LibCal is the online software Valley Library uses to manage reservations for our classrooms and study rooms. The creators of LibCal, Springshare, have detailed tutorials available online for learning how to use LibCal. While these pages will include a brief overview of LibCals structure and links to Springshare's tutorials, the primary will be on processes and procedures specific to Valley Library's use of LibCal.

Table of Contents

Get Help with LibCal

Setting up and Customizing Space Bookings

Overview

LibCal breaks large spaces down into smaller spaces through a hierarchy. 

This structure allows us to organize our spaces into a structure based upon how we use the space so we can apply limits, terms, etc. accordingly.

Location

• Allows you to have multiple branches of one library. We could add Guin or Cascades. 
• This is where you enable authentication requirements
• Set hours for the entire location.

Category

• Categories define HOW a space is used. 
• There can be multiple spaces within a single category, but they all have essentially the same purpose/use.
• Hours can be set at the category level that are different from location hours if needed.

Zone

• Zones define WHERE a space is within the building for the purpose of monitoring usage and occupancy.
• A single category may have spaces within multiple zones.

Space

• A space can be bookable as a whole or as part of a larger space (think Willamette classrooms), or a container for seats.
• At this level we can include a lot of specific information about the space such as directions, description, an image, terms and conditions, etc.

Setting up Locations

Link: Setting up Locations Tutorial 

Locations are created based upon how a space fundamentally operates. At the location level, you customize functions that will impact all spaces within this location such as:

• Authentication requirements
• Hours (and date ranges for hours)
• Automated email templates
• Check in/check out requirements (including auto-cancellation)

Current Active Locations within LibCal

• Valley Library: This location is for spaces owned and operated by Valley Library. This includes:
  
  • Group Study Rooms
  • Grad Student Commons
  • Our Little Village
  • CAPS (coming Fall, 2022)
  • Classrooms (but we don't use LibCal for classrooms right now)
• Library Staff Spaces
  • Hourly Rooms

Even though some of the locations within LibCal are not Valley Library spaces, Valley Library manages all aspects of LibCal.

Setting up Zones

Link: Add and Manage a Location's Zones

By adding zones to your location, you can better track the utilization of your spaces and monitor occupancy. In Valley Library, each floor is a zone.

Setting Up Categories

Link: Setting up Categories

Link: Add and manage space booking categories

Link: Space Category Booking Restrictions

Categories are determined by how a space is used. At the category level, you customize reservation features specific to how the space is used.

• Custom hours that are different from location hours
• How reservations are made (mediated or unmediated, booking forms)
• Booking limits such as how often and how long reservations can be.
• Description, images, terms & conditions
• Partial email templates for category specific information.

Current Categories with the Valley Library Location

• Group Study Rooms
• Our Little Village
• Classrooms (note: we don't use LibCal for classrooms right now)

Current Booking Limit Settings for Valley Library

Adding Spaces

Link: Adding Spaces to Categories

Link: Spaces: Add, manage, and move spaces in a category

Spaces can be bookable as a whole, part of a larger space, or containers for seats. We are no longer using the Seats module. Outlined below is how our current spaces are set up in Valley Library.

These are the functions you can customize at the Spaces level:

• General information such as accessibility, capacity, and directions to the space
• Detailed information including images, space description, terms and conditions
• Set the status of a space as Active or Inactive

Setting up and Managing Hours

Link: Setting up Hours and Exceptions

Link: Manage hours for a location and its categories, spaces, & items

Managing Hours can be a little confusing in LibCal because there are different types of hours. For detailed instructions about setting up hours in LibCal, please see the links above. Below is a brief overview as well as information specific to The Valley Library.

• Hours Module-- We don't currently use the Hours Module.
• Spaces Module Location Hours-- These are the hours we want to manage. Important things to know:
  
  • We do not link the hours for our Spaces Locations to the building hours (which are part of the Hours module).
  • We can create custom hours templates to be used for the Spaces module
  • We can set hours at the location and category level.

Hours Templates in use for Valley Library Categories & Locations

Hours Templates are located in the "Hours Templates" tab of the Admin Space Module interface.

• Currently use the following templates:
  • Regular Term Hours
  • Intersession Hours
  • Summer Hours
• Exceptions include:
  • Holidays
  • End of term
  • Other exceptions as needed.
• Categories with Custom hours
  • This is mostly because sometimes we need these rooms to not appear available in LibCal when other floors are.
  • 5th floor rooms (because of summer unlock)
  • 6th floor rooms (because the rooms are used as study rooms intermittently)

LEAD has created a document that gives guidelines for determining building hours. If you have questions about upcoming hours, you can always contact LEAD.

Managing Availability of Spaces

Link: Managing Availability of Spaces (& Equipment)

Link: Change the status of a space

There are times when a space needs to be closed for repair or scheduled maintenance. When this happens, it is important to:

• Make the space unavailable in LibCal to prevent new bookings while the space is undergoing repairs
• Move patron reservations to another space and communicate this to the patron

Fortunately, when you make a space unavailable, the booking doesn't disappear. You can easily find all bookings for the space when you are ready to move them.

Notifying Patrons

When you are moving reservations, patrons will get notified that their original reservation has been cancelled. This is why it is important to let them know that you have moved their reservation to a different room. There are two different ways you can notify patrons. If you send an email through LibCal, it is faster but you won't have a record of sending the email like you will with Microsoft Outlook.

Sending an email through LibCal

• Locate the patron booking details in the Booking Explorer tab and click on the patron's email address which should be a hyperlink.
• In the Email Patron pop up window, change the reply to address to the appropriate email (Valley Cir, Library Spaces, etc.)
• Type your message and hit send.

Sending an email through Microsoft Outlook

• Refer to the notes you took when moving reservations.
• Open Alma and go to "Manage Patron Services" under the Fullfillment menu.
• Enter the patron's name in patron search bar and pull up the patron's account.
• Click on the patron's id number. The should bring up the Identifiers tab as the default. If it doesn't, click on the Identifiers tab.
• The patron's email should be at the bottom of the list.
  • *Pro tip* If you want to verify the email address is the preferred contact email, you can click on the "Contact Information" tab.
• Right click the email address and select "copy cell value"
• Start a new email in Outlook and paste the email address in.
  • It may be tempting to send one bulk email to everyone you have moved. Don't do this. You risk giving out personal information to the wrong people.
• Make sure you are sending the email from Valley Circulation. That way other staff can respond to patrons if you are not available.
• Subject should be "Study room reservation change". 
• Below is an example of an email template you can use. It doesn't include the specific room switch but you may include that if you wish. It depends on how many people you are contacting and how much time you want to spend on this.

/wiki/spaces/LEAD/pages/55223353

/wiki/spaces/LEAD/pages/55223343

/wiki/spaces/LEAD/pages/55224765

/wiki/spaces/LEAD/pages/55223785