Archive for New Features

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.

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

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

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

LibAuth & LibApps

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

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

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

LibGuides

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

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

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

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

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

LibCal

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


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

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

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

LibAnswers/LibChat

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

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

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

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

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

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

LibInsight

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

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

LibStaffer

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

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

 

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

LibCal 2.18 release coming on November 12-13

The LibCal 2.18 release is coming to you this week and will be rolled out to all regions by the end of the day Tuesday November 13th.

This is a mini release of sorts but still includes lots of great features including a next available button for space/equipment bookings, the addition of the image manager for featured event image selection and more!

Calendars/Events:

  • Email can be set to optional for event registrations – You’ve asked for it, and we delivered. 🙂 Email address can now be set so that it is not required on an event registration form. Phone number and library barcode have been added as additional event registration information – but can also be set as either optional or required fields, or you can disable them altogether. In addition, you’ll be able to customize the field descriptors and add custom help text for each.  From the orange command bar, select Calendars > Registrations Forms Tab to edit or create a new form to view this feature.

  • Image Manager Integration – We’ve added the ability to launch the Image Manager to select featured event images when creating or modifying an events details. You can check out this new option by clicking on Calendars from the main menu navigation bar and choosing your desired event calendar. Once you are inside the calendar, simply add or modify an event and then press the new ‘Launch Image Manager’ button to choose an event image.

  • Event Location Display On Admin Calendar Day/Week View – We’ve added the event location to the display of the day view of the admin event calendar. The location of the event will appear after the event title in italic font with the word at preceding the location. To view this new display, head to Calendars > Edit Calendar and then select the Day/Week view options.

  • Category & Audience Fields Required – We’ve added a setting on the system-wide audience and category fields to make these required when creating a new event. Admins can locate the setting to make these fields required by going to Admin > Calendars and then accessing the Audiences tab and Categories tab.

Spaces/Equipment:

  • Next Available Button for Space/Equipment Bookings – We’ve added a new button that will easily allow the next available space or equipment booking to be found! When this button is pressed, the availability grid will jump to the next available time slot. This will really help where equipment items are in high demand or long lead times are set up before allowing bookings.  To use this new feature, head to the public Space or Equipment booking page and select the “Next Available” button.
  • Copying Booking Form Info – We’ve added a way to copy all relevant booking form information from an existing booking to create a brand new booking. To use this feature, from the orange command bar select Spaces > Click on a past space booking > click on the new ‘copy’ button.  After clicking this button, you’ll be prompted to create a new booking and all the booking form details from the source booking will be copied over.

  • Confirmed Bookings Date Picker – We’ve added a date picker to the Confirmed Bookings page that displays on the public page. Use the date picker by selecting the new ‘Custom Date option in the ‘When’ drop down selection. The public page for confirmed bookings can be accessed by clicking the ‘View Confirmed Bookings’ link public space booking grid page (note this only appears for spaces where “Public Nickname” has been enabled).

  • Reminder Email for Space Bookings – We’ve added an optional opt-in email reminder for space bookings. If you enable these emails, they will send based on a duration (available by the number of hours before) selected before the space booking occurs. If multiple bookings occur on the same day, they will all be sent in one reminder email.  To enable these emails, admins can head to Admin > Equipment & Spaces > Edit Location > General > Reminder Email & choose the amount of time prior to the booking start time when the email should be sent.

Bug Fixes:

  • Exchange Sync Issues – We’ve resolved an issue with exchange where double bookings were being created in the Appointments module. These double bookings were showing in the Appointments>Availability grid. The issue has been corrected and should no longer happen!
  • 12 am Time Slot Booking Error – We’ve fixed an error that occurred when a booking was attempted to be made that started at 12 am.

LibGuides and LibApps Updates Coming Your Way!

LibGuides Update

We have some great updates coming by the end of this week to LibGuides, LibApps, and LibAuth to go with the official changing of the seasons. Happy fall to our fellow Northern Hemisphere denizens, and Happy Spring to our customers on the other side of the world!

To kick us off, we’re pleased to announce that you can now Export All Rows for LibGuides Homepage and Guides statistical reports. So many have requested this that I’m sure there will be fireworks and bonfires in celebration. 🙂  To export your results, just run a report from Statistics > Homepage or Statistics > Guides, then click the Export All button. No more paging through results! Just download and slice and dice to your heart’s content.

Also new in LibGuides:

If the database that you’re adding to a guide is hidden, you’ll see text indicating that:
screenshot

Ability to edit the friendly URL of a blog post! Note that guide blogs must have friendly URLs assigned at the guide and page level for this feature to appear:
screenshot of the post edit screen

Ability to add Primo as a search source for LibGuides. Now you can add search results from your Primo system as a tab or Bento box in your LibGuides system. This will be available from LibAnswers search in a future release.
screenshot

We try to do at least one accessibility fix each LibGuides release, and this one is no exception: If your databases’ descriptions are set to “hover over title” or “hover over (i) icon,” those pop-over descriptions aren’t read aloud when databases appear on a guide. Thanks for letting us know, Ken! We’ve fixed that in your honor. ❤️

We also have a swarm of little fixes to report:

  • AZ Import > vendors are added and updated properly.
  • AZ.php > the correct container class is applied when you use a custom footer.
  • Accounts > Email options > Help ID has been corrected.
  • Names now appear underneath profile boxes on the A-Z and Subject pages.
  • XML exports sent to Summon now use the correct “last updated” date for guides.
  • Accounts > Add > Contributor level is no longer grayed out.
  • The Guides list filters properly when you have an apostrophe in a group name.
  • We corrected an issue with password-protected reserves documents and the www version of a domain.
  • Discussion Boards: Regular level accounts can invite patron accounts from the guide edit page.
  • Guide edit > add editor > we fixed the ability to create a new Editor account from here.
  • Custom metadata has been added to guides rendered via widgets (and therefore to LTI).

We have also done a ton of performance and optimization fixes all across the codebase, so you’ll see things like the Assets data table perform better.

Also don’t miss this month’s Brunch ‘n’ Learn: “LibGuides Lab Work-In: Hands-On Help for Your Staff.” Check out this and other LibGuides training sessions live, or watch recorded videos.

LibApps

We have made a couple of improvements to LibApps as well. Now when you export all your LTI instances, the Content column just has the name of the matches content rather than the HTML link.

We also made it so that if you request that we remove your custom SSL certificate so that you can start using Let’s Encrypt (free!), there’s no gap in HTTPS coverage.

LibAuth

Over in LibAuth, we now support the Location attribute for SIP2 Connections, updated Federation metadata to use SHA256, and fixed an issue where the General pane of the LDAP configuration screen was not saved when you edited the login form tab.

LibCal 2.17 Coming Soon!

The LibCal 2.17 release is on its way, and will be live in all regions by the end of the day Thursday September 20th, 2018. This release brings loads of usability improvements, including a new bulk event publishing option, refinements for the new Appointments functionality, and so much more!

Calendars/Events:

  • Bulk Event Publishing – We’ve added several new features to the Event Explorer page, including an all new bulk publish function! Bulk publish or unpublish multiple events at once, and use the handy new publication status filter to easily find the events you need to update. To check out this new option, head to the Event Explorer page within your Calendar.
  • Event Templates Update – We’re adding additional information to the Event Templates screen, so you can see at a glance which templates have particular categories/audiences assigned and search by these parameters. Admins can head to Admin > Calendars > Event Templates to check out the new format.
  • Updated Event Location Selector – We’ve updated the Location selector menu on the add event page so it’s clearer which Space Location is associated with each category. Now, instead of just seeing the category name listed, you’ll see the format Location Name – Category Name, followed by the relevant spaces. To check this out, head to the add/edit event page and choose a location.

Appointments Updates

  • Upcoming Appointments – We’ve updated the Upcoming Appointments area  to more clearly distinguish between past and future appointments, and we’ve added a quick switch button so you can easily swap between past and future view. To check this out, head to your Appointments landing page.
  • Low Availability Alerts – You’ll now see an alert message on the LibCal homepage when your availability is about to run out, so there are no gaps in availability for your patrons.
  • Clarified Appointment vs Padding: We’ve updated several spots in the Appointments UI to more clearly distinguish between the amount of time assigned to a specific appointment with a patron vs the padding time around that appointment.
  • Export Booking Form Responses – We’re updating the export in the Appointment Booking Explorer so, if you’ve limited to viewing just one person, exporting the results will include any booking form responses. To export this info, head to the Appointment Booking Explorer.
  • Outlook Sync’d Events now include the patron’s booking form responses as well.
  • We’ve fixed a bug on the Appointments Group Landing Page – previously the group description wasn’t displaying as expected, this should now be back to normal.

Spaces/Equipment:

  • Switch Space/Equipment Reservation – We’re adding support for switching an existing space/equipment reservation to another space/piece of equipment. To access this feature, head to the Equipment or Spaces page, select an existing booking, and click the edit button – you’ll now have an option to switch this reservation to a similar item or space.
  • Booking Overlap Prevention – We’ve fixed an issue that made it possible to double book events that included setup/teardown padding in a particular space – availability is now being checked properly, and you’ll see a number of alert messages to prevent these accidental double bookings.
  • We’ve fixed a bug with Exchange Sync’d Spaces where, in a very particular set of circumstances, exchange bookings could duplicate themselves in LibCal. This is now resolved and any former duplicate bookings have been cleaned up.
  • And we’ve fixed a bug on the Spaces Booking Explorer – the Group by Room filter wasn’t returning the correct results, and now it will!

LibStaffer 2.9 Release Coming This Week

The LibStaffer 2.9 release is headed your way this week, and will be released to all regions by the end of the day on Thursday August 9th. We’re bringing you a refreshed UI with easier to navigate pages, plus improved Auto Scheduler functionality and a whole lot more! Read on for all the deets.

Page Navigation Updates

We’ve updated many of the screens throughout LibStaffer to improve your site navigation experience and give the system a more polished look and feel. In this update we’ve concentrated on the Edit Schedule pages – we’ve improved the layout of all settings so they’re more intuitive, and added a quick switching element to the top of the page so it’s easier to jump between schedules. We’ve also polished functionality and improved help text on all modals on this page, including Clear/Delete Shifts, Auto Scheduler, Email Scheduled Shifts, and Edit Schedule, to help clarify all of the available functionality and make navigation smooth sailing!

Auto Scheduler Improvements

We’ve heard several comments from folks that the Auto Scheduler was in need of improvement – it could be slow to run, and in certain scenarios, shifts weren’t being distributed among all available staff members as equitably as they could be. In this release, we’ve completed a major update of the Auto Scheduler functionality – now, it will both run faster and distribute shifts among available staff members in the most equitable way possible, even across large date ranges. To see it in action, admins can head to Edit Schedule > Auto Scheduler.

Additional Improvements

  • Time Off Request Emails have been updated to be more informative – they now include all details about the time being requested, so you have more information on the time off being requested right in your inbox.
  • Pending Swaps and Given Up Shift Reports have been combined into a single report, so it’s easier to see all shifts that may need coverage, all from one screen.
  • And we’ve added several Accessibility Improvements, including:
    • It’s now possible to navigate to every shift in a schedule using just the keyboard and/or screenreader software, no mouse required.
    • We’ve added a separate “Add Shift” button, so you can create new shifts without requiring a keyboard. To add a shift, head to Edit Schedule > Cog Icon > Create Shift.

LibCal 2.16 Release Coming Soon – Hello Appointments Module

The LibCal 2.16 update is coming to you this week, and will be released to all regions by end of the day on Thursday August 9th. This refresh is so complete and chock full of new features that we’re renaming the old MyScheduler to Appointments, to more accurately reflect its full capabilities.

New Appointments Module

The old My Scheduler module will be renamed Appointments going forward, inside all LibCal screens. One of the most frequent requests we heard from users is for the ability to mark themselves as “available” for booking appointments in different locations at different dates and times. We made this happen, plus a whole lot more. Here’s a quick rundown of the new features:

  • New “Location” Option for Appointments – We added a new, high-level option to create Locations – these are meant to represent physical spaces/locations where Appointments happen (including Online). Each location contains one or multiple Groups of librarians. When patrons first view the All Users Appointments landing page, they choose the location where they’d like to meet, and then see the groups/librarians associated with that Location. To define “Locations” for your site, admins can head to Admin > Appointment Settings.
  • Reworked Availability Settings – In the new Appointments, a librarian can define availability for themselves in specific locations/groups at specific times. In addition, you can now add (or edit/delete) availability in any recurring pattern you choose. What were previously considered “conflicts” (like prior availability or existing appointments) will no longer prevent you from creating or editing/deleting availability. To take the new availability settings for a spin, head to Appointments > Availability.
  • Friendly URLs – To create a friendly URL for your personal Appointments landing page, head to Appointments > Settings > Friendly URL. To create a friendly URL for a Location, admins can head to Admin > Appointments > Edit Location.
  • File Uploads – You can enable file uploads for your Appointments so patrons to share files that may be needed during the course of a meeting – e.g. for help tracking down references from a bibliography, have them upload the bibliography ahead of time. Head to Appointments > My Settings > Appointment Form File Uploads to enable this.
  • Public Personal Nickname – Choose a nickname to display on the public side of the system, e.g. instead of booking an appointment with Sarah, patrons can book an appointment with the Science Liaison, and all communications coming from LibCal will use that nickname. To choose a nickname, head to Appointments > My Settings > Nickname.
  • Public Group Nicknames – We’re also adding support for group public nicknames. This essentially acts as an extension to the “No Preference” setting, so a patron can ex book an appointment with any available Peer Tutor. For groups set up this way, we won’t display individual librarian names/availability on the public side, so the patron is only aware that they have an appointment with a Peer Tutor at XYZ time. To enable a group nickname, admins can head to Admin > Appointments > Edit Group > Group Member Display.
  • All Appointments View – A new report to list/display all upcoming and past appointments for all Appointments users, so if a patron shows up at the front desk needing directions, it’s easy to see who their appointment is scheduled with, and where, and when. To see the all appointments view, head to Appointments > Booking Explorer.
  • Revamped Statistics – We’ve completely overhauled Appointments statistics, so it’s easy to view and export all statistics on all Appointments for all users, and get a full breakdown of bookings and availability by Group, User, etc. We’ve also added a number of lovely charts and graphs to help illuminate the wealth of information now available. To check out the new stats, head to Stats > Appointments.

Equipment and Space Improvements

  • Exchange + Spaces Integration is Live! -Picture this: a 2-way sync between Exchange calendars and LibCal spaces, so that reservations you make via Exchange will automatically block off availability in the Spaces module, and reservations made via Spaces are automatically pushed to Exchange. With this release, we’re rolling out full Exchange integration for all Spaces users – huzzah! For full details on setting up this integration, check out our documentation.
  • Equipment: Inventory Reports – We’re also adding a brand new report to Equipment module to view and export a list of all inventory in the system. The report can be customized to display the fields that you’re most interested in seeing, including item name, barcode, current status, and total checkouts.
  • Booking Date Created/Submitted – We’ve added a few minor improvements to the Booking Details to make the info more clear. Now, you’ll see the date that the booking was submitted displayed as part of the Booking Details, so it’s easy to see how long ago a booking was submitted by the patron. To see this in action, head to either the Equipment or Spaces tab, then click on a booking.
  • Mediated Bookings Show 1 Year In Future – We’ve updated the Mediation tab in Equipment and Spaces – previously we only displayed tentative requests for the current week, but now, we’ll show all pending requests for up to the next year, so it’s easy to see the full picture of upcoming requests for your mediated equipment and spaces.

Calendar & Events New Features

  • Revised Publishing Workflow – We’re updating the flow and function of the event publishing workflow to make it easier on event reviewers who need to communicate changes to an event creator. Now, when an event is submitted, the event reviewer can:
    • Just publish the event with no changes, or
    • Make edits to the event themselves, then publish the event, or
    • Send an email to the event creator from the admin UI stating what needs to be changed; the event creator can then make the updates themselves and then resubmit the event for review
  • Embed Full Calendar on the Homepage – we’re adding a quick way to embed the full monthly calendar view on the LibCal homepage. To embed your full calendar on your homepage, admins can head to Admin > Look and Feel > Homepage Editor.

 

As always, the ideas and suggestions for the vast majority of these awesome new features came from you, our clients who use LibCal day in and day out, for all your library’s calendaring needs. We’re sending a huge thank you to all users who contributed their ideas, suggestions, testing, etc. to make this big new release happen. Let’s keep the conversation going… Let us know if any questions pop up, contact our support team or your regional sales manager.

Fetch, LibInsight, Fetch! Good LibInsight!

LibInsight Update

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

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

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

ICYMI – Other Recent Updates

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

LibAnswers Update – New Chat Operator Interface is Here!

The new LibChat Operator console will be released to all regions by the end of the day on Friday June 29th, 2018. But, keep in mind that we are not changing the current console to this new version just yet – we’re making the new chat operator console available to everyone to test it out, try things, get accustomed… and then when you are ready to switch to the new console on the system level, your LibAnswers system administrator can make the new console the default for everyone, in system settings.

When you login to LibChat, you will still see the current/existing console by default. To use this new console instead, head to LibChat -> New Chat Dashboard and you can switch back and forth between the current and the new chats on different days – until you are fully comfortable making the new chat interface the only one to use for the entire site.

The new Chat Operator console makes it easier to hold multiple chats with patrons, to chat with individual colleagues – or all colleagues from a department – all from one place! Words don’t do justice to this new console, so instead let’s just take a look:

 

  • List View of All Chats – The new chat UI utilizes a standardized list view of all ongoing chats, so it’s easy to keep track of all of your conversations without having to move and resize boxes.
  • Expanded Chat Pane – Now you have a much more spacious area for each chat conversation you’re part of. We’ve also made a number of quality of life improvements inside the chat pane for operators, including left-orienting all of the chat conversations, adding clearer indicators of who said what, better timestamps and improved “Patron is typing” notifications, etc.
  • Conversation history with Patrons – If you choose to do so, you can view the history of conversations (both chats and tickets) from the patron you’re chatting with. Of course we’re fully aware of the privacy concerns as well, so this tool will only return chat and ticket history from the time period inside your privacy scrub window. The privacy scrub is a standard feature of LibAnswers – it’s run on a monthly basis, and you get to choose the number of months for which you’d like to retain data prior to the scrub – contact our support team to set this up for your site.
  • Dedicated Department Chats – We’ve added dedicated chat channels for each department you monitor, so everyone who monitors a department can be part of the same ongoing internal conversation. Use these new department chats to discuss and strategize around chat question trends, staffing coverage issues, or the latest departmental happenings – it’s up to you!
  • New Internal Note Field for a Chat – A new operator-side internal note feature displays at the end of each chat session. It’s a handy way to communicate high level information about the chat with admins or other staff members who may be reviewing the chat transcript after the fact. Any internal note you add will be appended to the chat transcript itself, keeping all the information in one tidy place.
  • Answer Tickets from the LibChat Interface – As with the existing chat interface, you can respond to SMS, Twitter and Facebook messages right from the new chat dashboard, so it’s super easy to keep on top of all instantaneous methods of communication. In the future we’ll also be working on a way to answer all tickets from this pane, making LibChat a one stop shop for all communication!

To give the new chat interface a spin head to the orange command bar and choose LibChat > New Chat Dashboard. The new chat dashboard is fully linked to your existing department affiliations, so it’s easy to try out answering patron questions right from the get go. Just be aware, internal department chats between users on the old and new chat dashboard won’t work (though you can still talk with individual librarians between the old and new chat). Once you’re ready to fully make the switch for your whole site, admins can head to Admin > LibChat Setup > Settings to switch everyone over to the new dashboard.

Additional Updates and Features

But why stop there – we have several additional LibAnswers updates and features to share, including:

  • SMS Macros – We’ve added the option to create macros that are specific for SMS messages – these macros don’t contain any HTML, so they’re perfect for sending to SMS users! To create an SMS macro, head to Admin > Macros > Create SMS Macro.
  • Edit FAQ Info from the Knowledge Base Explorer – We’re adding the ability to edit high-level information about an FAQ – including its group assignment, assigned topics, keywords, and status – right from the KBE, instead of having to navigate to each individual FAQ. Head to the FAQ Knowledge Base and click the edit icon to give it a spin.
  • FAQ Topic Multi-Select – We’re making it loads easier to apply multiple topics to an FAQ – now, instead of selecting each topic individually from a drop down list, we’ve updated these menus to support multiple selections and easy keyboard navigation. To see it in action, head to the edit FAQ page.