Archive for New Features

Fall LibGuides Updates – Check ’em Out!

We released support for uploading your own HTTPS (SSL) certificates in September, and boy have you been using it! You’ve had a lot of great questions and helped us devise an improved Certificate Management page that is more intuitive to use. Haven’t uploaded a certificate yet? Need to renew and upload a new one? No problem! Just log into LibApps and head to Admin > Domains & Certificates. Click the padlock icon for the domain in question, and you’ll see information about your certificate (or lack thereof) right there.

Please note: the first step in the process is to change your domain’s DNS to point to the secure endpoint for your region. Please see our help guide for complete information.

Once you’ve done that, go to Your Certificate > Upload Certificate Files, or if you need a CSR and KEY with which to purchase a certificate, create and download those at Your Certificate > Generate and Download Certificate Signing Request & Private Key.

Once you upload your certificate file and key, the files will be installed and activated on our servers within one business day. The time of final activation depends on your region.

Screenshot

A Note on Site Cleanup

Just a friendly reminder that if you have ever switched to a custom domain or have otherwise had a domain change, including moving from a beta site to your live site, you should update any redirects and links that point to the old site.

Redirects include your custom homepage guide if you use one, group homepages, guides, and guide pages. We have redirects in place so that these bad domains will themselves redirect to the right place, but it’s best practice to eliminate these bad links by using relative URLs for your redirects. Using relative URLs means you don’t have to worry about changing redirects or links should you happen to change domains again in future.

So, if you redirect your system URL to a guide, go to Admin > Look & Feel > Page Layout > Homepage > Customization. If you’ve clicked the “Use Custom” button and have a redirect entered in the redirect field, make sure that it’s a relative URL. That would mean entering /home rather than https://mylibrary.libguides.com/home.

 

DO THIS: NOT THIS:
/home https://mylibrary.libguides.com/home

 

Screenshot

If you’re a LibGuides CMS customer and make use of groups, you should check at Admin > Groups > (edit group) > Page Layout > Group Homepage > Customization and make sure that you’re using relative URLs as redirects, if you have any.

It’s also important to check all custom templates and header and footer code for your site and groups to make sure that you aren’t using any links to old domains, including your original LibGuides v2 beta site. These can also be safely replaced with relative URLs.

Lastly, do a quick search in the Search & Replace tool for “beta” or your old domain to make sure you don’t have any guide content that needs updating. Check out our Search & Replace Tools videos for more help:

Accessibility Fixes

  • Database resource icons correctly have a blank ALT tag, as these are decorative images. Screenreaders will read a resource icon’s description aloud, so be sure to add that if the icon’s meaning isn’t otherwise conveyed in the link name.
  • The Fieldset Element has been correctly added to LibGuides search results facets.
  • The <b> tag no longer appears on search results pages.
  • The Guides and AZ list widgets have appropriate labels, when displayed as a drop-down menu

Aditional Fixes and Features

We also have a slew of smaller things to share with you:

  • Fixed! Search from a group homepage, search results are filtered to show only that group.
  • Gallery box slide titles are now easy to target with CSS.
  • The character limit for database asset internal notes has been expanded to 1,000 characters.
  • If you exceed the character limit for guide-level Custom JS/CSS, you are warned and not able to save.

LibStaffer 2.5 Update Now Live!

Our latest LibStaffer update hits on a couple of major requested features, including staff claiming unfilled shifts (without having to go through a schedule admin), staff “favoriting” their own shifts, and tons of nice-to-have improvements to various schedule views.

Staff can Claim Available Shifts

As one of our most requested features, we’re thrilled to bring you the ability to claim unfilled shifts, without having to go through a schedule admin. To enable the feature, Admins should head to Admin > Schedule Settings > Modify Schedule. You’ll find a new option for “Allow Staff to Claim Shifts?”, along with settings to control how far in advance a schedule should be opened up (anywhere from 1-6 weeks). Once enabled, schedule admins will see an additional option when creating/editing a shift for “Enable Shift Claiming?” – use this to designate which shifts in a schedule should be available for claiming.

When you use this option, schedule admins build a schedule as usual, but choose which shifts can be claimed and which need to be assigned – this is great if you have some shifts that need to be filled by particular people (like a supervisory shift) and others that can be filled by anyone. Assign a portion of those shifts to staff members and leave others open, or leave all shifts unassigned. Your staff members then head to the Open Shifts tab, where they’ll see all of the available shifts in your schedule and can “claim” the ones they want. Easy as 1-2-3!

Staff can “Favorite” shifts

We’ve got great news in store for those of you who use the auto scheduler to create schedules: staff can now designate their own “Favorite” shifts, so everyone can volunteer to work the shifts they like best! Schedule admins will find this setting under Admin > Schedule Settings > Modify Schedule > Allow Staff to mark shifts as favorite?

When enabled, your staff will see a new option in the Schedules tab – as they hover over the shifts in your schedule, they’ll see a prompt to “Click shift to add/remove as favorite”. Favoriting a shift doesn’t necessarily assign them to the shift, but it does make them much more likely to be assigned to a particular shift when filling a schedule with the auto scheduler. This makes it much easier to keep track of staff preferences, while still ensuring fairness – if everyone favorites the same shift(s), auto-scheduler will attempt to distribute assignments fairly, so everyone gets a shot at the best shifts.

Improvements to Schedule Views

  • Time Off Overlay: Filter by Staff Member – Previously, when you viewed a schedule with the time off overlay, you saw everyone’s time off, even if you’d filtered by certain staff members. Now, if you’ve filtered by particular staff members, you’ll only see their time off instead of all time off.
  • Filter Shifts by Multiple Staff Members – Previously when viewing a schedule or looking at multi schedule view, you could only filter that view by one staff member at a time. We’ve expanded this functionality, so you can filter by multiple staff members across multiple calendars and see both shift assignments and time off, which gives you a much fuller staffing picture!

Additional Updates and Fixes

  • We’ve updated LibStaffer so all pages load in HTTPS, so your staff information is secure by default.
  • We fixed a small bug with the “Save and Assign Shift” button – in some cases, this was only saving the shift and not directing to the assign shift screen. This should now work as intended – once you click “Save and Assign Shift, you’ll head to the assign shift screen.
  • We fixed another small bug where inactive users could still be assigned to shifts, even though their account was inactive. Now an inactive user won’t show up in the list of people who can be assigned to a shift.

Want to learn more? Sign up for our custom training session this Thursday, October 26th, where we’ll discuss these new features and more! Head to http://calendar.springshare.com/event/3691324 to register.

Springy https-a-palooza is Go!

It’s here – the release you’ve all been waiting for: the Springy https-travaganza! 🎉
And yes, it’s “Springy” vs. a specific product, because this affects all of our products. Let’s go through the list of fun new stuff, shall we?

LibAnswers & LibCal Now Support SSL Certificates (via LibApps)

LibApps Admins can now upload security certificates for LibAnswers and LibCal custom domains! It’s not just LibGuides anymore, folks. All products that support custom domains now also support security certificates for those domains. Head to LibApps > Admin > Domains & Certificates, and click the lock icon in the Actions column. Please read through those screens and our documentation to learn more about the process of installing certificates for your sites. This often requires coordination with your IT department so be sure to include those folks in your conversations, as well.

Don’t forget, anyone on a libguides.com, libanswers.com, libcal.com, libwizard.com, libsurveys.com, libinsight.com, or libcrm.com domain is already covered by Springshare’s security certificates, so you can go all https at any time! (If you’re on a campusguides.com, libguidescms.com, or communityguides.com domain, please contact us about switching to a libguides.com domain to take advantage of our security certificate. In addition, if you have a domain formatted like this – guides.mylibrary.libguides.com – please contact us about changing to something like guides-mylibrary.libguides.com in order to take advantage of our security certificate.)

As we’ve mentioned before, this only covers your Springy domain, not the widgets, etc., you’ve added within any pages. If you’ve decided to use https for your sites, you’ll also want to check any widgets you’ve added to the systems (other vendor/site widgets, like those from subscription databases, social media sites, etc.) to see whether they are http or https, as non-https widgets will trigger a security warning. If they are not https, check with that vendor/site to see if they offer an https option. Springshare widgets/APIs are either protocol-less (meaning they’ll work on both http and https pages) or are already https. See our FAQ for more info.

LibApps Now Supports Wildcard and SAN Certificates

Yes! You can now upload wildcard and SAN certificates. What are wildcard certificates, you may ask? They’re certificates that cover a whole domain vs. just one subdomain. For example, a wildcard certificate might be for *.mylibrary.org, so it covers mylibrary.org, research.mylibrary.org, ask.mylibrary.org, calendar.mylibrary.org, etc., etc., all under a single certificate. Most sites likely won’t need a wildcard certificate, but for those who do, it’s now an option.

Force https is Available…

…for most apps. LibGuides, LibAnswers, and LibWizard allow you to force pages / widgets / APIs to load via https. LibInsight always loads over https. The best part? This is available to:

  • All sites on libguides.com, libanswers.com, libwizard.com, libsurveys.com, and libinsight.com domains and
  • LibGuides and LibAnswers sites with custom domains, who have uploaded security certificates.

The ability to force https for LibCal sites (via LibApps) will be available in the not-too-distant future, and we’ll be updating LibStaffer to be all https, all the time. Keep your eyes on our blog for those announcements.

What does this actually mean? If you’ve enabled “force https,” have an http link to a guide in LibGuides or FAQ in LibAnswers (etc.) somewhere on a webpage, and someone clicks that link, they’ll automatically be redirected to https instead. Any links they click for other pages in that LibGuides / LibAnswers / etc. site will also automatically load over https. That’s it! It loads your LibGuides, LibAnswers, and LibWizard pages over https no matter whether the link that brought the user there was http or https. So if you forgot to update a link…or someone has something bookmarked…or a member of your community has a link on one of their webpages…it’ll always load over https.

What does this not mean? The links you have set up in your site that go to other websites (subscription databases, books in your catalog, etc.) will not be forced to use https. Springshare does not control those other websites, so we have no control over how those sites are loaded.

Here’s how to force Springy sites to use https:

  • LibInsight: enabled by default; you don’t have to do a thing.Screenshot of "Force HTTPS" setting.
  • LibWizard: Go to Admin > System Settings > Misc Settings.
  • LibGuides & LibAnswers:
    • Go to LibApps > Admin > Domains & Certificates.
    • Click the lock icon in the Actions column for the site.
    • Under “Force HTTPS” Setting, choose Required.
      If you do not see the “Force HTTPS” Setting section, either that app doesn’t currently support it as an option (e.g., LibInsight is always https; LibCal support is coming soon) or you have a custom domain (for LibGuides / LibAnswers) and need to upload a security certificate before you can access that option.

On LibGuides v1, LibAnswers v1, or LibAnalytics?

The best advice we can give you is to move to v2. The v2 platform is better, more secure, faster, feature-rich…so there is no reason to stay on v1. If you’d like some assistance, our support team can help you figure out how to do it in the quickest way possible. We also have dedicated training sessions and step-by-step migration guides (LibGuidesLibAnswersLibAnalytics) to walk you through the entire process. We do not support SSL certificates for custom domains for v1 systems.

Additional Features & Fixes

It wouldn’t be us if we didn’t also include an extra list of fixes & features in our releases, now would it?

  • LibGuides: A-Z Page statistics are now available in base LibGuides, in addition to LibGuides CMS.
  • LibAuth: Empty postfix field is allowed in LDAP configurations.
  • LibAnswers: LibChat accessibility adjustment – frameborder=”0″ has been replaced with CSS in chat widgets.
  • Fixed in LibGuides:
    • When creating new Database Assets, assigned Friendly URLs now stay put, as intended.
    • An ampersand in the name of an E-Reserves course no longer breaks the OAI feed.
    • The “Edit Database” modal window in guides now appropriately points people to the A-Z Database List page for editing fields…which is far more useful than pointing to an outdated location.
    • IE10 users, rejoice! (Is that a thing? 😉) The Image Manager works again within LibCal and LibAnswers.

As always, we’re here to help! Let us know if any questions pop up…

LibGuides Accessibility Updates, AZ Page Stats, HTTPS Certificates and more!

Accessibility fixes

This week at Springy HQ we are pleased to bring you the following accessibility fixes. Our first pass of fixes in the last few months focused on “errors” on all public pages; this pass hits the E-Reserves module as well as many things classified as “alerts”—things that could technically adhere to guidelines but needed examining. See something else we need to consider? Let us know! Click the Support tab on any admin-side LibGuides page to send us a ticket.
Please include:
  • Name of the accessibility tool you’re using
  • Description of the issue, including any code snippets that trigger the alert
  • Screenshot of the accessibility tool’s overlay highlighting the issue, if possible
  • URL of the page (included automatically if you use the Support form)
To ensure that content that you add keeps your guides accessible, please see our help guide on LibGuides and Accessibility accessible as well as the upcoming training session on the topic.
E-Reserves fixes
  • We rebuilt the E-Reserves request form using plain HTML & Bootstrap select menus, eliminating several issues with keyboard and screenreader navigation.
  • We eliminated a few errors and alerts on the main E-Reserves listing page and on course pages.
  • We changed the H4 element used to mark up the number of courses shown to an H2 to maintain proper page outline.
Public Pages fixes
  • We’ve replaced the select menus on the Subject and Profiles by Subject pages with simpler HTML that eliminates several alerts and errors.
  • We changed an H4 tag on the Subjects page to H2 in order to maintain proper outline order.
  • We added a missing ARIA label on the system homepage and changed the Sort control to a <div> rather than a <form> tag.
  • We removed a hidden field that was triggering a “redundant ALT text” alert.
  • We wrapped the profile image and name together in a single link tag to eliminate the “redundant link” alerts.
Gallery boxes
  • We incorporated an updated version of the component used in Gallery boxes as it contained several accessibility updates.
  • We changed the slide title field to H3 since the box title is H2, to maintain proper outline order.
A few changes might require the updating of your system’s CSS and custom templates, but only if you make extensive use of CSS and custom templates. Most folks won’t have to worry about these! Here are the gritty details, should you need them:

CSS Changes:

System & Group Home Pages
WAS:
The element around the “Display” area, which allows you to control the order in which guide lists are displayed should not have been a <form> element.
NOW:
It is now a <div> element, so any customizations targeting the form element should be updated to use <div> instead.
Gallery Boxes
WAS:
Slide titles were <h4> elements.
NOW:
This is now an <h3>, following proper sequential numbering of heading tags on the page.
E-Reserves – er.php
WAS:
“Search for Courses” label next to the search box was a <span> element.
NOW:
This is now correctly in a <label>. Heading above the list of courses, subjects, etc., was an <h4> element. This is now an <h2>, following proper sequential numbering of heading tags on the page.
E-Reserves Request Form – er_request.php
WAS:
We had been using a component for some of the select options on the page that we determined was not accessible to screen readers / keyboard navigation. It had its own set of classes, which all started with “select2”.
NOW:
We’re using simple HTML styled by Bootstrap’s default classes. All classes starting with “select2” are removed. These include: select2-drop, select2-display-none, select2-with-searchbox, select2-drop-active, select2-offscreen, select2-input, etc.
Password-Protected Pages – Groups, Guides, Courses
WAS:
The message prompting users to enter the password (above the text box) was not in a <label>.
NOW:
That text correctly has a <label>, as it is associated with the password input below. Any CSS changes should target the <label> element.
Profile Landing Page – prf.php
WAS:
“By Subject” dropdown was using a component that we found was not accessible to screen readers / keyboard navigation. It had its own set of classes, which all started with “chosen”.
NOW:
We’re using simple HTML styled by Bootstrap’s default classes. All classes starting with “chosen” are removed. These include: chosen-select, chosen-container chosen-container-single, chosen-default, chosen-single, etc.
Profile names are not linked, so style changes could be made using:
div.s-lib-profile-nameProfile names are now linked to their profile (in addition to the picture being linked), so any style changes to the profile name must be adjusted to include the anchor tag:
div.s-lib-profile-name a
Subjects Pages: sb.php and individual subject pages
WAS:
Subject dropdown selection was using a component that we found was not accessible to screen readers / keyboard navigation. It had its own set of classes, which all started with “chosen”.
NOW:
We’re using simple HTML styled by Bootstrap’s default classes. All classes starting with “chosen” are removed. These include: chosen-select, chosen-container chosen-container-single, chosen-default, chosen-single, etc.  Headings above the list of guides, databases, etc., (“Showing x guides”, etc.) were <h4> elements. This is now an <h2>, following proper sequential numbering of heading tags on the page.

Template Changes:

Both the Profile and Subject pages now have ARIA labels for the <section> tags. If you are using the default templates, you do not need to make any changes to implement this update. Default templates automatically update.

If you have customized these templates, however, you will need to update your template to include the accessibility update, as outlined below.

Right now, each of these is coded as simply <section>. Now they are coded as follows. You can update customized templates to reflect these changes at any time.

Profiles Templates:

Main Landing Page – prf.php:

<section aria-label=”List of Profiles”>

Individual Profile Page – prf.php?account_id=x
<section aria-label=”Profile Content”>

Subjects Templates:

Search Bar:
<section aria-label=”Subject Search Bar”>Content area below Search Bar:
<section aria-label=”Content by Subject”>

Manage Your Domains!

New in LibApps is the ability to view and manage your systems’ domains, including the ability to add and change custom domains and upload a custom HTTPS certificate for LibGuides. Need a certificate installed for your LibCal or LibAnswers system? No sweat! Please email us at support@springshare.com or open a ticket by clicking the Support tab from the admin side of your product. We’ll get you set up right away, and the ability to manage these certificates on your own will be coming soon.
So what can you do on the new Manage Domains page? Go to LibApps > Admin > Manage Domains to:
  • View the domains for all your Springy apps
  • Add or change a Custom Domain Mapping for your LibAnswers, LibCal, or LibGuides site(s)
  • Create a Certificate Signing Request in order to request a custom HTTPS certificate for your LibGuides site with a custom domain
  • Manage the current HTTPS certificate for your LibGuides site with a custom domain
Also see our help guide on the topic.

Databases Page Stats

We’re pleased to add a long-awaited addition to your statistics interface: A-Z Databases Page hits. These stats show how many hits are made daily or monthly to your AZ list. From August 16, they also show the referring URLs, when that data exists.
Screenshot: the A to Z databases page stats include a graph and data table of hits to az.php

Other Fixes and Features

This release also included:
  • LibAuth:
    • The ability to specify a custom port for SIP2 and LDAP LibAuth configurations.
    • Automatic updating of LibAuth certification fingerprints and IdP configurations.
    • Now when you view an E-Reserves Course’s settings, you’ll see the name of the default LibAuth configuration, if one exists.
  • Resumption of the ability for customers to enter translation files for us. Interested? Please get in touch!
  • Ability to limit AZ Holdings Analysis to library type and location.

LibGuides A-Z Community & Analysis and More!

We’re excited to bring you some great new LibGuides features this month, including the A-Z Databases Community, local database analysis, and blog widgets!

If you subscribe to LibGuides CMS, you’ll see two new tabs on your A-Z Databases List page: Analyze Holdings and A-Z Community. The first lets you delve into some subject analysis for your databases; the second is a cache of databases held across the LibGuides Community. Check the A-Z Community tab for descriptions and reviews contributed by your fellow LibGuides librarians, and see statistics for each database: How many institutions have it? How many list it as a Best Bet? How many are holding a trial?

Subject Analysis

Head over to the Analyze Holdings tab to see your databases by subject easily, along with some statistics on how many are Best Bets, Trials, or Popular.
A summary of all A to Z databases in our sample system. The summary shows the total number of databases, subjects, and vendors and shows how many databases are designated as trials, new, or popular
On the right side of the screen, you can see how your Databases are spread across the Trial, New, & Popular designations:
A to Z databases list with a filter for trial, new, and popular, and with a search box for quickly finding assets
You can also see the distribution of your databases by subject category:
A list of subjects assigned to A to Z assets in our sample system and the number of database assets assigned to each.
Click a subject name to see databases assigned to that subject:
Screenshot showing the 13 databases that are assigned the subject Genealogy
Want to see an analysis of the Community databases in a subject? Choose which community-supplied subject terms to use and click Go to see which Community databases have been assigned those terms. Here is a sample analysis of Biology and related subject names:
A to Z Subject analysis shows you which subject names have been assigned to which databases, and how many institutions label each database as Trial, New, and Popular
The ability to filter these results by library type and location is coming soon.

The A-Z Community

We’re starting out with the 500 or so databases that appear most frequently across LibGuides. We initially matched on Name, Vendor, and URL, so databases with individualized URLs may not have matched. That’s ok, you can still map your holdings to the community!
You can view and filter the list by name, vendor, or words in the description. You can also sort by how many institutions hold this database and whether your institution owns it.
The A to Z Community screen lists database names, vendors, and descriptions.
Adding databases into your LibGuides system from the AZ Community is a snap. Just click the Add to My System button in order to create a new asset in your system containing the name, vendor, and description of the Community-supplied asset.
A to Z Community screen for the J stor database, which includes the "Add database to my system" button, space for community-supplied description and reviews, and a summary of how this database is designated as trial, best bet, new, and popular across LibGuides systems

Is your database not connected to the community?

Want to map your databases to the existing community list? Please do! To link one of your local databases to the AZ Community, go to the database’s Edit screen and click the Community button next to the Database Name. You can copy the community-supplied name, vendor name, and description into your local instance if you like, or you can just make the association. Ding! Now that database is held by one more library. 🙂
Click the community button to search for and link a local database name in the A to Z Community.

Blog Widgets

Create a widget for any blog in your system, be it your system blog or a guide blog page. Go to Tools > Widgets > Blogs to generate the code you need to share links to or entire blog posts in your guides or on another website:
Screenshot of the blog widgets tab including a preview of a blog widget
Use the options on the screen to show just the post titles or the entire post, including teaser and images. You can also filter by subject or post author. Like all LibGuides widgets, you can generate a list via JavaScript code or a URL, or you can create a prettier list in an iFrame.

Other fixes and features

As with all code releases, we have include a few other small things:
  • We squashed a bug related to logging into our support site.
  • We restored editing to group Language Options.
  • We changed the buttons visible when editing an existing blog post to “Save” and “Unpublish and Save Draft.”
  • We squashed a bug that meant that guide titles from internal groups displayed on profile pages, although guides themselves were not accessible.

LibAnswers 2.15 Update – Redesigned Chat Widgets!

You read that right, the latest LibAnswers release includes redesigned chat widgets for your patrons, a few awesome operator side updates, and a brand new widget type, to boot! You do not need to make any changes to your existing LibAnswers widgets to take advantage of the redesign. All of your widgets have automatically been updated / settings transferred, so they now display the new layout. There are two reasons you might want to edit your widgets:

  1. Take advantage of the new functionality (outlined further below), like asking for contact info or sending a LibCal My Scheduler link.
  2. If you had added Custom CSS to a widget, you’ll need to edit that widget and redo the CSS. All class names changed in the new widgets, so CSS changes need to be redone. Until you do this, your widgets should just have the default look.
    How do you know? Edit a widget in LibAnswers > LibChat > LibChat Widgets and check out the Custom CSS box. If there’s something there, you’ll want to check out the new version and redo customizations.

And with that out of the way, let’s get into more details! We’ll start with operator side changes, so you can see them in action in the widgets later. 🙂

Operator Updates / Additional Widget Options:

When you log into your LibAnswers system, you’ll see the LibChat / Stand-by Alerts area at the top looks a bit different. We redesigned this area to make it a little clearer what was happening there. LibChat is Online / Offline: see whether or not anyone in your system is online with LibChat. LibChat: You are Online / Offline: for your account, specifically; sign in or go to the LibChat dashboard, depending on your status. Stand-by Alerts toggles stand-by alert notifications on / off.

LibAnswers Dashboard - Statuses

Did you notice the profile picture there? Set a profile pic for yourself or for a LibChat Department for use with the new widgets! Click your email address in the upper right hand corner to choose your LibApps profile pic or a generic profile pic. Edit a Department (Admin > LibChat Set-up) to set a profile pic for a department. Department profile pics are used with proactive chat, in the initial proactive window. Individual profile pics are used within the chat itself.

Have you ever been logged in at one location, then moved locations, realized you forgot to log out of LibChat, and needed to log in again? Well, now you can easily log yourself out of other locations! If you’re logged in at one location and then log in again at a new location, the error page offers an option to log other locations out of LibChat.

New chat options / widget:

  • Contact Info: Make patron follow up easy by requesting contact info (email / SMS number) right on the widget login screen or anytime during the chat.
    • On the Create / Edit Widget page, look for the “Prompt for contact info” option in the “Before the Chat” section.
    • Once selected, configure additional options: Contact Request Message (message sent during a chat) and Require contact info at start (of chat).
    • LibChat: Operator - NewOptionsWhile chatting with a patron, you can use the i icon at the top of the chat box to see if they submitted their contact info. If they didn’t, use the address card icon at the top of the chat box to request it! If you don’t prompt for name, contact, etc., before a chat begins, it will also request those fields, including custom questions.
  • Follow Up Message: New setting for the message sent if patron is inadvertently disconnected (internet connection trouble, etc.) or if they get the delayed claim message, allowing them to submit a ticket for follow up.
  • Ratings & Comments Additions: Users can now check a box to email themselves a transcript or request to be contacted for follow up right in the Ratings & Comments area! If they have not already entered contact info (email / SMS), they’ll be prompted to do so. Modify the labels on these checkboxes by clicking on that area in the widget builder preview.
  • LibCal My Scheduler: Send your patrons a link to your My Scheduler page right in your chat!
    • Update your LibAnswers profile (click your email address in the top right corner) to define your personal & system level My Scheduler URLs.
    • Also (optionally) included as a button in the proactive chat / offline chat messages. Use the widget settings to set a group / personal My Scheduler as the button link.
  • LibChat Floating ButtonsFloating Widget: A new widget type that puts a chat icon at the bottom-right of your webpage. When clicked, the widget opens to full screen height, maximizing available chat space. This widget can be minimized / maximized without losing the chat, which is especially great for mobile devices, if the patron wants to see the page behind the chat again. Like other chats, it can also be popped out into its own window, so the patron can take the chat with them.

Widget Updates

Here we are – the patron-side updates! The entire look of the widgets has changed, from top to bottom.
LibChat Floating Widget

  • Left/right side messaging, so it’s easier to follow the conversation with a familiar text-message-like layout.
  • As mentioned, profile image inclusion, to create a stronger connection with your patrons.
  • Buttons for overall widget actions, like sound, are at the top and message related actions, like file attachments, are at the bottom.
  • Feedback is integrated into the end of the chat vs. taking over the window. It also includes the option to email a transcript, so patrons don’t have to click the icon separately at the end of a chat.
  • Patrons can elect to be contacted for follow up, if that’s been enabled for the widget. Their message is submitted as a ticket in LibAnswers, which provides notifications to you however you have that set up (email, LibChat, etc.).
  • As mentioned above, if a patron happens to get disconnected, they’re able to enter their contact info and submit a ticket to the system for follow up.
  • Once a chat has ended, the x (end chat) icon changes to a reload icon, allowing the patron to start a new chat, if they wish.

We also included a helpful little fix in the mix:

  • LibChat statistics export now correctly shows the total number of chats (vs. 0). You know you chatted, LibAnswers knows you chatted, the stats show you chatted…and now the total number in the export has fallen in line to show you just how much.

We hope you enjoy these LibChat updates as much as we do! <3 🙂

Just out: Authenticate to view LibGuides E-Reserves with LibAuth

We have some cool updates to LibAuth-related functionality to share with you today! Need to limit E-Reserves viewing to students and faculty? Limit a LibCal room to just faculty bookings? You totally can, with LibAuth Groups. Please note: currently SAML, Shibboleth / ADFS and CAS are the only authorization protocols that support groups; if you do not see the Group Permissions, then your selected protocol does not support Groups.

More about the existing LibCal functionality in a minute; what we’re really excited about is that you can now enable LibAuth authentication with LibGuides E-Reserves. You can specify which LibAuth profile to use at the system level or at the course level; both make use of Group Permissions.

To designate a LibAuth profile that governs access to all public E-Reserves content, go to Content > E-Reserves > Settings > Authentication.

Screenshot of LibGuides E-Reserves Settings with Authentication accordion expanded

To specify a profile to provide public access to the contents of an individual course, look for the Enable LibAuth Authentication menu in the course’s settings. You can choose the System Default profile, no profile, or a different profile.

Screenshot of E-Reserves Course Settings

LibAuth authentication for E-Reserves only grants access to public pages. Access to manage E-Reserves happens through LibApps accounts and not by virtue of assigning a LibAuth profile in E-Reserves settings. Want to enable LibApps login with LibAuth? You can! Edit your LibAuth profile and enable LibApps authentication, near the bottom of the screen.

To give permission to an authentication group to a group of rooms in LibCal, go to the settings page of the group of rooms and choose the appropriate option from Enable LibAuth Authentication.

LibCal Room Group settings: Study Rooms

If you use LibCal spaces, to go Admin > Spaces & Equipment > Manage Location > Edit > General > Enable LibAuth Authentication.

Screenshot of LibCal Spaces Settings

To enable LibAuth authentication for a calendar, go to Calendars > click the calendar name > Settings > Calendar Settings > Enable LibAuth Authentication.

screenshot of LibCal Calendar settings

Note as with the above configuration: if you choose a protocol that supports groups but do not have groups defined in LibAuth, the additional drop-down to choose a group will not appear.

You can also enable LibAuth authentication for My Scheduler by going to My Scheduler > Appointment Scheduler Settings > Enable LibAuth Authentication.

Need help setting up LibAuth? See our help documentation for more information.

We also squashed a few bugs and put out a few smaller features with this LibGuides code release, namely:

  • Access to v1 statistics
  • EU customer access to the Support site
  • When you clicked on a guide tag, search results weren’t limited to that tag
  • Re-enabled language options

New LibCal updates!

Summer’s here, and with that comes events you want to share. We’ve added some new ways to show off your calendar events!

Social Media Sharing

You can now post your new events to Facebook and Twitter! In your calendar settings, there’s a new “social media” setting.

social media menu location

You can use any social media account you’ve set up in your LibApps dashboard, and even create templates for your posts.

social media sharing settings

Don’t want to share every event you make on a calendar? No problem, because this is something you can choose to do per-event. Don’t want to use the template you’ve made for a single event, or need to share a single event on Facebook but not Twitter? It’s all controllable when you’re making a new event.

Better Search for Repeating Events

Your calendar search can now show more relevant results when your users are looking for repeating events.

  • Go to calendar settings>display options>public calendar page, and choose the reset to default template button to add this to your search results.
  • If you’ve got an event search on your LibCal homepage, head to admin>look and feel>homepage editor and edit any event searches you have. Again, choose the reset to default template button!
  • If you’ve customized the homepage or calendar templates, that’s ok too- use the support tab and ask for the new keyword info, and we’ll send the details to you.

show more dates link

Now your recurring events will have a “show more dates” link which reveals the next 15 times that event appears.

Language Options for Equipment and Spaces!

You can now customize the default text for your equipment booking or for your spaces, or both! Head over to admin>system settings>language options to get started. We’ve also got info on where every piece of text can be found to make it easier for you to customize.

 

Additional Fixes and Features

  • You can now add internal notes to space bookings, and mark if a user showed up to their booking.
  • Individual categories within a location can now have their own terms and conditions as well as descriptions.
  • Individual categories can now use their own partial email templates, which are inserted into the location’s emails. Email templates now display a preview of emails they’ll send.
  • My Scheduler users can now override their own free/busy settings when scheduling appointments.
  • We’ve revamped the equipment overdues tab to make it easily sortable with more useful filters.
  • You can now print a space’s bookings using the print option:
    space print button
    We’ve also added a kiosk view to the print page:
    kiosk mode button

    This button will give you a link to today’s bookings, which you can use for your room signage.

New LibInsight Update!

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

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

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

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

LibInsight invoice showing database line items and their costs

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

LibInsight Database use and cost-per-use statistics

Counts Datasets in Dashboards

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

LibInsight Dashboard graphs showing multiple fields per chart

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

Custom Dataset Widget Submit Button Options

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

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

List of all dataset templates available when creating a custom dataset

Additional Fixes and Features

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

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

LibGuides 2.1.16.0 is Here; It’s Linkalicious!

We’re super excited to announce that the LibGuides 2 v1.16.0 release has gone out to the US and EU regions. There’s some great stuff in it for you, including the new link checker, some new AZ features, and the ability to write AZ Asset information via the API. You auth nerds out there will also appreciate learning that with this API release, we’re moving to OAuth. Don’t worry, the existing API calls are still in place for backward-compatibility.

The LibGuides Link Checker has Returned!

It’s baaa-aaaaack! The LibGuides Link Checker was rewritten from scratch and is better than ever! Not only does it run every day—every 30 minutes, in fact—it also brings you new features, like the ability to dismiss links from the report and add link or domain exclusions.
LibGuides Link Checker Report screen
We’re holding off on kicking off the actual link checking to give you time to add in your own domain exclusions. What’s an exclusion? Great question! All pages for domains that you add as exclusions are skipped by the link checker. Meaning that if you add mylibcat.org as a domain exclusion, it’ll skip any link that begins with that, like mylibcat.org/bookitem-12345.html. We suggest that you add library system URLs like your proxy, discovery system, link resolver, anything that may hit a login page or otherwise appear as a “false positive” to the link checker. If you haven’t already, we recommend making use of the system-wide proxy settings for your Database Assets. More on that below.
But wait, you might say, I sent you my catalog domain yeeeeears ago. What gives? Good point! One of the improvements we’ve made is the ability to implement and track exclusions per site. Previously URLs were not associated with a site, so we had no way of parsing this list out and making sure that the right exclusion made it to your list. Make sense? We’re truly sorry about that, but think that the link checker is so much better now, you won’t mind. 😉
LibGuides Link Checker Exclusions
If you’d rather wait and see what hits your report, you can do that, too! You can add a single link to the Exclusions report with one click, or you can add an entire domain in the Exclusions tab. Links added to Exclusions will not be checked the next time around. We’ll be adding an option for Bulk-dismissing links from the report in the next week or two, so stay tuned for that!
We’ll kick off the Link Checker on Tuesday, May 16, 2017, U.S. time. You will not see links in your Link Checker report until then.
Summing things up, here’s what you should know and do to get the most bang for your buck from the new Link Checker:
  • Don’t expect to see links in your report until after Tuesday, May 16, 2017, U.S. time, when we turn the new link checker on.
  • Before May 16th, go to Tools > Link Checker > Exclusions to add library systems – particularly your proxy server – to the Exclusions list.
  • Make use of proxy settings so proxied links don’t get checked at all. Add your proxy string in Admin > System Settings, then make sure your links have the proxy Enabled.
  • Once the Link Checker starts running, monitor it regularly to update broken links and dismiss false positives.
  • Check out our documentation to learn more about the new Link Checker, dismissing links, and Exclusions!

A-Z Assets Write API 1.2 (CMS Only)

Also in this release is a brand-new set of API capabilities for creating or update your A-Z assets. You can still use GET requests to pull this content out of LibGuides, of course, and all existing 1.1 calls are supported for backward-compatibility purposes. To get started with the new Write API, go to Tools > API > Endpoints 1.2.
Also with this change comes the implementation of OAuth 2.0 rather than site keys. Want to host a hackathon for students to see what apps they can create to display your databases? No problem! Just go to Tools > API > API Authentication and create an application that only has the authority to make GET requests. Want to pull data from your ERM and push it to LibGuides? Create an application on the API Authentication tab that is allowed to create and update as well.

Export Database Information — and Update With the Same File!

Speaking of updating databases, we’ve made it easier to do this en masse. If you have a few or a bunch of changes to make, download a spreadsheet of ALL THE DATABASE THINGS by going to Content > A-Z Database List > Export All Records > TEMPLATE. Make changes in the file, then click Import / Update Databases to upload the spreadsheet. (Hint: remove assets that do not need updating at this time so you don’t have to wade through them all on the confirmation screen). Aaaaand you’re done!
LibGuides AZ Databases List with Export and Import options

A-Z Asset Login Credentials

Do you have database assets that have separate access, administration, and statistics portal URLs? Now you can track them in LibGuides! First, go to Content > A-Z Databases List > Settings > Login Credentials to set up the types of credentials you need to add. You might add Admin, Stats, or whatever other category of URL you need.
LibGuides AZ Databases Login Credential Types settings
For each type added, URL, Login, and Password fields will appear when you edit an asset:
LG AZ Database List Login Credentials

Additional Features and Fixes

  • Bug squashed! Tweets sent from a guide do not require a guide description.
  • Social posts for your blog posts contain the blog post title, not your guide or system’s.
  • Bug squashed! The posts-by-subjects list has been restored for blog pages.
  • Cover art retrieved from Syndetics is protocol-less; if you’re https, so are they!