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    Managing Reading Lists

    Translatable
    To manage a course’s reading list, you must have one of the following roles:
    • Course Reserves Operator/Manager attached to a course department
    • Fulfillment Services Operator/Manager attached to a course department
    After adding courses, you can manage the reading lists for the courses. A reading list is blank until you add content to it. A typical reading list includes textbooks, additional books, book chapters, journal articles, newspaper articles, or Web sites. Each item on the list is called a citation.
    See also Managing a Course's Reading Lists for reordering or copying reading lists within or between courses. For information on citations, see Managing Citations. To publish course and reading list information to Primo, see Configuring Course Reserves in Primo.
    You access reading lists on the Reading Lists Task List page, either by selecting Reading list in the row actions list for a specific course on the Courses page or by navigating to Fulfillment > Course Reserves > Reading Lists. This page has Assigned and Unassigned tabs (see Assigned to Me, Unassigned, and Assigned to Others Tabs). In addition, the page has an All tab that contains all of the reading lists that appear in the other tabs. When accessing this page from the persistent menu, the default view is the Assigned to Me tab with the Processing Department filter set to your department.
    You can also access this page by searching for reading lists; see Searching in Alma.
    You can also access this page by selecting one of the Reading List tasks in the task list (see Tasks in the Task List).
    • If the task contains the words Assigned to Me, Unassigned, or Assigned to Others, then that tab is pre-selected by default. Otherwise, the All tab is pre-selected by default.
    • The last part of the task name indicates a pre-selected option for the Status or Alert filter.
    • The alert List has new note only appears on the Reading List Tasks List page. This alert is associated with the list, not a specific citation. All other alerts are associated with one or more citations in the reading list.
    • The processing department Undefined matches any reading list that does not have an associated course.
    • The status Processing matches any reading list that is not marked as Complete, including Inactive or Declined.
    reading_list_tasks_list_ux.png
    Reading List Task List Page
    The fields on this pages are as follows (note that some columns are initially hidden, by default:
    • Code - The reading list code
    • Name - The reading list name
    • Status - The reading list status
      The reading list status does not affect whether the reading list is published in Primo. For a list of predefined reading list statuses, see Reading List and Citation Statuses in the Leganto Administration Guide. You can define other reading list statuses, see Configuring Additional Reading List Statuses.
    • Assignee - The user assigned to manage this reading list. (This column is only useful in the Assigned to Others tab.)
    • Owner/s - The reading list's owners; ownership is relevant only to Leganto customers (see Configuring Reading List Ownership). If there are multiple owners, Multiple appears.
    • Due Back Date - The default due back date for the citations on the reading list. This value is inherited from the course.
    • Alerts - A checkmark appears if there is at least one alert about the reading list
    • Academic Department (hidden by default) - The course's academic department
    • Processing Department (hidden by default) - The course's processing department
    • Request for Review (Leganto only) - The date that the instructor submitted the list to the library for processing
    • Start Date (hidden by default) - The course's start date
    • End Date (hidden by default) - The course's end date
    • Course Code (hidden by default)
    • Course Section (hidden by default) - The course section (not the reading list section)
    • Course Terms (hidden by default)
    • Publication Status (Leganto only; hidden by default) - The read list's publication status in Leganto
      The publication status does not affect whether the reading list is published in Primo.
    • Creation Date (hidden by default) - Reading list creation date.
    • Modification Date (hidden by default) - Reading list last updated date.
    • Campus (hidden by default) - The course's campuses, if defined.
    • Advisor Score (Leganto, only; hidden by default) - The reading list's advisor score, if enabled.
    On the Reading Lists Task List page, reading lists are managed by librarians based on personal assignment (Assigned to Me or Unassigned tabs) and not by their respective courses. To manage reading list assignments, see Releasing and Reassigning a Reading List. Note that only managers can view and reassign reading lists that are assigned to others.
    Reading lists can have multiple owners and collaborators. Ownership of a reading list is relevant only in Leganto. For more information, see Managing Reading List Owners and Collaborators.
    A reading list can have multiple sections. Sections can be managed only using Leganto. Reading lists created in Alma or using the Alma Web service API have a single default section.
    • Reading lists can be exported into your course management system using the Alma Web services. For information the relevant Alma Web services, see https://developers.exlibrisgroup.com/alma/apis/courses.
    • If Leganto is enabled for your institution, instructors can use Leganto to create the reading lists. For more information, see the Leganto Product Overview. After creating the lists, instructors send them to the library for processing. Librarians can use the Alma interface described here to make changes to the lists.
    In general, you manage reading lists using the filters Status (see Reading List and Citation Statuses), Alerts (see Removing alerts from citations), Publication Status (Leganto only; see Editing a Reading List), Processing Department, and Last Modification Date (range). For publication status, Active matches all reading lists that are not Archived or Deleted.
    You can perform the following actions on reading lists on the Reading List Task Lists page:
    • View - Select View in the row actions list. When you view a reading list, you cannot make changes to it.
    • View all reading lists of one course - Select All Reading Lists for this Course in the row actions list; see Managing a Course's Reading Lists. If the reading list is associated with multiple course, this action is not available. You can view all reading lists associated with a course on the Courses page; see Managing a Course's Reading Lists.
    • View in Leganto (Leganto only) - Select View in Leganto in the row actions list. Relevant for active lists.
    • Associate with a course or change course association - Select Associate this list with a course in the row actions list. See Editing a Reading List. Relevant for active lists.
    • Clear association with a course - Select Remove associated course in the row actions list. See Editing a Reading List. Relevant for active lists.
    • Release from being assigned to you - Select Release Assign in the row actions list on the Assigned to Me or Assigned to Others tab. See Releasing and Reassigning a Reading List. Relevant for active lists.
    • Reassign to someone else - Select Reassign in the row actions list. See Releasing and Reassigning a Reading List. Relevant for active lists.
    • Edit (work on) - Select Work On in the row actions list. See Editing a Reading List. Relevant for active lists.
    • Unarchive - Select Unarchive in the row actions list. Resets the list publication status to Draft. Relevant for archived lists.
    • Duplicate - Select Duplicate in the row actions list. Modify the new reading list as needed.
    • Delete - Select Delete in the row actions list and select Confirm in the confirmation dialog box. If you delete a reading list while the course is active, any citation requests that were fulfilled are canceled. Requests that were fulfilled remain at the circulation desk until they are due back. If you are using Leganto, then you can configure whether deleted reading lists are immediately purged or remain in Alma, where they can then be purged or restored (see Configuring What Happens to Deleted Lists). Otherwise, the reading list is immediately purged from Alma. Not relevant for deleted lists.
    • Purge - Select Purge in the row actions list. Purges a deleted list (removes it from Alma entirely); this action cannot be undone. Relevant for deleted lists.
    • Restore - Select Restore in the row actions list. Restores a deleted list; this action cannot be undone. Relevant for deleted lists.

    Adding a Reading List

    You can define one or more reading lists for a course, based on the reading list material identified by the course instructor. Each reading list is generally specific to a particular topic.
    To add a reading list:
    1. On the Courses page (Fulfillment > Course Reserves > Courses), select Reading List in the row actions list for the course to which you want to add a reading list. The Course’s Reading List page appears.
      Course’s Reading List Page
    2. Select Add Reading List. The Add Reading List dialog box appears.
      Add Reading List Dialog Box
    3. Enter the reading list information. A description of the configurable fields appears in the following table.
      Add Reading List Fields
      Field Description
      Code (Required) The reading list code
      Name (Required) The reading list name
      Status The reading list's initial status. For a list of predefined reading list statuses, see Reading List and Citation Statuses in the Leganto Administration Guide. You can define other reading list statuses, see Configuring Reading List Statuses.
      Due back date The due back date for the course's resources. The default date is the course’s end date. For details on managing a course’s due back date, see Managing Reading List Due Back Dates
    4. Select one of the following:
      • Add – Add the reading list and leave the dialog box open to configure additional reading lists.
      • Add and Close – Add the reading list and close the dialog box.
    5. The new reading list appears in the Course’s Reading List page.

    Editing a Reading List

    Once the reading list has been created, you can add the required reading material to it. You can select from resources in the repository, or use the system to suggest and locate an item. You can then edit a reading list to modify the material on the list.
    For information about managing citations, see Managing Citations. This section presents how to edit general reading list information.
    • You can edit only reading lists that are unassigned or assigned to you.
    • When you edit a reading list that is unassigned, it becomes assigned to you.
    • While you edit a reading list, the reading list is locked and cannot be edited by other library staff.
    To associate a reading list with a course, or change or remove the association:
    You can only change a reading list's course association if the list does not yet contain citations with approved copyright requests. For more about a citation's copyright status, see Managing a Citation's Copyright Status.
    You can associate a reading list with multiple courses. Selecting Associate this list with a course opens the Courses tab of the Edit Reading List page. Selecting Remove associated course also opens the Courses tab of the Edit Reading List page, unless there is only one course associated with the list.
    • As of August 2018, there are still a few features that do not yet work when you associate multiple courses with a reading list. These include the course number/link in the More Info tab when viewing a citation on the Edit Citations or Edit Reading List screen (as well as when viewing the bibliographic record) and viewing citation information in Analytics.
    • If you have Leganto, you can enable or disable the ability to associate a reading list with multiple courses. See Managing Multiple Courses for Reading Lists. When disabled, the workflow is slightly different: Select Associate this list with a course in the row actions list, select or search for the course to associate to the list in the dialog box, and select Change Course Association.
      Course Association Pane
      To remove a course association, select Remove associated course in the row actions list.
    To edit a reading list:
    On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), select the reading list or select Work on in the row actions list. The Citations tab of the Edit Reading List page appears.
    edit_reading_list.png
    Edit Reading List Page
    On this page, you can manage the reading list using the following actions:
    • In the Reading List Information pane, you can edit the reading list parameters, including the Code, Name, Status (the reading list status), and (the default) Due Back Date. The reading list parameter fields are described in Adding a Reading List.
      New for August! The sum total of all pages of all citations appears in this pane. The total includes the total pages of each citation that has pages defined. The total is determined from the Start Page and End Page fields in each citation; if either of these is not defined, the total is determined from the Pages field. Citations without pages, or whose pages cannot be parsed by Alma, are not included in the total.
    • If your institution has Leganto enabled, you can perform the following Leganto-related tasks in the Reading List Information pane (for more information, see Leganto Administration Guide):
      • Edit the start and end date for the reading list's visibility (Publication Status) in Leganto, if it is shorter than the course's active date range. The reading list is visible to students only between the indicated dates (if the list's Publication Status is not Draft). If you enter only a start/end date, then the list is visible only after/before the indicated date.
      • Edit the reading list's visibility (Publication Status) for Leganto (this is not the reading list status, but whether and how the list is visible to students in Leganto). The statuses are:
        This setting does not affect the reading list's publication status in Primo.
        • All Students Restricted - All students can view the list as a syllabus, but only course students can access the course materials
        • Course Students - Course students (only) can view the list and access the course materials (electronic citations and uploaded files)
        • Anyone Restricted - Anyone with a permalink can view the list as a syllabus, but only course students can access the course materials
        • All Students Full - All students can view the list and access the uploaded or electronic citations
        • Anyone Full - Anyone with a permalink can view the list and access the course materials
        • Anyone Restricted, All Students Full - Anyone with a permalink can view the list as a syllabus; all students can access the course materials
        • Draft - The list is not visible to students
        • Archived - Not visible in Leganto. The list becomes unassigned. You can unarchive the list on the Reading List Tasks List page (see above).
        • Active (in filter on Reading List Tasks List page only) - Active matches all reading lists that are not Archived or Deleted.
        • Deleted (in filter on Reading List Tasks List page only) - A deleted, but not purged, list.
      • Select a creative commons license for the entire reading list, if your country supports this license type (see copyright_region in Configuring Other Settings). Also see Configuring the Default Creative Commons Value for a Reading List.
      • Lock/unlock the list in Leganto - Select Locked in Leganto to prevent any changes to the list in Leganto. Leganto users can still add a private note, like or add comments to citations, or mark a citation as read. The list can be unlocked in Leganto by any librarian or by the user who locked it.
      • Open this reading list in Leganto - select View in Leganto in the page header.
      • View the Reading List Advisor score (not shown above) and list owners.
    • On the Citations tab, you can manage citations, as described in Managing Citations.
    • On the Courses tab you can manage the courses associated with the reading list. (Leganto only) This tab does not appear if the ability to associate multiple courses with a reading list is not enabled. See Managing Multiple Courses for Reading Lists.
    • On the Owners tab, you can manage Leganto owners or collaborators (see Configuring Reading List Ownership).
    • Add, edit, or delete notes in the Notes tab. For more information about this tab, see Notes Tab. Select an option in the Update Notes table action to mark notes as unread (Activate Notes) or read (Dismiss Notes). When you add a library note type, only other librarians can see the note. When you add an instructor type note, also instructors can see the note, in Leganto (Leganto users only). You cannot change the note type after creating the note.
    • In the Subject Labels tab, you can manually add or remove subject tags to the reading list; these tags are useful primarily for Leganto customers. Instructors can add or remove these subjects in Leganto. Administrators can configure this list; see Configuring Reading List Subjects.
      • Reading list subjects are not related to the Subject bibliographic record field of a citation.
      • This tab can be disabled by Leganto customers; see Disabling Reading List Subjects.
    • In the Recent Changes tab, you can view changes made to the list. For more information about these changes, see Configuring Notifications in the Leganto Administration Guide.
    After modifying the Edit Reading List page as required, select Save.

    Managing Reading List Due Back Dates

    An item shelved at a temporary location can be assigned a due back date either from the Change Item Information tab (see Changing Item Information) or by the bulk items update job (see Change Physical Items). However, when a reading list is attached to a course and an item is moved to a temporary location, the item’s due back date is derived from the course’s end date.
    When a due back date arrives, an automatic job picks up items shelved at temporary locations and places a restore request on them. This triggers a process that moves the items back to their permanent location. (Note that at this stage, the descriptive record may be suppressed from publishing or deleted.)
    The following procedure describes the process of managing the due back date when a reading list is attached to a course:
    1. The reading list’s due back date is by default identical to the course’s end date. The due back date can be modified in the Add Reading List dialog box. For details on the fields displayed in the Add Reading List dialog box, see the Add Reading List Fields table in Adding a Reading List.
    2. Citations are created in the reading list (see Managing Citations).
    3. If a move request is generated to temporarily move an item linked to a citation and the item moves to the specified location, the item automatically inherits the reading list’s due back date and is labeled with it.
    4. An automatic job picks up all temporarily moved items and places a Restore request to restore the items to their permanent location when the due back date arrives. For details on this job, see Viewing Restore Request Jobs.
    If a reading list citation is linked to an item with a due back date earlier than its own due back date, the Update move expiry action in a row actions list on the List of Items page advances the item’s due back date to the due back date of the citation’s reading list. See Working with the List of Items.
    For example:
    • The due back date of Item A is March 1
    • The due back date of Citation B is April 1
    • Citation B is temporarily linked to Item A
    When selecting Update move expiry in a row actions list on the List of Items page (see Managing Citation Fulfillment Options), the due back date of Item A updates to April 1.

    Releasing and Reassigning a Reading List

    Reading lists are assigned to Course Reserves Operators/Managers or Fulfillment Services Operators/Managers. You can release an assigned reading list that is assigned to you. This removes the reading list from your tasks.
    Only a manager (Course Reserves Manager or Fulfillment Services Manager) can view or reassign a reading list assigned to someone else. Operators can only view and reassign reading lists that are unassigned or assigned to them.
    To release an assigned reading list:
    On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), select Release assignment in a row actions list.
    The reading list is moved to the Unassigned tab.
    To reassign a reading list:
    1. On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), select Reassign in the row actions list for a reading list. The Assign to dialog box appears.
      Assign To Dialog Box
    2. In the Assign to drop-down list, select the user to whom you want to assign the reading list. Only users with the relevant roles appear in this list.
    3. To notify the new assignee of the reading list task assignment, select Send as e-mail.
    4. Optionally add a note to the new user.
    5. Select Assign To. The user is assigned to work on the reading list.

    Managing Reading Lists in Bulk

    You can edit reading lists in bulk using the Reading List Bulk Update job. For more information, see Managing Search Queries and Sets to create a set of reading lists and then Running Manual Jobs on Defined Sets.