Archive for LibWizard

[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.

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

Spring 2020 certainly has been an interesting beast thus far, and we at Springy HQ hope that you and yours are safe and healthy! We are an all-remote workplace, and as such have continued to chug along in our jobs (albeit with new office mates in a lot of cases!), supporting so many of you in your newly-remote work, and coding up exciting new features that we hope will make your jobs a bit easier.

We are trying something new with this release-related blog post. Below you will find the features that we think are most exciting and important in all our apps. We feel it important to let you know about all the features we’ve worked on, though, so we are also going to start publishing Release Notes. You will need an account on the Springshare Lounge to view the notes. 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, April 3, 2020.

One last thing before we get to those features! We’ve updated the Support widget that is displayed on every admin-side page. We’re connecting you directly to documentation in this widget, so that you can get help even faster. Search through our comprehensive FAQs to find concise help on any topic. If you don’t find your answer, scroll to the bottom of the FAQ page to submit a question: *

screenshot

*With apologies to U2. And no, it wasn’t Cindi’s idea, but it might be why she took this job. 🙂

Read about: LibAnswersLibCalLibGuides | LibWizard | LibStaffer | LibCRM | LibInsight

LibAnswers

With this release we have more fun new features and key chat and Co-Op improvements to share!

New LibAnswers Features

  • Ticket Countdown Alerts – If your site requires responding to a patron reply within a specific timeframe, use the new “Reply Timer” feature to give your site a visual indication of the amount of time remaining to reply to the patron. When this feature is enabled, a color coded (green / yellow / red) timer label is shown within the Dashboard and Tickets Knowledge Base Explorer to help notify your staff of time remaining to reply. Admins can head to Admin > Queues > Edit Queue > General Settings to enable this feature.
  • Bulk Edit FAQs – For sites who manage a lot of FAQs, we’ve added a new “bulk edit” feature, which allows you to publish and unpublish FAQs and/or change their group affiliation. Head to Answers > FAQ Entries, use the checkboxes to indicate which FAQs you want to change, and choose the action you’d like to take.
  • Policy FAQ Preview links – Admin-level users who maintain your site’s policy FAQs will now see a “preview” option on the browse FAQs and edit Policy FAQ pages. This option allows them to see how the FAQ will display within the LibChat operator screen when cooperative librarians respond to chats from your library’s patrons.
  • Institution Coverage Reports Update – In addition to displaying Co-Op chat monitoring activity, Institution Coverage Reports now also display the total number of chats that were claimed and answered during each shift. Co-Op and Institution Admins can head to the Co-Op > Reports > Chat Monitoring Activity to see this report.

Updates for Shared Group Systems

  • Group Member Admin account level – Good news for admin users in Shared Group Systems – we’ve added a new account level in Shared Group Systems for Group Member Library Administrators. This account level is currently able to add / edit / delete accounts, but only within their assigned Group Member Library. In the future, this account level will also be able to edit the policy FAQs for their Group Member Library and leave feedback on chat transcripts that are associated with their library. To assign someone to a Group Member Admin account, System Account holders can head to the edit account screen > Add/Edit Account > Account Type: Group Member Admin.
  • Adjusted Chat Transcript Visibility: We’ve adjusted our approach to chat transcript visibility in Shared Group Systems for librarians who are assigned to a Group Member Library. Now librarians who are assigned to a Group Member Library will be able to view all chat transcripts that originated from chat widgets affiliated with their library, as well as transcripts that were answered by librarians from that Group Member Library. Users in Shared Group Systems can see this change by heading to LibChat > Transcripts.

QuestionPoint Data Portal

With this release, former QuestionPoint clients will now see a special portal page for viewing historical QuestionPoint data. This portal page includes the top level Institution Stats report for viewing stats on the total questions answered by each institution. We’ve also included a portal for each site’s previous QuestionPoint Service History, which provides access to the past 3 years’ worth of chat and email interactions from your QuestionPoint system. Admins can head to Admin > QuestionPoint Data and select a report or transcript to view.

Smaller fixes and Miscellany

  • Co-Op Duplicate Operators – We’ve fixed an issue where, in some cases, some operators from other systems were displaying more than once.
  • Co-Op Users Going Offline – Related to the above issue, we’ve also fixed an issue causing operators from other systems to show as online when they had gone offline.
  • Policy FAQs Jump – We’ve fixed a display issue that affected chat operators viewing the policy FAQ from another library.
  • New Window Link Targets – We fixed window targets in the question form and in System Status Management posts so that they open in a new window if set that way.
  • Searching Public FAQs from Internal Chats – We’ve fixed a problem that prevented searching public FAQs from within internal/1:1 chats in the new chat dashboard.
  • Institution Activity Date/Time Reports – We’ve adjusted the way we display data in Institution Activity Reports to display in the user’s local timezone, instead of always displaying in UTC.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

We’re thrilled to bring you some great new LibCal features!

Appointments

We’ve added a calendar view that will display all currently-booked appointments.  Filter this new view by individual or all users, hover over an appointment to view details, or click details in the bottom pane to edit. Head to Appointments > Calendar to check out this new view!

We also have a few Accessibility fixes for Appointments:

  • We corrected contrast errors and addressed keyboard navigation issues for headings and buttons when making a booking.
  • We fixed an issue causing keyboard focus to be lost inside the information modal in appointments.

Calendars/Events

You can now attach files to events! A limit of 5 files (20MB per file) can be attached to a calendar event.  The file attachments will display on the public event page(s) as downloadable links.

Registration form responses are now viewable on the Registrations and Waitlist tabs, when managing an event. To change which fields are displayed in the table, click the ‘Columns’ button. 

  • When deleting a location, you can now choose “No Location” as its replacement. Once your location is deleted, any events using that location will be changed to “No Location.”
  • When adding a full registrant to a series linked event on the admin side, you can now add that registrant to all events in the series or to the selected event and all future events in the series.
  • We added a language customization option for the ‘More’ link on public event cards.

Equipment/Spaces

Make your Availability grid stand out! Now you can add patterns/stripes to the admin and public page availability grid.  Head to Admin > Equipment & Spaces > Settings to add patterns to your statuses.

  • Granular Locations Access: We’ve added a new permission at Equipment & Space > Manage Locations, so that you can grant Regular users access to each location.
  • View check-in information: The Equipment Booking Explorer will now display which user Checked In or Checked Out an item, along with the date and time of these actions.  Head to Equipment > Booking Explorer to view this new functionality.
  • We’ve added support for email tags in the email templates subject line.
  • We’ve added the ability to copy equipment bookings from the ‘Check Out’ & ‘Check In’ pages.
  • A language customization has been added for the public page(s) error when a user exceeds their weekly booking limit.
  • The ability to post past equipment & space bookings through the API when using the ‘adminbooking’ parameter has been added.

We also have these accessibility fixes to bring you:

    • We mitigated errors on the public equipment page.
    • Headers on an individual Spaces pages were skipping from h1 to h4 to h2.
    • Keyboard navigation issues.

Miscellaneous

We’ve added an email notification for Exchange/Google sync/auth failures.  Currently, this email will alert any emails that are added for  Appointments OAuth and EWS connection errors and Spaces OAuth connection errors.  Future support is coming for Spaces EWS and Appointments, Calendars & Spaces Google connection errors.

Accessibility fixes have been completed for the following on multiple public pages:

  • Public pages that had nonconsecutive h1, h2, h3, h4 elements
  • Color Contrast errors

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

LibGuides and LibApps started our release-week party early! Check out last week’s blog post for what’s in this release, which is also expected to be complete by April 3.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Privacy Scrub Tool

The long-awaited Privacy Scrub tool is is available now! With this new functionality, you can specify which fields in your LibWizard items are scrubbed on a rolling, monthly basis. Admin users head to Admin > System Settings > Privacy Data Scrub page to complete the form to activate this feature for your site. There are also a few fields that you can optionally set to scrub for your system as a whole, since every form has the potential to save IP addresses and information about the submitter (name, email, phone).

Once it’s activated, admin-level users can also see when the scrub was enabled, and what it’s set to scrub, from this location.

Admin Privacy Scrub

In individual items, find this new setting by editing any item in the system and going to Options > Advanced > Configure Privacy Scrub. For each field that appears in the list, select whether or not you’d like to scrub that field.Privacy Data Scrub Settings

Additional Improvements

  • We fixed the issue where individual feedback wasn’t being saved properly for existing fields.
  • We’ve fixed the Pre-filled URL for time for date fields.
  • Pre-filled URL works with LibAuth authenticated forms.
  • The ‘Jump To Slide’ function when previewing standalone slides now works as expected.
  • Data Submission Notices are displayed properly for all tutorials.
  • We’ve fixed the issue where the banner header was still being displayed for widgets in pages that have the ‘Do Not Display Banner Header’ checked.
  • Last Updated and Last Updated By information is available in the F/S/Q/T list page.
  • We’ve updated the behavior for ‘Require correct answer to continue’ fields by adding in a new language text that will be displayed if that field does not have any feedback (individual, wrong/correct) enabled.
  • The Standalone Tutorial iframe has been updated so that it will behave as the ‘top’ window, allowing any embedded websites to behave as if it were the top window. This helps when embedding third party sites that may check to see if it’s the top window. For example, the World Health Organization page has a logic to redirect itself from the iframe if it is not the top window.

We also have these accessibility fixes to bring you:

  • We’ve added additional color settings for feedback styling. This includes wrong, correct, and informational feedback looks.
  • We’ve fixed “Link Purpose” errors on the Form, Survey, Quizzes, and Tutorials (F/S/Q/T) list pages.
  • We’ve added appropriate descriptive labels for the F/S/Q/T list pages, field editor modals, Admin pages. Text input fields have the appropriate descriptions via aria-label tags.
  • The ‘title’ on public forms has the proper ‘title’ tags.
  • Tutorial > Select/Edit slide breadcrumb color has been updated to conform to W3C’s color contrast criteria.
  • We fixed an error coming from the top navigation menu.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

We have the following LibStaffer features and fixes ready to deliver to you next week!

Schedules/Shifts
  • We’ve corrected an issue when editing shifts that have been previously synced to Outlook. Any edits will correctly reflect changes in Outlook.
  • We fixed an issue causing the end date to not appear when editing a recurring shift using the ‘From This Date Forward’ option.
  • The 24-hour time format correctly displays in the Schedules calendar view, shift details time display, and picker.
  • Accessibility fixes have been done for the ‘Copy Shifts’ page.
Time Off
  • Elevated Regular users who have the ability to approve Time Off will only see accounts associated with the schedules where they have that permission.
  • We’ve corrected an issue where the ‘All Day Event’ was not working properly at the start of Daylight Savings Time.
  • The 24-hour time format correctly displays on the Time Off calendar view and Time Off record entry time picker.
  • Accessibility fixes have been completed for the Time Off calendar and staff timeline view.
Misc.
  • You can now enter Holidays using a date range vs. adding the days one-by-one! Head to Admin > Holidays to check out this new feature.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibCRM

This LibCRM release brings Custom Fields for Interactions and some improvements to the dashboard and navigation bar, as well as a bunch of small changes and fixes.

Custom Interactions

We’ve reworked the way interactions were set up in the system. Interactions can be completely personalized by showing / hiding system fields and adding / removing custom fields (as you do for profiles)

Interaction Types tab: since they have similar behavior as profiles now, interaction types are no longer in the Manage Form Fields / Categories & Terms tab. Instead, Interaction Types has its own tab at the top of the page.

In this “Interaction Types” tab, you can create new types of interactions.

Important:  this is a required field. When this feature goes out, all interactions will be given the type “Unknown.” You can customize your types from here, but this default type cannot be deleted or edited.

Fields for Interaction Types tab: Create custom fields that will be displayed when creating/viewing an interaction. Custom fields for interactions present the same level of flexibility as the ones in profiles (view, create, delete, edit). As in other places, the system will provide some basic “Interaction System Fields” that can’t be deleted or edited, to ensure your data stays organized.

  • Improved interaction performance: we have tweaked the way the system works in order to make working with interactions faster.
Additional changes
  • We have turned the At a Glance panel into a way to quickly navigate to the information presented. Clicking the link redirects you to the specific module of the system.
  • We removed the “New” dropdown from the navigation bar. Go to the respective areas to create new content.
  • Also note that the Help link is no longer a question mark. Click “Help” to jump to documentation.
  • Search filters selected by default: when using the search box in the navigation bar all the search filters are selected by default, effectively searching the entire system.

Profiles
  • We have increased the “Description” character limit from 255 to 1000 characters.
  • We have added a link to create a new type right next to the “Select Type” option when creating a Person/Organization profile or and Interaction. That way the user won’t have to leave the creation process to create a new type from the Manage Form Fields page and then come back to the create entity process and complete it.

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LibInsight

We’ve updated our Cross Dataset Analysis codebase to be more efficient and manageable! We’ve also included two new aggregate types for cross dataset analysis: Hourly (up to two days) and Daily (up to one month).

Fixes and Improvements
  • We’ve fixed the issue where admins could not access Shared datasets via Admin > Manage Datasets page. Clicking the Shared dataset name will take you to the Record Data screen and not the LibInsight Home landing page.
  • The ‘View Statistics’ link has been fixed for Shared datasets.
  • The broken link ‘+ Add new SUSHI Credential’ on the Counter 4 datasets edit platform page has been fixed.
  • If you have LibCRM, then LibCRM will be available in the top navigation menu links (in the blue dropdown left of ‘Home’).
  • The Created Time for COUNTER 5 datasets has been updated to Local Time Zone format from UTC format.
  • Better handling of invoice file uploads by checking to see if the file actually uploaded successfully.
  • Cross Dataset Analysis will include two new aggregate types: Hourly and Daily.
Accessibility
  • All charts are now fully accessible.
  • The required fields for any dataset that has a form for data input have the proper aria-required properties.

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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 throughout 2020. We are always here for you if have any suggestions or questions.

Tips & Tricks for the Remote-First World

As more and more schools are closing, events are being canceled, buildings are shutting their doors, and people are remote-working where possible in order to help slow the spread of COVID-19 and flatten the curve… your organization is facing a critical and time-sensitive situation. How do you provide virtual services to your patrons?

Here at Springshare, we know you’re under a lot of pressure and we’re here to help you adjust quickly and ensure that your library can provide effective support to online learners and community members that cannot physically be in the library. But first things first, we want to assure you that your Springshare Service will continue uninterrupted during the coronavirus (COVID-19) outbreak.

Academic & K12 Institutions

With most, if not all, courses at your institution being taught online, it’s important for your library to be where your students are. Whether that means embedding library services and content in courseware or providing remote research consultations…. if they’re remote, you need to be remotely accessible too.

Courseware Integration – Adding LibGuides, LibAnswers Live Chat, and LibCal Scheduling Services

We’ve written this stellar FAQ on three different ways you can embed your LibAnswers and LibChat content in your Blackboard, Moodle, Canvas, Sakai, and other LTI-compliant courseware tools.

The first method outlines using LibGuides CMS’ LTI-integration which allows you to embed not only a LibAnswers FAQ search box and a live LibChat widget, but also links to related LibGuides, LibCal appointment scheduler for online/remote research consultations, content-specific library databases, and more.

LibGuides CMS LTI Tool – creating a Library Resources page in Canvas with LibGuides, LibAnswers, and LibCal.

If LibGuides CMS is not in the cards, don’t worry – the other two ways outlined in the FAQ provide detailed instructions for embedding LibAnswers and LibChat widgets using either Javascript or non-Javascript methods. Bottom-line, if you need to integrate the library’s virtual reference services into your courseware tools… we’ve got you covered.

LibAnswers Screensharing + LibCal = Booking Virtual Appointments

If classes have gone virtual, your students still need research consultations – albeit virtually. Use LibCal Appointments to setup, manage, and communicate online appointments and conduct those sessions using LibAnswers Screensharing. LibCal Admins, learn how you can setup the Appointment Scheduler for optimal usage. We even have a dedicated training session available to show you how you can use LibCal for booking virtual help.

  • Training Session – Use LibCal Appointments to Book Virtual Help/Reference Sessions: Learn how to use LibCal to allow users to book Online Help Sessions with Appointments. We will look at using LibCal’s Appointments module to make it easy for your patrons to book one-on-one virtual appointments with you. Whatever your online hosting service is, from Skype to Zoom to Screensharing in LibAnswers, we will look at how to make this service more accessible to your patrons. Some settings that we discuss are Admin only, but all are encouraged to attend.
    • Thursday, March 19: 2:00pm – 2:45pm U.S. ET

Public / State Libraries

Though your buildings are closing their doors, there is a need now, more than ever, to effectively communicate and share extremely important public safety information with your community. We’ve seen an uptick in the creation of COVID-19 LibGuides, especially as it relates to sharing information on what public services are available, what’s closed, and more. Your LibGuides help shatter myths about the virus and communicate real facts and tips. Here are some of our favorites.

COVID-19 LibGuides:

 

All Libraries – Virtual Reference & Instruction Services

No matter what type of library you’re from, if your doors are closing for two weeks, a month, or longer, you might be exploring ways to provide virtual reference & instruction services to your patrons from the comfort and safety of your home to the comfort and safety of their home.

LibAnswers Virtual Reference Platform

If you need assistance with quickly pivoting to remote-only virtual reference service we can help with that. If you do not have an effective online chat platform with email reference capability, FAQ creator, live chat with screensharing & webinars functionality, and social media monitoring, or if you haven’t yet set some of these options up in your system, we can get you up and running on our LibAnswers platform quickly, including plenty of training / online help: live and recorded sessions, Springboards, and SpringyU courses on FAQ Groups (limit to LibAnswers).

  • Pro-tip Idea: You can use the LibAnswers Systems and Status Dashboard to share the status of various institution, city, or community services. Is the dining hall closed till further notice? Mark it as closed in your Status Dashboard. Is city hall accepting only pre-booked appointments? Note that in your Status Dashboard.

LibWizard Self-Grading Quizzes & Interactive Tutorials

Some of you are getting word out that your doors are closing and that you’ll switch to online services exclusively with just a few hours or maybe even a full day of notice…if you’re lucky. If you’re scrambling to develop lesson plans or instruction packets for K-12 students who are facing school closures for 2 – 5 weeks or college-level students who are going 100% virtual through the end of the semester, create LibWizard self-grading quizzes and/or interactive tutorials.

LibWizard quizzes and tutorials:

  • Work on all devices from tablet to computer;
  • Allow you to create an unlimited number of self-grading quizzes and tutorials;
  • Provide real-time formative assessment with correct/incorrect help text;

For public and K-12 libraries, consider liaising with your local K-12 schools to assist teachers in creation of tutorials and quizzes. Academic libraries, reach out to faculty and consider embedding a tutorial or quiz inside courseware. Public librarians, your patrons are self-quarantining and really want to download some ebooks. Create an interactive tutorial teaching them how to search, find, and download ebooks.

LibWizard Interactive Tutorial on Downloading eBooks

 

All Libraries – Bulk Canceling LibCal Appointments, Spaces & Equipment Reservations

If your building is closing suddenly, there’s a good chance that patrons have scheduled in-person appointments and reserved spaces/rooms & equipment via your LibCal Appointments, Spaces & Equipment modules. Now you have to cancel a lot of upcoming reservations and appointments…quickly. We’ve coded and released a new bulk delete feature for the LibCal Appointments, Spaces, and Equipment modules to help you with that process. This feature will be available to all regions by Tuesday, March 17.

LibAnswers 24/7 Global Cooperative

If you need extra (online) hands to staff and monitor chat to ensure after-hours, regular hours, or full 24/7 coverage, we can help with that, too. Our LibAnswers 24/7 Global Cooperative is the largest virtual reference cooperative in the world and our co-op librarians can lend a helping hand.

For those libraries who are already members of the LibAnswers 24/7 Global Cooperative, you might be noticing an increase in your virtual reference traffic due to campus closures, event cancellations, etc. We want to assure you that we are prepared to handle increases in chat traffic due to COVID-19. Our service philosophy, irrespective of COVID-19, is that we monitor incoming chat traffic trends and adjust staffing accordingly. This is to ensure that your patrons will enjoy shorter wait times and receive high-quality chat reference assistance 24/7/365.

COVID-19 Dedicated Training Series

Quickly pivoting to working from home might be new territory for you, so we’ve created several training sessions that cover: ways you can communicate important information to your community, building a LibGuide for a class that’s gone completely digital, and more. Can’t attend any of the below sessions? Don’t worry, all sessions are recorded and available online shortly after the session is held.

  • Keeping Important Info Up-to-Date with LibAnswers Widgets – manage important information about your library, school, university or business, etc, in relation to the current crisis. By creating a COVID-19 FAQ Group in LibAnswers embedding and updating important information will be easier. With widgets you will only need to update information in one location and it will automatically be updated everywhere your widgets have been used.

    •  Monday, March 16: 1:00pm – 1:45pm U.S. ET

  • Build-a-LibGuide for a Class That’s Just Gone Digital – with changes to how classes are being conducted, we need to adapt our methods for sharing information and resources. Join us for a 40 minute session where we will look at creating a guide to support a course that has just gone online.  This session assumes a base knowledge of LibGuides. If you are new to LibGuides we recommend that you watch or attend the Building a Guides Session prior to this one.
    • Wednesday, March 18: 2:00pm – 2:40pm U.S. ET
  • Use LibCal Appointments to Book Virtual Help/Reference Sessions –  learn how to use LibCal to allow users to book Online Help Sessions with Appointments. We will look at using LibCal’s Appointments module to make it easy for your patrons to book one-on-one virtual appointments with you. Whatever your online hosting service is, from Skype to Zoom to Screensharing in LibAnswers, we will look at how to make this service more accessible to your patrons. Some settings that we discuss are Admin only, but all are encouraged to attend.
    • Thursday, March 19: 2:00pm – 2:45pm U.S. ET
  • Engaging Online Learners with Quizzes & Tutorials – with the move to online instruction across the world, learn how you can create online quizzes and tutorials using LibWizard to supplement your instruction programs.

    • Tuesday, March 24: 2:00pm – 3:00pm U.S. ET

Bottom-line: we know that this is a very stressful and unnerving time-period. Both you and your patrons are going through a drastic shift, and we want you to know that we’re with you each and every step of the way. Springshare has you covered.

Grand Ole Lineup of Presentations @ PLA Nashville

PLA 2020 - Booth 641

While our stage won’t be as majestic as The Grand Ole Opry, we do have a sizzling line-up of presentations that are guaranteed to entertain and inform you and you won’t need a special membership to watch. From Wednesday, Feb 26 – Friday, Feb 28, we have a star-powered lineup of guest speakers plus in-the-flesh Springy trainers sharing tips, ideas, and strategies that are bound to get you dancing in your seats with excitement!

Stop by our booth #641 or watch our live-stream of select sessions on our Facebook page. These sessions will be archived and made available after the event on our Facebook Video page.

Important Tidbits:

  • You do not need to have a Facebook account to view the live-stream or archived videos… just ignore the login/sign-up information and continue.
  • If you LIKE our page, you won’t miss out on future streams of guest speakers, etc.
  • If you adjust your Springshare notifications to ON, you’ll receive notifications in your Facebook feed for product updates, videos we share, and more!

Guest Speakers – Streaming LIVE on Facebook

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

Ask Us: Using LibAnswers for Online Reference in a Multi-Branch Library

Presenter: Sara Nielsen, St. Charles City-County Library
Wed, Feb 26: 4:30pm – 4:45pm

Sara will discuss how they use LibAnswers for supporting online reference at the St. Charles City-County Library system.


Managing Public Library Room Reservations with LibCal

Presenters: Brigid Day & Katie Creecy, John P. Holt Brentwood Library
Wed, Feb 26: 5:00pm – 5:15pm

Katie and Brigid will explore how they use LibCal to manage the public room reservations at the John P. Hold Brentwood Library.


LibCal is the Foundation of My Programming

Presenter: Victor Baeza, Oklahoma State University
Wed Feb 26: 5:30pm – 5:45pm

Victor will present on how he is using LibCal as the foundation for his different programming activities. Using examples from his work with graduate students, he will show how LibCal can be used to develop, coordinate, and manage programming at any type of library, and across various locations/campuses.



LibCal & BiblioEvents Integration

Guest Speaker: Maxine Levine, BiblioCommons
Wed, Feb 26: 5:45pm – 6:00pm

Explore a unique integration between BiblioEvents and LibCal’s Spaces Bookings! Staff who are scheduling events in BiblioEvents will be able to check and reserve rooms for that event inside LibCal Spaces.


Scheduling Staff at a Large Public Library with LibStaffer

Presenter: Gianna Gifford, Boston Public Library
Thu, Feb 27: 9:30am – 9:45am

Gianna will present on how the Boston Public Library system schedules hundreds of staffers across 20+ branches inside one LibStaffer system.


Product Flashes: Sneak-Peeks, Tips, & New Ideas.

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

These Springy-led presentations are quick 15 minute flash sessions designed to either give a sneak-peek at a new Tool or showcase how you can use a Springshare Tool in a new and innovative way. Bottom-line, you’ll walk away with actionable and useful ideas you can implement right away.

LibGuides:

Create Interactive Summer Reading List, Staff Picks & More!

In this session, learn how to create amazing reading lists to share with your patrons. We’ll cover how to add books from the catalog, use gallery boxes to create beautiful book carousels, and use links to get users to canned catalog searches, ebooks, and more.

LibAnswers:

Answer Patron Questions with LibAnswers… Even When They’re Not in the Library

Provide patrons with live chat reference from your library website, catalog, or any webpage with optional 24/7 coverage. Turn frequently asked questions into searchable FAQs and answer patron tweets, Facebook posts/DMs, and SMS/Texts all from one interface.

LibCal

Charge for Events, Spaces & Equipment 

Explore how LibCal’s billing module helps you charge for events, room bookings, and equipment reservations. Charge for consumable things like art supplies, 3D printing materials, and more. Collect payment online (credit card / debit card) or in-person (cash / check). Offer special discount codes that apply towards payment.

Manage Room & Equipment Reservations – If you Have It, We Can Help You Check It Out

Make study rooms, laptops, wifi hotspots, meeting spaces, event spaces, and other types of rooms and equipment available to the public for online reservation.

Create Events & Book Spaces with Equipment Seamlessly

Make use of seamless integration within LibCal. Create an event and book spaces and equipment at the same time, seamlessly.

LibInsight

Count Library Activity with LibInsight

Use LibInsight to help you keep track of your library’s activity. Record and analyze reference questions, door counts, circulation numbers, event statistics, and more.

LibStaffer

Staff Workers, Volunteers, & Pages with LibStaffer

Whether juggling multiple service points with different staffing needs and duties, or handling restrictions on who can work when and for how long, LibStaffer takes the hard work out of staffing and scheduling so you have time for more important projects.

LibWizard

Train Staff and Volunteers with LibWizard’s Self-Guided Tutorials

Use LibWizard interactive tutorials and quizzes to internally train staff and volunteers. Learning is self-paced, self-grading, and provides opportunities for formative assessment.