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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 Actions > 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 TabsAssigned to Me, Unassigned, and Assigned to Others Tabs). You can also open this page by clicking one of the following tasks in the task list (see Tasks in the Task ListTasks in the Task List):
    • Reading lists - unassigned - Complete (<count>) - View the Unassigned tab, with the Status filter set to Complete
    • Reading lists - unassigned - Processing (<count>) - View the Unassigned tab, with the Status filter set to Processing
      The filter status Processing matches any reading list that is not marked as Complete, including Inactive or Declined.
    • Reading lists - assigned to me - Ready for processing (<count>) - View the Assigned to Me tab, with the Status filter set to Ready for processing
    • Reading lists - unassigned - citation with new note (<count>) - View the Unassigned tab, with the Alert filter set to Citation has a New Note
    • Reading lists - assigned to me - citation with a new note (<count>) - View the Assigned to Me tab, with the Alert filter set to Citation has a New Note
    Reading List Task List Page
    The fields on this pages are as follows (note that not all columns appear by default; select the columns to appear in the list in the Columns drop-down):
    • 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. New for November! 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)
    • Due Back Date - The default due back date for th 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
    • 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)
    • Reading List Visibility (hidden by default) - The read list's publication status (visibility)
      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.
    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 Status, Alerts, and Publication Status (Leganto only) filters. For more information on citation alerts and these filter values, see Managing Citations.
    You can perform the following actions on reading lists on the Reading List Task Lists page:
    • View - Select Actions > View in the row actions list. When you view a reading list, you cannot make changes to it.
    • Edit (work on) - Select Actions > Work On in the row actions list. See Editing a Reading List. Not relevant for archived lists.
    • View in Leganto (Leganto only) - Select Actions > View in Leganto in the row actions list. Not relevant for archived lists.
    • Release from being assigned to you - Select Actions > Release Assign in the row actions list on the Assigned to Me or Assigned to Others tab. See Releasing and Reassigning a Reading List. Not relevant for archived lists.
    • Reassign to someone else - Select Actions > Reassign in the row actions list. See Releasing and Reassigning a Reading List. Not relevant for archived lists.
    • Duplicate - Select Actions > Duplicate in the row actions list. Modify the new reading list as needed.
    • Delete - Select Actions > Delete in the row actions list and click 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.
    • Associate with a course or change course association - Select Actions > Associate this list with a course in the row actions list. See Editing a Reading List. Not relevant for archived lists.
    • Clear association with a course - Select Actions > Remove associated course in the row actions list. See Editing a Reading List. Not relevant for archived lists.
    • New for November! View all reading lists of one course - Select Actions > All Reading Lists for this Course in the row actions list; see Managing a Course's Reading Lists
    • Unarchive - Select Actions > Unarchive in the row actions list. Resets the list publication status to Draft.

    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 Actions > 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. Click 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. New for November! You can define other reading list statuses, see Configuring Additional 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. Click 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.
    On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), select Actions > 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 click Change Course Association.
    Course Association Pane
    To remove a course association, select Actions > 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), click the reading list or select Actions > Work on in the row actions list. The Citations tab of the Edit Reading List page appears.
    edit_reading_list.png
    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.
    • If your institution has Leganto enabled, you can perform the following Leganto-related tasks (for more information, see Leganto Administration Guide):
      • Edit the reading list's visibility. 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 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).
      • Set the visibility of the list (Start Date / End Date) in Leganto, if it is shorter than the course's active date range.
      • Lock/unlock the list in Leganto - Click 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 - click View in Leganto in the header.
    • On the Citations tab, you can manage citations, as described in Managing Citations.
    • 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 information concerning editing, deleting, and locating notes, see Notes TabNotes Tab. Select the relevant option in the drop-down at the top of the page (Activate Notes or Dismiss Notes) to either assign notes as active or to dismiss displayed notes. Notes received from a peer member are automatically labeled as Active. Dismissed notes are excluded from the Activate Notes facet, but are still included with their respective requests (they are not deleted).
    After modifying the Edit Reading List page as required, click 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 Actions > 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 Actions > 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 Actions > 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 Actions > 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. Click Assign To. The user is assigned to work on the reading list.