Archive for New Features

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

All Regions Important Updates

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, May 15, 2020. May is a busy month for us here at Springy HQ! In addition to the new LibGuides and LibInsight features heading your way next week, the following week we will be bringing you a new Reports interface for LibCRM, as well as additional updates for LibAnswers. Keep your eyes here on our blog for more info about that release, coming soon.

Before we get to release details, we have a couple of exciting updates / announcements:

  • We are switching all remaining LibCal, LibAnswers, and LibGuides sites to HTTPS-required this summer, starting in early June. We are 90% of the way there! This final push for the remaining sites will get us to 100%. If you are currently not requiring HTTPS for your site, you can require it at any time following the steps in this FAQ. Please stay tuned to your inboxes for more information.
  • Also upcoming to LibGuides, we are deprecating support for LibGuides API 1.0. If you are using LibGuides API 1.0, you will be contacted before this change is made. If you are not, you do not need to do anything.

Read about: LibGuides | LibInsight

LibGuides & LibApps

This month we’re excited to bring you a few changes to LibGuides, including the ability to require SSO login for LibApps, and an update to Tabbed Boxes.

Limit LibApps Login via SSO

Many of you have asked if you can pair your LibApps logins with your SSO, and now you can! With this release, you can do two things:

  • Require SSO authentication for LibApps login.
  • Limit that LibApps login to a group defined in your SSO.

In practice, this means that you can direct anyone who clicks “Login to LibApps” to your SSO login screen, which hides the LibApps login form from your users. If you further limit LibApps login to a group defined in your SSO, you can immediately remove someone from that group in order to revoke access to the admin side of all Springy apps. This is especially useful for larger institutions who need to revoke access when someone leaves, but who may not have time to remove all accounts at the drop of a hat.

Tabbed Boxes Now Powered by Bootstrap

We are in the process of retiring the jQuery-ui library for security reasons, and as part of that process have swapped it out for Bootstrap, for Tabbed Boxes on guides.

If you have never written custom CSS or Javascript to act on your Tabbed Boxes, you can safely ignore this update; just know that their look and feel will change slightly when this code is released.

If you have written custom CSS or Javascript to act on your Tabbed Boxes, please look at this FAQ explaining which CSS selectors have changed. If you have written extensive Javascript and would like to take a peek at Tabbed Boxes before the code is released, please drop us a line.

Here’s a screenshot preview of a new Tabbed Box:

screenshot

Additional Features and Fixes

  • We fixed an issue that caused guides in Internal Groups to be missing from the public guides list for people who are logged into LibApps. This fix also ensures that search results for guides in Internal Groups are displayed for people who are logged into LibApps.
  • To help prevent accidental deletion of guides, we removed the option to delete a guide while on the editing screen. Go to Content > Guides to delete a guide. Protip: make and double-check an HTML backup first!
  • To help prevent accidental breakage of LibGuides pages, we are introducing code that will examine Guide, Page, and Box title content to make sure that what is included there will not break the page. You can still include tags to make these titles bold or italicised, and you can still use a FontAwesome icon at the beginning of a title.
  • To help prevent accidental breakage of LibGuides pages, we changed the way that Content Box and Blog Widgets are generated. Now, if you wish to use a Content Box Widget or a Blog widget outside of Springy products, you’ll check the box below to include jQuery.
Screenshot
  • We fixed an issue affecting proper display of language keys for Books from the Catalog assets on guides in a group, where the group’s language differs from the system’s language (whew!).
  • Lastly, we have a few accessibility fixes to bring you:
    • Now when you navigate through a guide via the keyboard, your cursor will stop on the description fields for non-database assets.
    • We fixed an issue preventing the saving of Alt Text when creating a new or editing an existing Book from the Catalog asset.
    • We made the User Privacy Alert more accessible by making sure it is the element in the page first encountered by screen readers.

Upcoming LibGuides Training Sessions:

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

LibInsight

For this round of releases, we’ve been working behind the scenes once more on our code for LibAnswers, LibCal, LibGuides, and Google Analytics datasets! We’ve also fixed a couple issues, including one that caused user sessions to be fetched improperly in a LibGuides dataset.

Fixes and Improvements
  • User sessions data is now fetched properly for the LibGuides dataset.
  • In COUNTER 5 dataset analysis, we have changed the way that the Top 100 Databases / Journals / Books / Others Titles Report is generated, to ensure that you’re seeing the Top 100 Titles for each individual metric. Formerly, we pulled the Top 100 Titles by Total Item Investigations then sorted by other metrics.
  • We fixed the issue with deselecting affecting the “Include Cost-Per-Use-Analysis” checkbox for COUNTER 5 analysis.
  • The Daily Time-Based Analysis report no longer fails for date ranges beyond 364 days.
  • The widget summary report (custom datasets) now lists the fields in their original order instead of alphabetically.
  • The Custom Dataset Search and Replace tool now works with field data that contains slashes (‘/’).
  • We’ve addressed a couple of color contrast accessibility issues throughout the app.

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

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!

[Back to Top]

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!

[Back to Top]

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!

[Back to Top]

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!

[Back to Top]

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!

[Back to Top]

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.

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

What better day to share the details of our upcoming release than Valentines Day? Sending some love out to our favorite people in the form of features & fixes across our apps!

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, February 21st.

There’s one change that we are making across all apps, to make all your sites more secure: we’re deprecating a web server protocol called TLS 1.1. Protocols like TLS are used in browsers to create secure communications between the server that you’re requesting content from and your browser. Like everything on the Internet, protocols age and get replaced by better and more secure protocols. It’s time to say bon voyage to TLS 1.1!

Read about: LibAnswers | LibCal | LibWizard | LibStaffer | LibInsight | LibGuidesLibCRM

LibAnswers

This LibAnswers release brings you tons of nice to have features and fixes in anticipation of the Co-Op Go Live on February 28th!!

Co-Op New Features

For users who have joined one of our Co-Ops as a contributing member (where your librarians will answer chats on behalf of the Co-Op), we have some exciting new features to share!

  • Institution Activity/Coverage Reports – If your library answers chats on behalf of a Co-Op, exciting news – we’ve added a bevy of new reports on your institution’s participation in the Co-Op. These reports are designed to give Institution and Co-Op Administrators all the information they need related to chat monitoring, and display a breakdown of the total number of hours that all users in a given institution have provided in a given time period (and in future, they will also include information about the total number of chats that were answered within that same period). They also show you a detailed breakdown of the participation levels from within a specific Institution, so you know at-a-glance how much your librarians are contributing! To see these new reports in action, Co-Op and Institution Admins can head to Co-Op > Reports > Chat Monitoring Activity.
  • Co-Op Canned Messages – With this release we’re also adding canned messages that can be shared by all librarians who participate in a given Co-Op! Co-Op admins can add new canned messages by heading to Co-Op > Admin > System Settings > Canned Messages. Once created, these canned messages display in the chat operator console for all librarians who are answering a chat that has come in to that Co-Op.

LibAnswers & LibChat New Features

  • We have a couple of key features to share for users in Shared Group Systems. A Shared Group System is a LibAnswers site that is shared by librarians at multiple libraries. New features include:
    • Group Member Filter in chat statistics and transcripts: It’s now possible to filter your LibAnswers chat statistics and chat transcripts to those that were answered by librarians at a specific Group Member Library. To see this in action, head to LibChat > Statistics or LibChat > Transcripts.
    • In combination with the above, we’ve also limited visibility of LibChat statistics and transcripts within these systems. Now, Regular level users in your LibAnswers system can only view statistics and transcripts on chats that were answered by librarians at a specific Group Member Library. Admin level users in your LibAnswers system will continue to be able to view statistics and transcripts on all chats in your system.
  • We’ve updated the page title on the ticket answer page: Instead of using a page title that just reflects your LibAnswers system name, it now displays the original Question text. This will hopefully make these pages easier to find when you have multiple tabs open, and if you bookmark particular pages for later follow up, this will make those bookmarks more meaningful.
  • We’ve added Language Tokens for several LibChat in-chat messages. Language tokens and translations were added for in-chat messages (like “[patron name] is chatting”, etc.); these can be customized by going to Admin > System Settings > Language Customization > LibChat.
  • We’ve also added Language Translations for 2 email elements: “This email is sent from [system name] in relationship to [ticket id]”, and “Read our privacy policy.” These phrases will now receive appropriate translations when you set your system’s base language to something other than English (though please be aware that they can’t be directly customized).

Fixes and Miscellany

  • LibChat Copy and Pasting Links – Previously, some users saw issues when pasting in links that were surrounded by other HTML (which often seemed to be the case for permalink-type links that are displayed in various database search results pages). We’ve updated the way we handle content that’s pasted into the LibChat chat pane to better detect when a link has been pasted in and preserve that link as a clickable link.
  • Active Chat Counts on the transfer chat screen: We received reports from several users that the active chat counts they were seeing were suspiciously high; after investigation, we determined that we were not properly accounting for when a chat was ended by the patron. This is now addressed and the active chat count should now be accurate. To see this in action, head to the new chat dashboard, pick up a patron chat, and select transfer chat.
  • RSS Feed Timestamps in the System Status Management (SSM) Module: previously, the RSS feeds provided by the SSM Module would always include a label indicating the timestamps were in UTC. We’ve updated this behavior so the RSS feeds now indicate the proper timezone associated with a given timestamp. To see this in action, head to Status Management > RSS Feed and note that the timestamps will indicate your system’s local time zone.
  • We’ve fixed an issue where, when initially creating an Address Book entry, the first and last names of the address book user were flipped (so first became last, and last became first). To see the correct behavior in action, admins can head to Admin > Accounts > Address Book and create a new address book entry.
  • Group Level Language Customization: Previously, if your site had both site level and FAQ group level language customizations for the same element, the site level customization was not being saved properly. This is now fixed, so both site and FAQ group level language customizations will be saved and applied as expected.
  • We’ve fixed an issue with notification emails not being sent when a new ticket is merged with an old ticket. This is now resolved, and the original ticket owner will now receive a notification that a new reply has been added to their ticket.
  • In keeping with recent browser related security updates, we’ve updated LibAnswers to prevent the LibAnswers admin interface from being loaded in iFrames. This will provide a more secure experience for all LibAnswers users and will help reduce the potential for clickjacking related exploits of your LibAnswers system.
  • We’ve also included a number of under the hood performance improvements for a number of LibAnswers pages. This includes the LibAnswers Dashboard, the orange command bar that you see at the top of every LibAnswers page, and elements of the LibAnswers Question Form. While you won’t see any direct evidence of these changes, we’re happy to report that they’ll provide a snappier experience when navigating through the LibAnswers interface!

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

[Back to Top]

LibCal

We’re excited to bring you lots of goodies in this latest LibCal release!

Equipment/Spaces

Features
  • We’ve added a “User History” option to the (admin-side) Booking Details screen. This new modal gives an Equipment and Space booking history for that user across all Locations.
  • An alert now displays on admin-side pages when making a booking for someone who is on the ‘Banned Users’ list, and includes a link to the ‘Banned Users’ page.
  • When a LibCal account holder creates an admin-side booking, both Equipment and Spaces Booking Details now display who created it.
  • There is a new user level permission for limiting access to the Hours tab in Equipment & Spaces Locations! Admin level users can set whether or not Regular users have access to that tab across the board or on a case-by-case basis. The default is to not allow access. Set this permission across the board by going to Admin > Accounts > Regular User Permissions > Hours Maintenance. Set it on a case-by-case basis by going to Admin > Accounts > Edit a particular user’s account > Permissions.
  • Cancelled bookings can now be copied to create new bookings from the search results in both the Equipment and Spaces Booking Explorer.
  • The Spaces API can now fetch ‘Admin-Only’ locations. We’ve also added a new optional flag, adminbooking, to the /space/reserve endpoint, which will make a booking bypass mediation and public booking limits.
  • A date column has been added to the Fines page search results when reviewing individual fine records.
  • A ’12 hour’ option has been added to the ‘Booking Lead Time’ option for Equipment and Space Category booking limits.
  • The export options on the Fines and Item Inventory page have been standardized for continuity.
  • If you used the Room Bookings module before using Spaces, the Room Booking form responses weren’t exported when using the Spaces Booking Explorer, though they appeared on screen. Now they export, too!
Fixes
  • Users are now prevented from adding custom hours date ranges if no Hours templates exist.
  • Accessibility fixes:
    • Proper input labels have been added for location, category, and ‘when’ on the public Equipment / Spaces availability grid as well as the addition of scope attributes on each time slot.
    • The screen-reader view for Equipment & Spaces no longer shows an empty drop-down menu if the only category at a location is private.
  • Improved display for Equipment items that have no image associated with them.
  • “Mediated Approved” bookings are now included in confirmed bookings from the /space/nickname API endpoint.
  • Equipment master item records set to lost/broken no longer bring up an “Item Not Found” page on the public side when clicking “More Details”.
  • We’ve added logic to prevent a child item from being associated with a deleted master item record.
  • Equipment & Spaces booking form questions show in the expected order on the mediation tab.
  • We corrected an issue with loading very long ‘Terms and Conditions’ after submitting a booking.
  • When LibAuth is used for Space bookings, editing the email of a booking now also properly updates the account field if both fields are the same.
  • A language customization for error/alert “Your email address must end in [domains]” was added.
  • The language customization for “Booking has been…” now properly reflects on the “Booking Cancelled” page.

Appointments

  • We’ve added a preview of the ‘Subject’ line when editing all Appointment email templates.
  • When using the ‘No Preference’ option in a group, Appointment time slot durations will use the duration of the shortest category associated with the group.
  • We’ve corrected an issue with the Appointments stats report where the Summary table (when filtering by a location and/or group) were not correct.
  • Accessibility fixes: Addressed a skipped heading level and keyboard navigation issues on the public Appointments booking page.
  • We’ve corrected a few language related issues, including fixes for the “User must cancel before x” notification on the public page, duration units (was always in English), and the {{START_TIME}} email tag for Appointment reminder emails.

Billing

  • Use the new ‘Export Data’ button on the Admin > Billing > Charges page to export the contents of the data table to a CSV file.
  • Equipment & Space Bookings that have been changed to a $0 cost now display correctly in the booking details.
  • A booking that contains multiple Items / Spaces from both mediated and non-mediated categories where Billing was enabled will no longer cause any issues when taking in-person payments.

Calendars/Events

Features
  • There is new Weekly view option on the public Calendar page.
  • Events with full registrations (and the waitlist enabled) now show how many registrations are on the waiting list.
  • We’ve increased the number of characters allowed in both the Campus & Location fields.
Fixes
  • We’ve corrected these issues related to events and registrations:
    • increasing and decreasing seats for events would move people off the waiting list and overbook the event
    • users coming off the waiting list were getting incorrect dates for series linked events in the confirmation email
    • users on the waitlist were being added to registrations in past series-linked events
    • updating a recurring series event registration close date/time would re-open registration for past events in the series.
    • registering for a series linked event in the middle of a series will register the the user only for the most current and future events in the series
  • Fixed a problem where the Register button displayed the wrong status under some filter combinations.
  • The ‘Mini Calendar’ widget was showing single events multiple times when filtering by multiple categories / audiences. Each event now only shows once.
  • Calendar widget titles now display in the language you’ve set for your LibCal site.
  • Accessibility fixes:
    • Event titles, date, and time are now properly read by a screen reader on the Monthly calendar view.
    • Orphaned labels are removed if the Audience and/or Campus fields are not being used.
    • Public Calendar pages all have a properly ordered <h1> element and scope attributes for <th> tags.
  • The initial bulk export for events when integrating to a Google Calendar will no longer export events with the ‘Draft’ status.
  • The Event page editor now shows instructions for using the {{audience}} tag.
  • Category colors now display in the category filter list on the public calendar.
  • We fixed an issue where the “Add New Event” modal would pop up a second time if event templates were active.

Hours

  • There are new user level permissions for limiting access to the Hours area of LibCal! Admin level users can set whether or not Regular users have access to that area / what they can do there across the board or on a case-by-case basis. The default is to not allow access. Set these permissions across the board by going to Admin > Accounts > Regular User Permissions > Hours Maintenance. Set them on a case-by-case basis by going to Admin > Accounts > Edit a particular user’s account > Permissions.
  • A ‘Go To Date’ button was added to the Hours Preview section. 
  • Deleting a Location also deletes its departments and their exceptions.

Misc Fixes

  • Widget modals now bring focus to them when activated.
  • We have corrected various color contrast issues.
  • A re-used box can now be removed from an individual page in the ‘Homepage Editor’.

Upcoming LibCal Training Sessions:

Have you seen SpringyU? Get detailed training on setting up all areas of LibCal, even if you only have a few minutes here and there! The courses will walk you through everything you need to know, step-by-step. (Courses for other products will be added this year!)

Also check out our recorded sessions!

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LibWizard

We are thrilled to release some key new features, some necessary fixes, and an important announcement about a change to the LibWizard notification email address.

Bulk Submission Delete

You can now delete more than one submission at a time! Simply select the checkbox next to the individual submission reports you would like to delete. You can currently delete up to 100 submissions at a time by selecting the ‘Check All’ checkbox above the submissions (it only selects the list of submissions on that page).

 

Bulk Delete Submissions

 

Notification Email Address Update

With this release, LibWizard email notifications are sent from donotreply@libwizard.com instead of donotreply@libsurveys.com. This change was made to bring all domains up-to-date with the name/domain of the product.

If your IT department previously added donotreply@libsurveys.com to a trusted sender list (also known as a whitelist) for your email server:

  • Please add libwizard.com and (for now) leave libsurveys.com in place.
  • If you do not make this change prior to our update of our email servers next week, you may find that you are not receiving emails from your LibWizard system, because they are blocked by your email server. If you find that happens, please check with your IT colleagues to ensure that libwizard.com has been added to your trusted lists.
  • Once this change is in place, you can safely remove libsurveys.com from your trusted list.

Accessibility

Fixes and Improvements
  • Screen readers now read the intended date format required for a field, such as MM-DD-YYYY (read as “Date must be in MM dash DD dash YYYY format”) and YYYY/MM/DD (“Date must be in YYYY slash MM slash DD format”) as well as the original label.
  • Tab focusing is retained within modals/dialogs.
  • You can tab over the open/close buttons for embedded tutorials in websites.
  • Feedback error messages now have role=alert tags.
  • The HTML formatted though CKEditor’s underline and strikethrough settings is WCAG 2.1 compliant.
  • Required fields now have aria-required tags.

Feature Improvements & Fixes

  • Field Rules:
    • Having a combination of ‘Jump to’ and ‘Show’ field rules for the same field condition now works.
    • We’ve increased the character limit of ‘Then’ conditional field to 512 characters. If the choice exceeds 512 characters, a warning message displays.
    • The ‘Jump to’ conditional now works as expected.
  • LibWizard Full subscribers: we now have a public API for you to use! The API documentation is under Admin > API.
  • A page containing multiple LibWizard button widgets on the same page now properly opens the appropriate item for each widget button.

Data Scrubbing Tool – Coming soon!

With this new Privacy Scrub functionality, we’re making it easier for you to set which fields in your LibWizard items are scrubbed on a rolling monthly basis. An Admin level user at your library will still need to contact our support team to activate the scrub, but you can decide which fields get scrubbed on a form-by-form basis. 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 have these defined user information fields: IP Addresses and any user submitter fields (name, email, phone).

You’ll find this new setting by editing any item in the system, then 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. An Admin level user would then go to the new Admin > System Settings > Data Privacy tab to send in a request to enable the scrub for your system (which only needs to be requested once). They’ll also be able to go there to see when the scrub was enabled and what it’s set to scrub.

Privacy Scrub

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

We are excited to release the newest version of LibStaffer. Since the last update, we have upgraded some back end components – most notably, updating to Bootstrap 4. With the update of these components, the look and feel of some of the buttons and elements has changed slightly – but no need to worry! Everything is still located where it was before and LibStaffer functions exactly the same as before…it just looks a little fresher. 😄

As they say on TV: That’s not all! Check out the other awesome features & fixes coming your way soon…

Features & Fixes:

  • Schedules / Shifts:
    • In the ‘Manage Accounts’ tab, you can now choose which schedules are available in the “Schedule for” dropdown on the ‘Schedules’ page.
    • We’ve fixed an issue with the ‘Clear/Delete Shifts’ option so that clicking on any of the preset date options loads the correct dates. Previously, clicking the presets would show 2/29/2020 for both start and end dates.
    • We’ve corrected a shift assignment duplication issue when swapping shifts.
    • We’ve corrected an issue where the Clock In/Out grace period, when applied to the ‘Admin Clock In/Out’ function, could cause an error stating there were no shifts found for the user.
  • Reports:
    • Regular user accounts can now run the ‘Time Off/Unavailability’ Report.
    • We’ve fixed an issue with the Staff Current Status report, regarding which schedule is displayed for a user based on their most recent clock in record.
  • Time Off:
    • We’ve added the ability to add time off for multiple people in the same request. This feature is available for both ‘One Time’ and ‘Recurring’ time off entries.
    • We’ve added an option to remove existing shift assignments for a user if it clashes with a Time Off entry that is about to be approved. 
  • Workflows:
    • We’ve added the ability to customize the text of submission subject lines by allowing the selection of specific form fields.
    • The Notes field is now included in the CSV file generated when exporting a specific workflow form from the Submissions Explorer.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibInsight

We’re continuing to tighten up our code and do some important behind-the-scenes work on LibInsight; in the meantime we have some fixes to share!

  • When adding charts to a Dashboard, the fields on the Data Point tab now properly display in the dropdown.
  • We’ve updated the logic to hide the ‘Stacked View’ checkbox on Dashboard charts depending on the whether or not the y-axis is a select/multi-select field.
  • We’ve fixed a SQL error that was caused when a custom dataset chart was added to a Dashboard that had an Accounts List multi-select field with unique characters in the data.
  • We’ve fixed an issue where the ‘Sum of the field’ (for a Circulation dataset) displayed on Dashboard charts wasn’t calculated correctly.

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!

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LibGuides

Just one LibGuides update to bring you for this go-round. We are deprecating the “Remote Script” content type with this code release. There are more secure alternatives to including content from a system outside your LibGuides system, such as including scripts and CSS files at the system level, and using embed code or other widget code in a widget content type.

After this code release, existing Remote Scripts assets will remain in place, but their URLs will no longer be editable. You will also not be able to add new Remote Script content. If you would like to include content from another website in your LibGuides site, but you’re unsure of how to go about it, drop us a line, we’re happy to help!

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

LibCRM

This LibCRM release brings a new Interactions UI and a Bulk Import improvement.

Interactions

We’ve reworked the UI of interaction details to make it more user-friendly and allow you to find more useful information. We have also increased the amount of information coming from LibAnswers and LibCal in the form of interactions.

  • Reworked “New Interaction” flow: we reworked the UI of the page to provide a better user experience.
  • Created “Interaction Details” page: we moved the interaction details from a modal window to a page containing the details of the interaction.
  • Reworked “Edit Interaction” flow: we moved the edit interaction flow from a modal window to a page containing the details of the interaction in editable mode.
  • Reworked the information that is coming from LibAnswers and LibCal in the form of interactions. The information displayed now is the following:
    • LibAnswers:
      • Profile: person who asked the question in LibAnswers, who is the “Interacted With” profile
      • Owner: ticket owner in LibAnswers
      • Source: LibAnswers’ source
      • Date: date the ticket was created
      • Status: current status of the ticket in LibAnswers
      • #Messages: number of messages on the thread
      • Tags: associated tags
      • Link to LibAnswers ticket: URL to navigate to the actual ticket in LibAnswers
      • Notes: notes added by the user
      • Attachments: attachments added to the ticket
    • LibCal: information depends on the source of the ticket (Events, Appointments, Space, and Equipment Bookings)
  • Removed the ability to edit LibAnswers & LibCal Interactions, though you can add notes & attachments.
  • Removed the ability to delete LibAnswers & LibCal Interactions. The user can choose to hide them instead in Admin > Manage Integrations.
Bulk Import Improvement

In order to reduce the complexity of the import process, we once again enhanced our bulk import file to help you understand the expected format for each of the fields. Only the .xlsx file format has this update; if you need the .xls format, that will be available soon.

  • Styling & Adding formatting to the import template spreadsheet:
    • Adjusted column size to the size of the text for easy visualization
    • Highlighted header column
    • Highlighted required fields
    • Added the expected input format to each field

  • Styling & Adding formatting to the import page:
    • Adjusted column size to the size of the text for easy visualization
    • Highlighted header column
    • Highlighted required fields
    • Added the expected input format to each field

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

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

Happy New Year, Springyverse! We’re super excited to get new features out to you in 2020, including (later this year) the much-anticipated LibAnswers 24/7 Cooperative (go live date is February 28th for early adopters and May 29th for the whole cooperative)!

Our January release gets us one step closer to having live cooperative functionality and (of course!) includes great new features for LibAnswers, LibCal, LibGuides, LibWizard, LibInsight, and LibCRM. We also have one announcement about a change that affects all apps; we’re implementing this change due to a change in the way browsers will be handling cookies in the near future.

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, January 17.

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

SameSite Cookies

First up, we have a change to bring you that affects all Springy apps. With this code release, all Springy apps include the SameSite flag for all cookies that are set within our apps. This is all completely transparent to end users (so there’s nothing for anyone to do!) and it improves security for everybody involved. As a part of their effort to improve privacy and security all across the web, Chrome is going to start looking for this flag in all cookies with their February 4, 2020 release of Chrome 80. Other browsers are expected to follow suit in the coming months.

This flag is meant to prevent the malicious use of cookies, particularly in Cross-Site Request Forgery (CSRF) attacks. The SameSite flag indicates whether each cookie can be used outside the website that created it. Cookies without this flag will fail in the new version of Chrome, potentially hobbling some website functionality.

You can rest assured that your Springy apps will just keep on trucking and we will be monitoring closely to ensure all goes smoothly for our customers!

Want to know more? Read this post, this other post, or the Chrome team’s explanation for developers for in-depth details.

LibAnswers

We have so many exciting features to share with you! This release brings lots of polishes and updates to the new LibChat dashboard, plus a bevy of nice-to-have features across the board.

But before we get into the new features, a quick side note: if your site hasn’t yet switched to the New Chat Dashboard we strongly encourage you to give it a look and make the switch! The new chat dashboard contains extensive functionality that won’t be available in the classic chat dashboard, including things like dedicated Department group chats, Screensharing capabilities, improved transfer functionality, customizable views, internal notes at the end of chats, and much, much more. When you’re ready to make the switch, Admins can head to Admin > LibChat Setup > Settings to switch everyone over to the new dashboard.

LibChat Features

  • Chat transcript with system messages included.System Messages Included In LibChat Transcripts – Now when you view a chat transcript, in addition to seeing the back and forth chat conversation with the patron, you’ll also see high-level system messages so you know when key actions happened in the course of the chat. For this first release, you’ll see system messages related to the following chat actions: Chat Transferred, Contact Information Requested/Received, Screensharing started/ended, and Co-Op Fallbacks (where a chat was answered by a Co-Op after waiting for X period of time). To see this in action, head to LibChat > Transcripts and view a new chat transcript.
  • Improvements to Multi Chat Overlay View – The Multi-Chat Overlay View gives you the ability to view and respond to multiple chats in the operator UI at the same time. We’ve made several polishes to this view, with a basic goal of reducing the amount of real estate that’s devoted to the various UI elements, and devoting more real estate to the chat pane. We hope that these improvements will make it easier to view and respond to a multitude of chats at once. To see it in action, in the new chat dashboard, head to Settings > View chats in Multi Chat Overlay.
  • Improved In-Chat FAQ Search Capabilities – Instead of showing a FAQ search box in a modal window overlaid over the chat, we’ve moved the FAQ search capabilities to a tab within the chat interface, which will show up next to the “Contact Info” tab for any patron chat. Making this change means that you can now search and view FAQs while continuing the chat conversation with a patron. Even better, the new FAQ search can be launched in a separate window, so you can view FAQ content and the contents of the patron chat at the same time! To see this in action, open a patron chat and click the “FAQs” tab.
  • Improved Chat Transfers – We’ve added a couple of nice-to-have improvements to the Chat Transfer modal window! When you transfer a chat you’ll now see a note on the number of active chats that each chat operator is currently engaged in, so it’s easier to know who’s already really busy vs. who’s able to take on a new chat. We’ve also added a handy jump feature that allows you to jump to a 1:1 chat with any chat operator from within the transfer window, making it super easy to chat with other librarians outside of the patron chat transaction and see whether they’re free and available to answer a chat. To see these improvements in action, head to the new chat dashboard, claim a patron chat, and click the “Transfer Chat” button.
  • Updated “Who’s Online” Information – We’ve also added data on the number of active chats each user is currently involved in to the admin-only “Who’s Online” screen. To see this in action, admins can head to Admin > LibChat Settings > Who’s Online.
  • Streamlined Connection Alerts – Previously all connection messages were displayed indefinitely. They needed to be cleared/dismissed manually, which led to a really clogged status message and alerts screen. Now error messages will still display on screen, but when the connection issue is resolved the previous messages will expire and clear themselves from the screen, since they’re no longer relevant.
  • Disable Follow Up Functionality in Chat – By default, there are a number of points in a standard patron transaction where LibChat can prompt a user to create a follow up ticket in your LibAnswers system, for asynchronous follow up. If your site is using LibAnswers primarily/solely for chat, we’ve added a way to turn off these automatic prompts, so patrons won’t be prompted to create a ticket in your LibAnswers queues. To turn off this functionality, head to LibChat > Chat Widgets > Edit Widget > Enable patrons to submit follow-up Ticket request and uncheck the box.

Performance & Accessibility Updates

  • Performance Improvements – We’ve made a number of under the hood improvements to several pages and functions throughout LibAnswers. While you won’t see any obvious differences on the surface, pages including the LibAnswers Dashboard, the Ticket Answer Page, and functions like exporting LibChat transcripts will load faster and offer generally better performance than before!
  • We’ve added a missing Aria landmark to the floating LibChat button widget, so these will be properly recognized by assistive technologies.
  • We’ve added a missing aria-expanded attribute to the Ask Us widget, so it’s clearer to assistive technologies whether those widgets have been expanded (and should therefore be the active pane) or not.

Fixes

  • Missing Referring URLs in the System Status Management Module – Previously, chats that were started from the System Status Management Module were missing the referring URL information, so chat operators weren’t able to see the page where those chats were started. This has been fixed, so the referring URLs should now appear as they normally do!
  • Previously, when searching LibChat Transcripts, the initial question text wasn’t being included in the search results. Now, the initial question is included in search results, in addition to the rest of the transcript’s contents.
  • Reusing FAQs on Android devices – we discovered and squashed a bug that impacted folks using Android devices to answer tickets – for those folks, reusing an FAQ could fail in some instances. We’ve fixed this, so Android users can now reuse FAQs without running into unforeseen issues.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

Appointments

Features
  • Example of the Booking Details screen.A column for the Appointment Booking ID has been added to the Appointments Booking Explorer. Clicking on the Booking Id brings up the details modal for the corresponding appointment, where you can also edit the appointment details, if needed.
  • Outlook/Exchange Sync ID or Google Sync ID now displays in the Appointment details on both the main Appointments page (Upcoming Appointments list) and the Booking Details screen.
  • Accessibility updates:
    • Aria role/landmark information has been added to the Appointment public screens.
    • All content can be navigated via keyboard on the admin pages.
Fixes
  • The info icons on public appointment booking pages now line up correctly even when the nickname field has a lot of text.
  • {{{FIRST_NAME}}} {{{LAST_NAME}}} {{{DATE}}} {{START_TIME}} and {{END_TIME}} tags now display the proper information when added to the email subject in Appointments Reminder & Follow-Up emails.
  • Going to the Integrations area no longer gives a 500 error for users who had both the Google and Outlook integrations set up.
  • File attachments now correctly transfer over when transferring an Appointment from one user to another.

Calendars/Events

Features
  • The API now supports returning event registrations.
  • We’ve added a Google Calendar button to the public pages for events so users can more easily add events to their GCal.
  • We’ve removed the three year limit that was in place for creating future events.
  • Accessibility updates:
    • Aria role/landmark information has been added to the event pages public screens for accessibility.
    • All content can be navigated via keyboard on the admin page.
  • We’ve improved the process when cancelling registrations for past events when the event is part of a series.
  • When adding an event registration on the admin side of the system, if an event allows registration of multiple seats at once,  you can now register for multiple seats in that single admin side registration, just as users can on the public side.
Fixes
  • Publishing Workflow events that are approved/denied are now dynamically removed from the list, since they were processed. (Previously this required a page refresh.)
  • We’ve corrected an issue where users coming off the waitlist for a series linked event were not being registered for all remaining future events if their registration was modified for a single event in the series.
  • We’ve corrected an issue where changing a recurring events location from “No Location” to a booked space would not properly update the event.
  • We’ve corrected an issue where events in the ‘Draft’ state were being sent to Google Calendar if the LibCal calendar was set up to sync with a Google calendar.
  • The public page printout of a calendar once again correctly shows the names of the events each day instead of the number of events each day.

Equipment/Spaces

Features
  • We’ve added individual space summary statistics when running a specific Category in both the Equipment & Spaces stats report. There are now clickable links that will display a per-location bookings summary, per-location monthly breakdown, per-category summary, per-category monthly breakdown, per-space summary and per-space monthly breakdown.
  • We’ve modified the status in the Booking Explorer for bookings where 2-step verification was not completed on time to include this reason as to why the booking was canceled (Cancelled by System (Booking not confirmed)).
  • We’ve improved the Google Calendar disconnection process to ensure all the corresponding details will be cleared if the integration sync is disconnected.
  • If an Exchange calendar is shared with you (another user or a room/resource), you can now set up sync with that resource. You first authorize with your own account, then specify the other account/resource you want to sync with.
  • The Outlook/Exchange sync ID now displays wherever Spaces details are displayed (on the admin side of the system).
  • When adjusting the cost of a booking, there’s now an option to send an email update (including optional note) to the user who booked that space.
  • We’ve added the ability to modify the cost of a current booking to zero dollars in both the admin side availability grid and mediation pages.
  • When hovering over the equipment or spaces availability grid on the public pages, the ‘Available’ and ‘Unavailable/Padding’ status will now display and be read aloud by screen readers.
Fixes
  • We’ve fixed an issue where the ‘Create Event’ button was disappearing when a single space booking was cancelled from a booking that included multiple space bookings.
  • Equipment/space locations using K12/Daily hour templates no longer give an “Invalid Id” error if the public page is accessed via friendly URL.
  • The Booking Explorer now correctly displays cancellation times in the system’s time zone vs. the user’s browser.
  • We’ve fixed an issue where the “Info” button would no longer appear on the public spaces booking page when “All Locations” was selected and one or more spaces had information in their description field.
  • We’ve corrected an issue where the Equipment stats report was excluding bookings that had the “unpaid” status.

Hours

Fixes
  • Accessibility updates:
    • Aria role/landmark navigation has been added to the hours pages.
    • The ‘Weekly Grid’ widget’s ‘Previous’ and ‘Next’ buttons are properly labeled and we’ve addressed color contrast issues.
  • We’ve fixed an issue where the months and days of the week were not changing to the correct language if a language other than English was selected.

Misc.

Features & Fixes
  • The public pages now have labels to identify the input purpose on form fields.
  • Aria role/landmark navigation has been added to the LibCal homepage for accessibility.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Exciting changes to LibGuides to kick off 2020 include accessibility fixes and some language options additions.

Accessibility fixes

We have a few accessibility fixes for you in this release, and a hot tip for Mac Firefox users.

  • We changed the ARIA label for guide tabs from “Guide Page Menu” to “Guide Pages” to more accurately reflect the fact that tabs are not a “menu” but a navigation tool.
  • We hid the printer icon – just the icon – in the Print link from screen readers.
  • We added the role of “navigation” to the Breadcrumbs to more closely meet the WCAG guidelines.
  • We fixed the “Return to Top” link so that the focus moves to the top along with the page. We also hid the icon from screen readers.
  • We fixed the “Skip to Main Content” link so that the focus and the page both scroll appropriately when using keyboard navigation. See also the Mac Firefox note below.
One of our Springy family reported that when you hit the tab key in Mac Firefox, the focus never lands on links on the A to Z or other LibGuides pages. We investigated, and it turns out that Firefox is following a specific Mac OS setting that’s pretty easy to change. Here’s how:
  • Go to System Preferences > Keyboard > Shortcuts > Keyboard
  • At the bottom, check the box labelled “Use keyboard navigation to move focus between controls”.

screenshot

Language Key Updates

Language keys for system and guide blogs are finally here! If your system or groups of guides (LibGuides CMS only) are in another language, or if you would just like to change the wording for the system-provided labels in blogs, posts, and comments, now you can! Go to Admin > Look & Feel > Language Options > Language Customization > Blogs to get started.

Please note: if your system is in a language other than English, and you do not see this section after January 17, 2020, it likely means that we do not have default translated phrases for your preferred language. Would you like to help out with that? Please drop us a line, and thanks!

We also updated a few other language options:

  • We fixed an issue preventing the guide password page from showing the correct language options, if the guide was in a group AND the group used a language other than the system language.
  • We fixed an issue preventing language keys for Book Assets added to a blog post from inheriting the correct language, when the blog lived in a guide assigned to a group that used a language other than the system language.

LibAuth Updates

With this update we’re bringing group capabilities to OAuth 2 configurations in LibAuth. If your SSO solution is OAuth 2, and you’d like to use LibAuth to limit LibCal reservations or LibGuides E-Reserves to certain groups of people in your community, now you can!
Go to LibApps > Admin > LibAuth Authentication > create or edit your OAuth 2 configuration > Group Permissions tab to get started.
We’ve also added a more accurate error message for SIP2 authentications that are denied due to a block from the ILS. When a patron’s record is blocked and your SIP2 configuration is set to honor these blocks, the affected patron will be notified of the block.

Small Features and Fixes

  • We removed Google+ from profile social media options, since it’s not a thing anymore. Psst! This is going to happen in February.
  • We fixed an issue that caused a 404 error to be displayed if you edited a blog post that you found via search.
  • We fixed an issue that prevented users from rearranging pages in their mSite Builder sites.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

With this release, we’re introducing an accessible way of reordering the questions in the field editor, the ability to add individual feedback responses per question choices, improvements to rating choices display, and of course, fixed a handful of issues.

Reorder Fields via Dropdown

You can now reorder the fields in the field editor without having to drag and drop the fields around! We’ve added a field order dropdown on each field in the editor. Just click the dropdown for the field you want to reorder and select the new placement.

Reorder fields

Updates to Rating Fields

We’ve made updates to two rating field types:

  • The scale/slider rating will display a thumb label to indicate the value. Users can set the value as well by updating the input box next to the field.

    scale rating with input

    Scale rating with input

  • We’ve added options to display labels on either the top or bottom of the radio buttons rating type.
More Feedback Options for Multi-select Field Choices

Great news! You can now add individualized feedback to the answer selections for your questions by enabling ‘Display individual feedback’ on the ‘Answer Properties’ tab for your question. This is only available for multiple choice question types.

Individual Feedback Choices

Additional Features & Fixes:
  • You can a now customize the subject line of the email that is sent when someone submits a Form / Survey / Quiz / Tutorial. To update a subject line for an item, head to Form Options > Submission Behavior > Advanced Email Settings > Custom Email. This affects both emails that users can send themselves (when the option to allow users to send themselves a copy of results is enabled) and emails sent to addresses listed in the “Email Notify” option.
  • In Preview Mode, the ‘Ignore required’ setting now correctly ignores required questions that have the ‘Require correct answer to continue’ option enabled.
  • Fields now correctly inherit CSS styling set in the CSS section in the field’s Advanced Customization tab.
  • The help text for standalone tutorials displaying a website in the slide is now clearer (some websites do not allow their site to be displayed in an iframe).
  • Report charts are now keyboard accessible friendly.
  • We found that, for some Mac users, when editing an existing multiple choice field and trying to change the field type, the dropdown was frozen / could not be changed. This issue is fixed.
  • You now receive a warning if you try to save a question to the Field Bank that has the same type / name as a question already in the Bank. Continuing the save overwrites the field in the Bank. You also have the option to Cancel and change the name of the question before proceeding to save it in the Field Bank.
  • We’ve added the percent sign – % – to the quiz result display screen.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibInsight

We have a couple of exciting features to bring you as we open 2020. One is the long-awaited inclusion of Spaces & Equipment data for Calendaring datasets that are connected to LibCal systems. The other is a new chart type for Dashboards that we know you are going to love. We have a bunch of small updates, too!

Look Deeper Into Your Custom Datasets with Numeric/Multi-select Charts

New Data Labels option for charting data in LibInsight.This new option for Dashboard charts lets you display numbers from a Numeric, Currency, or Calculated field alongside values from a Multi-Select field! This cross-tab-like option will let you divide up a field that contains numbers by another field that describes those numbers.

For example, if your Reference Questions dataset contains a multi-select field for “Question Type” and the number of minutes spent on each, you can create a chart that shows how many minutes were spent on each type of question. Or, you can chart the number of program/event attendees by session type, audience age, or any other multi-select field in your custom dataset.

To create a graph like this:

  • Go to Dashboards > Edit an Existing Dashboard or Add a New Dashboard;
  • Add or Edit a row > Edit a chart > select a Custom Dataset;
  • Select a Numeric, Currency, or Calculated field to graph for the Y-Axis;
  • Then in the Data Labels field, choose the Multi-Select field to serve as your bar/column/pie slice labels.

Example of the new charting option, in this case showing the number of attendees for instruction sessions, by month for 2019, separated by instruction topics.

Display High-Level Spaces and Equipment Data in your LibCal Datasets

From this release, you’ll see the total number of bookings from the Spaces & Equipment that you have defined in your LibCal dataset. Similar to Events and Appointments, we’ll retrieve this number every day. You can chart them in Analysis, Cross-Dataset Analysis, and Dashboards.

Since this is a new integration, we will need a little time to pull in all of the past data once this code is on our production servers (i.e., the servers you use!), so you won’t necessarily see all of your past data the moment the functionality exists in your system. There’s a lot of past data available, since LibCal is a heavily used product, so please bear with us as we populate past data for all sites in all regions.

Data from the release point onward will update in your system each day, just as the Events and Appointments data do. It is just the back fill of past data that is going to take a bit of time to complete. We appreciate your patience as we make this happen for you!

screenshot
Here’s what the data looks like in a Cross-Dataset Analysis:

screenshotSmall updates and fixes

  • We fixed an issue that prevented switching to another dataset’s Record Data page from an Acquisitions or Circulation dataset’s Record Data page.
  • The date picker no longer resets when analyzing a Financial Dataset.
  • We fixed an issue with file deletion in the Counts/Aggregate dataset.
  • The ACRL dataset successfully loads again, as it should.

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!
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LibCRM

In this round of updates, we’ve added an Operational Email module and a Profile Updates Log to the system, as well as improvements for the Bulk Import functionality, integrations with LibAnswers & LibCal, and fixed some issues.

Operational Emails Module

The Operational Emails module allows any account holder to create and send operational emails to multiple profiles at a time. Operational emails count as interactions with those profiles. The module also provides statistics like “Number of Opens” and “Number of Clicks”, among others. You can also create reusable Distribution Lists of profiles to avoid the hassle of manually adding the same recipients to different emails.

Operational emails are transaction or relationship based vs. marketing in nature. For example, Springshare sends operational emails to let our customers know when there might be scheduled downtime for a particular app or when an older version of an app is retiring.

This functionality must not be used for marketing purposes and must not include promotional content (e.g., newsletters, event promotions, etc.). We’ll be launching a Marketing Email module for these exact purposes later in the year!

Head to Emails > Operational Emails to:

  • Create a New Email: Configure basic settings, design the content / add attachments, select recipients, preview, and send. You can also save a draft of the email along the way, so you can come back and work on it again another time.
  • Manage / review / filter through all operational emails; filters include keyword, email name, owner, status, last modified, and date sent.
  • View Statistics: Number of recipients, number delivered, number bounced, opens, and clicks.
  • Edit Draft: Review draft emails at any time to complete and send them.

Operational Emails page in CRM

Bulk Import for People & Organizations

We’ve reworked the user interface of the People and Organizations Bulk Import pages to provide a better experience.

  • The instructions at the top were updated to better guide you through the process, particularly for the “add rows to the template” section.
  • The buttons to download the template / upload the import file / refresh the list have moved to the top right of the screen.
  • We’ve added filters (created by, status, errors) at the top to help you quickly locate information.
  • Import template files now include information about required fields.
  • Improved system and form fields validation: character limits, min / max fields, and other field value restrictions are now validated.
  • Improved performance to reduce loading time / time to delete bulk imports.
Projects

Filters available at the top of the Projects page.The Projects page now allows you to filter by several different fields right at the top of the page, making it easier than ever to keep track of the projects you’re working on. You can filter by Keyword, Title, Owner, Status, Updated (date range), End Date (date range) and/or number of members in the project.

Updates Log

The new (and awesome) Updates Log records and displays changes made to People and Organization profiles in the system. There is also a profile-level Updates Log page that displays changes made to a specific profile over time. In all cases, the Updates Log will show you the field that was changed, the original value, the updated value, the user account that made the change, and the date/time it was made.

  • Head to Profiles > People or Profiles > Organizations and click the View Updates Log to see the People Updates Log and Organization Updates Log. Each displays a list of modified People or Organization profiles, with one listing for each time that profile was modified / saved. The main table tells you what profile was changed, how many fields were updated, by whom, and the date/time the change was made. Use the filters at the top to narrow the list and click the View Details icon to see which fields were changed, the original value (if any), and the updated value.
    Sample log for the Profiles > People area.
  • If you want to see the updates for a particular Person or Organization profile in one place, head to that Person’s / Organization’s profile page and click the “View Updates Log” link. You’ll see a list of changes made to the profile: field, original value, updated value, who made the change, and date/time it was made.
    Sample log from a person profile.
LibAnswers and LibCal Integration Improvements

Currently CRM imports records of interactions in LibAnswers and LibCal as of 24 hours prior to the creation of a new profile. With this release, all transactions from LibAnswers and LibCal will be imported – right back to their very first interaction with that app! The integration tool can also request and import historical activity for any updated profiles in the system (i.e., if an email address or phone number is updated, historical activity can be requested).

You’re probably now wondering: what about the profiles that we’ve had in CRM for a while? No worries! The CRM team also updated the integration tool to fetch historical data for all the existing profiles in a system.

Other Features & Fixes
  • Navigation Bar – Fixed Search functionality to display the correct data.
  • People & Organizations – Improved page loading time.
  • All pages – Removed icons from the title.

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That’s it for this round of updates from Springy HQ. As always, 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’re always here for you if have any suggestions or questions.

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

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

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

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

LibCal

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

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

Billing

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

Calendars/Events

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

Equipment/Spaces

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

Hours

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

Misc.

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

Accessibility Updates:

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

Additional Fixes:

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

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

Preview Options by Device (all types)

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

Image Choice (Surveys, Quizzes, Tutorials)

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

Image Choice Survey

Additional Features & Fixes:

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

Also check out our recorded sessions!

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LibStaffer

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

Upcoming LibStaffer Training Sessions: Check out our recorded sessions!

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LibAnswers

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

New Features:

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

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

Option for Moving Internal Chats to Its Own Tab:

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

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

Widget Setting for Follow Up Queue

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

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

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

Accessibility Updates:

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

Fixes:

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibInsight

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

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LibCRM

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

UI/UX Improvements

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

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

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

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

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

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

Relate an existing profile to an unmatched email.

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

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

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

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

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

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

LibCal

Calendars/Events

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

Billing

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

Appointments

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

Equipment & Spaces

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

Misc.

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Blog Content Searching

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

Adding Blogs to Your System Search

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

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

Search Within a Blog

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

Smaller fixes and features

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

New Features

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

Ranking Field

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

Limit Number of Submissions

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

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

Add Introduction Text to Notification Emails

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

Email Introduction

Forms, Surveys, Quizzes, and Tutorials

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

Submission Reports

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

Accessibility

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

Admin Settings

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

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

New Features

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

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

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

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

Bug Fixes

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

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibAnswers

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

Chat Features:

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

Minor Features and Bug Fixes

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCRM

Organization Profile Import

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

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

Address Field Display Options

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

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

Other Updates

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

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LibInsight

E-Resources / COUNTER 5 Dataset Updates

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

Screenshot of the "Other" section

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

Custom Dataset Improvements

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

And a last few things…

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

Upcoming LibInsight Training Sessions

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

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

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

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

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

LibCal

Billing

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

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

Appointments

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

Events

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

Equipment & Spaces

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

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

Hours

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Globalized LibGuides Community site

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

Faster stats reports

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

Accessibility fixes

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

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

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

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

Smaller fixes and features

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

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

LibAuth Integration

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

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

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

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

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

Certificate of Completion for Quizzes and Tutorials

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

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

Other Features & Fixes

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

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Shifts by Position

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

Integration of LC Hours

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

Multi Date Picker for Shift Creation

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

New Shift Claim Period Options

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

New ‘Clock In By’ Options

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

Favorite Shifts Report

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

Other Features & Fixes

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

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibAnswers

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

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

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCRM

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

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

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

LibApps release: New LibCal, LibAuth, LibGuides, LibAnswers, LibInsight, LibWizard, LibStaffer, and LibCRM Features

So far in May we’ve celebrated May the Fourth, Cinco de Mayo, and Mother’s Day (among other awesome days)…and now it’s time to celebrate Springy Release Days! Bask in the shininess of new features and the glory of fixes. Use this celebratory energy to plan your next projects, including implementing these new features / adding them to your workflows and moving to LibWizard v2. Check out the training links at the end of each section for inspiration and guidance!

These releases are on their way to you this week, and will be live in all regions by the end of the day on Friday, May 17.

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

LibCal

Confirmed Bookings Calendar 

We’re thrilled to bring you this heavily requested feature in LibCal. You can now run a calendar view of all confirmed space bookings for a category and/or location on the admin side of the system. This awesome new feature provides the ability to filter the calendar by spaces within the category/location selected and can be displayed in the ‘Agenda’, ‘Day’, ‘Week’ or ‘Month’ format. Lastly, hover over a booking for information about it, as well as any event details (if the booking is tied to one). Head to Spaces > Confirmed Bookings to try it out!

OAuth2 Integration

It’s here: the long awaited OAuth2 authentication support for syncing Appointments and Space bookings with your Exchange/Outlook calendars/resources! This authentication method is a more secure way to sync than storing Outlook/Exchange passwords, as with the current setup. Check out our documentation to learn how to set this up.

Discount Code Support

Our online billing component is always growing, now with support for discount codes! Create, manage, apply, and track discount codes for events, equipment, and space bookings. Head to Admin > Billing > Coupons/Discount to get started.

Equipment Booking for Events

Ever wanted to book required equipment items during Event creation, rather than booking separately through the Equipment module? Well, now you can do just that! When creating or modifying event details, a new drop-down selection is available to book equipment items for the event.

Other Features & Fixes

  • Cancelled Space Bookings – We’ve added which user cancelled the space booking as well as the date & time they cancelled it (check the calendar icon next to the name) to the Spaces Booking Explorer and Booking Details Modal. (This will only appear for recent and future cancellations.)
  • Public Page Event Search – We’ve made improvements in LibCal’s public search capability: better quality search results with fewer problems. This includes returning to the search results page you were on (vs. the beginning of the search results list) when you click an event link, then use your browser’s back button to return to search results.
  • Appointment Widget Improvements – We’ve improved the appointments widget to make available date/time display more intuitive when there is only one group available for selection / the ‘No Preference’ option. Previously, it was not clear that the single radio button selection still needed to be clicked to view the available dates/times.
  • Spaces Stats Report Fixes:
    • The Time Available value in the Booking Summary for Stats > Spaces will now report correctly when viewing a single space in a category.
    • When ‘All Locations’ is selected in the ‘Location’ field, the ‘Time Available’ amount in the Bookings Summary section will return the correct time value.  Previously it would always return 0 minutes.
  • Improved Equipment Fines Logic – The Equipment fines logic accumulates late return fine amounts so patrons are automatically banned when the total amount of fines is equal to or greater than an amount you specify.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibApps, LibGuides, & LibAuth

Cross-Region Guide Copying

We’re super excited to announce the ability to copy a guide into your system, regardless of what region you’re in. Did you hear about a guide in Canada that you’d like to copy into your system, but you live in Australia? No problem! In LibGuides, go to Content > Create Guide, and search by keyword or URL. The results you see there are now pulled from servers in all regions: Canada, US, Australia, and Europe. We’re a global, guide-copying community again! 🙂

(Note: We are also working on globalizing the LibGuides Community site [library and guide searches] and are aiming to have that out to you this summer. This release is only about the actual process of copying guides from any region using the Create Guide screen within your own system.)

LibGuides Fixes & Features

  • When you set a site-wide IP or LibAuth restriction, your site is automatically set to NOSHARE, meaning no one can copy your guides, and your content does not show in the LibGuides Community site.
  • The Statistics > Guides > ALL MY GUIDES filter now (rightly) shows just that: stats for all guides you created!
  • The Statistics > Assets > single asset > Export All button is back where it ought to be.
  • We fixed an error that was shown if you add a LibWizard item, but your LibWizard system contains no forms or surveys.
  • We fixed an issue where HTML added in the “Best Bets” language label did not display properly on Subject pages.
  • We fixed an issue related to LTI that caused nothing but a blank page to show if your guide contained hidden pages.
  • When you hide a top-level page, its visible sub-pages are no longer italicized (which implied that they were also hidden).
  • Accessibility: We restructured tab names so that they do not use obsolete navigation conventions.

LibAuth Fixes & Features

  • We fixed an issue where configurations weren’t saved properly if you entered a bad metadata URL.
  • We implemented a check for the CQ field for SIP2 connections, because the connection will fail if this field is not turned on in the ILS.

LibApps Fixes

  • We fixed an internal setting that affected prompt processing of newly-requested Let’s Encrypt certificates.

Upcoming LibGuides / LibAuth Training Sessions:

Also check out our recorded sessions!

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LibAnswers

We have some great LibChat updates and several fixes to share with you this month!

LibChat

  • SMS / Twitter / Facebook Alerts in Chat: These new message alerts had been displayed in the Tickets tab since, well, they’re technically tickets. You all made a mighty fine point, however, that these are all near-instantaneous interactions, much like chats. Your users expect faster replies via these channels, and appreciate getting them. Now that these interactions have moved over to the Chats tab, you’ll appreciate the more streamlined workflow!

Previous LibChat Screenshare Launch Text

Before: Operator Launch link is easily missed

New LibChat Screenshare Launch Text with Button

After: Clear Operator Launch button

  • Screensharing Updates:
    • Launch Button More Prominent: We heard you! The Launch button for the operator to start a screensharing session wasn’t in-your-face enough to really notice, which caused some confusion. We’ve turned the link into a larger button and placed it more prominently in the message for operators.
    • Screensharing Alert: If you don’t have screensharing enabled yet…what are you waiting for? 😀 You can use it internally as well as with patrons, which doubles the usefulness of this awesome feature. Not sure if you have it yet? Check your system alerts when you log into LibChat – if you don’t yet have it, you’ll see an message stating it’s not enabled and to contact us if you want to enable it.
  • Sending Messages: Previously, if the other party was disconnected from the chat (accidentally or temporarily through a network blip), you could not send the message you had typed out. Now you can! If the patron has temporarily disconnected, you can still send your message and it will appear if/when the patron reappears in the chat.
  • Chat Fixes:
    • If you did not have a Nickname set in your account settings (click your email address at the top right of the screen to set one), no name appeared in the patron’s chat window…which could be a bit disconcerting. It now correctly displays your account name if you do not have a Nickname set.
    • New Chat Dashboard: Chats that were transferred to a specific user in a department will once again only be claimable by that specific user. No more can other users monitoring the same department claim it out from under you!
    • When looking at the help text for desktop notifications, the “More Help” link was…less than helpful, since it was a broken link! :facepalm: That link is now far more helpful, pointing you to our updated documentation.
    • Old Chat Dashboard: If an operator in one department transferred a chat to an operator in another department, the chat now correctly displays for that other department.

Other Fixes:

  • Ticket Email Notification Fix: If an internal note is sent to a user in the Address Book list and they reply via email, an email notification is properly sent to the ticket owner.
  • Ampersands in Ticket Replies: Ampersands in text and links in replies now properly display simply as & vs. &amp;, which was breaking the links.
  • Ticket Reply Drafts: The word “Draft” is now firmly back in place in the reply header, making it clear to all that the reply in question is indeed a Draft Reply, and has therefore not yet been sent to the patron.
  • Prompting for Ref Analytics Upon Ticket Reply: The option to prompt account holders to fill out Reference Analytics datasets when a reply is sent (vs. the ticket being Closed, specifically) is once again working as it should.
  • FAQ Media Preview: When adding embedded media to an FAQ, the preview of said media will now properly display.
  • FAQ Entries > Create FAQ Button: If you only have one FAQ group in your system and use the Answers > FAQ Entries > Create FAQ button, it now correctly allows you to create a new FAQ.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibInsight

We’ve made a bunch of improvements to the E-Resources (COUNTER 5) dataset:

  • If a vendor queues a report when you request one (instead of running it on demand), we’ll fetch the report after a reasonable period of time. We also resolved a couple of other issues related to fetching SUSHI reports.
  • View your most-frequently-used resources by variable (investigations, requests, searches) by doing an Analysis, then going to Journals, Databases, or Books > Top Use.
    screenshot of books top use report
  • We split the main Usage Graph into multiple graphs to make them easier to read. Instead of seeing all variables on a single graph, you’ll see graphs for Investigations, Requests, Searches, and Access Denied.
  • We added a checkbox to show or hide the cost-per-use data when doing an analysis so you can view this information on demand, or hide it for easier reading.
  • We added “Master” to the names of the reports that we fetch, since we fetch master reports and not standard views.
  • When you copy an invoice, any title and cost details added to the invoice will also be copied. This means that you can create one invoice and copy it from year to year, making adjustments as you go.
  • We’ve added code to normalize text pasted into the SUSHI Server URL field. Providers often give you a long and complicated URL as the server address, but all LibInsight needs is the first bits. 🙂 You paste, we’ll figure it out for you.

Custom Dataset Improvements

  • When you upload a file and that file contains an IP address field, that data is saved, rather than your own IP (as the submitter)
  • You now have the option to NOT record the submitter’s IP address when a record is submitted.
  • A new system field lets you track and view (or not) the method of submission: widget, record data screen, API, file upload.
    screenshot of new system fields

Additional fixes and features

  • We’ve added “r4” to distinguish the COUNTER r4 datasets (E-Journals and Databases; eBooks) from the COUNTER r5 dataset (E-Resources).
  • We fixed an issue that was allowing people to accidentally enter zeroes while using the Manual Entry screen for COUNTER r4 datasets.

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!

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LibWizard v2

We’ve conjured up so many magical new features in this release and hope you’re as excited using them as we have been concocting them! If you’re on the fence about moving to LibWizard v2, check out the features below. There’s no denying that now is the time.

  • The Conditional To option in LibWizard items.Conditional Email Notification – No smoke and mirrors, the most requested feature ever is here! Choose to send an email notification to different addresses based on a user answer to a dropdown, radio button, or checkbox question. Go to Form/Survey/Quiz/Tutorial Options > Submission Behavior > Advanced Email Settings > Conditional To and select Dynamic To Based on User Input. Select the field you want to use and who to email for each answer choice.
  • Pre-Populate Form Fields:
    • Create a custom URL to pre-populate fields with default answers.
    • Map fields to Open URL parameters! You can create a URL to use in your library catalog, which fills in the item’s title, author, ISBN/ISSN, etc., field(s) in your form automatically!
  • Upload Limits on File Size / Extensions
    • Limit the maximum file size a user can upload.
    • Limit the file type(s) users can upload; enter them manually or choose from our presets!
  • Set a Domain Restriction on the Email Field – Want a user to only enter their university email address? Just list the domain(s) you want to allow in the Domain Restrictions field.
  • Rating Field Gets Stars and Sliders – The Rating field has gotten fancier! In addition to the usual radio buttons, you can now choose to display stars or sliders.
    LibWizard's new star rating feature.
  • LibWizard's new Preview, with options to ignore required fields, etc.Preview – We’ve given Previews an upgrade! No more filling out required fields with dummy text just because you need to see the 2nd page of the survey! Now you can choose to ignore required fields, show hidden fields, or jump directly to any page. Plus, a submission from the preview is recorded in its own area separate from ‘live’ submissions, so you don’t even have to delete your test submissions.
  • Text Editor Updates – The rich text editor is now smarter!
    • Text block field which using the Collapsible Box option.Textbox, Welcome, and Thank You Screens – Collapsible Box: Need to add a long definition or instructions, but don’t want it to take up the whole screen? Add it as a Collapsible box! Click the icon to add it, give it a name, then click to expand and add the “hidden” text.
    • All Field Types: Choose font size / color and add images.
  • Submission Review Page – Opt to display a review page to user before they submit their response. This is especially helpful for long/complex forms & surveys! Head to Options > Submission Behavior and check “Display a Review Page” to enable this option.
  • Automatically Number Questions – No more manually adding a number to question text (and having to change it when you add or reorder questions)! Head to Options > Look & Feel and check the Display Field Numbers box (then Save!) to automatically number any field requiring user input (i.e., not the text block, line separator, etc. fields).
  • Custom JavaScript at the Form/Survey/Quiz/Tutorial Level – If you are fluent in JavaScript and want to add a custom script to a Form, Survey, Quiz, or Tutorial, you can! Head to Options > Advanced > Custom JavaScript and add your script (without opening & closing script tags). If you are not familiar with JavaScript, we do not recommend using this option.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Message Wall
The Dashboard/Home page now has a Message Wall – a convenient way for admins to post important messages and announcements! Head to Admin > System Settings > Message Wall Settings to enable this new feature.

Color Code Accounts
You can now associate a color with each LibStaffer account. Once set, the selected color displays before the staff members name on the Schedule view. Head to Admin > Accounts > edit account > Manage Account screen to get colorful!

Reports

  • Swaps & Given Up Summary Report – This new report summarizes by account how many shifts have been given up and swapped over the time range selected. It also provides critical information on how long before a shift was set to start that it was given up / swapped, and categorize total given up / swapped shifts by time of day. This report will only start collecting and reporting on data from its initial release going forward. Head to Reports to check out the new Swaps & Given Up Summary Report.
  • Available Hours – This report gives you a convenient display of Available Hours associated with each account. No more having to go to individual accounts! Click Reports and run the new Available Hours report.

Other Features

  • Monthly Shift Recurrence Options – Now you can create shifts with a monthly recurrence pattern.
  • Workflows – Custom Email Intro – For workflows set to send submission contents to the submitter, you can now add custom intro text for the email.  Go to Admin > Workflow Forms > Edit Workflow Form to add it.
  • Schedule Notes – Have an important announcement for a specific date? Add a Schedule note! Apply it to one, multiple, or all schedules. You’ll find this feature under Admin > Notes.
  • Outlook ‘Free’ Status – If an Outlook event has a status of ‘Free’, that time is also considered free/available in LibStaffer.
  • Admin Alert When Staff Cancels Time Off – Admins can get optional notifications when staff members cancel approved time off. Head to Admin > Accounts > Edit Account > Email & SMS Alerts to enable this notification.
  • Given Up Shift Emails
    • Select which Admin accounts you want to receive these notifications (vs. all admins).
    • Opt to send these emails right away vs. on a digest/hourly schedule.
  • Custom Colors for Shifts – Have you been longing to make one of your shifts the perfect shade of teal? Now you can! Break out of the standard shift colors and use the custom option on the right-hand side to pick your perfect palette.
  • Reuse Shift Names – When creating a new shift, you can easily reuse existing shift names! Start typing the name, then select it from the list of suggested matches.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibCRM

Email Notifications and a Dashboard makeover lead the way for this LibCRM update!

  • Notifications: Regular users and Admins ca receive Email Notifications when they are assigned new Profiles, Tasks, or Projects. Turn notifications on or off right from your Dashboard.
  • Dashboard: The LibCRM Dashboard now shows some general system statistics & Springy news:
    • The At A Glance view displays the total number of People, Organizations, Interactions, Projects, and Tasks you have in your LibCRM system.
    • We also added the News & Announcement Boxes to keep you up to date on what’s happening at Springshare and with LibCRM.
  • Reports:  We are continuously improving LibCRM reports.
    • In this release, report output was improved by showing all custom fields in the Display and XL export.
    • Also, when filtering by Profile Type, you can choose what kind of search is done: match any or match all selected profile types.
  • Interactions:
    • Easily record repeating interactions, whether it’s Daily, Weekly, Monthly, or a group of dates you manually select.
    • Associate Interactions with Tasks, using the “Interaction for > Select Tasks” option at the bottom of the page.
    • We also improved auto assignment when a new interaction is created.
  • Data Import:
    • Data Import validates on Email only. The import tool displays any records that already exist in your system by matching on Email.
    • Fixes include:
      • Owner information is correctly imported
      • Select fields show the selection when editing the profile post-import.
  • Other:
    • When adding a new Relationship or Membership, add the Relationship/Membership Type before the Relationship/Membership With, to provide a more logical flow. (Name: Springy Share; Relationship Type: Director; Relationship With: Springy Public Library)
    • Admin > Manage Integrations has more detail about how LibCal and LibAnswers integrations work / how often they’re run.
    • Looking for your System Email? It’s now conveniently located on the Admin > Manage System Email page!
    • We continually review the system for Accessibility and make changes where needed. This release includes accessibility updates for several pages.

Coming Soon!

  • Mass Email: LibCRM will have Email Campaign Management! This allows users to create an email with multiple recipients right within their LibCRM system. Once created, you add recipients from People or Organization profiles, then save the email as a draft or send. An Email Interaction will automatically be created under each recipient profile.
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    That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2019. We are always here for you if have any suggestions or questions.

    LibInsight with COUNTER r5: Ahead of the E-Data Curve

    Our previous blog post outlined all the amazing new features coming to your Springshare tools. But one of these features is so big and important that it needs its own post – support for COUNTER 5 reports in LibInsight.

    E-Mazing, riiiggght? 🙂

    Before we dive into this awesome functionality, let’s start with the basics.

     

    What is COUNTER r5 and what’s the difference between r4 and r5?

    R5 of the COUNTER Code of Practice represents the 5th release of COUNTER – the standard for counting the use of electronic resources. COUNTER r5 requires content providers to deliver reports in Release 5 formats starting with January 2019 usage.

    COUNTER Release 5 contains several metric types, different than the metric types available in Release 4.

    • Usage Metrics:
      • Investigations – Measure an expression of interest in a content item or title.
        • I.e. a patron viewing an article abstract would count as an investigation.
      • Request – Measure access to a content item or title.
        • I.e., a patron downloading an e-journal article or e-book chapter.
    • Searches Metrics:
      • Contains four different types of search metrics from searches_regular to searches_platform.
    • Access Denials Metrics:
      • This new metric has two different types to account for user denial — lack of institutional access and simultaneous users maximum has been reached.

    These new metric types provide several new measurement tools of your e-resource usage.

    LibInsight is Ahead of the E-Data Curve

    We’re a small crew but we live and breathe library software so we took it upon ourselves to make LibInsight one of the first software platforms to support Counter r5 analysis.

    If our libraries need it, we’ll have it – that’s our motto.

    What does this mean for you?

    New E-Resources / COUNTER 5 Dataset is Available in LibInsight!

    Navigate to your LibInsight system > create new dataset > select E-Resources / COUNTER 5 to create your new r5 dataset.

    Because the new r5 reports are material-type agnostic, you can combine reports from e-journals, databases, and even e-book usage in one place.

    New LibInsight Reporting Metrics

    Additionally, you’ll notice a few changes to the display in reports, to better match the data provided by COUNTER r5.

    Specifically, the new LibInsight dataset will no longer show data by searches, sessions, and downloads. Per the above new metrics, data will be reported about investigations, requests, searches, and access denied. The table also shows you the number of databases, eBooks and journals in your e-resources. Toggle  these columns to manipulate the table display however you’d like!

    LibInsight automagically calculates the cost-per-usage saving your e-resources librarian loads of time…. all in easy to download csv or pdf reports.

    You Asked For It… Access Denied Reporting!

    With the new r5 dataset, we’re happy to announce new Access Denied reporting! This way, you can view patron requests to data where access was denied due to lack of institutional access or simultaneous licenses maximum was exceeded. This is extremely valuable data when deciding to purchase a new resource or expand the licensing for current resources.

    Which r5 Reports Does LibInsight Support?

    Right out of the gate, LibInsight supports the Platform (PR) Master Report, the Database (DR) Master Report, and the Titles (TR) Master Report.

    Because we’re supporting all the Master-level reports, you don’t have to worry about which ‘view’, for example Title Report view 1 or Database Report view 1, you might need. We’re taking all the guesswork out of the equation by gathering all of the data via the Master Reports. By supporting the Master-level reports, we are, by default, supporting just about everything that has to do with COUNTER r5 reporting. Talk about efficiency for the win!

    Importing Reports Just Got a Whole Lot Easier!

    To make things even easier for librarians, the new LibInsight Dataset now has several automated features to make it even easier for you to get started.

    1. Importing Platforms from another dataset.

    Most likely, you’re already using the the current E-Resources/Databases (r4) dataset in LibInsight and you’ve spent time creating all your platforms in there. Rather than recreating those platforms, we provide an easy import option to import the platform names/titles into the new r5 dataset.

     

    2. Importing Reports Via Required SUSHI Fetching

    We totally get how you can get spreadsheet-fatigue. You’re dealing with hundreds of spreadsheets across tons of vendors for different date ranges. It can be exhausting. To make things easier, the COUNTER r5 builds in automation from the start, with SUSHI. LibInsight supports fetching a single file at a time, or you can schedule harvesting monthly, quarterly, semi-annually, or annually. This way, you can set it up, schedule the harvesting, and forget about it…. until you need to analyze your data, of course. 😉

    And, we added notification features – so when scheduling future SUSHI harvesting, you can choose up to three users to be notified via email when the fetch is complete and the data has been added to your dataset.

    Test Your SUSHI Harvesting… Before You Harvest.

    We’re always so grateful to our community for the incredible feedback they provide us, and this specific piece of feedback deserves virtual cookies to all that sent it in… calorie-free, of course.

    When setting up an e-resource for SUSHI Harvesting, we now offer the ability to test the harvest first. This way, if you’ve entered the wrong API key or the requestor ID is not formatted correctly, you’ll know right away instead of 3-months from now when you try and run your first scheduled fetch.

    Plus, if something isn’t formatted correctly – we’ll provide on-screen instructions to help you correct it.

    We’re Looking for Your Feedback… Always.

    Because r5 is so new and LibInsight is one of the first data-analysis tools to offer r5 support, we need to hear from you on how you need the new E-Resources / COUNTER 5 dataset to function.

    Please send along your feedback, thoughts, comments, and ideas (and virtual cookies too, Springy Carrie is always hungry) and we’ll work on incorporating your feedback into future updates.

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

    Important updates!

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

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

    LibCal

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

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

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

      Create New Event > Find Event to Copy

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

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

    Fixes include:

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

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

    LibApps, LibGuides, & LibAuth

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

    Join us for our upcoming LibGuides training, including:

    LibInsight: COUNTER r5 is here!

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

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

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

    screenshot

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

    Join us for our April LibInsight training sessions:

    LibAnswers

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

    Link to the ticket from the RefAnalytics Transaction Explorer.

    Showing Ref Analytics transaction link in the Knowledgebase Explorer.

    Link to transaction in the Knowledge Base Explorer.

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

    Join us for upcoming LibAnswers training sessions:

    LibStaffer

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

    Showing drag & drop feature to fill schedule shifts.

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

    Join us for upcoming LibStaffer training sessions:

    LibWizard

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

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

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

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

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