an email, this is a prime opportunity to use your institutional knowledge to create guides to support this effort.

Our library director, Amy Voorhees, was an integral part of the planning committee. We started by working our way through available resources and made our choices based on simplicity and the value they would add to the transition plan. These resources became the framework for the new LibGuide created specifically for online learning. The guide included resources and tutorials highlighting the tools faculty were required to use: PowerSchool (our LMS), Zoom (for synchronous classes and meetings), and Screencastify (to create tutorials for asynchronous learning).

I started to build out the guide by curating how-to videos along with pro tips, Twitter feeds for each specific tool, and infographics or other helpful information. Tabbed boxes were my go-to for the videos, as there were so many for each specific tool. Using a 3-column layout, I was able to put the videos front and center with supporting information on either side. This design was consistent for each page, which simplified navigation for the faculty. On the home page, our Remote Learning Plan was easily accessible as well as a Spark page that pulled together the principles of online learning. This interactive element was given a featured central position, while links to static documents were positioned on either side. In this way, the page not only provided valuable information, but also modeled instructional design principles for our teachers.

Our Director of Information Technology, Michael Siepmann, summed up his thoughts on the Online Learning guide: “Moving to remote learning during these unprecedented times was a large undertaking with just a few weeks to complete the task. With the school moving to multiple new platforms, we quickly realized we needed a central place to post essential instructional guides for our faculty and staff. LibGuides has been a key part of our success in rolling out our required tools for remote learning. The pages provide a modern, sleek design that gets users excited to learn.”

Don’t Expect Too Much from One Guide

Learning online can be a very isolating experience. Coupled with the current COVID-19 social distancing recommendations, your students may be struggling to feel fully engaged with school. I felt it was important to include tools that encouraged student engagement and connections with both classmates and teachers. Our second guide, Educational Technology Tools, was organized by specific tasks: assessment tools, student connection tools, and student-centered tools for content curation and subject-specific learning. I included educators and ed tech companies and organizations to follow on Twitter.

LibGuides’ flexibility allows us to present curated information in a way that is neither too much nor too little. Separating the guides based on their intended purpose means you don’t have to approach one guide as an “all you can eat buffet” by trying to cram too much and too varied information. Instructional design theory tells us this can lead to cognitive overload, leaving your user fatigued by too much information to process. Because the guides were related, I chose to put a redirect tab on each one leading to the other. This kept them together, yet separate.

In addition to these academically focused guides, Laura Zibro, our Instructional and Outreach Librarian, created a fun survival guide for our teachers and their families, which includes videos and links for exercise, webcams, storytime, and even virtual museum tours. 

Add Help at the Point of Need

If you’re like us, I imagine your community will be spending most of their time accessing content for courses through your school’s LMS, library website, and LibGuides. Common sense—and usability studies—tell us that help, like information, should be offered when and where it’s needed, in the format that’s most helpful to the user. Both of our new guides provide our teachers with the tools and information they need to create content and teach in ways that may be foreign or difficult. This transition is stressful enough; offering help on those guides was another small change we could make that just made sense.

LibWizard Magic

Enter LibWizard Lite, a LibGuides module that comes free with LibGuides CMS. Although it’s not as robust as the subscription level LibWizard Full, it allows you to create forms and surveys, which are a perfect way to increase your visibility and make it easy for your users to contact you at their point of need. Although I have been a LibGuides enthusiast for close to 15 years, I have never fully explored or mastered LibWizard. At a time when we are asking everyone to move out of their comfort zone and try something new, it made sense for me to do the same. So I watched a few tutorials, made a few test forms, and finally came up with a help desk tab that was added to both of the new online teaching guides, in addition to our library website and course guides with current research projects. The tab was styled bright red with all caps reading HELP DESK in white font. We tried different wording but ultimately felt everyone was familiar with that term. When clicked, the pop-up window contained information on who to reach out to for specific questions and included links to our Calendly pages for scheduling appointments and email for simpler questions. Again, help was there where it was needed.

Small Changes, Big Results

I absolutely love this one small change we made to our guides which made a big difference for our users. The tab is anchored, visible on each page of the guide, and moves as the user scrolls. Excuse me while I geek out—but what is not to love about my new favorite tech tool? Below you can see some of the ways we customized the help desk pop-up depending on the purpose and audience for the guide.

User-friendly Design

Like LibGuides, the LibWizard module is pretty user-friendly on the backend. There are drag and drop options with fields that allow you to customize your form, as well as a question bank to save and reuse common fields. You’re able to gather the information that will allow you to better meet the needs of your user. Simple to use, easy to duplicate, multi-use functions make using LibWizard a winning situation for our users and for us. Now excuse me while I find another guide that could use a help desk tab…

Thank you, Nancy!

We love hearing your approach, and it’s amazing how one or two small changes can really make a difference. Kudos to you for taking this opportunity to learn a tool and create something impactful for your users.

Staying Motivated: Springy Projects & Professional Development

In the U.S., we’re about two weeks into social distancing and/or working exclusively from home, and we’ve started to settle into the new daily routine… at least for now. If we’re lucky enough to have flour, we’re stress-baking. We’re watching every TED Talk. We’re enjoying nightly Shakespearean sonnet readings. We’re video chatting with friends near and far.

For those who’ve also found themselves figuring out new responsibilities while they’re at home or the library is empty (or they simply can’t sit still), now may feel like a good time to start on items lingering at the bottom of the to-do list. It may also feel like a great time to find ways to avoid that to-do list. 😉

In this spirit, we’ve created an “It’d be great if I…” list of Springy-related projects to help you capture that motivation, take advantage of your product’s features, learn a new skill, or pass the time! While we’ve separated it by product, some of these ideas and skills could be applied to more than one.


LibGuides

Watch all of our training videos!

  • Strategize SEO: Review and update your site’s content to improve your search engine optimization. (newsletter tip)
  • Prep for summer: Create attractive reading lists to support your online summer reading program. (training video)
  • Fix JQuery: Find it before you realize it’s causing a code conflict. (newsletter tip)
  • [CMS & optionally LibAnswers] Create a virtual workplace / staff intranet. (training video)
  • Learn HTML and CSS.
    • Take an online class through sites like LinkedIn Learning (formerly Lynda.com) accessed through your local library, Codecademy, freeCodeCamp, or Udacity.
      • Some courses provide a live space to practice coding. Please use these and not your LibGuides site. 🙂 We are unable to fix custom code or create it for you.
    • Pro tips for adding custom HTML/CSS/JS into your site:
      • Use media/widget assets for all custom code added to guides so you can troubleshoot your code. We can’t stress this enough!
      • [CMS only] Create a new group to use as your sandbox and add code to its look and feel area.

Did you know that our newsletter includes LibGuides tips and tricks? The early March edition included Springy site cleaning ideas. Sign up to receive the next issue, slated for sometime this summer. 😀

LibAnswers

  • Create a robust internal staff knowledge base: Break out policies, login details, and staff-only information into individual restricted FAQs. It’s easy to search, browse, embed, and link them! (SpringyU FAQ groups and individual FAQ courses)
  • Start a virtual scavenger hunt using SMS. (training video)
  • Perform a full site cleaning. (training video)

Take the SpringyU course.

LibCal: Migrate from Room Bookings to Spaces

We haven’t set a sunset date yet, but it will eventually happen. Over the last few years, our development team has been busy adding new features to Spaces, the new room bookings module. Now is the time to complete the migration process, while your physical library doors are closed or your study rooms have reduced bookings.

Spaces features:

  • Easily set and change the opening hours rooms by campus/branch, location, or type.
  • Create and manage recurring bookings.
  • Set regular account permissions to limit who can create and edit bookings, mark who showed up, and adjust opening hours.
  • Create calendar events from the Spaces booking.

Take the SpringyU course pictured above and check out our FAQ that spells out this process from start to end.

LibWizard

  • Collect stories from students and patrons to build an online archive of your community’s experiences. (forms Springboard)
  • Survey your patrons to discover what types of online services they’d like to see. (surveys Springboard)
  • [Full subscribers] Create tutorials on how to access library resources, add LibGuides content to Blackboard/Canvas, or anything else that comes to mind! Extra credit if you create custom videos and images. 🙂 (standalone and embedded tutorials Springboards)

It can be difficult to stay motivated during this time, but we hope this list will provide you with some inspiration. For even more learning opportunities, register for an upcoming training session.

Thank you to everyone who has checked in these past few weeks. Wishing you all safety, good health, and even a few moments of peace during this crisis.