Archive for New Features

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

Wow, do we have a ton of end of year updates to share with you – we have new LibAuth, LibGuides, LibCal, LibAnswers, LibInsight, and LibStaffer features to share! This time we’re doing something different with the announcement – rather than spreading out the announcements in multiple blog posts (one per product) we’ll outline them all here, in a single post.

These releases are on their way to you next week, and will be live in all regions by the end of the day on Wednesday December 19th.

LibAuth & LibApps

LibAuth now supports SSO logins via OAuth2 and Sirsi Symphony. If your SSO supports the OAuth2 protocol, or if you have the Sirsi-Dynix Symphony ILS, you can now set up LibAuth configurations that will use these methods. Use LibAuth to authenticate patrons for LibCal Space Bookings, events, LibGuides E-Reserves, or to place your LibGuides site, group of guides, or a single guide behind authentication. LibApps admins can head to LibApps > Admin > LibAuth Authentication to see these two new options.

In LibApps, if you switch to a custom domain or change an existing custom domain for your LibGuides, LibCal, or LibAnswers site, we will request & install a free Let’s Encrypt security certificate before we put the domain change into effect. This ensures that all traffic to your sites continues to go over HTTPS rather than over the insecure HTTP protocol. If you haven’t yet read our blog post on making all your Springy traffic HTTPS, check it out now.

We’re also adding two more customizable fields to the Primo Search Source, when you set it up to show Primo results inside your LibGuides & LibAnswers search. The two new customizable fields are for changing the scope and tab name. Head to LibApps > Admin > Search Sources to set this up for Primo.

LibGuides

Over in LibGuides, if you have LibGuides CMS and have implemented IP Access Restrictions for your site, group, or guide, you will no longer see results for these IP-protected assets in search results, unless you are inside the required IP range. Your IP-protected guides will only show up in search results for users within valid ranges.

We also added a feature many of our A-Z Databases admins have asked for: the option to remove a “Trial” label from a trial Database when the trial expires. To set this up, go to Content > A-Z Databases > edit your database, apply the label, add the trial expiration date, and check the box labelled “Hide from public view on trial expiration date.”

Speaking of A-Z list, we’ve made a small change to the way that A-Z Databases search works with filters on the public A-Z page. Previously, if you filtered the page view to a subject, vendor, or type, and then did a search, these filters conflicted, resulting in incorrect search results. Now, when you search filtered results, you’ll correctly see databases that match your search term AND your filters.

There are also a bunch of small features and fixes to share:

  • We fixed the A-Z Databases map count, which were incorrect in a few instances.
  • We fixed the rendering of A-Z Database Description popovers in two cases:
    • When you’re using a A-Z page template that contains a custom content box with A-Z databases in it.
    • If you’re using IE11 or on a mobile device.

LibCal

We’re happy to announce that LibCal now has an online payments component built right into the system, and it comes with no additional fee – it’s a standard part of your LibCal system.


Online payments are being added to event registrations and spaces first. Support for payments on equipment bookings will be coming soon (late January/early February). We’re doing a limited online payments release to early adopters, until we polish all the payments features over the next few weeks (the wide release will be later in January). If you’re interested in being an early adopter for online payments in LibCal, let us know! For a sneak peek at how this functionality is integrated within LibCal, check out the December Springy Newsletter feature on LibCal – Way to Pay.

In addition to online payments, we have several other new features rolling out in this release, including:

  • The new “Next Available” quick link in Spaces and Equipment is now available via the APIs
  • We’ve added a simple honeypot captcha to Event booking forms, to help reduce spammy event registrations. This captcha method doesn’t display to the patron at all, so you won’t see anything different in your registration forms, but spambots will run into hidden fields that are designed to catch them and prevent the form from being submitted.
  • We’ve updated our Spaces Exchange Integration to support displaying Space reservations in Exchange using either the patron’s name, or a nickname they enter as part of the registration form. This is designed to assist folks who are relying on the Exchange integration to tie in with an external room panel. To try out this new setting, head to Admin > Equipment and Spaces > Exchange/Outlook and look for the Title Setting toggle.

LibAnswers/LibChat

We’re thrilled to announce that our new screensharing & webinars functionality is here! We went way beyond just basic librarian-to-patron sharing of screen during chat. Patrons and Librarians can also request control of each others’ screens, do an audio chat, start an optional webcam share for a face to face chat, annotate the screen to help guide your users in the right direction, save and send screenshots… and that’s just the basics. Also, why stop with two people – have a screensharing/webinar session with 3, 4, 5 or more people – the more the merrier! It’s all there, in LibChat.

  • Supported Across All Browsers – Whether you or the patron are using Chrome, Firefox, Safari, or some other browser… our screensharing works across all browsers.
  • Supported Across Multiple Operating Systems – From Windows to Mac OS, from Ubuntu to Mint… we’ve got you covered.
  • Works on Tablets & Mobile Devices – From Surface Pro 2 (running Win 8.1 / Win 10) to iOS/Andriod devices and even on Slaven’s beloved Blackberry (yes, we went there!)… you can screenshare with users on multiple device types.
  • Audio & Video Options – You and the patron have the option to turn on your mics and webcams to enhance the screensharing experience.
  • Screen Annotation – Annotate screens, draw attention to certain elements, type up notes, and then save the screenshot and send to the patron.
  • Multi-Person Webinars or Virtual Staff Meetings – Screenshare as a group for internal meetings, staff webinars, etc. Why should only two people have all the fun?
  • Distance Education Support – With our screensharing and webinars, your library can better support distance ed programs at your institution.
  • Saved Recordings – Optionally, save your screenshare session and share it with relevant parties.

Screensharing is an optional module but it’s included free to all our Suite customers. Non Suite users can join in the fun too for $199 for this module – we worked hard to bring enterprise-class screensharing & webinars solution that costs thousands to every library that needs it, for less than a daily cup of joe at the local deli. That’s what we’re all about – delivering outstanding value to our libraries that we’re privileged to serve and work with.

Based on the amount of emails and inquiries we received since we told you about our screensharing plans, we know that you will want this installed, like, yesterday. But in order to ensure the stability of the infrastructure the rollout will be gradual, over the next couple of months. If you want to be an early adopter please let us know you’re interested and we’ll go from there.

In addition to screensharing, we have a couple of additional updates to share:

  • New Chat Status: Internal – With all of the screensharing excitement around the potential for internal staff meetings and support, we realized that our existing availability options in LibChat needed some tweaks. Thus as of this release there are now 3 presence/status settings for LibChat:
    • Online – You’re available to answer all public and internal chats
    • Internal – You’re offline as far as public chat departments are concerned, but online and available for internal chat departments and 1:1 operator chats
    • Offline – You’re entirely offline and unavailable to chat
  • Department Monitoring Update – We’ve updated the way we display information on who is publicly monitoring chats for each LibChat department. Previously we were displaying availability for each user in each department based on their overall online/offline status. Now, we’ll display this information based on whether the user is specifically publicly monitoring/not monitoring each individual chat department. To see this in action, head to the LibChat dashboard > Select a Department > Click Department Members.

LibInsight

We are working on integration of COUNTER Release 5 datasets into LibInsight, which we expect to be available before the end of March 2019. Meanwhile, we have a slew of small fixes for you:

  • We fixed field editing bug in circulation datasets
  • We fixed the error message displayed if you do not specify a “# of transactions” field in an Aggregate Circulation dataset
  • We fixed Dashboard charts for LibCal, LibAnswers, and LibGuides datasets
  • We’ve made it possible for you to choose whether to require “Required” fields when uploading a file to a custom dataset
  • We fixed a broken export button in the Circulation and Acquisitions Datasets Analysis “Popular” tab
  • We fixed the “Reset” button on widgets, which was not getting appropriate keyboard focus

LibStaffer

We’ve been working hard to bring you some special gifts this holiday season including awesome new features like copying shifts, SMS alert notifications, Geofencing and OAuth authentication for Outlook/Exchange calendar syncing.

  • Copy Shifts – By popular demand, you now have the ability to copy shifts and their assignments to the same or different calendar.  Open any schedule, select the settings icon drop down and select Copy Shifts access this feature.
  • SMS Alert Notifications – SMS alert notifications are here!  Select which LibStaffer alerts to receive through SMS text messages or email (or both).  Head to Admin > Accounts > Edit > Email & SMS Alerts to check out this new feature.
  • Geofencing – We’ve developed a way to put a distance restriction on where staff members can either clock in or clock out within a specified radius from a schedules physical geographic location.  Check out this new feature to set your geofence restrictions and schedule locations latitude/longitude by going to Admin > Schedule Settings > Edit Settings > Location & Time Clock.
  • OAuth Authentication for Outlook/Exchange Sync – A brand new way of syncing to Outlook/Exchange, using OAuth tokens instead of having to enter and update login passwords.  This new way is more secure than storing of Outlook/Exchange passwords.  Head to Admin > Accounts > Edit Account > Outlook/Exchange.
  • Workflow Submissions Explorer Recipient Filter – We’ve improved the workflow forms submission explorer to include a notification recipient filter.  You will now be able to use this filter to see only relevant form submissions that included a specific notification recipient.  To run the explorer with this new filter head to Forms > Submissions Explorer.
  • Max Hours per Day – The ability to set the maximum number of hours a day a staff member can work across all schedules in one day.  Manual shift assignments and the auto scheduler will take this new value into account when checking availability when scheduling staff members.  To set a staff members max hours per day that they can work, go to Admin > Accounts > Edit > Manage Account.
  • Custom Week Start Date – Beyond Sunday and Monday, we’ve now brought you the ability to set the ‘Week starts’ date to any day of the week.  The proper support has also been added for manually assigning staff and running the auto scheduler to determine availability.  Go to Admin > System Settings to set your ‘Week starts’ value to any day of the week.
  • Multi View Start Date – We’ve modified the multi schedule view display where if all the calendars selected for the multi view have the same week start date, the calendar view will start on that same day of the week.  To view this change, go to Schedules > Multi-Schedule View Only and select calendars that all have the same week start date.
  • Shift Swaps with Outlook/Exchange sync – We’ve improved the shift swap sync process for Outlook/Exchange where after a shift is successfully swapped between two staff members, the shift that each staff member was assigned to prior to the swap will be removed from the Outlook/Exchange calendars.
  • Consistent first and last name display – We’ve gone through all of LibStaffer and anywhere an account name appears it will display as First Name Last Name sorted by Last Name.

 

Many of the new features and functionality in Springshare tools came as a direct result of you, our customers, sending us your ideas, suggestions, pain points, constructive criticism, and kudos. We can’t thank you enough, and we promise so much more good stuff coming your way in 2019 – new features, enhanced functionality, new products… all with one singular purpose – to make your library workflows better and for you to continue impressing your customers and making them love and appreciate their library and their librarians even more. Thank you for your amazing suggestions and ideas in 2018, and here’s to a lot more goodies in 2019 and beyond. As always we’re here for you if any questions pop up.

Fetch, LibInsight, Fetch! Good LibInsight!

LibInsight Update

It’s nearly Independence Day here in the U.S., and your friends at Springy have a firecracker of an announcement for you: SUSHI scheduling! You can now schedule the automated harvesting of supported SUSHI reports, on a monthly, quarterly, semi-annually, or annual basis, to your E-Journals / Databases or eBooks datasets. Gone will be the days of retrieving one file at a time (but you still can, if you want to!). Just set it, and forget it, until it’s time to analyze. You will receive an email each time a file is successfully harvested and added to your dataset, or if a fetch fails for any reason.

Here’s what you’ll need to get started:

  • Your SUSHI credentials from e-resources vendors.
  • The list of reports that are supported by each vendor. We support DB1(r4), DB3 (r3), PR1 (r4), JR1 (r4), BR2 (r4), but not all vendors make all of these available via SUSHI.
  • A LibInsight E-Journals / Databases dataset, or an eBooks dataset, with platforms added.
    Protip: Be sure to specify your SUSHI provider in your platform information. This will mean that the SUSHI provider is pre-selected when you set up a new SUSHI schedule. To get to Platform Information quickly, click Datasets in the orange command bar and look for the cog icon.
To set up a new schedule, go to that dataset’s Record Data page, choose a platform, click Schedule Future SUSHI Harvesting, and click Add New.
screenshot
Please see our help documentation for E-Journals / Databases and eBooks datasets for complete information on when your scheduled SUSHI files will be harvested and added to your system. If you’re not signed up for today’s Getting Started with LibInsight training session, check out past recordings, and keep an eye on our training calendar for more upcoming sessions.

ICYMI – Other Recent Updates

Here are some additional features and fixes we’ve added to LibInsight:
E-Journals / Databases & eBooks Datasets
  • It’s now possible to add Cost Data for future years.
  • Regular users with a dataset Admin permissions are now able to add platforms.
  • We added support for SUSHI harvesting from Thieme, Adam Matthew Digital, Lexis/Nexis, and Springer Nature.
Custom Datasets
  • If your custom dataset’s timestamp is set to “Show One Date Only,” and the field is set to “Show Time,” a time picker is displayed rather than a date picker.
  • We fixed a couple of issues with chart labels.
  • We now accept dash-delimited data in addition to slash-delimited data. (Slash dot dash dot!)
Dashboards
  • You can add a chart to a Dashboard graphing “Entered by” for the records in a dataset. Useful if Reference transactions or Instruction session data are entered by lots of different people.
  • Numeric fields used in Dashboard charts are SUMmed rather than COUNTed.
  • If a field is used in a Dashboard, you will not be able to delete it from its dataset until you remove it from the Dashboard.
  • LibInsight now uses HSTS, and all API endpoints are HTTPS.
Other Stuff
  • If you delete custom chart colors in System Settings, we’ve restored the defaults for you.
  • You can now download all library data from your Gate Count dataset in Analysis, rather than one library at a time.

New in LibInsight – Custom Chart Colors!

Screenshot of system settings

Customize your LibInsight charts to match your organization’s official color palette, or customize Dashboards per review period or project.

Define your custom colors at the system-wide level and you’ll see them in your dataset analysis charts, cross-dataset analysis, and dashboards.

Head on over to System Settings to set your system colors. If a chart requires more colors than you’ve specified, random colors will be chosen.

If the Randomize box is checked, the colors will be used in random order for charts in Analysis, Cross-Dataset Analysis, and Dashboards.

Here is what custom colors look like in charts for Electronic Journal / Database:

Screenshot of two pie charts with custom colors

You can customize Dashboards further by using the System Colors palette or choosing custom colors in the Dashboard. You can even use a different set of custom colors for each chart in a Dashboard row. Use your power for good! 😃

Here’s a screenshot of a Dashboard row with custom colors specified for each chart.

Screenshot of a dashboard row

Specify custom colors for all charts in a row on the Settings tab (check the box to apply to all charts), or specify custom colors on the other chart tabs.

Screenshot of chart settings

New LibInsight Update!

Hey there LibInsight users, we’ve released a bunch of new features for some summer data fun!

Database & eBook Invoice Line-Items and Cost-per-use Statistics

Last month we added the ability to attach invoices to your E-Journal & Database and eBook platforms; this month brings more invoicing goodness: line items! Adding line items for individual databases or eBook collections will enable cost-per-use statistics at the database level. With LibInsight, you have all the tools you need to make data-driven decisions about your database, E-Journal, and eBook collections.

Adding line items to an invoice is easy! If you have already uploaded JR1 or DB1 reports, those title lists are already associated with your platforms. Just start typing the title, choose the right item, and add the item’s amount.

LibInsight invoice showing database line items and their costs

Once this is complete and you’ve added your DB1 reports, you’ll be able to see cost-per-use statistics for databases.

LibInsight Database use and cost-per-use statistics

Counts Datasets in Dashboards

We’ve made a change to Dashboards that we know you’ll love! Do you keep monthly totals of various library activities? Now you can chart related activities side-by-side in a single Dashboard chart. Chart up to 10 related fields with this new feature:

LibInsight Dashboard graphs showing multiple fields per chart

Also new with this release is the ability to download your data from Counts/Aggregate datasets.

Custom Dataset Widget Submit Button Options

The Submit buttons on Custom Dataset Widgets are “Submit” and “Reset.” If you’re logged into LibInsight, the buttons are “Submit” & “Submit and Clear.” The latter options are useful for busy service desks where form submissions can be similar from interaction to interaction, so we’ve added that as an option. If you’d like to have “Submit” & “Submit and Clear” buttons, just choose that option in your widget’s settings.

Also new with this release, we’ve made the Springy Custom Dataset Templates more visible. Everything from Foot Traffic to Reference Questions are right there for the copying. Choose a template name when creating a new Custom Dataset. This will copy the template’s fields into your dataset; you can add your own fields as well.

List of all dataset templates available when creating a custom dataset

Additional Fixes and Features

  • You can add a filter on the contents of Internal Notes when analyzing a custom dataset.
  • Validate your COUNTER file before you upload; a link is available on the Record Data screen for E-Journal & Databases and eBooks datasets.
  • Quickly jump from a Platform page to Record Data with the new Record Data button.
  • For Numeric or Monetary fields, your “Field Look” choice (5 or 10 characters) will be applied to the Record Data screen. It previously only applied to Widgets.

Field settings for a numeric field. The Field Look is set to 10 characters wide.

LibInsight: Database-level Stats and a Whole Lot More!

We have some fantastic news for Electronic Resources Librarians as we head into invoicing and end-of-year stats gathering season. Are you ready for database-level statistics??

With the latest LibInsight code release, you can upload the COUNTER Database Report 1 (DB1)—either by uploading files or by retrieving them via SUSHI, if the publisher supports it. You’ll notice that the Analyze screen looks a bit different, too, because we changed some stuff up to get database stats into your hands.

Adding Database-Level Statistics

To upload your COUNTER files or retrieve a SUSHI file (or enter them by hand if that floats your boat!), go to the Record Data screen for your E-Journals/Databases Dataset. Need a sample file to compare to the data you get from publishers? Click Upload Usage Data then look for the R4 Sample link on the DB1 line:

Find a sample DB1 for download on the Record Data Screen

Just want to grab a file via SUSHI? No problem! Click SUSHI Harvesting, choose your provider and report type, specify your dates and away you go!

Choose DB1 to retrieve this report via SUSHI

Analyzing per-database data

Do you want to dig into your e-resources data to see which databases are used the most? Which are not really used? Do you have the same database through different platforms and want to keep track of which gets the most use? Which databases get a lot of searches but don’t generate a lot of clicks or views? You can get at the answers to these questions and more with Database Use Statistics!

First go to Analyze and run a report on an E-Journals and Databases Dataset. The Overview tab initially presents data for all platforms in your dataset. Use the Searches, Views, and Clicks variables to see data uploaded via PR1 and DB1 reports – if a DB1 report has been uploaded, those platforms will show the number of databases they contain. If you’ve added cost data, LibInsight automatically calculates your cost-per-use. Psssst you can see which journals are contained only by uploading the Journal 1 (JR1) report.

LibInsight E-Journals/Databases analysis including database-level stats

To view statistics by database, click Databases > Database Use. The real fun begins below the table that summarizes how many databases each platform has. When you view the database list for each platform, you’ll see the Searches, Clicks, and Views attached to each database.

LibInsight Database Level Statistics

Click the Databases tab > Top/Zero use to see your most-frequently-used databases as well as those for which there are zero stats. You can view these across all your platforms or just rank them within a single platform.

Expanded and Easily-Discoverable Platform Information

We’ve made it easy to enter and find more information about your e-resources platforms. On the All Datasets and Manage Datasets screens, you’ll see a cogs icon in the Actions column for E-Journal/Databases and eBooks datasets. Click that to jump to your platforms list to add new or edit existing platforms.

LibInsight Platforms List

We have also added a bunch of fields as well as easy jump points from a Platform page to its corresponding Licenses, Uploads, and (NEW!) Invoices tabs. Now you can track which SUSHI credentials to use and add URL, user ID, and password fields for affiliated sites, like administration or statistics portals.

LibInsight Add New Platform page

New Cost Data Options

Last but not least of our big new features this month is the ability to attach 1 or more invoices to your e-resources platforms. Go to the Record Data screen or click the Invoices button on a Platform’s information screen to add, view, and edit Invoices. Currently, you can add a date, coverage dates, amount, and an attachment. Coming soon will be the ability to add line items to your invoices! Line items will be used to calculate cost-per-use at the database level in E-Journal/Database dataset analysis.

LibInsight Add New Invoice Screen

Already added Annual Cost data in your e-resources datasets? No sweat, that option is still there for those who prefer to enter a single cost per platform per year. This may be simpler for smaller platforms that do not come with multiple invoices.

More Dashboard Time Period Options

You asked for more options when graphing data in a Dashboard, and we’ve added a bunch! Now you can chart the last 6 or 12 months, last calendar year, this calendar year (to date), or even a custom date to present. The existing options are still there, so if you’re after 2 weeks, 24 hours, or a custom date range, the gang’s all here!

LibInsight Dashboard time period options

Additional Features

As they say in infomercials, but wait, there’s more! We’ve been busy bees indeed at Springy HQ, and we’re pleased to also announce these smaller fixes and features:

  • Filters area on pages containing tabular data (All Datasets, Accounts, etc.) allow you to add more than one limiter at a time
  • Gate Counts recorded daily or more frequently contain Weekly graphs
  • Entered By is a chartable field for Custom Dataset Dashboards
  • Browser / OS charts are available for Google Analytics Dashboards
  • SUSHI Support for ProQuest eBooks Central
  • Split out Finance graphs into Expenditures & Revenues
  • Added “All fields” to Counts > Analyze > Distributions field choice
  • Domain validation for Shared Datasets
  • Date picker: default to 1st of the month if user chooses only month and year
  • Accessibility update: fixed poor contrast on Gate Count widget buttons

We also had a few bugs to banish:

  • Select fields displayed as pie charts in custom dataset analysis now display their proper labels
  • When the System Name is changed in System Settings, that change is sent to LibApps and displayed on the LibApps dashboard
  • Admins were unable to delete or unpublish Others’ dashboards—no more! We have restored this phenomenal cosmic power!
  • If you didn’t use the previous gate count value as the subsequent gate start field, the Daily Total could be off. We’ve fixed this!
  • We realized that rounding up when calculating the bidirectional gate count was resulting in a handful too many people at the end of each day. We’ll only round up at the end of the day, because who wants a half a patron?

“Count” on LibInsight to kick off ALA Midwinter week 2017 with a bang!

Springys will be heading to Atlanta this week for ALA Midwinter 2017, but Springy HQ is still rocking and rolling out new features this week! First up is LibInsight 0.15, now available in a browser near you! Here’s the rundown:

Counts/Aggregate Dataset Type

As librarians, we count a lot of stuff! Whether tracking the number of visitors to the library, the number of questions answered at your desk, the number of attendees at your awesome programs, or the number of times your group study spaces are used, there are a lot of numbers you can use to demonstrate the value of your library to your university or board. While LibInsight does some aggregate counting, until now, its power has been in tracking and analyzing transactional data–think individual instruction sessions vs monthly instruction statistics. Weep no more, spreadsheet lovers!

We’re so pleased to bring you the Counts/Aggregate dataset type. Monthly collection counts? Check! Daily headcount? Check! Annual event attendance or instruction numbers? Check and check! Stack any and all of your regularly-counted numbers together in one or more Counts/Aggregates datasets.

Screenshot of the data entry screen for the Springy Hometown Library Monthly Stats dataset

As with all LibInsight datasets, you get analysis for your Counts, too. View your numbers in tables, view dataset statistics, chart one or more variables, or even use the Trends tab to show how the counts change over time.  Compare data from your Counts datasets with other datasets using Cross-Dataset Analysis to boot! Ready to show off your library’s numbers? Add your Counts dataset to a Dashboard for easy access. Ready, set, get counting! 🙂

Screenshot of the analysis of the Springy Hometown Library Monthly Stats dataset

Custom Datasets Get Trendy!

Do you use the Trends tab in your other datasets? Well, now you can analyze trends for the numeric fields in your custom datasets, too! See how the totals of your numeric fields change year-over-year, graphically and in tables. In the screenshot below, we see that use of the Springy Hometown Library Reading Room was up by almost 6% in 2015 over 2014 but slipped by just over 1% for 2016.

Screenshot of 3-year trends for the Springy Hometown Library Headcount dataset

Have suggestions for additional Trends or other analysis for Custom Datasets? Click the Support tab on any page in your LibInsight site to drop us a line.

Additional Features and Fixes

Widgets

  • Add the “Entered by” field to your dataset widgets to record who’s entering data.
  • If Required Fields aren’t completed on Submit, these are highlighted.

Gate Count Datasets

  • Allow “Null” values in Gate Count hourly datasets–no zeroes required!
  • Added a date/hour picker for the Multi-Gate option in Gate Count widgets.
  • You can now download your Gate Count data.

And more…

  • More flexibility with setting your preferred fiscal year dates for analysis. Set this up in Admin > System Settings.
  • Field order of CSV Exports now reflects your custom field order.
  • We squashed a bug that was preventing 5-step scale fields from working properly
  • We made SUSHI error messages easier to read.

Friday Fun! New LibInsight Features

New Chart Type in Dashboards

We’ve added a new chart option in Dashboards; the new Stacked chart option lets you visualize the multi-select or single-select fields in your custom datasets in a new way. Here’s a side-by-side comparison:

Screenshot of a stacked column chart next to a traditional column chart

While both visualize how different answers compare to one another, stacked charts have the added bonus of indicating the rough total for each option. Stacked charts are available for Bar, Column, and Area charts. They’re only available for Custom datasets right now, but we’ll be bringing these and more to other dataset types.

To try out a Stacked chart, create or edit a Dashboard using a custom dataset that contains a Single Select or Multi-Select field, and check the optional Stacked setting:

screenshot of Edit Row dialog showing the stacked chart checkbox for a sample chart

This is just the first step toward more robust and flexible Dashboards. Watch this space for more news! 🙂

Widget Previews

Do you find it annoying to have to find and copy the URL for an LI widget to see what it’s going to look like? We did too! There’s now a preview button that will open your widgets in a new tab.

Screenshot of the Widgets / APIs screen with the preview icon highlighted. Please note that APIs by nature do not have a preview.

Attach license (and other) files to your database, e-journal and eBook platforms!

When you go to add data to your E-Journals / Databases or eBooks datasets, you’ll see a new License Files tab. There you can attach license files or other important attachments. You can also link directly to this tab from the Platform Management modal (Admin > Manage Datasets > your dataset > Edit Platforms > edit a platform > Manage License files)

Screenshot of the License Files tab on the Record Screen for an e-journal / databases dataset

Improved field creation process for Custom datasets

Before this release, the system date fields for Custom datasets in LibInsight were always named “Start Date” and “End Date.” This often added a couple of steps to the upload process, if the names of your date fields did not match these exactly. Now when you create a Custom dataset and map your date fields to the system date fields, your field names will be retained.

Screenshot of the field creation process adjacent to the fields list in the uploads process, indicating that original field names are retained

 

New to LibInsight: Track Individual Reference Questions, and More!

Up until now, to track and analyze reference questions, a library had to create a custom dataset. That’s still possible, of course, but if you’re a librarian who likes things in the right categories (and we know you are!), you can use a new option in the Reference Dataset to track those individual transactions.

How? When you create a Reference dataset in your LibInsight installation, you’ll see three options:

Screenshot of options to create Reference Dataset. They are read in the text below this image)

If you are tracking monthly statistics from another reference system, choose “For importing aggregate count of SMS, Chats, Tickets, & FAQs from my Reference system.” To have those numbers automatically harvested for you from LibAnswers, choose the second option. To enter details about each question answered at your desk, choose the third option, “To add individual Reference Questions.”

Bonus! You can integrate a READ scale field if you use that in your library. Analysis of the READ scale values is included in the dataset analysis.

Many folks use LibAnalytics to track their reference questions, and that’s great! LibInsight goes one further and gives you the power of all the field types in the Custom Dataset, applied to your Reference service! Add select fields for items like location or the method used to ask the question; add a multi-select field for items like “Resources Used.” Did you consult the catalog, a database, and a book from the ready reference shelf? No problem! Check all that apply. 🙂 Also available are Numeric, Monetary, Scale, and Date/Time fields. You can divide fields among three columns on the entry form and include text instructions, if you so wish.

Other New Features

We’ve also added a couple of new filters to analysis. For any select field, you can choose “is not” to see records that match all options except the one(s) you choose.

screenshot of the analyze screen with "is not" as the selected filter

We’ve added a multi-select filter to the analysis page for Gate Count datasets so that you can analyze related libraries / entrances as a group:

Screenshot of the gate count analyze screen with two branches selected

Last but not least! You can now edit your Custom and Shared dataset Pre-Defined entries from the Manage Datasets > your dataset screen:

Screenshot of the Manage Pre-defined Entries tab

Spring Goodies! New Features in LibInsight

Spring is officially here in the northern hemisphere, and this year it brings a whole basket of goodies to LibInsight. We are super-excited to announce widgets for Gate Count datasets, a community-wide shared dataset for tracking your ACRL Survey answers, and a special Easter-egg–a new home screen! Here’s the rundown:

Gate Count Widgets

Now you can create forms that you can use to record counts to your Gate Count datasets. Embed a widget in an intranet webpage and your students or staff can enter gate counts without a LibInsight login. There are four types of widgets that you can create:

  • URL-based: send the link to your widget to anyone
  • Embeddable popup: use this code to add your widget as a popup to your LibGuide or other web page.
  • In-page iFrame: use this code to add the entire widget to your LibGuide or other web page.
  • Side button: use this code to create a button on the side of any webpage that will pop your widget up.
screenshot of a gate count widget

Widget for recording to a Gate Count dataset

Community-Wide Shared Dataset: ACRL Survey

Spring does not only bring flowers and showers; spring is also survey time! NSSE, IPEDS, ACRL, ARL, PLA–it’s a veritable bag full of acronyms. Well, this spring, you can enter and track your library’s ACRL Survey answers in the new shared dataset of the same name. Go to Admin > Shared Datasets to accept the share and participate in this LibInsight community dataset. Once you’ve accepted the share, you’ll see the dataset in your datasets list. Go to Record Data > ACRL Survey to enter your library’s statistics for the 2015 survey year:

screenshot of ACRL survey form

ACRL Survey FAQs

Q: What does “community-wide dataset” mean?
A: All data that is recorded to this dataset is visible to any LibInsight subscriber for analysis.

Q: Can someone else change my data?
A: Nope.

Q: What if I don’t have all the answers?
A: No worries, no one has all the answers. Just kidding! If you’re not done yet, Submit your answers. When you go back to Record > ACRL Survey, you can continue.

Q: Can I use LibInsight to submit my numbers to ACRL?
A: Unfortunately, no, but as this dataset grows over time, it will be a good tool to use in Cross-Dataset Analysis to compare to other library activity or to track your data over time. As more libraries contribute their data, you’ll be able to do deeper comparisons across institutions.

Q: Can I enter data from previous years?
A: Unfortunately, no, as the survey was substantially different in years past.

Q: My library doesn’t participate in this survey. Can I remove it from my Shared Datasets?
A: Yes, click Accept Share, then immediately click Remove Share. This action is permanent, so be careful!

New Dataset Wizard

Spreadsheets, tick sheets, COUNTER reports got you down? No problem! Click the new Dataset Wizard to help you decide what type of dataset to create. 

Screenshot of libinsight datset wizard

New Home Screen

Now for the biggest egg in the basket–a new home screen! When you log into LibInsight, you’ll see a dashboard similar to that in other Springy products. From there, you can jump to any number of common tasks, get Springy news and updates, and see your system statistics at-a-glance.

Screenshot of libinsight home screen

Click for larger image

New LibInsight Admin? There’s a bonus for you! When you log in, you’ll see a list of tasks to help get you started. You can Dismiss the list and see it again when you log in next time, or if you’re finished, you can Dismiss Forever to banish it to the land of holidays past. Don’t like it? No problem! Go to your account settings and choose what you would like to see when you log in: the Home screen, a Dataset entry form, or analysis of your favorite dataset. Regular accounts will see only datasets to which they have access.

More New Features!

Other goodies in our spring basket include:

  • Friendly URLs for widgets
  • Screen to administer friendly URLs
  • Zeroes entered in numeric fields are retained rather than kept as “null” values
  • Preview of fields while you’re building a Custom dataset
  • Dataset templates! Copy our templates for Book Request, Instruction Request, Website Feedback and more!
  • When you empty a platform in an e-Journals/Databases or eBooks dataset, the Uploads List is cleared.

LibInsight SUSHI Integration is HERE!

Fish might not go well with our American customers’ Thanksgiving Day turkey, but boy do we have a LibInsight update that we hope you’ll be thankful for—SUSHI integration.

What’s SUSHI? It’s a protocol that enables LibInsight to connect directly to your e-resources vendors for data retrieval, eliminating the middle steps of downloading files from your vendors and uploading them into your E-Journals / Databases or eBooks datasets.   Reports available currently are JR1 (r3 & r4), DB3 (r3), PR1 (r4), and BR2 (r4).

Set Up

To get started, go to Admin > SUSHI Providers to add and manage your connections:

The Add a SUSHI provider screen
For each vendor from which you’ll make requests, you’ll need this information:
  • The SUSHI web service URL
  • Your Requestor ID
  • Your Customer ID

Request a Report

Once you have your datasets and SUSHI credentials set up, head to Record Data > your dataset > choose Platform > SUSHI Harvesting. Select the provider, report type, and time period, click Get Report, and kick back while the data is retrieved for you.

screenshot of SUSHI harvesting request

Be sure to retrieve fewer than 12 months at a time, as that’s usually the maximum that providers allow. We’ll process large files on the server for you and email you when the data is available for analysis.  The data retrieved via SUSHI is included seamlessly along with other data that you add to your e-resources datasets, be they COUNTER reports, generic data, or manually-entered numbers.

Need to Undo? No Problem!

Like with other data entry to E-Journals / Databases and eBooks datasets, you can overwrite data or add to the existing values, and if you need to undo any report, you can do so by going to Record Data > your dataset > choose Platform > Uploads List.

screenshot of a platform's Uploads List demonstrating the SUSHI file naming convention in LibInsight

As with retrieval, we will email you when a file you delete is completely removed from your dataset.

Want to know more about SUSHI? Check out NISO’s General or Librarian FAQs. Also see the Datasets for Databases, E-Journals and eBooks guide in our support site (login required) for more information.