Archive for New Features

Code Release: New LibCal, LibAnswers, LibApps, LibStaffer and LibInsight features coming your way!

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 9. Read about LibCal | LibAnswers | LibApps | LibStaffer | LibInsight.

LibCal

Interactive Seat/Space Mapping

Our interactive Seat & Space booking module is here! With this new feature, your students and patrons can now select their desired Seat or Space with interactive maps that show real-time availability. For full information on this optional module, see our recent blog post.

  • Navigate the building map to see bookable areas & their availability.
    • Clickable “hotspots” will show users real-time availability for their desired Seat or Space availability. Hostpot colors indicate the status of each field and are customizable.
    • When clicking on a bookable Seat or Space, an information bubble will show availability, capacity, Seat/Space image (if it exists on the Seat or Space record) and power & accessibility options (if enabled).
  • “Enter” a building wing by clicking on it to see its spaces, tables, computers, etc.
    • Users can book a preferred Space or Seat based on its location.
    • If a Space has bookable seats inside, clicking on its area will open a new map showing those options. Any clickable “hotspot” can be linked to open another map if desired.
  • Users will get a clear sense of where everything is located before even entering the building or floor.
  • Receive a directional map on the booking confirmation public page and email. Directional maps will be automatically generated for booked locations from your interactive maps.

Our consulting team will work closely with you to produce beautiful, scalable maps that look great on a desktop or on mobile, then we’ll add interactive areas to them: your defined study, event, and meeting spaces; individual armchairs or tables; or study carrels. Each hotspot area will be associated with corresponding Zones, Spaces, or Seats in LibCal. Ask us to learn how to get started!

Appointment Direction Maps

We’ve added the ability to associate a map image to Appointment locations and individual Appointment users’ Directions field. Head to Admin > Appointments > Manage Locations > Edit Location to associate a map image with an Appointment location or Appointments > My Settings > Appointment Settings to associate a map image with an Appointments user’s “Directions” field. When a patron books an Appointment on the public pages, a link to map image(s) will be displayed on the Booking form and Confirmation page next to that Appointment location and/or Directions field. It’s also possible to include links to Appointment location maps in Appointment-related emails via new Email tags.

Event Directional Maps

You can also associate a map image for Event locations! If a map image is set up for an Event Location in Admin > Events > Event Locations > Edit Location, a link to the map images will be shown on the public Event page, if that location is an “Onsite Location.” As with Appointments, map links can be added to Event-related emails with Email Tags.

Cisco Webex Online Appointments & Events Integration

But wait, there’s more! Our Online Appointments & Events Cisco Webex integration is here! The integration will work the same way our current Microsoft Teams & Zoom integrations do in LibCal. You will first need to connect the integration from the Admin > Integrations > Online Appointments & Events page. After the Cisco Webex integration is successfully connected, users will be able to authorize the integration for their account for use with Appointments and Events.

Other

Appointments
  • We’ve added new selections for “Patron Must Book in Advance” (36 hours, 2 weeks & 3 weeks) and “Patron Booking Window” (1 day, 2 days & 3 days) settings for Appointment users. Go to Appointments > My Settings to set these options.
Events
  • A new LibAuth Event calendar type is available. When this type is chosen for a calendar, a LibAuth sign-in will be required to view the public calendar and corresponding Event pages. Head to Events > Modify/View Calendar. > Settings > Calendar Settings to choose this new calendar type.
  • You can now limit which Spaces are available for “Onsite Location” Event bookings! Go to Admin > Events > Space Locations or Admin > Space & Equipment > Edit Space to change whether a Space can be booked for an Event and therefore appear in the “Onsite Location” selection list.
Seats/Spaces
  • There are new padding duration options available (5 & 10 minutes). Navigate to Admin > Spaces & Equipment > Spaces & Categories > Edit Category > Booking Limits to select one of these new padding options for a Space Category.
  • You can now add intro text to the “New Reservation” (/r/new) page! Go to Admin > System Settings > Language Options > Custom Language > Spaces & Equipment > New Reservation Page Intro Text to set this up.
  • The ability to set LibAuth group level rules at the individual Space location level is now available when LibAuth is set to be used across all locations on the Admin > Spaces & Equipment > LibAuth page.
  • Early Check In (or not!). When checking in a patron on the admin side of LibCal, a new prompt will appear if the check in is attempted before the selected check-in window for the location. Admin users can decide to allow early check ins or cancel the action and wait until it is within the correct time frame that was set on the Admin > Spaces & Equipment > Edit Location > Seat/Space Check In panel.
  • Spaces stats reports will now display total hours rather than total minutes. Head to Stats > Spaces to see your Spaces statistical reports.
  • We’ve added an option to retrieve the Name & Email from Exchange (when possible) to display when using synched Exchange bookings for a Space. Go to Admin > Spaces & Equipment > Edit Location > Outlook > Exchange > Outlook/Exchange Bookings in LibCal to enable this feature.
  • The API endpoints for Space bookings will now return the date and time bookings were created.
Other
  • We’ve added Irish to the public language selections that are currently available in the page footer.

Check out our recorded training sessions, and don’t miss the LibCal release notes on the Springshare Lounge! [Back to Top]

LibAnswers

The April release is on its way, and is bringing several oft-requested features to LibAnswers! With this release we’re thrilled to bring Coverage Reports to LibChat, which will make it easy for site Admins to see the amount of chat coverage their staff provides. We’re also excited to begin introducing a series of updates intended to improve chat stability and eliminate our reliance on third party cookies during chat. For the full breakdown of everything rolling out in this release, head to the Springshare Lounge to view the release notes.

Chat Monitoring & Coverage Reports

We’re introducing a new reporting center for Chat Monitoring Activity. These reports will be available to site admins in an LA site; they’re designed to provide an in-depth breakdown of the amount of time that your staff have spent monitoring various chat departments in your LibAnswers system, and how many chats folks have claimed during those time periods. We will begin gathering data when we release the update, and the total amount of coverage time and total number of chats answered will be available beginning from this date onward. These reports will also include specific logs that represent the login and logout times of each chat staff member as they monitor various chat departments, and this portion of the data will be available on a rolling basis for up to the past 3 months, beginning on the date of release. Once the release is complete in your region, Admins will be able to view this new suite of information at LibChat > Coverage.

Chat Server Updates

With this code update, we’re releasing the first of a series of changes that will chat stability and connectivity. Over the next several releases, we will complete the process of moving all chat server traffic from their current domains (which can include libchat.com domains, as well as custom domains like libanswers.mysite.edu) to a libanswers.com domain. In doing this, our focus is on reducing and then eliminating the issues presented by third party cookies in chat, which we feel is critical as most web browsers are moving toward increased user privacy.

With our current release, all chat traffic for users in sites on a *.libanswers.com domain will move to libanswers.com, which will eliminate the use of third party cookies for these sites. In our next release, we plan to update the URL of the LibChat dashboard (and only the LibChat dashboard) for sites on custom domains to a libanswers.com domain, which will entirely eliminate the need for third party cookies. 

Good to know: If your site has previously needed to add our chat server to an approved domain list (cascade.libchat.com), now is an ideal time to also ask your IT department to add our new server address. These vary depending on the region you’re in: chat-us.libanswers.com (US region, which includes South America and Africa), chat-ca.libanswers.com (Canada), chat-eu.libanswers.com (European region), or chat-au.libanswers.com (Australia/Pacific Region).

And Coming Soon…

We’re hard at work revamping several of our back-end search features, in an effort to bring you a faster and more intuitive search interface! Our first order of business is updating the chat transcript search page; in our next release, we’ll be overhauling our underlying search engine to bring you even more powerful chat transcript searching.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions, and don’t miss out on the complete LibAnswers release notes on the Springshare Lounge! [Back to Top]

LibApps

LibAuth Innovative Polaris Authentication

We’ve added the Innovative Polaris authentication to our growing LibAuth authentication protocols. Just go to your LibApps page > Admin > LibAuth Authentication and add a new Polaris configuration. Please note that Polaris integration is not yet available for Pickup Manager.

LibAuth Polaris

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions, and don’t miss out the LibGuides release notes on the Springshare Lounge! [Back to Top]

LibStaffer

  • Customize the look and feel of your Schedule widgets with CSS! Set this up at Admin > Schedule Settings > Edit Schedule > Widgets where you will see a new “Custom JS/CSS Code” panel.
  • The ability to filter the Time Clock Report by the Organizational Hierarchy is now available in your LibStaffer Reports. Head to Reports > Time Clock to make use of these new filters when running this report.

Want to learn how to best use LibStaffer’s features? Check out our recorded sessions, and don’t miss the LibStaffer release notes on the Springshare Lounge! [Back to Top]

LibInsight

Stacked Chart Option for Numeric Fields in Dashboards

We’ve added the “Display Stacked Chart” option for Custom/Shared Datasets with Numeric field Y-Axis and Single/Multi-Select fields for Data Labels. This enables a stacked view for your Select fields so that you can see the total for each Select option.

Dashboard Chart Option

Check out the LibInsight release notes on the Springshare Lounge! [Back to Top]

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

Coming Soon: LibCal Interactive Mapping!

A couple of weeks ago, SpringyNews readers were treated to a sneak peek of our new, optional LibCal mapping module slated for April launch. We’re sharing more info about it today, including an awesome video below showing the maps in action.

Functional, Interactive Maps That Put Your Users First

Book an available study room from a map

Our mapping module adds a new “wow!” factor to the process of booking library spaces and seats. With it, students and patrons select their desired booking time and are presented with interactive maps showing real-time space/seat availabilities throughout the building.

With LibCal’s mapping features, users can:

  • Navigate the building map to see bookable areas & their availability.
    • Space/seat colors indicate availability based on the user’s time and date selection.
    • Information bubbles show availability, capacity, and power and accessibility options.
  • “Enter” a building wing to see its rooms, tables, computers, e.g.
    • Book a preferred space or seat based on its location in relation to other spaces and seats
    • If a room has bookable seats inside, clicking on its area will open a new map with those options.
  • Get a clear sense of where everything is located before even entering the building.
  • Receive a directions map in a booking confirmation email for spaces, events, and appointments so they know exactly where they are headed when they arrive.

Our consulting team will work closely with you to produce beautiful, scalable maps that look great on desktop or on mobile (or if you already have maps that look great, send them over and skip this step), and then we’ll add interactive areas to it – i.e. the study, event, and meeting rooms, individual armchairs, and study carrels. Each hotspot area will be associated with corresponding zones, spaces, seats, and appointment and event locations in LibCal. Ask us to learn more about this process!

Video of Booking via Interactive Maps (No Audio)

Link a zone map to a space, seat, event or
appointment location, or another map

Interactive Maps = A Better Booking Experience For Users

Interactive maps not only improve the booking experience but they also help inform the user where they need to go in the library to get to their desired space. This means they will know exactly which entrance to use, what stairway or elevator to take, and where to go to reach their study or meeting room, computer, or study carrel.

Directional Maps for Events & Appointments

The LibCal mapping module also includes directional maps for events and appointments. The system automatically generates a static map showing the location of each event space, so when a user registers for an onsite event, the confirmation email also contains the link to the map showing the exact location of this space within the building.

The same is true for the appointment scheduler – the user will get the appointment confirmation email with the link to the map showing where the appointment will be held.

With these awesome directional maps, your users will always know where to go once they enter the building and can quickly locate the space once they arrive.

Learn More

Our LibCal team is putting the finishing touches on the mapping code in the next few weeks, and we are super excited to share the end result with you. If you are as excited about this new module, too, have questions for us, or just generally want to learn more, please drop us a line!

Also, we want to give a special shout out to the awesome librarians at EKU Libraries who sent us their maps and allowed us to use them in our demos. Thank you!

Last but not least – send us your maps, too – if you’d like to be an early adopter and send us your existing maps please let us know.

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

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 19. Read about LibGuides | LibAnswers | LibCal | LibWizard | LibStaffer | LibInsight

LibGuides

In addition to improvements on the E-Reserves Request form, we are implementing a bunch of Accessibility improvements on the A-Z Databases page and the Search page.

E-Reserves Request Form

We’ve made the E-Reserves request form more user-friendly by getting rid of the accordion collapsible sections, indicating required fields with a red asterisk, and changing how the “Type” choices work.

E-Reserves Request Form

In addition, you can indicate whether these fields should be required or hidden through the E-Reserves > Settings > Request Form > Request Form Field Options.

Request Form Field Options

And Coming Soon…

  • Support for LTI 1.3 in Canvas (with support for additional Learning Management Systems coming after that)
  • Additional accessibility fixes

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions, and don’t miss out the LibGuides release notes on the Springshare Lounge! [Back to Top]

LibAnswers

Our current LibAnswers release is chock full of performance improvements to help bring you a faster and more performant reference management platform! In this release, we’re introducing many under-the-hood updates, including a refreshed Reference Analytics module, improved connectivity for LibChat on mobile devices, and so much more. For the full breakdown of everything rolling out in this release, head to the Springshare Lounge to view the full release notes.

Reference Analytics Update

We’ve spruced things up under the hood to bring you a fresher, faster version of Reference Analytics. We’ve refreshed the entire code base, with a goal of updating code and improving response times. While most folks using the Add or View/Edit Transactions screens won’t notice many UI changes, Admins can see this refresh reflected in the edit Reference Analytics dataset screen. We’ve updated the functions around editing datasets, and added the ability to reorder responses in a field without impacting past recorded data (yay!). To see this in action, Admins can head to Admin > Ref. Analytics > Edit Dataset button.

Mobile Chat Improvements

In this release, we’re updating the behavior of chat widgets on mobile devices. Now, most chat widgets (everything except for embedded chat widgets) will pop open in a new tab/window when viewed and accessed on handheld mobile devices. This will essentially replicate the behavior of the patron choosing to pop the ongoing chat into a new window, which we’ve seen can help prevent patrons from inadvertently disconnecting from a chat, especially on handheld mobile devices, where wide-finger issues are still alive and well! The resulting chat window is mobile-optimized and ready to assist your patrons. To see this in action, head to any slide-out, floating, or button chat widget and start a chat!

And Coming Soon…

We’re hard at work revamping several of our back-end search features, in an effort to bring you a faster and more intuitive search interface! Our first order of business is updating the chat transcript search page; in our next release, we’ll be overhauling our underlying search engine to bring you even more powerful chat transcript searching.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions, and don’t miss out on the complete LibAnswers release notes on the Springshare Lounge! [Back to Top]

LibCal

While we are hard at work to bring you (teaser alert!) interactive mapping functionality for seat/space bookings in the very near future and improvements to streamline and improve admin management aspects of Appointments, we have a few exciting updates for you! This release includes lots of accessibility modifications, small improvements, and performance improvements that can be read about in the Springy lounge release notes.

Appointments

  • Booking limits for Appointments have arrived! We’ve added the ability to set daily, weekly, monthly, and/or yearly limits on the number of appointments that can be booked by each patron/student. These limits are available to set on the system level, as well as by individual users who can either use the system limits or define their own set if needed. Head to Admin > Appointments > Booking Limits > System Defaults to set this for your entire LibCal system, or click the Edit button in the User Limits Overview section to set for one user at a time.
  • Also now available is the ability to list Appointment locations on your LibCal homepage, Hours page, and event pages. Your public locations will show as a drop-down menu where Appointments are displayed:

Seats / Spaces / Equipment

  • We’ve also added API support to return availability for period-based locations when retrieving seat / space booking information.
  • We’ve added a warning on the admin side “Booking Grid & Availability” tab when hours for a Location, Category, Space, or Item will expire soon. Admin users will see a warning like the one below when availability is set to expire within 7 days. A warning will also be displayed if a Location, Category, Space, or Item has no hours assigned.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions! Check out the LibCal release notes on the Springshare Lounge! [Back to Top]

LibWizard

Folders

We have added a much-requested feature for creating folders for your LibWizard items! Anyone (Admin and Regular level users) can create new folders by clicking on the “+ Create New Folder” button on top.

LibWizard Folder

Admins will have access to create, delete, or rename all folders. Regular users will be able to create new folders, but will only be able to rename and delete their own folders.

Deleting a folder will not delete the folder contents and will move any existing contents outside of the folder to the main level list.

Finally, users will be able to move existing items to different folders or create a form directly within the folder. Please note that folders cannot be nested at this time.

Changes to the Actions Column

We’ve updated the Actions column for Forms, Surveys, Quizzes, and Tutorials pages and the Question Bank page with a dropdown to make the column less cluttered.

Actions

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions, and check out the LibWizard release notes on the Springshare Lounge! [Back to Top]

LibStaffer

We’ve added some exciting enhancements to both the regular and recurring shift assignment process!

  • You can now set a weekly frequency as well as select or deselect staff members for recurring shift assignments.
  • A “Select All” / “Deselect All” feature has been added to the regular and recurring shift assignment screens, when there are more than 8 users assigned to a schedule.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions, and don’t miss the LibStaffer release notes on the Springshare Lounge! [Back to Top]

LibInsight

Manage Accounts Layout Change

We’ve converted the “New Account” and “Import LibApps Accounts” to their own pages for easier use.

LibInsight Manage Account

Dataset Upload Format Change

As a processing and performance improvement, we have updated a few dataset types to allow only .csv format (Comma-Separated Values) for data uploads:

  • Finance
  • Reference
  • Calendaring
  • Custom/Shared

To save any Excel file as a .csv file, go to File > Save As.. and choose Comma-Delimited file. For the tech-minded out there who might use a text editor, we are looking for a UTF-8 file with CRLF line breaks. 🙂

Check out the LibInsight release notes on the Springshare Lounge! [Back to Top]

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

A New Way to Read SpringyNews

This week we are excited to launch a new addition to the Springshare newsletter lineup: The Roundup. It’s just like it sounds – a monthly email digest that rounds up recent product updates and announcements, client stories, webinars, and timely Springy resources.

It landed in subscribers’ inboxes yesterday. And from here on out, SpringyNews readers can expect a digest or edition email the first week of every month!

Here’s a preview of the types of content readers will discover in The Roundup:

February's archive resources focused on celebrating Black History Month
  • Last month’s release features, recent client stories, and newly published Buzz guides
  • Upcoming Springshare Learning Labs and webinars
  • Newly relevant resources from the Springshare archives
  • A sneak peek at the month ahead, including not yet announced webinars, product features, and more!

In case you missed it, you can view this month’s issue of The Roundup in your browser.

Not a subscriber? Sign up below and indicate which types of Springshare emails you’d like to receive!

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

Happy New Year to all, and goodbye to 2020! We are pleased to open 2021 with some great improvements across several Springy 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, January 15. Read about: LibAnswers | LibCal | LibStaffer | LibInsight

LibAnswers

We are so very excited to introduce this newest LibAnswers release. This update brings our brand new Quality of Service suite of features – these features are designed to help you track and analyze how satisfied your patrons are with the service you provide via LibAnswers, and keep your finger on the pulse of how your users are feeling. Read on for all the details of these exciting new features. For full release notes of every feature that is rolling out in this update, please visit the Springshare Lounge Release Notes.

Quality of Service Features

Our new Quality of Service features are designed to help you collect feedback from patrons on their overall satisfaction with the service you provide via LibAnswers. These features will assist you with collecting direct patron feedback in the form of a follow-up user satisfaction survey that’s sent to patrons 24 hours after a ticket has been marked closed. In addition, these features include a wealth of indirect feedback on patron satisfaction, in the form of a suite of new metrics available for every ticket that show data related to time to first reply, total turnaround time, and number of interactions (i.e. the number of time that staff members interacted with a given ticket). 

Our new suite of Quality of Service features includes the following elements:

  • Image of Follow-up user satisfaction emailFollow-up User Satisfaction Email/Survey – With this new feature, you can create a follow-up user satisfaction survey and accompanying email to send to patrons. The survey you create consists of one customizable “rating” question in which you specify the number of values in the scale and customize the scale’s labels and layout, so it’s fully targeted to your users. Users will respond to this rating question directly in the email by clicking on their chosen response. Choosing a rating/response opens a new tab in the patron’s default browser which prompts users for additional free-text comments to explain the rating they’ve chosen.  Users will receive this email approximately 24 hours after their ticket has been marked closed, and users will only ever receive a survey once per ticket. 
  • Quality of Service Reports – These new reports gather all Quality of Service metrics and reports together in one place, so it’s easy to see your patrons’ satisfaction at a glance. Admins will find these reports at Stats > Quality of Service; here you’ll find reports on patron responses to user satisfaction surveys, as well as turnaround metrics that will help you investigate tickets with long vs short turnaround metrics. 
  • Updated Ticket Answer Page – We’re updating the layout on the ticket answer page to include all of the available turnaround time metrics (time to first reply, time to close, and total interactions). We’ve also made some additional changes in the page to better expose information about your patrons; you’ll see a new Patron Info box in the top, right corner of the page, which displays high-level info about the patron, responses they’ve provided in your question form, and their full patron history details, so you can view the full history of conversations with this particular patron. 

To start customizing your site’s user satisfaction survey and email, admins can head to Admin > Queues > Edit Queue > Quality

Excited? Us too!! And in even more exciting news, this is just our first step into giving you a full picture of your user’s satisfaction. In the coming months, we’ll also introduce a new suite of features centered around calculating your Net Promoter Score, a standardized industry metric of user satisfaction. We’re creating new widgets that can be embedded in any website and collect satisfaction data, as well as targeted reports that will showcase your users’ satisfaction and segmentation metrics. Stay tuned for this exciting new module, coming in the first quarter of 2021!

In addition to the new Quality of Service tools, we have so many more features coming in this release. For the full list of new features, please check out the Springshare Lounge Release Notes. There you can read about all of the new features we’re introducing, including:

  • We’ve added a couple of new LibChat settings:
    • To automatically create follow-up tickets from missed chats; and
    • To limit users to viewing chat transcripts only in departments to which they belong.
  • We’re adding a full emoji picker to the LibChat dashboard, so you can pick from a library of over 400 emoji with the click of a button! 🙂
  • We’re improving the connection between chats and follow-up tickets; now you’ll be able to view at-a-glance which chat transcripts and missed chats have had follow-up tickets created. 
  • Did you know you can launch a patron chat without a chat widget? It’s true! We’re expanding our documentation to make this clearer, and we’re also updating our direct chat link option so it can accept more query string parameters, so you can programmatically pass information like a user’s name and email address into a chat. Hello, chatbots! 

Upcoming LibAnswers Training Sessions:

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

LibCal

We’re happy to bring you the following LibCal updates to help improve Seat/Space booking daily operations and policies! Also included in this release are some helpful usability features as well as our new Email Queue feature, which you can read about further below.

Seats/Spaces & Equipment

  • We’ve added the ability to select multiple booking statuses when browsing the Booking Explorers for Spaces & Equipment.
  • If set for a location, the “Reminder” and/or “Follow-up” email info will now display in the booking details. Also, if mediation is enabled, the details of mediation approvals/denials will be available to view in the booking details.
  • A new location setting enables only LibCal Admin users to check users in or out of a booking.
  • The ability to modify the Check In/Out Date & Time fields for a booking is now available on the admin side, when viewing the details of a booking.

Appointments

  • If the availability duration entered does not meet the minimum requirement for a user’s set duration plus padding, the user will not be able to save the availability until making adjustments.
  • We’ve modified the stats report to only display available times for users currently assigned to a group.
  • When the Exchange/Outlook integration is enabled for an Appointments user, events created in Outlook by this integration will be marked “Private.”

Misc.

  • Verification of Email Delivery! From this release forward, you will be able to see whether an email was successfully sent out of LibCal, regardless of whether you are using the Springy email service or your own SMTP server. Head to Admin > System Settings > Email Queue to find filters with which you can narrow results, or to view the full contents of any email. Bonus! if an email was not submitted successfully and is marked with a “Failed” status, you can resubmit it. If your system sends out a large volume of email, you will also see any emails that are queued for impending sending.
  • You can now select which tab to land on when visiting the “Event Calendars” page. You can also specify a preferred Calendar. Go to Admin > Accounts > Edit Account > Preferences, or click your email address in the top, right corner to set preferences.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions, and don’t miss the LibCal release notes on the Springshare Lounge! [Back to Top]

LibStaffer

  • We’ve modified the “Staff” Report so the correct “Next Shift” for a user always displays.
  • We fixed an issue that prevented schedules from printing in Landscape orientation.
  • Inactive users will now be available for reporting on the Scheduled Shifts report, when “All Schedules” is selected. These will be at the bottom of the staff list and be labeled “Inactive.”

Also check out our recorded training sessions, and don’t miss the LibStaffer release notes on the Springshare Lounge! [Back to Top]

LibInsight

Twelve Hour Time Format for Custom / Shared Dataset Recording – You will be able to select the time format to record any time-related fields in your custom/shared dataset. To select which time format you would like, head to System Settings > Dates & Currency > Record Data / Widget Time Format. Please note that the Analysis page will still render the entered time data in 24 hour format.

Filter COUNTER 5 Top 100 Titles by Platform

Ever wanted to view the Top 100 Databases, Journals, Books, Other titles by platform? Now you can! Simply select the individual platform you want to filter the top 100 title reports by in the COUNTER 5 Analysis page.

Check out the LibInsight release notes on the Springshare Lounge! [Back to Top]

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

Final Code Release of the Year: LibCal Goodies

Before we usher in a much-needed new year, we are happy to bring you some LibCal goodies for the holiday season! This release is on its way to you next week, and will be live in all regions by the end of the day on Friday, December 18.

Seats/Spaces

  • We’ve added the ability to move or bulk-move Seats between their containing Spaces. Bulk-deleting Seats is also now available!
  • The admin booking grid has been enhanced to include additional search filters for the ‘Accessible’ & ‘Powered’ Seat/Space attributes. The appropriate icons will also display on the admin booking grid.
  • The ‘Back-to-Back’ booking limit has been modified to support the ability to restrict simultaneous bookings without enforcing the minimum of one hour required before the next booking can be made.
  • To assist users who want to check into a Seat/Space but have not yet made a booking, we added a link to the Check in/out page. The link will bring the user to the individual booking page for that Seat/Space.
  • It’s now possible to disable the check in/out requirement for a booking. You can do this when making a booking on the admin side or by editing a booking created through the public booking pages.
  • There is now an accessible / screen-reader-friendly booking page for Seats. Support for period-based booking locations has also been added to these pages. These links are at the bottom of each page.
  • A few changes have been completed for our API:
    • New endpoints for Spaces & Equipment to return all spaces or items and their availability in a location.
    • The Zone, Accessible, & Powered attributes are now available in the space/category/:id & space/item/:id endpoints.
    • Check In & Out codes have been added to the Spaces /booking/:id & /bookings endpoints.

Misc

  • Auto Zoom meeting password generation is now available for this integration.
  • The ability to link locations in the Hours module to opening / closing hours in Alma is now available.

Interested in more detail for this release? Check out the LibCal release notes on the Springshare Lounge! [Back to Top]

Want in-depth coverage of the ins and outs of LibCal? Don’t forget you can always check out our recorded training sessions!

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 2021. We are always here for you if have any suggestions or questions.

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

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

Read about: LibGuides | LibWizard | LibStafferLibInsight

LibGuides

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

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

Use mapped assets

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

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

Upcoming LibGuides Training Sessions:

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

[Back to Top]

LibWizard

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

Transfer existing forms to a new user when deleting a user

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

Transfer Forms

Additional rft OpenURL parameter

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

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

Upcoming LibWizard Training Sessions:

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

[Back to Top]

LibStaffer

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

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

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

[Back to Top]

LibInsight

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

Copy Dashboard

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

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

Copy a dashboard

Rich Text Dashboard Row

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

Rich text row

Other Improvements and Fixes

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

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

Pickup Manager & LibCal Releases are On Their Way to You!

This release is on its way to you this week, and will be live in all regions by the end of the day on Friday, November 13.

Pickup Manager Release

This release brings key features needed for Pickup Manager, and we’re thrilled to announce that Pickup Manager is now available! Pickup Manager streamlines the holds pickup process while adhering to your COVID-19 safety guidelines. Patrons can easily request their holds via their ILS, schedule a pickup, and enjoy 2-way SMS/text and chat communication once they’ve arrived. Staff will love the easy 2-way communication with patrons via SMS and Chat in Pickup Manager’s live-updating “Today’s Pickups” dashboard. Pickup Manager has so many features to not only make your current day-to-day easier but when COVID-19 is a thing of the past, you’ll wonder how you ever did holds pickup ‘the old way’.

For more details on Pickup Manager, you can check out screenshots and detailed info at https://blog.springshare.com/2020/10/14/pickup-manager-is-here/. To give Pickup Manager a try at your library, reach out to sales@springshare.com!

LibCal Release

LibAuth Authentication Required to Access Seat/Space Reservation Page & Booking Grid

We’ve added a new option when set that will require your patrons/students to authenticate via LibAuth BEFORE accessing the new reservation page and seat/space availability. Head to Admin > Spaces & Equipment > LibAuth to check out this new feature!

Power Filter/Indication for Seat/Spaces

You can now flag a Seat or Space to indicate that there is a power source available. When creating or editing a Seat or Space record, there is now a new flag named ‘Powered’ that can be set. The ability to filter booking searches by this new flag has been added to the new reservation page. Also, any Seat or Space that is flagged as having a power source available will display on the availability grid next to the Seat or Space name.

Other Changes

  • By popular request we have added a new setting to free up the remaining time of a booking if a patron/student checks out early. Head to Admin > Spaces > Edit Location and set the “Early Check-Out Booking End Time Update” to make use of this new feature.
  • The ability to create recurring Seat bookings on the booking grid view is now available!
  • We have added API support for creating Seat bookings to the /space/reserve endpoint as well as returning location, category, seat, space and item names in all Spaces & Equipment booking endpoints.
  • A new “Preferences” tab has been added for admin side users to set a default location and tab when clicking on the Spaces or Equipment options from the main menu. Head to Admin > Accounts > Edit Account > Preferences or click on your email on the top right of the main menu and head to the “Preferences” tab to set your defaults!

Also check out our recorded training sessions, and check out the LibCal release notes on the Springshare Lounge! [Back to Top]

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

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

We are rounding into fall here at Springy HQ and have some awesome new features for you to sip with your PSL. 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, October 9. Read about: LibAnswers | LibCal | LibGuides | LibInsight

LibAnswers

Pickup Manager!

The LibAnswers 2.38.0 release is on its way, and we’re thrilled to bring you the new Pickup Manager as a part of it! This new module–available later this month–is designed to streamline your holds pickup workflows and empower patrons to pick up their library items quickly and safely. The Pickup Manager:

  • Fully integrates with your ILS for streamlined workflows;
  • Works great with LibCal’s Spaces module for designating specific spaces for pickups, and enabling patrons to schedule these at their convenience;
  • Provides great statistics and analytics, helping you increase user satisfaction and improve your holds service; and
  • Just like all other Springy tools, it is affordable.
How Does it Work?
  • Patron requests a hold in your ILS.
  • When item(s) are ready, your ILS sends an email with the link to our pickup scheduler in LibCal. (customized emails from Pickup Manager coming soon).
    • Already a LibCal user? You’ll be able to designate locations in the Admin > Spaces area to connect to the Pickup Manager.
    • Not a LibCal user? No worries, just contact us!
  • Patron reserves their preferred time & location using our easy-to-use booking interface in LibCal.
  • “Today’s Scheduled Pickups” on the Dashboard helps you prepare today’s items. 
  • When the patron arrives, they SMS/Text you with a customized keyword, using your LibAnswers SMS number. The Pickup Manager recognizes the patron and alerts you of their hold details so you can easily grab and deliver their items.
    • Already a LibAnswers user? You’ll designate which SMS number should be connected to the Pickup Manager. You can designate multiple SMS numbers with your Pickup Manager!
    • Not a LibAnswers user? No worries, just contact us!
  • If needed, you can communicate back-and-forth with the patron about their pickup via SMS/Text – all from the Pickup Manager dashboard.
  • Coming Soon: When items are picked up, the Pickup Manager marks the item as picked up in the patron’s ILS record, too.
  • If patrons text that they’ve arrived outside your hours of operation, Pickup Manager automatically texts them back with a customizable message, letting them know that your service is closed for the day.

Upcoming Pickup Manager Sneak Peek Sessions (all times listed are Eastern Time):

Zoom OAuth Integration

Our screen sharing integrations have a new addition:  our Zoom OAuth integration has been approved! If you’re an admin in a site with an existing Zoom account, you’ll no longer need to use the JWT-based authentication option to integrate your own screen sharing credentials. We have lots more help on how to set up this exciting new option available here

Be sure to check out our recorded training sessions!

Also check out the LibAnswers release notes on the Springshare Lounge for more complete information on the contents of this release. [Back to Top]

LibCal

As the seasons have changed, the pandemic has stuck around. Springy tools have been here for you as you’ve launched pickup services and social distancing seat-booking programs. We’ve heard your requests for additional changes, several of which we are pleased to bring you this month. 

Period-Based Booking @ Seat-Level!

We have added support for creating period-based reservations at the Seat level. You can already set up period-based bookings at the Space level and this release provides more granularity. To set this up, you’ll need to designate a location as as “period-based booking.” This means each set of opening/closing hours are considered one bookable slot. Head to Admin > Spaces & Equipment > Edit Location > General for the new “Public Seat/Space Booking page” option to set this up.

Seats API 

We have added new endpoints and updated a few existing ones to support retrieving Seats and occupancy data via our RESTful APIs.  Go to Admin > API to explore these new and modified endpoints. 

  • space/booking/:id – Information about one or more specific bookings in your system
  • space/bookings – List of bookings in your system
  • space/utilization/:id (NEW!) – Current spaces utilization and occupancy data in your system
  • space/seat/:id (NEW!) – Details, including availability details, of a seat in your system
  • space/seats/:id (NEW!) – Details, including availability details, of seats in your system
  • space/zone/:id (NEW!) – Details for a specific zone
  • space/zones/:id (NEW!) – Details for all zones at a location (note this is “zones” plural)

Zoom OAuth

We’re super excited to announce that our Zoom app has been published to the Zoom Marketplace and is available for you to use in Appointments & Events.  If you’re an admin in a site with an existing Zoom account, you’ll no longer need to use the JWT-based authentication option to integrate your own screen sharing credentials.  Navigate to Admin > Integrations > Online Appointments & Events to configure the Zoom integration using OAuth.

Other

We are happy to bring you additional exciting features such as:

  • A date range selection for the Contact Tracer report;
  • the Spaces Booking Explorer will now return Check In/Out details if enabled for a location;
  • much more that can be read about over on the Springshare Lounge.

Upcoming LibCal Training Sessions:

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

LibGuides

We are hard at work behind the scenes designing a new future for LibGuides. We also have an exciting LTI update for you in this round of releases.

We’re making it easier for you to debug LTI searches with the updated Library LTI Page Builder Preview. In LibApps, head to Admin > LTI Tool Builder -> LTI Automagic -> Library LTI Page Builder and click “Preview Page” to see the new “Debug Mode” setting. Check the box and then run a sample search on your LTI metadata value. The debug section will include REGEX information, so if you have a REGEX applied to your search, you will see what the LTI metadata parameter value transforms to.

LTI Debug

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

Be sure to check out LibGuides release notes on the Springshare Lounge for more complete information on the contents of this release. [Back to Top]

LibInsight

Easily Import Platforms and SUSHI Providers

We’re excited to introduce the new E-Resources Management page, to facilitate quick import and management of COUNTER 4/5 platform and SUSHI provider information. On this page, you will have the option to import platforms and SUSHI providers using our CSV templates. Go to Admin > E-Resources Management to get started! In a future release, you’ll be able to use this page to view which platforms are in which dataset(s).

E-Resources Management

More Accurate Database Reporting

In an effort to streamline the information shown in COUNTER 5 dataset Database Title Analysis, we inadvertently removed Investigations and Requests from the report display, showing only Searches. We fixed this! So when you do a COUNTER 5 Analysis, then view a Database Title list in a platform, you will see Investigations and Requests for databases, like you did before. Do an analysis on your COUNTER 5 dataset, then go to Databases > Usage > Title Lists and choose a platform to view metrics for Databases contained in that Platform and all their metrics.

In a future release, you’ll be able to see database usage broken down by data type: Total Requests for all Journal content, for all Book content, etc. Note: It’s not possible to drill down from a database into the individual books and journals it contains; you’ll be seeing for example all Requests from all Journal content contained in the database. For individual title use, see the Journals tab.

New: Journals Title-Level Analysis!

The Journals Usage report has a new Title Analysis section that displays the Top 20 Journals, by Total Item Requests, Unique Item Requests, or by total  Denials. Below the graph, you’ll see the Top 10 Titles with Decreasing Usage, and the Top 10 Titles with Increasing Denials. 

Journal Titles

Even better–click on an individual title to view a month-to-month graph of the usage across your analysis period. 

screenshot

We’ve also included these highly-requested features:

  • Delete SUSHI fetched reports within a platform
  • Additional aggregate methods for both custom and gate count datasets for the dashboard charts.

Check out the LibInsight release notes on the Springshare Lounge! [Back to Top]

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

Pickup Manager: Coming Early October!

We’ve been hinting, alluding, and finally we officially announced yesterday that we’re releasing the Pickup Manager for scheduling and communicating holds pickup!

This newest tool is coming early October, and is designed to streamline your holds pickup workflows and empower patrons to pick up their library items quickly and safely at their convenience – per COVID-19 guidelines and beyond, too!


Key Points about the Pickup Manager:

  1. Fully integrates with your ILS for streamlined hold workflows.
  2. Works great with LibCal’s Equipment Booking Module for equipment or museum/zoo pass lending.
  3. Provides great statistics and analytics helping you increase user satisfaction and improve your holds service.
  4. Just like all other Springy tools – it is affordable.

Bottomline, you and your patrons are going to love the awesome functionality that Pickup Manager offers and you’ll never want to do holds pickups “the old way” again. 😊

Communicate with ‘Arrived’ patrons via SMS/Texting (Coming: LibChat)

How Does it Work?

  • Patron requests a hold in your ILS.
  • When items are ready, your ILS sends an email with the link to our pickup scheduler in LibCal. (customized emails from Pickup Manager coming soon). 
    • Already a LibCal user? You’ll be able to designate locations in the Admin > Spaces area to connect to the Pickup Manager.
    • Not a LibCal user? No worries, just contact us!
  • Patron reserves their preferred time & location using our easy-to-use booking interface in LibCal.
  • ‘Today’s Scheduled Pickups’ on the Dashboard helps you prepare today’s items. 
  • When the patron arrives, they SMS/Text you with a customized keyword using your LibAnswers SMS number. The Pickup Manager recognizes the patron and alerts you of their hold details so you can easily grab and deliver their items.
    • Already a LibAnswers user? You’ll designate which SMS number should be connected to the Pickup Manager. You can designate multiple SMS numbers with your Pickup Manager!
    • Not a LibAnswers user? No worries, just contact us!
  • If needed, you can communicate back-and-forth with the patron about their pickup via SMS/Text – all from the Pickup Manager dashboard.
  • Coming Soon: When items are picked up, the Pickup Manager marks the item as picked up in the patron’s ILS record, too.
  • If patrons text that they’ve arrived outside of your hours of operation, Pickup Manager automatically texts them back with a customizable message letting them know that your service is closed for the day.

Want the Communication but Not Scheduling Part?

Like with all our Springshare Tools, we like to brainstorm all the potential possible implementations and come up with solutions for everyone. Our Pickup Manager is no different. So if you’re interested in the Communication side, but not the Scheduling component, we’ve got you covered.

Pickup Manager Streamlines Your Workflows, Too!

  • At-a-glance view of holds activity – what is being picked up today, tomorrow, and in the future.
  • Statistics on completed pickups and analytics on popular day/time pickups, late arrivals, etc.
  • Send reminders to patrons who haven’t picked up their items.
  • (Coming soon) customize the hold notification emails sent to patrons.

Manage Pickups for Everything You Circulate

Pickup Manager also integrates with LibCal’s Equipment Booking Module. Whether your patrons are picking up a book hold or a laptop, camera, museum/zoo pass or really anything from your library-of-things inventory via the Equipment Booking module, the Pickup Manager has you covered.

What More Information?

Early next month, we’ll announce sneak-peek webinars on Pickup Manager on our Sneak-Peek Calendar.

Want to be contacted when Pickup Manager is released? Email sales@springshare.com to be placed on the Early Access list.