Archive for New Features

LibCal Mini-Release: Create Multiple-Hour Blocks to Facilitate Cleaning

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, September 18.

Spaces Locations: Multiple-Hour Blocks Help Facilitate Cleaning

Our pandemic new normal necessitates designated cleaning times to sanitize spaces and seats in between bookings. To facilitate this, we’ve added updates to the Weekly Hours Templates in Spaces/Seats & Equipment! You can now allow for multiple sets of opening/closing hours, with unavailable time in between.

Within these time slots, you can allow users to pick their own hours to reserve Spaces & Seats.  We’ll be adding functionality to make the entire period/block bookable in our upcoming release in early October.

Head to Admin > Spaces & Equipment > Hours Templates and select the ‘Custom Time’ option when creating or editing a weekly template to see the ability to enter multiple opening/closing hour blocks.

We have an upcoming training session that will help you get started! Join us on Tuesday, September 22 at 12:30 Eastern time to learn how to set up flexible or fixed booking times.

See LibCal release notes which will list out a few other changes coming in this release such as a customizable email template for the ‘Late Check In Cancellation’ email and more.

That’s it for this round of updates from Springy HQ for LibCal. 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 beyond. We are always here for you if have any suggestions or questions.

LibCal Release: TimeZone Support and Zoom OAuth Coming Your Way

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, August 28.

Set Your Time Zone (Appointments, Calendars, & Events)

Given 2020’s constantly-changing environment, we continually look to improve the virtual appointment and event booking/viewing experience.  We have updated the Appointments, Calendars, and Events so that you can set and view your local time zone. This setting governs the time zone display on public pages wherever appropriate.  A few examples are shown below:

Zoom OAuth Update

We are also happy to announce that we have completed the code necessary to support the OAuth method for the Zoom integration.  Our app has been submitted to the Zoom Marketplace, and once we receive approval for our app, we can make it available to you. We do not yet have a date, but we are working our way through their process.

Misc.

See LibCal release notes in the near future, which will list out a few other changes coming in this release, including a preview section for Event Calendar emails.

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

Code Release: Big New LibAnswers & LibCal Updates Coming Your Way, and More!

All Regions Important Code Updates

It’s that time again, Springy fans! The Development and Product teams have been working hard to bring you a boatload of new and updated features. These features will be live in all regions by the end of next week, August 14.

We’re also switching things up a bit and posting the biggest news here on the blog, with more complete release notes over on the new Springshare Lounge. This approach will ensure that these posts stay short, but that if you would like to view the entire contents of a release, it’s still totally possible! Once release notes are published, we’ll add links to the bottom of this post.

LibAnswers

Microsoft Teams for Screen Sharing in LibChat

We’re excited to announce that this release brings Microsoft Teams integration to LibAnswers! In addition to our existing screen sharing integration with Zoom, we’re adding a new option in our screen sharing library for Microsoft Teams. This integration will make it possible for LibChat users to seamlessly launch Microsoft Teams meetings directly with patrons or other internal LibChat users directly via the LibChat operator dashboard, just by clicking the “Request Screenshare” button.

Similar to this integration in LibCal, you’ll need to work with your institution’s Microsoft Teams administrator to register an app for LibAnswers and grant the required access permissions. Once the app is registered, your LibAnswers admin will add the Application ID and Secret into LibAnswers (via Admin > LibChat > Screenshare), then LibAnswers users will be able to authorize the integration via their edit account screen and begin using Microsoft Teams for screen sharing during chats.

New API v1.1 with OAuth + POST API!

With this release, we’re also thrilled to usher in a new generation of LibAnswers APIs; our 1.1 APIs are here, and they’re bringing enhanced security and new abilities for creating content in your LibAnswers system from third party sources and forms!

To form the base for these new capabilities, we’re introducing a new 1.1 version of our existing APIs. For enhanced security, this new generation of APIs require OAuth Authorization headers in order to return data. Once you’ve generated an OAuth token (via Admin > Widgets and APIs > API Authentication) and granted it the desired permissions, you’ll send it along with your API request via an Authorization header. This ensures that the API is only being used for authorized users/purposes – and this is a critical piece of the puzzle for our way more exciting next feature…

LibAnswers now offers POST APIs for new ticket creation! This means it is now possible to generate new tickets into LibAnswers from non-LibAnswers forms. This could mean anything from a feedback form you maintain on your website to a problem report form found in your catalog. We’ve included 2 handy APIs to make this possible: a new GET API for retrieving a queue’s form field data (so it’s easy to match data from your non-LibAnswers form with LibAnswers form fields), and a POST API for actually generating the tickets. To get started with these new APIs, head to Admin > Widgets and APIs > API Endpoints v1.1.

LibCal

We’re super excited to bring local timezones to the public-facing side of LibCal Events and Appointments! Users will be able to choose what timezone calendars and events should display in.

Also, stay tuned! we’re bringing OAuth to Zoom in LibCal. We are working through the application approval process with Zoom and will announce availability of this updated security feature as soon as we can.

We also have some requested updates to LibCal Seats & Spaces!

  • There’s now an option for bookings to be automatically cancelled if the person has not checked in within a specific time frame after the booking start time.
  • A new contact tracing report will be available in a new tab in Spaces. Enter a patron name or email into the Contract Tracer to view bookings in the same Seat or Space for the 24 – 96 hours following the booking.
  • There are new reports to track peak occupancy at specific times of day, cross-referenced with days of the week. Go to Spaces > Occupancy Data to see these reports.
  • Want to get patron feedback on the Seats reservations/use process? You can now add a LibWizard survey link to the ‘Check Out’ confirmation page and schedule a follow-up email to send after the booking.
  • Improvements to the public patron booking experience and new reservation page search selections.
  • More detail will be included in the ICS file for bookings such as the confirmation code for check ins when enabled and the cancellation link.

LibInsight

Just one small thing to share here for LibInsight: we have added the capability to hide columns in COUNTER 5 usage reports. Just need to see a few metrics? No problem! Filter out the columns that you’re not interested in. Analyze your COUNTER 5 E-Resources dataset, then choose the Usage tab from Journals, Databases, Books, or Others > Titles > Choose a platform.

screenshot showing the drop menu of available fields for a Journal Titles report.

LibCal Seats Is Just Around the Corner!

Here at Springy HQ we’re buzzing with excitement over our upcoming LibCal seat reservations module and building capacity management features. We’re launching this week, yay!

Today, let’s take a look at how the new LibCal Seats module will work using a specific library example.

The scenario: A two-branch library with multiple reservable areas

I’m responsible for managing the comings and goings for two libraries — East Library and West Library. In our East Library we have two reading areas, 10 quiet study tables, a set of 15 computers, and three study rooms. I need to:

  • Ensure my building does not exceed 50% capacity so that users can be in the library safely while complying with social distancing policies.
  • Provide staff with the ability to easily assist users who forget their booking information.
  • Keep track of building capacity stats and historical booking information for contact tracing purposes.
  • Implement a long-term, flexible solution we can use at every reopening stage, even when we’re back to full capacity.

Let’s take a look at how I can achieve all of the above using the East Library’s Lounge seating area as an example!

Configuring Seats from the admin side

First, I’ll create my LibCal Spaces Locations: one for East Library, one for West Library. Then I’ll create my Zones. In my library, there are two distinct building areas – two floors. I’ll add a Zone for each:

  • First Floor (stacks, periodical reading chairs, computers, reference & circulation desks)
  • Second Floor (study rooms and carrels, lounge seating)

Next, I’ll add different categories of Spaces that will determine booking limits (like reservation durations and restrictions). Since we’ll need to clean/disinfect seats and computer stations after each use, I’ll add padding between reservations.

After defining categories, I’ll add my individual Spaces to them. Spaces can be booked as a whole (e.g. study rooms, meeting rooms) or individually as seats (like a computer, table chair, lounge armchair, you name it). I can also indicate if the space is accessible.

To ensure I do not exceed 50% capacity at any time, I can indicate a Spaces’ current capacity vs maximum capacity and set the proper number of active/inactive Seats. If I was setting up the entire East Library Location, it could look something like:

  • Lounge seating space (capacity: 9, 6 active seats, 3 inactive seats)
  • Periodical reading space (capacity: 6, 2 active, 4 inactive)
  • Computer space (capacity: 15, 8 active, 7 inactive)
  • Quiet study tables (capacity: 10, 6 active, 4 inactive)
  • Study room 1 (capacity: 4, 1 person currently allowed)
  • Study room 2 (capacity: 4, 1 person currently allowed)
  • Study room 3 (capacity: 2, 1 person currently allowed)

Next, I’ll create my reservable Seats for my Spaces! I could add Seats in bulk by specifying the variable for the naming convention (e.g. Armchair-1 through Armchair-6). By adding all of them now, I can set them to active or inactive, to quickly adjust their availability based on our capacity restrictions, cleaning schedules, and reopening plans.

Here are ten reading chair seats. Based on their location, a total of six can be reserved.

I can provide each Seat/Space with a description and image to help users find it. In this case, I also gave each chair its own name so it’s easily identifiable. If I choose to enable QR codes, I’ll print each one and post it next to its corresponding chair along with the seat name and reserving information. If I didn’t want to start with QR codes, that’s fine too – users can check-in/checkout using a simple URL that I’ll advertise throughout the library (and in the booking confirmation emails, too).

Now, I’m all set up for patron reservations!

Booking Seats from the patron side

Let’s switch to a user who’s looking to spend a couple of hours to do some quiet reading in the library on Friday.

  1. First, they’ll head over to the library’s LibCal site and view available Seats and times. They’ll select the time, the Seat they prefer, and enter their email and other information (the booking form is fully customizable).
    1. This is where I can also enable a LibAuth connection, to authenticate patrons against my authentication layer before they can book their Seat/Space.
  2. They’ll receive a confirmation email with a unique three-character confirmation code.
  3. At the booking time, they’ll arrive at the library, find their Seat, and either scan the QR code (if available) or enter the check-in URL, and type in the three-character confirmation code from the email.
  4. At the end of the reservation period, they will check out – again either by scanning the QR code next to the seat (if available) or by entering the short URL.
    1. If the patron does not check out by themselves, the system will automatically check out on their behalf right at the end of the reserved time.

Managing bookings on the admin side

At any time, my staff can view upcoming Seats bookings as well as monitor the current capacity from the new Location Capacity Utilization dashboard. If a patron can’t remember their unique three-digit code, we can click on their unique booking record on the dashboard and manually check them in/out.

As a staff member, I can quickly see how the Second Floor’s Space/Seats are currently being utilized.

Additionally, building managers can access any previous booking records organized by Zone or Space, if needed for contact tracing purposes. To protect patron privacy, we also have the option to enable personal data scrubbing which periodically erases all identifiable booking information (but keeps the general booking record for statistical purposes).


Easy-peasy. We have exciting plans for LibCal Seats too (e.g. interactive mapping/reservations is coming soon) so this is just the beginning of something really great when it comes to Seats bookings in LibCal! We also look forward to implementing your feedback and suggestions as soon as you start using the new module.

In case you haven’t heard yet, we have several dates where you can see this new add-on module in action!

Product Demo Days

For those who are considering adding LibCal Seats to your subscription, we have some product demos lined up just for you:

We added more dates! See available seats on our calendar.

For those unable to make one of these dates/times, we’ll share the recorded video on Twitter and Facebook as soon as it’s available!

If you have any questions about LibCal Seats, please drop our sales team a line!

Customer Training Days

For those who have already added LibCal Seats and will be ready to dive into the nitty-gritty details, our LibCal Seats – Get Your Library Ready to Reopen Safely training sessions are already posted! Sign up for:

  • Monday, August 10, 2020 from 1:00pm – 2:00pm ET – Register!
  • Wednesday, August 19, 2020 from 12:00pm – 1:00pm ET – Register!
  • Thursday, August 27, 2020 from 12:00pm – 1:00pm ET – Register!

As always, we will add a video of our recorded session to our training video library as soon as it’s ready!

We have exciting plans for LibCal Seats (like mapping!), and we’ve been touched by the overwhelming response we’ve had to this new, needed functionality. In a time when we don’t feel like we have a lot of control over our lives, it’s been helpful to channel this energy into something we firmly believe will help others. Thank you, as always, for being on board with us. Contact us anytime, for any reason – we’re here for you.

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

All Regions Important Code Updates

We hope that your June is going well, and that everyone working in libraries and from home are safe and healthy. COVID-19 has radically changed our landscape, but we’ve been working hard at Springy HQ to bring you some great new stuff to sip with your summer punch, or your winter drink, if you’re in the Southern Hemisphere.  These new features and updates are on their way to you next week, and will be live in all regions by the end of the day on Thursday, July 2, with the exception of the LibCal release (including Seats!), which is coming mid-month.

Read about: LibCalLibAnswersLibGuides | LibStaffer | LibCRM | LibInsight

LibCal

We’re really excited to bring you seat booking capability as well as Microsoft Teams online meetings integration and so much more! In fact, we are stuffing so much in this update that we need an extra week-and-a-bit to tuck in all the details and have things ready for you. Please expect LibCal updates in a browser near you by mid-July. Here are the deets:

Seats

As you saw last week in the first post in our Reopening Your Building Safely series, we’re adding the ability in LibCal to book individual seats in your library. Social distancing and monitoring building capacity will be incredibly important as our buildings open up during the COVID-19 pandemic. This functionality will be available from July 17. Interested? Please drop our Sales team a line.

Microsoft Teams Integration – Calendar Events & Appointments Scheduler

The much-requested integration for Microsoft teams to support online Appointments and Events is here!  An administrator will set up and enable the integration under Admin > Integrations, then each user account must authorize the integration in their User Profile.  Once enabled, when you create or edit a Calendar Event, you’ll see a new location option for Microsoft Teams online meetings.  When this location is chosen, you’ll then choose one of the users who has authorized the integration.  After the Event is saved, a shareable meeting link will be generated for Microsoft Teams, attached to the account of the user you chose.

For Appointments, if a user belongs to an online location, shareable Teams meeting URLs will be generated automatically when bookings are made. The process is similar to the current Zoom integration; the Microsoft Teams meeting link will be included in all corresponding emails and .ics calendar files and shown on the admin pages.

Please note that only one online meeting tool can be enabled at any given time.

Events

  • Zoom webinar and password creation support is here!  If the Zoom account used to create an online Event has the webinar feature enabled, you will now have the ability to choose whether your event is a Zoom Meeting or Webinar, and the option to set a password.
  • .ICS files for an online Event using the “Facebook Live (or other)” location option will now include the Event link, when no registration is required.
  • We’ve corrected an issue where sites using a non-English base language had trouble with dates when copying and creating events.
  • We have increased the number of records available for selection in the Presenter drop-down on the Event Aggregates stats report.

Appointments

  • Ever wanted to modify the colors displayed for the different statuses on the admin-side availability grid?  Now you can! Admins can go to Admin > Appointments > Settings to set this system-wide. Users can go to Appointments > My Settings > Color Settings to set it up for their own Appointments.
  • We’ve updated the Exchange and Google calendar sync processes to include the online meeting link that is automatically generated when an appointment is booked, when either the Microsoft Teams or Zoom integration is enabled.

Spaces & Equipment

  • We fixed an issue affecting display of Spaces bookings after a modification is made.
  • You can now search for Internal Notes in bookings via the Booking Explorer, for both Spaces and Equipment.
  • We’ve added Event Details and Internal Notes filters in the Spaces and Equipment Print Views. Check them out at Spaces > Availability > Print View or Equipment > Availability > Print View.
  • The Barcode search on the Equipment > Check In page is no longer case sensitive.
  • Google calendar sync failures and Microsoft Team integration failures will now be included in integration errors / failures email notifications sent to email addresses specified under Admin > System Settings > Email Settings > Integration Email Notifications.

Upcoming LibCal Training Sessions:

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

LibAnswers

This release brings you a number of our most popular feature requests, including new sound customization settings for LibChat, centralized reports for Shared Group System admins, OAuth support for Zoom account integration, and more!

New in LibAnswers & LibChat

  • LibChat Sound Settings: Good news for folks who find the “new chat” alert sound too… let’s call it “surprising.” Admins can now customize the sounds that play for each event that happens in LibChat, including new chat, new patron reply, new internal message, and new ticket. Choose from sounds like Classic New Chat and Classic New Ticket, or choose from our variety of new sounds like Triple Tap, High Chime, and Low Bell. Admins can head to Admin > LibChat Setup > Settings > Audio Alerts to customize sounds for all users of the site.
  • Ticket Preview URL: If you’ve ever needed to collaborate with a colleague on how to answer a ticket, but the ticket is currently unclaimed, good news – we’ve added a shareable ticket preview URL, so others can view the ticket’s contents without claiming the question. To grab the new preview URL, head to the LibAnswers Dashboard and select Quick Look -> Copy Preview URL.
  • Query Spy Bulk Delete: If your Query Spy data has ever been bombarded by an IP address that generated a bunch of non-human-looking searches, good news! Site Admins can now delete in bulk Query Spy results which were generated by a specific IP address. Admins can head to Stats > Query Spy to use this new feature.

LibChat Screensharing Updates

  • Updated Screensharing Settings Page: We’ve updated the format of the Screensharing settings page, so that once your site is signed up for screensharing, it’s easier to choose among screensharing options. Admins can head to Admin > LibChat > Screenshare  to view the various options.
  • OAuth Support for Zoom Integration: We’ve also added OAuth support for sites who are bringing their own Zoom accounts to use in LibChat! By using this authentication type, users with LibChat enabled will be able to connect their existing Zoom accounts with your LibAnswers system itself. To set this up, Admins will first need to head to Admin > LibChat > Screenshare > “OAuth Authentication” method. Once you choose this option, your LibChat account holders will then head to their Manage Account screen to add their Zoom account information. They’ll then log in using their existing Zoom account credentials and grant LibAnswers the ability to launch meetings on their behalf.

Shared Group System Reporting Updates

Beginning with this release, we’re adding reports to the LibAnswers system to provide aggregated reporting for Shared Group System sites.  With this release, you’ll see a new, high-level Annual report that lets admins quickly see monthly chat totals generated by and answered by each Group Member Library within your site. To view these new reports, Shared Group System admins can head to LibChat > Aggregated Stats.

But what if you also want to be able to see aggregated stats from standalone LibAnswers sites which bear a relationship to your Shared Group System via a Consortial arrangement? With this release, standalone LibAnswers sites who are connected to a Shared Group System site via Consortial Sharing will now see a new option to opt in to sharing aggregated statistics from their site with the Shared Group System. If you’re an admin of a standalone LibAnswers system that’s connected to a Shared Group System via Consortial Sharing, head to Admin > System Settings > General > Sharing Information and look for the setting for “Report Aggregated Statistics to Another Site.” Once you select this option, admins in the Shared Group System will be able to see a high-level aggregated report.

Plus, stay tuned for our next release, where we’ll add an additional report to show a more detailed breakdown of who is answering chats generated by each Group Member Library. For chats that originated from each Group Member Library or connected LibAnswers system, you’ll see how many chats were answered by that “home” library, versus how many were answered by a local Co-Op, versus how many were answered by the Global Co-Ops.

Co-Op Updates

  • Group Member Library Statistics: Institution and Co-Op Admins can now view a breakdown of the number of Co-Op chats which were answered by each participating Group Member Library. To view the new chart head to LibChat > Co-Op > Reports > Chat Statistics > Clients/Staff, or in LibAnswers, head to Admin > 24/7 Co-Op > Clients/Staff.
  • Answering Institution Filter: We’ve added a new filter to the Coop > Transcripts page that filters transcripts by which LibAnswers institution answered the chat. We’ve also added identifying information under Transcripts > Answered By, so you can easily see the LibAnswers site affiliation for the person who answered the chat.
  • Policy FAQs Update: If you’ve ever tried to open a policy FAQ in a new window, good news for you! We’ve added a simple standalone page to house these policy FAQs, so opening them in a new window using right click > Open in a New Tab/Window will function as expected.
  • Ticket Creation without an Email Address: We’ve heard feedback indicating that, when you’re creating a follow up ticket from a chat, it can interrupt the answering librarian’s flow to have to grab the patron’s email address and paste it into the “Create a Ticket” modal window, especially when you know for sure that it’s already been added to the transcript via an initial question or during the course of the chat. With this release, we’re removing the requirement to explicitly add an email address when creating a follow up ticket.

Bug Fixes and Smaller Improvements

  • If you transfer a ticket to an address book address, and that addressee replies to the transferred ticket notification, those replies will no longer generate a new ticket. They will now become threaded with the original ticket, as expected.
  • Removed iFrame Chat: To provide a better overall user experience, we’ve removed the “iFrame Chat” option from the LibChat dashboard.
  • Sites with shared chat departments will no longer see an error regarding Unknown Users.
  • We’ve restored the link to Edit Patron Record in the User History tab.
  • We’ve fixed an issue where new SMS messages displayed in the LibChat Dashboard contained time stamps that reflected UTC, instead of your local site’s timezone.
  • We’ve fixed an issue with System Status Management posts showing an incorrect date/time stamp in RSS feeds.
  • We’ve fixed an issue where, in limited cases, the button to Email Transcript to the Patron was not appearing in the LibChat Dashboard.

Upcoming LibAnswers Training Sessions:

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

LibGuides

As previously announced, we are rolling out an updated Rich Text Editor to LibGuides as a part of this round of code updates. This update is cleaner (and fully-functional!) and allows you to use the built-in browser spell-check capabilities. The updated editor will be live in everyone’s LibGuides system by July 15.

We have spent most of the last month doing back-end improvements to LibGuides and LibApps. Hand-in-hand with expanded use of online classes and virtual services, use of LibGuides has really shot up during the COVID-19 pandemic, and while we weathered the spring without downtime, we wanted to get under the hood and improve things even more, before back-to-school is upon us. We also have a few small fixes and features to share with you:

  • LTI: we have made our code for setting up regular expressions more flexible to accommodate additional course naming conventions.
  • We’ve updated the look and feel of accordions on the admin side of LibGuides and LibApps so that the experience is a little more intuitive. This change does not affect accordions on the public side, such as those on the LibGuides homepage.
  • We fixed an issue that was causing Font Awesome icons in guide titles in search results to display as code.
  • We changed A-Z widgets (Tools > Widgets > Search Box) to handle diacritics in the same way that the A-Z Databases page native search widgets handles them.
  • We fixed an error causing older blog posts not to display. This was related to blog posts created by users who have since been removed from the system.

Upcoming LibGuides Training Sessions:

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

LibStaffer

The LibStaffer team is excited to bring you these frequently-requested features!

Features:

  • Drop Shift Functionality: Now staff members can give up shifts without still being responsible for the shift. With this option enabled, staff can drop a shift, and that shift will remain unassigned.  Schedule admins can go to Admin > Schedule Settings > edit schedule > Drop shift to view and choose an option, which also specifies how long before a shift it is allowed to be dropped.

Smaller Fixes and Features

  • We fixed an issue preventing some Schedule Admins who are Regular Users from being able to approve Time Off requests.
  • We addressed an issue preventing the removal of shifts from Outlook, if a staff member was unassigned during the Find & Replace process.
  • We resolved a sort issue with Open Shifts on the Dashboard.

Upcoming LibStaffer Training Sessions:

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

LibCRM

For this release, the LibCRM team is pleased to bring users the Roles & Permissions functionality. This much-requested feature set will enable admins to designate who can do what in their LibCRM system.

Roles & Permissions

With Roles & Permissions functionality, system admins can create new roles in the system, then assign them specific permissions in the People, Organizations, and Interactions modules. Also coming soon are Roles & Permissions for the Reports area. Admins can head to Admin > Roles & Permissions to get started.

Roles

The roles area is the heart of this functionality. Admins can create, edit, and delete Roles from the Roles list. The Admin role cannot be deleted, as it’s essential to the system. 🙂

Important: With this release, a Role will have to be assigned to each account created in the system. By default, Admin and Regular Roles will already be available.

Permissions

Once you have Roles created, it’s time to assign them some Permissions! For People, Organizations,  and Interactions you can assign Create, View, Edit or Delete permissions as well as allow a Role to View Statistics. A role can also be set to View Statistics for People and Organizations.

Each permission comes with the following options:

  • Owned by this user only: if active, the account holder can only see/edit/delete items that they own.
  • All (not owned by admin): if active, the account holder can see/edit/delete all the items that are not owned by an admin.
  • All: if active, the account holder can see/edit/delete all items, including those owned by admins.

[Back to Top]

LibInsight

COUNTER 5 Analysis Report Update

We have gotten a lot of feedback about how we have parsed and displayed Database and Title Master Reports. Why am I seeing Database titles in the Journals tab?? Excellent question! This is definitely not a “your chocolate is in my peanut butter” type situation!

We don’t usually get into the nitty gritty in these posts, but it turns out that Database Master Reports can include rows where the content type is “Journal.” This is indicative of the aggregated usage of all of the journal content within a database, but is unnecessary to include as database usage, since usage of those individual titles is reported in the Title Master Reports and parsed out in the Journals, Books, and Others tabs. With this release, we are ignoring rows in Database Master Reports for non-Database content. Conversely, we will now populate the Journal, Book, and Other tabs based on the Title Master Report only.

This will ensure that only Database metrics are shown in the Databases tab, only Journals metrics are shown in the Journals tab, etc. (Note: we will be removing some additional non-database metrics from Databases > Usage > Titles reports in a future release.)

Other Misc Updates

We’ve made some adjustments to the layout on the System Settings page. First of all, since Alert Boxes apply to the whole system, we are including them in these settings. We also then moved each section to its own tab, making this page more easy to use. Admins can head to Admin > System Settings to check it out.

LibInsight System Settings

Lastly, we have fixed a handful of accessibility issues, including issues on the custom dataset widget form.

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

Curbside Pickup/Contactless Checkout Options (Blog Series: Part Two)

LibCal and LibAnswers Scheduling and Communication Module for Holds Pickup

Last week’s post on LibCal Seats module generated a great response – thank you all. Our libraries are looking for solutions to help them reopen safely, and we’re excited to be helping with this process. Several current LibCal customers are helping us with the Seats module, so we are confident many of you will find the upcoming module very helpful as you navigate the use of library facilities in a post-COVID-19 world.

We hope you’ll like our curbside pickup/contactless checkout solution just as much. Depending on the particular needs for your library, you can already start utilizing what we have or wait for the upgrade release in the coming 4-5 weeks.


Three Options for Curbside/Contactless Holds Pickups

There will be three options available in LibApps regarding the curbside pickup – which one you will utilize depends on your library’s workflows. You can also start using the first option that’s already available and then expand/move to the other two options as they become available over the summer.

Option 1 – Scheduling of Pickups Only

Libraries using LibCal Spaces module can allocate dedicated spaces for curbside/contactless pickup and customize the setup to serve the need for scheduling of pickups. This functionality is already available in LibCal and you can/should start using it immediately.

We published a blog post on using LibCal Spaces for scheduling contactless/curbside pickup of library holds, and our training sessions on this have been among the most attended this year.

The setup works great and it’s free with your LibCal subscription! If you need to add a few additional Spaces to your LibCal subscription, contact us at sales@springshare.com and we’ll make it happen. If you don’t have LibCal but need a scheduling tool for curbside pickup/contactless checkout, contact us and we’ll work with you on a flexible pricing structure.

For those libraries that also want to add the communication component to holds pickups, we’ve got you covered! We’re building a new module in the coming weeks to help you meet this need.

Option 2 – Scheduling and Communication (or Communication Only) Regarding Pickups

Some of you have asked us come up with the communication process for holds pickups, too! While many libraries are happy with a tool for scheduling of holds pickups, some want to add the communication piece to the worfklows – or only focus on communication piece for holds pickups.

Great idea, we thought, so we’re busy working on an end-to-end solution for holds pickups/contactless checkouts. We are leveraging our expertise with SMS communication, email, and chat functionality from LibAnswers, to come up with a brand-new LibApps module to help libraries schedule and communicate with patrons about curbside pickups/contactless checkouts. This helps avoid miscommunication or missed pickups while also minimizing unnecessary contact with staff. Safety first!

Holds pickup workflow in the new module

  1. The library customizes the ILS holds arrival email template to include the link to LibCal’s curbside pickup scheduler.
  2. The patron receives the “your materials have arrived” email and schedules their pickup time using LibCal’s mobile-first web scheduler. The library controls how many pickup timeslots are available each day and when, to control the flow of users arriving to the library.
  3. LibCal sends a pickup confirmation email with instructions to patron how to communicate with the library when they’ve arrived for their holds.
  4. Upon arrival, the patron sends an SMS text or initiates chat to let the library know they’re here.
  5. The module automatically matches the message with the LibCal scheduled pickup so the librarian knows exactly who is picking up which materials.
  6. The librarian on duty receives the SMS or chat with the LibCal booking information and the patron info, and they drop off the materials at a pre-determined spot (parking space, outside table, front door, etc), as described in their pickup confirmation email.
  7. The system automatically records when the patron has arrived and gathers valuable statistics on patron interactions for follow ups, to help identify any pain points, and ideas for further workflow improvements.

Once you and the patrons try out this new workflow for holds pickups everyone will ask themselves why were holds pickups done any other way in the past? 🙂 We’re really excited about this new module because it will marry the best of Springshare’s technology for the purpose of truly improving the library’s workflows – not just during COVID-19 pandemic but in general, too. This new system will significantly enhance the value proposition and make it more convenient for your users to schedule and communicate with you about their holds.

We’re planning to release this new module in the first week of August, but in the meantime you can/should start using Option 1 (outlined above) because it will be an integral part of this new module, too. In other words, you will not waste any effort or lose work/customizations by starting on Option 1 now while we spend the next 4-5 weeks finalizing this exciting new module. Just like with the LibCal Seats module we’re working with several existing customers on this and if you have ideas and suggestions – please let us know, we’d love to hear from you.

Option 3 – ILS Integration (aka the Holy Grail)

This will not be ready for the early August release but rest assured that we’re not stopping our development on this module by then. We are planning the ultimate enhancement to the Curbside pickup/contactless checkout module – full ILS integration so the module will read the information about the holds directly from your ILS and write to the patron’s ILS record when the patron picks up the hold.

This upcoming ILS integration will make this new module an indispensable tool for libraries looking for a true end-to-end solution for curbside pickups/contactless checkouts. Your holds workflows will never be the same, and we’re not kidding about it, either. 🙂 We’re planning to release the ILS integration in September and if you’d like to work with us on it please contact us and let us know which ILS you use and we’ll put it on the todo list. One of the things we enjoy the most about our development process is working closely with our libraries so we cherish every opportunity we get to do this!

Learn More – Contact Us

Stay tuned to this blog, and subscribe to receive email alerts (enter your email address in the right column —>) to stay updated on when this functionality will be arriving in the coming weeks. Interested in being added to our contacts list? Email us at sales@springshare.com and we’ll be in touch as soon as this LibCal/LibAnswers module is released with pricing.

LibCRM, LibAnswers, and LibStaffer Updates!

All Regions Important Code Updates

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

Read about: LibCRM | LibAnswers | LibStaffer

LibCRM

We’re pleased to bring you a new interface for Reports in LibCRM. Click Reports in the orange Command Bar and click New Report to get started. Keep an eye on the Reports landing page; we’re going to be adding a lot of functionality here in the coming weeks that will make this your LibCRM Reports hub!

New Report

When you create a new report, you’ll have the option to start with a template. You can save any report as a template for ease of running this report in the future.

Once you generate your report, you can refine it further with Additional Filters. For example, you could narrow a report on all of your faculty to show just a certain Interaction Type (a consultation, a tour, a research appointment) or an Interaction Source (LibCal Spaces, E-mail, Webinar).

Also on the New Reports page, you’ll find:

  • How Filters Work, which explains how filters and options inside filters are combined in a report.
  • Basic Filters, which let you choose how you will narrow down your People or Organization Profiles for your report. The most common ones are displayed when you arrive at the page; click “Add/Delete Filters” to customize.
  • Selecting Custom Fields using the “Add/Delete Filters” option lets you include these fields as filters in your report.
  • Additional Filters let you get very specific by filtering using information from Interactions, Projects, and Tasks in your LibCRM system.
  • Save as Template allows users to save the current filters configuration as a report template. Once you save your template, these filters can be reused from the New Report dialog. Go to Reports > Report Templates to manage these.
  • Once you run a report, use Set Report Data Fields to select the data fields you want to print/display in the report. By default, all the fields are selected.
  • Download your report by clicking Export XLS.

LibAnswers

The LibAnswers 2.35.0 release is on its way! This release brings a big update for the LibAnswers question form builder. We’ve overhauled the interface for building question forms, and added more flexibility in terms of the number and type of questions that can be added. We’re also bringing you some great chat updates, including the ability to add internal notes for LibChat chats at any time during the conversation, more options for sending the transcript to the patron during and after the chat, plus some fun updates for tags. Read on for all the deets!

LibAnswers Question Form Update

We’ve made major updates to the LibAnswers question form, with the goal of making it much more flexible and easy to use! With the new question form builder, you are no longer limited to 3 multiple choice and 3 free text fields. Now you’ll be able to create a question form with up to 15 “custom” questions, which can be any of our available types. These types now include 3 types of multiple choice selections (dropdown, radio button, or checkbox fields) and 2 types of free text entry fields (single line or multi-line).

We’ve also completely revamped the question form builder itself. Now, instead of creating “sections” within the form, we’ve added a separate “header” form element, which lets you create header text and rich text areas within the form, and reorder them in the same way you’d reorder any of the other question fields. This also meant moving our old setting for form label positions (i.e., does the label show to the left or above the entry/selection field) out of the old “sections” area, so there is now one label position setting which will apply to the entire form.

In addition, as part of this update, we wanted to address a longstanding pain point with embedding question forms in external sites. If your form includes the ability to upload a file, this file upload will now be available anywhere you embed the widget, even across domains! Just create a question form widget via Admin > Widgets and APIs and embed it wherever you’d like, and the option to upload files will appear.

LibAnswers, LibChat, & Co-Op Improvements

We have several nice-to-have features for LibAnswers, LibChat and Co-Ops!

  • Screenshot of Internal Note functionInternal Notes for LibChat. It’s now possible to add an internal note to a chat transcript at any time during a chat interaction! These internal notes are not displayed to the patron, but they become part of the transcript that admin/librarian users are able to view. This will be a really helpful feature for communicating with folks who may be reviewing the transcript after the fact, and we hope it will make it easier to communicate things like resources consulted during the course of the interaction, or comments about policy page information that needs updating, or really anything! You’ll see this new feature when chatting with patrons; select the “Note” label to switch the typing area into Notes mode. Click the “Message Patron” label to switch back. Happy noting!
  • Email Chat Transcripts to the Patron. We’ve expanded the options in the system for emailing chat transcripts to patrons. You’ll now see a button within the chat UI itself that allows you to email the current transcript to the patron at any time during or after the chat interaction. We’ve also added an option to email the transcript to the patron from within a Coop > Transcripts tab, so you can email the patron with the transcript after the chat concludes.
  • Tags Color Picker. We’ve added a handy color picker option for internal tags, the tags which can be applied to tickets and chat transcripts. Admins can now customize the colors of these tags, to help impart more meaning where they’ve been applied. Admins can head to Admin > Metadata > Tags > Edit Tag to customize the background and/or font color of tags in your system.
  • Tag Chart for LibChat Transcripts. We’ve also added a handy tag distribution chart to LibChat reports, so you can quickly see the distribution of tags which have been applied to chat transcripts in your system. Head to LibChat > Statistics > Clients/Staff in order to view the distribution of applied tags.
  • Tags and Initial Question In List of Transcripts. We’ve also tweaked the display of chat transcripts in their overall list; we’ve replaced the prior “IP Address” column with a new column dedicated to displaying the chat initial question text and associated tags. This way, it’s easy to see at-a-glance which chats have been tagged. To see this in action head to LibChat > Transcripts.

Bug Fixes and Miscellany

  • We’ve fixed a couple of bugs related to viewing transcripts in the Co-Op, including:
    • Librarian names will now display for users outside of your home region, instead of displaying “Unknown.”
    • Chat Transcripts from users outside your home region will now display as expected.
    • Transcripts will now display all results, instead of showing a limited number of transcripts when using certain filter combinations.
  • We’ve fixed a bug in the Admin > 24/7 Co-Op tab, where in some sites this page would render an error message.
  • We’ve fixed a bug where the QuestionPoint stats data was not updated correctly in limited cases.
  • We’ve fixed a bug where sometimes, Co-Op Feedback could show duplicate records.
  • We’ve made many improvements to our initial internationalization translations for the LibAnswers admin interface.

Upcoming LibAnswers Training Sessions:

LibStaffer

We have a super exciting announcement for you from the LibStaffer team: We are in the process of implementing time zone support! This is just a sneak peek announcement; as there are quite a large number of moving parts in which we need to add time zones. But watch this space for more information in the near future!

In addition to diligently working on supporting the ability to set different time zones for user accounts we have the following updates in this release:

  • We’ve added a filter for Position, when viewing shifts. This applies to schedules that have been set to assign shifts by position.
  • An issue has been corrected for the LibCal Hours integration that caused opening hours to not display on the schedule view.
  • We’ve fixed a problem on the ‘Staff’ report where in some scenarios, regular user accounts had access to the admin clock in/out functionality.

[Back to Top]

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

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

All Regions Important Code Updates

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

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

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

Read about: LibGuides | LibInsight

LibGuides & LibApps

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

Limit LibApps Login via SSO

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

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

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

Tabbed Boxes Now Powered by Bootstrap

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

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

If you have written custom CSS or Javascript to act on your Tabbed Boxes, please look at this FAQ explaining which CSS selectors for tabbed boxes.

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

screenshot

Additional Features and Fixes

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

Upcoming LibGuides Training Sessions:

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

LibInsight

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

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

[Back to Top]

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

LibCal and LibAnswers Major New Functionality Release

Quarantine or not, we’re always busy churning new features and functionality of our platform, based on suggestions and feedback from our customers. This upcoming code release for LibCal and LibAnswers is the best example of our responsiveness to customers’ needs. With librarians pivoting to different service models centered around remote-first teaching and learning, many of you told us that you’d love to be able to conduct research appointments and hold online events via LibCal. We heard you and, a few weeks later – we made it happen.

With LibAnswers/LibChat, many international libraries have taken strong interest in the platform as it’s the most well-rounded communication platform for libraries – but they need the admin/librarian interface to be in their local language. And – you guessed it – we made it happen! Read on for details.

Read about: LibCal | LibAnswers

LibCal – conduct online appointments and online events

LibCal servers in our regions around the world will start getting this new functionality on Monday evening and by Wednesday all regions will be live with this new Online appointments/Online events functionality.

Online Appointments

Up until now, the LibCal appointment booking engine has enabled booking of appointments with the assumption that the patron would go to the library (or the librarian would visit the classroom) to conduct the actual appointment. In the “new normal”, however, a number of these research appointments/consultations will likely be conducted remotely. Enter our LibCal Zoom integration (more integration options coming soon – let us know what other video/communication platforms you want us to integrate). 

Here’s how to enable Zoom integration for Online Appointments in LibCal:

  1. Head to Admin -> Integrations and enter your Zoom API/Key (don’t have institutional Zoom license? We may be able to help – email us at sales@springshare.com).
  2. Online appointments are thought of as happening at their own Location i.e. Online. Create one (or more) Locations to designate that these appointments will be held online. Head to Admin -> Appointments -> Locations to create the Online Location(s).
  3. Each user/librarian who wants to host online appointments must be associated with their Zoom account. Head to Admin -> Users and enable Zoom for each user that should have this enabled.

And voila… your LibCal appointment scheduler can now handle online appointments via Zoom. Note that the actual online appointment happens in Zoom but LibCal makes it super-easy to schedule it and it automatically includes relevant Zoom meeting URLs in the ICS/CAL calendar file, in the email notification to the patron, and in the admin interface for the librarian. So they all just need to click on the link and jump into the meeting.

Online Events

With this new feature you’ll be able to create online events in LibCal, and patrons browsing the event calendars will be able to filter/browse by event type (Onsite or Online).

What’s neat is that you don’t have to host the online event in Zoom – you can use Facebook Events, or WebEx, or… any platform that lets you hold an online group event. Here’s how to set it up.

  • If using Zoom, Head to Admin -> Integrations and enter your Zoom API/Key (don’t have institutional Zoom license? We may be able to help – email us at sales@springshare.com).
  • When you go to create an event, for “Location” you’ll see 3 options.
  • For Zoom events, the registration option is required and attendees will receive the event URL in their registration email.
  • For other online events (e.g. Facebook Live, etc.) the event URL will be shown on the event page but if there is an access password/pin to access the event – it will be emailed to attendees in the registration email.

Patrons are able to filter and search for online events from public calendars.

Bug Fixes, New Features, & Misc.

  • Customize the contents of your Appointments booking page. Make your own page title and page text for this all-important page. Make it look/feel like just another page on your website. Head to Admin -> System Settings -> Language Options > Appointments Page. Bonus – you can now enter HTML customization for page text, hooray.
  • Add a custom message to public pages for Equipment & Spaces when all items and/or spaces are set to inactive. Head to Admin > Equipment & Spaces > Settings, and look for the new panel titled Inactive Equipment/Spaces Display.
  • Copied Equipment & Space bookings will now check the Banned Email list when creating the new booking.
  • We fixed an issue that allowed regular users with no access to a specific Equipment & Space location to modify bookings.
  • Custom text in the “Today’s Hours” widget now displays only once.
  • We’ve standardized the time format for all Excel exports.
  • Centering text in any RTE located throughout LibCal will now correctly apply inline CSS.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

Excited yet? So are we. We look forward to hearing your feedback and suggestions for further improvements.

[Back to Top]


LibAnswers multi-lingual admin interface + few more enhancements

LibAnswers servers in our regions around the world will start getting this new functionality this evening and by Monday, May 4, all regions will be live with this new functionality.

The LibAnswers 2.34.0 release is on its way, and we’re thrilled to bring you international translations for the majority of the LibAnswers admin interface! With this release, the major pages in LibAnswers – which include the LibAnswers Dashboard, LibChat Operator Dashboard, the Ticket Create & Answer pages, Ticket Knowledge Base Explorer, and Chat Transcripts and Statistics – can now be viewed using any of our supported base language customizations. To date, in addition to English, we also support French, Spanish, Italian, Swedish, and Serbian (Cyrillic).

When the 2.34.0 release goes live, your LibAnswers system will be rendered in the default base language selection that your Admins have set up under Admin > System Settings > Base Language. All users with a LibAnswers login will also be able to change their personal language display on the fly, by using the dropdown option included in the footer of every LibAnswers administrative page.

New in LibChat and Shared Group Systems

In addition to our very exciting language customization updates, we have several new features rolling out in LibChat and for Shared Group Systems!

  • Create Follow-Up Tickets from the Co-Op > Transcripts View. This new view is especially helpful in cases where you’ve concluded a chat interaction while monitoring a Co-Op, but perhaps forgot to create the local follow-up ticket while you still had the chat in view. Just head to LibChat > Co-Op Dashboard > Transcripts to view the new icon for creating follow-up tickets.
  • Proactive Chat with Co-Op Fallback. We know how crucial it is to offer your patrons assistance at the point of need, so we’ve updated our approach to creating chat widgets. Now, it’s possible to create a proactive widget (i.e. a widget that prompts the user whether they need assistance via a pop-out) and include a Co-Op as a fallback option. In practice, when you create this type of widget, the widget will only behave proactively when your local librarians are online and monitoring chat; if your local librarians aren’t online, but your widget is displaying as online because it’s being monitored by Co-Op librarians, then the widget will not proactively prompt the patron. To set your widgets as proactive, head to LibChat > Chat Widgets > Choose a Button, Slide-out or Floating widget > Enter a time in seconds in the Autoload Delay field.
  • LibChat Wait Time Counter. We’ve added a new timer feature in the LibChat operator dashboard to indicate how long a new chat patron has been waiting for their chat to be answered. This new timer is displayed on all new chats.
  • Group Admin Updates for Shared Group Systems. We’ve added two new key permissions for the new Group Admin account level in Shared Group Systems: Group Admins can now edit the group policy FAQ(s) for their group and can leave feedback on transcripts that a Co-Op answered on chats that originated from widgets connected to their Group Member Library.

Bug Fixes & Performance Improvements

  • We’ve added a message to alert patrons when they attempt to upload an unsupported file type.
  • We’ve fixed a bug when creating Macros. Previously, if your site only had access to one queue, the modal window did not display the list of users required for assigning tickets to a specific user.
  • We’ve fixed a bug when setting LibChat Default Queues to Monitor. Sites with access to just one queue were not seeing an option under Edit Account > LibChat Settings > Default Queues to Monitor that would allow the user to not monitor that one Queue when first logging into LibChat.
  •  We’ve implemented a number of performance improvements in the Tickets Knowledge Base Explorer > Statistics pages and when creating new Tickets and FAQs. While these updates aren’t directly visible, you should now see speedier load times and an overall improved experience for these pages.

Upcoming LibAnswers Training Sessions:

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

That’s it for this round of updates from Springy HQ, but stay tuned for more mid-May when a few other things will be coming your way.

We want to give a shout-out to our entire community in these uncertain times. We see how you are retooling your libraries and educational offerings to meet users where they are (at home, like us!), and we are proud to be a part of the vibrant industry that is libraryland. Stay safe and well, out there, Springy fam! We are always here for you if have any suggestions or questions.

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

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

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

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

screenshot

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

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

LibAnswers

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

New LibAnswers Features

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

Updates for Shared Group Systems

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

QuestionPoint Data Portal

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

Smaller fixes and Miscellany

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

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

Appointments

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

We also have a few Accessibility fixes for Appointments:

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

Calendars/Events

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

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

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

Equipment/Spaces

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

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

We also have these accessibility fixes to bring you:

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

Miscellaneous

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

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

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Privacy Scrub Tool

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

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

Admin Privacy Scrub

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

Additional Improvements

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

We also have these accessibility fixes to bring you:

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

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

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

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

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibCRM

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

Custom Interactions

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

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

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

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

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

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

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

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LibInsight

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

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

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