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Springy News - On Your March, Get Set, Go!

March 2020

Recent Updates January and February

Making data-driven decisions in 2020 will be easier than ever with these new LibInsight features:

  • We've introduced a new dashboard type that helps you analyze numeric fields, currency, and even calculated fields as they relate to options from a multi-select field of your choice. So you could easily see how many instructions sessions were requested and by which departments, for instance. Have a look at an example now.
  • New integration with LibCal allows you to display high-level spaces and equipment data in your LibCal datasets. You’ll see the total number of bookings from the Spaces & Equipment that you have defined in your LibCal dataset. Similar to Events and Appointments, we’ll retrieve this number every day. You can chart them in Analyze, Cross-Dataset Analysis, and Dashboards. 

Training Opportunity:

The high points from the January and February Updates include:

  • The addition of a Google Calendar button to the public pages for events so users can more easily add events to their GCal.
  • The removal of the three-year limit that was in place for creating future events.
  • Events with full registrations (and the waitlist enabled) now show how many registrations are on the waiting list.
  • We’ve added individual space summary statistics when running a specific Category in both the Equipment & Spaces stats report. There are now clickable links that will display a per-location bookings summary, per-location monthly breakdown, per-category summary, per-category monthly breakdown, per-space summary, and per-space monthly breakdown.

  • In Billing, we added a new ‘Export Data’ button on the Admin > Billing > Charges page to export the contents of the data table to a CSV file.
  • There is a new Weekly View option on the public Calendar page.
  • There are new user-level permissions for limiting access to the Hours area of LibCal! Admin level users can set whether or not Regular users have access to that area / what they can do there across the board or on a case-by-case basis. The default is to not allow access. Set these permissions across the board by going to Admin > Accounts > Regular User Permissions > Hours Maintenance. Set them on a case-by-case basis by going to Admin > Accounts > Edit a particular user’s account > Permissions. 
  • A ‘Go To Date’ button was added to the Hours Preview section.

Accessibility updates:

  • Aria role/landmark information has been added to the event pages public screens for accessibility.
  • All content can be navigated via keyboard on the admin page.

Training Opportunities:

 

We're fired up to bring you these LibWizard updates:

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

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

  • You can now delete more than one submission at a time! Simply select the checkbox next to the individual submission reports you would like to delete. You can currently delete up to 100 submissions at a time by selecting the ‘Check All’ checkbox above the submissions (it only selects the list of submissions on that page).
  • You can now add individualized feedback to the answer selections for your questions by enabling ‘Display individual feedback’ on the ‘Answer Properties’ tab for your question. This is only available for multiple-choice question types. See an example now!

Training Opportunity:

You'll swoon at all the great new things the developers have worked on for LibAnswers clients:

  • Now when you view a chat transcript, in addition to seeing the back and forth chat conversation with the patron, you’ll also see high-level system messages so you know when key actions happened in the course of the chat. For this first release, you’ll see system messages related to the following chat actions: Chat Transferred, Contact Information Requested/Received, Screensharing started/ended, and Co-Op Fallbacks (where a chat was answered by a Co-Op after waiting for X period of time). To see this in action, head to LibChat > Transcripts and view a new chat transcript.
  • We’ve made several polishes to the Multi-Chat Overlay View with improvements that will make it easier to view and respond to a multitude of chats at once. To see it in action, in the new chat dashboard, head to Settings > View chats in Multi Chat Overlay.
  • We’ve moved the FAQ search capabilities to a tab within the chat interface, which will show up next to the “Contact Info” tab for any patron chat. You can now search and view FAQs while continuing the chat conversation with a patron. Even better, it can be launched in a separate window, so you can view FAQ content and the contents of the patron chat at the same time! To see this in action, open a patron chat and click the “FAQs” tab.
  • When you transfer a chat you’ll now see a note on the number of active chats that each chat operator is currently engaged in, so it’s easier to know who’s already really busy vs. who’s able to take on a new chat. We’ve also added a handy jump feature that allows you to jump to a 1:1 chat with any chat operator from within the transfer window, making it super easy to chat with other librarians outside of the patron chat transaction and see whether they’re free and available to answer a chat. To see these improvements in action, head to the new chat dashboard, claim a patron chat, and click the “Transfer Chat” button.
  • It’s now possible to filter your LibAnswers chat statistics and chat transcripts to those that were answered by librarians at a specific Group Member Library. Head to LibChat > Statistics or LibChat > Transcripts.
  • We’ve also limited the visibility of LibChat statistics and transcripts within these systems. Now, Regular level users in your LibAnswers system can only view statistics and transcripts on chats that were answered by librarians at a specific Group Member Library.

Training Opportunities:

Looking for some LibCRM news about what's new to the system? Look no further:

  • We've added an Operational Emails Module that allows any account holder to create and send operational emails to multiple profiles at a time. The module also provides statistics designed to help you see if the emails were opened and track clicks. Create reusable Distribution Lists of profiles to quickly send emails to multiple people. This is meant for Operational, not Marketing Emails. For example, Springshare sends such emails to let our customers know when there might be scheduled downtime for a particular app or when an older version of an app is retiring. Head to Emails > Operational Emails.

  • We've improved bulk import for people and organizations. The instructions at the top were updated to better guide you through the process, particularly for the “add rows to the template” section. We’ve added filters (created by, status, errors) at the top to help you quickly locate information. We improved performance to reduce loading time / time to delete bulk imports. 
  • The Projects page now allows you to filter by several different fields right at the top of the page, making it easier than ever to keep track of the projects you’re working on. You can filter by Keyword, Title, Owner, Status, Updated (date range), End Date (date range) and/or number of members in the project.

  • There's a new Updates Log that records and displays changes made to People and Organization profiles in the system. There is also a profile-level Updates Log page that displays changes made to a specific profile over time. In all cases, the Updates Log will show you the field that was changed, the original value, the updated value, the user account that made the change, and the date/time it was made.
  • Currently, CRM imports records of interactions in LibAnswers and LibCal as of 24 hours prior to the creation of a new profile. With this release, all transactions from LibAnswers and LibCal will be imported – right back to their very first interaction with that app! The integration tool can also request and import historical activity for any updated profiles in the system (i.e., if an email address or phone number is updated, historical activity can be requested).

LibGuides has some new cool accessibility fixes and language options that we're happy to share:

  • We changed the ARIA label for guide tabs from “Guide Page Menu” to “Guide Pages” to more accurately reflect the fact that tabs are not a “menu” but a navigation tool.
  • We hid the printer icon – just the icon – in the Print link from screen readers.
  • We added the role of “navigation” to the Breadcrumbs to more closely meet the WCAG guidelines.
  • We fixed the “Return to Top” link so that the focus moves to the top along with the page. We also hid the icon from screen readers.
  • We fixed the “Skip to Main Content” link so that the focus and the page both scroll appropriately when using keyboard navigation. See also the Mac Firefox note below.

One of our Springy family reported that when you hit the tab key in Mac Firefox, the focus never lands on links on the A to Z or other LibGuides pages. We investigated, and it turns out that Firefox is following a specific Mac OS setting that’s pretty easy to change. Here’s how:

  • Go to System Preferences > Keyboard > Shortcuts > Keyboard
  • At the bottom, check the box labeled “Use keyboard navigation to move focus between controls”.

Language news:

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

Training Opportunities:

The release of the newest version of LibStaffer is here with the update to Bootstrap 4. Check out some of the cool features:

  • In the ‘Manage Accounts’ tab, you can now choose which schedules are available in the “Schedule for” dropdown on the ‘Schedules’ page.
  • ​​Regular user accounts can now run the ‘Time Off/Unavailability’ Report.
  • We’ve added the ability to add time off for multiple people in the same request. This feature is available for both ‘One Time’ and ‘Recurring’ time off entries.
  • We’ve added an option to remove existing shift assignments for a user if it clashes with a Time Off entry that is about to be approved. 

  • The Notes field is now included in the CSV file generated when exporting a specific workflow form from the Submissions Explorer.

Training Opportunity:

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Upcoming Updates

Stay tuned for this exciting future update to LibStaffer: 

  • We are currently working on making it possible to allow a user to set a different personal time zone from the LibStaffer system time zone. This functionality will help easily manage situations where staff members are located in different time zones. Soon, the person(s) managing the schedules won't have to worry about different time zones when assigning staff members to shifts, approving time off, etc.
    • This also means that when the Schedules, Time Off and any other page is viewed by a user who has a different time zone set on their account than the system set time zone, they will correctly see everything in their personal time zone rather than the LibStaffer system time zone.  

LibChat keeps the cool features coming with these new additions:

  • We're adding customizable sound alert settings for LibChat! Soon, people will be able to select from several new sound options and customize the sound for incoming chats, designate ongoing chat sounds, and new ticket alert sounds. 
  • Work is happening to add a new internal note feature to LibChat transcripts. Once completed, librarians will be able to add an internal note to a chat transcript at any time. 

Get a heads up on what's coming to LibWizard:

  • We've got a data scrubbing tool on the horizon. With this new Privacy Scrub functionality, we’re making it easier for you to set which fields in your LibWizard items are scrubbed on a rolling monthly basis. An Admin level user at your library will still need to contact our support team to activate the scrub, but you can decide which fields get scrubbed on a form-by-form basis.
  • There are also a few fields that you can optionally set to scrub for your system as a whole, since every form has the potential to have these defined user information fields: IP Addresses and any user submitter fields (name, email, phone).
    • Once it's released, you'll find this new setting by editing any item in the system, then going to Options > Advanced > Configure Privacy Scrub.
    • For each field that appears in the list, select whether or not you’d like to scrub that field.
    • An Admin level user would then go to the new Admin > System Settings > Data Privacy tab to send in a request to enable the scrub for your system (which only needs to be requested once). They’ll also be able to go there to see when the scrub was enabled and what it’s set to scrub.

The future holds some nice feature enhancements for LibCal:

  • We will be adding a calendar view of Appointment Bookings similar to the existing Spaces 'Confirmed Bookings' calendar. With this new view, there will also be new appointment permission settings created for regular users to accommodate for any functionality that may need to be disabled in this view for a regular user account. Additionally, the ability to restrict a regular user to only see their appointments in this view will be supported.
  • On the horizon for LibCal will be the ability to restrict an Equipment & Space location for regular users. The options for each Equipment/Space location will be to allow full access to all regular users, no access to all regular users or allow access for a specific group of selected regular user accounts.

It's easy to get excited about the upcoming LibCRM updates:

  • LibCRM is going to provide a flexible Roles & Permissions structure to support the creation and edition of roles in the system. This ability will be available for Admin account holders.

    The Admin will be able to configure a different set of permissions for each one of the roles to control the visibility of the content (profiles, interactions, projects, tasks, and emails) and the actions that each role can take in the system (creation, edition, and deletion). When creating a new account in LibCRM, Admins will have the opportunity to select a role for the new account. 

  • The CRM team is spending time on Reports functionality to help LibCRM users find and export useful information in a seamless way.  

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