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Best Practice Toolkit: Publishing Options for Reading Lists

Who should use this toolkit?

Libraries should review this guide to better understand the publishing options available with Leganto and to determine the appropriate publishing workflows for your institution.

This page uses the Leganto new UI. For information about publishing options using the classic UI see: Best Practice Toolkit: Publishing Options for Reading Lists -- Classic UI

Introduction

Reading lists must be published for students to view them and access the resources. When a list is not published to students, the instructor wil see a banner letting them know that students cannot view the list.

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There are different publishing workflow options: 

  1. The instructor sends the list to the library. The library reviews and publishes the list. Instructors do not have permission to publish lists.
  2. The instructor sends the list to the library with the option to either publish the list now or later. Either the library or the instructor can publish the list. This is the default.
  3. The instructor publishes the list, and the list is automatically sent to the library at the same time.
  4. All lists created in the Leganto UI are published by default. The list is published immediately after it is created, and the items are automatically sent to the library for review.

Either instructors or the library can publish reading lists, or they can be published automatically. Lists can be published at any point in the list creation/processing workflow.

Workflow Considerations

To help determine how reading lists should be published at your institution, consider the following questions:

  • Do instructors have ownership over their lists?
    • Will they want to be able to publish immediately?
    • Will they expect students to view items immediately?
    • Will they be surprised that the library plans to review course materials before they can share with students?
  • Does the library need to mediate?
    • Should students not see reading lists until the library has processed them?
    • Should some citations be hidden from students until processed?
    • Does the library not want to display incomplete lists?

Workflow #1: Instructor cannot publish the list

  • Instructors can click on "My list is ready" to send lists to the library. They do not have permission to publish the list to students
  • The library will publish the reading list when they finish processing. 
  • Instructors can be notified when their lists are published. (Configuration—Leganto—Features—Notifications-Instructors: List Status Changed to Publish) See: Configuring Notifications  
  • Once the list has been published, any items added to the list are automatically sent to the library

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This option may not be as user friendly for instructors, depending on the role the instructor expects the library to play related to reading lists.

To configure: Set the parameter instructor_publishing_options (Configuration > Leganto > List Management > Settings) to 1.

Workflow #2: Instructor can publish the list when sending to library or later

  • Instructors can publish lists when the send them to the library to review or later
  • The library can publish lists when they finish processing, or the instructor can publish the list
  • Once the list has been published, any items added to the list are automatically sent to the library

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We recommend the library do a final review at the beginning of the term to ensure all completed lists did get published, using either the Reading List Task List or analytics.

To configure: Set the parameter instructor_publishing_options (Configuration > Leganto > List Management > Settings) to 2.This is how Leganto works out of the box. 

Optionally, hide citations not yet completed by the library from students. See: Hiding Incomplete Citations from Students

Workflow #3: Instructor publishes the list. It is also sent to the library

  • Instructor publishes the list
  • Publishing sends the list to the library for review
  • Once the list has been published, any items added to the list are automatically sent to the library

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In this case, the library is not as obviously a partner, but is also not “getting in the way” of course materials workflows.

To configure: Set the parameter instructor_publishing_options (Configuration > Leganto > List Management > Settings) to 3

Optionally, hide citations not yet completed by the library from students. See: Hiding Incomplete Citations from Students

Workflow #4: Publish lists by default

  • All lists created in the Leganto UI will be published by default
  • Any items added to the list are automatically sent to the library for review

To configure, set the parameter auto_publish_on_create (Configuration > Leganto > List Management > Publishing) to Yes. You might also want to change the default list visibility (Configuration > Leganto > List Management > Publishing, set the publish_default_mode parameter)

Publication List Visibility

Once published, a list will have a specific list visibility. The following options are available:

  • 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.
  • All Students Restricted - All students can view the list as a syllabus, but only course students can 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.
  • Course Students - Course students (only) can view the list and access the course materials (electronic citations and uploaded files).
  • Anyone Full - Anyone with a permalink can view the list and access the course materials.

"Student" here means anyone who can log in to Leganto and who has the Patron role. "Course student" means a student who accessed Leganto from the course on the CMS, or a student listed as enrolled in the course in Alma.

More about managing course enrollments in Alma:

See: Configuring importing course enrollment jobs

See: Managing user and course enrollment information in Alma

Instructor Publishing Options

You can configure whether instructors can choose the list visibility or publish using only a default list visibilty 

  1. Publish only in default mode: Instructors have the option to publish the list, but only in the default mode as configured by the library. Set the parameter auto_publish_default_mode (Configuration > Leganto > List Management > Publishing) to yes. Set the default mode using the parameter publish_default_mode (Configuration > Leganto > List Management > Publishing)
  2. Publishing options: Instructors can select from the three visibility options. The default selected is set using the parameter publish_default_mode (Configuration > Leganto > List Management > Publishing)

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See Configuring Reading List Publication Options

Library Publishing Options

Library staff can publish reading lists in Leganto using the same options that display to instructors. Library staff can also publish reading lists in Alma.

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Reading lists can be published in bulk using the Reading List Bulk Update Job.

Reading lists can be published (and unpublished) in bulk based on the start and end dates of the course. See: Automate reading list status while course active or inactive.

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