What's new in the August 2019 release?

We’re not sure how this happened so quickly, but it’s already August! Many of our customers are in “back to school” mode, finishing up projects and getting everything ready for the new school year. That means here in Springy-land our support and training teams are sprinting to help all of you with everything you need to start the new school year right (and just start August on the right foot, if you’re not one of those getting ready for a new school year)! What better way to start August than with a bunch of new features? …maybe by having some ice cream while reading all about them? Mmmmmm…

These releases will be live in all regions by the end of the day on Friday, August 9. Below, you'll find an overview of the major changes for this release. As we update our help articles to reflect these new features, we'll add links below so you can learn more about them. Check back over the coming days for updates!

To view a complete list of features and fixes from this release, check out our full blog post.

Last updated: Monday, 8/12/19 at 4:36 PM (DONE!)


LibAnswers

Easier to find links to your public question form pages

In an effort to make it easier to locate the LibAnswers queue question form, we’ve added links on various admin settings pages (including the overall Admin list of queues) to help you locate where the public question form lives. To see this in action, admins can head to Admin > Queues.

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Settings tab now displays by default when logging into LibChat

When logging into LibChat, the Settings tab is now the default tab you see (vs. the Chat tab). This change relates to upcoming Co-Op related functionality. Review / select what you want to monitor and head on over to the Chat tab!

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‚ÄčLibAuth

New options added to SIP2 configurations in LibAuth

The LibAuth updates this month center around the SIP2 authentication protocol. We’re seeing a lot of use of this from you, and are pleased to bring you some additional related features:

  • We added a toggle that allows you to honor or ignore any blocks returned from your ILS. If you’d like to allow patrons who are blocked for too many checkouts/fines to book LibCal rooms, now you can!
  • We’ve extended group permissions to SIP2 configurations. If you would like to restrict LibGuides or LibCal resources to particular groups of patrons, now you can!
  • We’ve enabled LibApps login for SIP2 configurations. You can use this if you would like your staff to log into LibApps using their SIP2 credentials.
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LibCal

Appointments: New account permission for Appointment booking explorer

By popular request, we have started to add more granular user permissions to LibCal! There is now an account level permission to restrict Regular users to only be able to run the Appointments booking explorer for themselves and no other users.  Head to Admin > Accounts > Edit Account > Permissions Tab to change this setting.

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Appointments: Expanded cancellation details in Appointment booking explorer

Also by popular demand, since we recently added cancellation information to the Spaces booking explorer, we’ve added it to the Appointments booking explorer as well! Head to Appointments > Booking Explorer to view who cancelled an appointment and the date and time of the cancellation.

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Appointments: Changes to email templates

Speaking of appointment cancellations, the process now allows additional notes to be sent in the email that the patron receives when an appointment is canceled on the back end of the system. Head to Appointments > My Appointments to cancel a booking and send additional notes in the ‘Admin Cancel Email to Patron’ template. (NOTE: The {{{ADDITIONAL_INFORMATION}}} token must be present in the ‘Admin Cancel Email to Patron’ template for this field to appear in the email.)

Also in this release is a new email template: ‘Rescheduled Email to Patron’. Previously if an appointment was rescheduled, the system would send the confirmation email to the patron, without specific information that it was a rescheduled appointment. This new template improves communication with patrons by specifically stating the appointment is a rescheduled one. Head to Appointments > My Settings to configure this new email template.

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Appointments: New "Supported Categories" option when creating Appointment on admin side

Lastly, when making an appointment booking on the admin side of the system where you are choosing a specific group, the categories dropdown now shows the categories in two distinct sections: ‘Supported Categories’ (the categories that apply to the selected group) and ‘Other Categories In The System’. Head to Appointments > My Appointments and make an appointment booking, selecting a group, to see this in action.

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Billing: New features for managing charges & refunds

When creating a space or equipment booking from the Admin side of LibCal, staff users can now override any booking costs. Head to Equipment or Spaces from the main menu and make a booking in a billable equipment or space category to access the new cost override field.

Also in this release, you can now record a payment note when cancelling/refunding an in-person payment. The payment note recorded when the cancellation is made will show in the payment details modal for an event registration or equipment/space reservation.

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Calendars: New email notification when patrons cancel their event registrations

We’ve added a new system-generated email to notify event organizers when a patron cancels an event registration.

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Calendars: Improvements to the Event Explorer

The Event Explorer now has an option to include the event description when using the ‘Search’ field. Without this new option selected, the ‘Search’ field will only search for events based on the event title. Head to Calendars > Event Explorer to see and use this new option.

In addition, phone numbers and barcodes (if applicable) now display in the Event Explorer and it’s related data export. Go to Calendars > Event Explorer and search for an event where the registration form includes phone number and/or barcode. When clicking the ‘Show’ button on the event record that is returned, the phone number and barcode fields display. Click the ‘Export Data’ button to see these new fields in the CSV output.

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Equipment Bookings: Changes to the Fines page

We’ve improved the Equipment ‘Fines’ page by adding the show/hide columns, Excel, PDF, and CSV buttons to be used in conjunction with the datatable results returned from searching on this page.

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Hours: you can now add a Google Maps 'Place ID' to libraries & departments

We’ve fixed the Google Maps integration for Hours locations on the public pages. Head to Admin > Hours and modify the settings of a location or department to set the latitude & longitude or place id values. Next head to Admin > Look & Feel > Homepage Editor or Hours Page Editor to display the Google Maps integration on the public pages.

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Space Bookings: Select event template when creating an event from a booking

You can now select an event template when creating an event from a space booking, rather than starting completely from scratch. Go to Spaces > Availability and click on a booked space in the grid. In the section that displays the booking details, click the ‘Create Event’ button. If any event templates are set up in your LibCal site, an option will appear to select a template or create an event from scratch.

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Space Bookings: locations with K-12 features enabled now support Booking Lead Time limit

We’ve added support for booking lead times for K12 (a.k.a., school libraries) sites. Head to Admin > Equipment & Spaces, click on the Spaces link for your K12 location, click ‘Edit Category’ for any space category and then on the Booking Limits tab, where you will find the booking lead time setting.

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Space & Equipment Bookings: Remove custom hours templates not in use

You can now remove Hours templates that are no longer in use without affect any of the stats reports. Head to Admin > Equipment & Spaces > Manage Hours Templates to remove any template from the list that is no longer in use.

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LibCRM

Create templates for projects

No more do you have to create projects from scratch. Instead use the powerful new Project Templates option, which allows you to create and copy templates! Head to Projects, create a new project, and select the “Is This a Template?” checkbox to create a new template.

Once the template is created, you can then head to Projects > Template Projects to see the full list and edit or delete them. Click the name of the template to add related tasks. When this template is used to create a new project, all of those tasks are copied into the new project – a huge time saver!

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LibInsight

Importing platforms to E-Resources/COUNTER 5 datasets now copies invoice & license data

When you copy a platform from one dataset to another, you’ll now copy any invoices and licenses that you’ve added to the platform. This includes invoice line item details, and file attachments, as well as license file attachments.

Learn more

LibWizard 

LibAuth Integration

If you subscribe to the full version of LibWizard (i.e., you can create Forms, Surveys, Quizzes, and Tutorials in your system), you can put any form, survey, quiz, or tutorial behind a login, allowing only users at your institution to access it. Once a patron is successfully authenticated, their name and email address can also be automatically populated in to fields in your form (etc.).

To use this new feature, first make sure you have a LibAuth configuration for your institution’s authentication system set up in LibApps. (LibAuth Documentation) Once that’s set, go to LibWizard > Admin > System Settings > Advanced > Enable LibAuth Integration. Click the word Disabled to change it to Enabled, then select the configuration(s) you want to use. Click Save. Now you’re ready to use it on forms, surveys, quizzes, and/or tutorials!

While editing an form, survey, quiz, or tutorial, go to its Options tab > Basic Info > Enable LibAuth Authentication and choose the authentication config you want to use from the dropdown. If you’d like to map users’ name and email to fields in the form (etc.), select the fields to map them to in the “Map user info to fields” section just below the LibAuth option.

Don’t subscribe to the full version yet, but interested in finding out more? Check out our guide on the differences between LibWizard and LibWizard Lite, then contact our amazing Sales team for a trial / pricing information!

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Certificate of Completion for Quizzes and Tutorials

Create a Certificate of Completion that users can save, print, or email after they have completed a quiz or tutorial. Customize the certificate through the use of tokens, which automatically fill in the appropriate data for that item. Available tokens include the name of the quiz/tutorial, the library name, date, and grade.

To enable Certificates of Completion, edit the quiz/tutorial’s “Thank You” screen and go to the “Certificate of Completion” tab to enable and customize it.

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Randomize Quiz and Tutorial questions

Make quizzes and tutorials more robust and deter copying by randomizing question order.

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Reorder options in multiple choice fields

Need to change the order of choices in dropdown or checkbox fields? No problem! Just drag options around in whatever order you choose.

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Allow multiple answers in Grid questions

Make the grid option behave like checkboxes: you can now allow multiple answers per row!

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Progress bar for Forms, Surveys, and Quizzes

You can now enable the progress bar so users can track how far along they are, just like you can in Tutorials.

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New button/modal widget

Want to add your Form, Survey, or Quiz to a webpage, but don’t want to embed it right in the page because it takes up too much space? No problem! Use this new widget to add a button to your page, which pops up a modal window when clicked.

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Field Rules in Tutorials

Just like with forms, surveys, and quizzes, you can now add field rules to tutorial slides. This allows you to show and hide fields based on a user's response to a question. You can also create fields rules that jump to other slides, as well.

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