- Product: Leganto
NERS 2023 – High Level Solutions
As part of the NERS 2023 Enhancement procedure, four requests were voted to be included in Leganto. Following are the NERS requirements and their high-level solution as agreed with the NERS representatives.
NERS #8308: Email notification function for mark as broken
Total Votes: 1241
I'm writing about Leganto's "mark as broken" feature. Since it is difficult for librarians to notice when a user marks as broken, we request a function that sends email notifications in real time. Here is a related Idea Exchange. https://ideas.exlibrisgroup.com/forums/395697-leganto/suggestions/45695977-email-notification-function-for-mark-as-broken
High Level Solution:
When a user selects ‘Mark as Broken’ or ‘Report a problem with file’ in Leganto, an alert is already triggered in Alma. Now, a letter will also be triggered. The library can configure an email address or multiple email addresses which will receive the notification letter. The library can use any email address; it does not have to be linked to an Alma user. Therefore, the email may belong to an individual user, a generic helpdesk account, a mailing list, etc.)
There will be a new letter, disabled by default.
The letter will contain information about the list and citation, as well as the course code, processing department and academic department from the course record. In cases where the list is linked to multiple courses, the letter will contain information for the first three courses. The letter will also contain information about the link or file marked as broken, including a link to view the item in Leganto.
Once a link has been marked as broken, the letter will be sent, therefore each letter will contain information about a single broken link. If the same link is marked as broken by subsequent users, the letter will not be triggered again. If the alert is removed and the link is marked as broken again, the letter will be triggered again.
Status: Design finalized. Scheduled for Q1 2024.
NERS #8438: Notify user function when resolving broken links
Total Votes: 1232
Automate sending a message to reporting user when removing a Broken Link Report. Local control over the outgoing message template would be preferred. We often get multiple reports from different users that a link is broken, creating a very laborious process to contact reporting users once the issue is rectified. With present functionality, staff must copy and paste ID of reporting user into Alma to locate email address to respond to broken link reporter. Ideally, a new letter type that automatically is triggered when the broken link report is closed to notify the reporter of the fix would be much more efficient and user-friendly. Alternatively, a free text field to customize the response when closing the broken link report (while notifying reporting user) would suffice.
High Level Solution:
There will be a new letter added to Alma, disabled by default. The letter will contain information about the list, item, date reported, and a link to the item. It will also contain a note to the user about the link resolution, as defined by the library.
The library will be able to configure templates to reflect different messages you may want to send to the user as part of the link resolution email. There will be one template that comes out of the box, disabled by default. The library can configure additional templates.
When marking the link as resolved, the library staff member will be able to choose a template containing the message to be sent to the user. The template text will display and it will be editable.
There will also be a checkbox, checked by default, which can be unchecked if you choose not to notify the users.
Status: Design finalized. Scheduled for Q1 2024.
NERS #8009: Allow uploaded files to be visible to students regardless of citation status
Total Votes: 1199
Currently, a citation has to be ‘Complete’ for an uploaded file to be visible to students. We use 'Course Reserves Automatic Statuses' to change citation statuses from 'Complete' if tags or metadata are edited. This means that students won't be able to view a file if a tutor edits or tags the citation which will cause problems for social reading (file annotation) activities. Library staff can set citations back to complete but are only available on Mon-Fri, 9-5, so students may lose access for several days at a weekend. We’d like to be able to configure citations so that uploaded files are visible at any status. This would need to be a configurable option as libraries have many different ways of working with uploads and copyright compliance. Also raised in Ideas Exchange idea: https://ideas.exlibrisgroup.com/forums/395697-leganto/suggestions/44786905-allow-file-uploads-to-be-visible-to-students-regar
High Level Solution:
Add a flag that enables the library to configure that when a citation has a file and the copyright has been approved, the file should be visible to the users regardless of the item's status. The flag will impact all citations with uploaded files across the institution.
The copyright status is considered approved when the copyright status is Approved, Self-Declared, or Fair Use.
Status: Released. This was included in the November 2023 release. See NERS: Uploaded Files Can Be Visible to Students Regardless of Citation Status in the November 2023 release notes and the video Display uploaded files in Leganto regardless of citation status - November 2023.
NERS #8433: Change the message students see when clicking an LTI link if a course deliberately has no reading list
Total Votes: 1180
When students click an LTI link for a course with no reading list associated, they currently see a message saying that there is no reading list for the module. This message also displays if the course is marked as deliberately having no reading list. This means students do not know whether there is deliberately no reading list, or whether one should be expected, and they have to contact their tutor or the Library to find out. We would like the text of the message to be different if there is deliberately no reading list, so that students know not to expect one. The label should be configurable so institutions can choose their own wording. This feature was not included in the 2022 NERS 7744 enhancement 'Indicate courses that deliberately have no reading list' and is an important omission. Also raised as an Idea on Ideas Exchange: https://ideas.exlibrisgroup.com/forums/395697-leganto/suggestions/46304143-change-the-message-students-see-when-clicking-an-l
High Level Solution:
When students begin in the LMS and click on an LTI link and there is not a reading list for the course and the course is marked as no list expected, we will display a message.
The default message will read: There will not be a list for this course
Institutions will be able to customize the label as desired.
Status: Released. This was included in the November 2023 release. See NERS: Improved Student Message for Courses Where No List is Expected in the November 2023 release notes and the video Leganto message for courses with no list expected - November 2023.
NERS 2022 High Level Solutions
As part of the NERS 2022 Enhancement procedure, three requests were voted to be included in Leganto. Following are the NERS requirements and the subsequent as agreed with the NERS representatives.
NERS #7744: Indicate courses that deliberately have no reading list
Total Votes: 1740
There are many courses that are imported into Alma that will never have a reading list. Either the Instructor chooses not to use one, or it isn't appropriate for the course structure or content. The Library does regular communication via email to upcoming Instructors to get them to create or review their reading lists. Sometimes, Instructors inform the Library that there will be no reading list for that course. We would like a way to mark this in Alma against the Course record, so that we can easily exclude these courses from future communication. Excluding these courses should be an option when sending the Leganto create list course reminder letter. This field should also be in Analytics. There is a similar ideas exchange posted by a different institution here: https://ideas.exlibrisgroup.com/forums/395697-leganto/suggestions/44036394-list-course-status-no-list-by-choice
Status: Released. This was included in the January 2023 release. See NERS: Indication for Courses that Deliberately Have No Reading List in the January 2023 release notes and the video Indication for courses that deliberately don’t have a reading list – January 2023
NERS #8017: Create brand new courses during rollover
Total Votes: 1640
TLDR: Simplify the rollover workflow so that, if a course (x) in the rollover file doesn't have a corresponding course (y) in Alma to be rolled over from, then the course (x) would still be created in Alma. When we import course data into Alma, we use a program that extracts all the courses from our course database and produces a ready-to-use import file for any given institution. The course ID in this file is typically something like COURSE_AUTUMN_2021 (Course code, semester, and year). We use the same file if we want to run a rollover, with some manual changes to it. We don't check if the courses we extracted are new, or if there is an existing course in Alma for the year before. Our starting point is the COURSE_ID column, and in OLD_COURSE_ID we write the course code we would expect to see here if the course had been imported into Alma the year before. In other words: we copy the COURSE_ID (for example COURSE_AUTUMN_2021) into the OLD_COURSE_ID column and modify the year so that it says COURSE_AUTUMN_2020. COURSE_ID = COURSE_AUTUMN_2021 OLD_COURSE_ID = COURSE_AUTUMN_2020 When doing the rollover operation, if COURSE_AUTUMN_2020 exists in Alma, then COURSE_AUTUMN_2021 will be created and the list from the prior year will be duplicated and assigned to the new course. However, if COURSE_AUTUMN_2021 is a new course and COURSE_AUTUMN_2020 doesn't exist in Alma, nothing will happen. This forces us to go through both a rollover operation AND a separate import operation to successfully import all the new courses into Alma, which takes unnecessary time and increases the chances of mistakes being made. It would be an improvement if these courses were created already during the rollover. https://ideas.exlibrisgroup.com/forums/395697-leganto/suggestions/43852302-create-brand-new-courses-during-rollover
Status: Released. This was included in the December 2022 release. See NERS: Create Brand New Courses During Rollover in the December 2022 release notes
NERS #7747: Option 2*: Creation of an alert for purchasing new editions and adding the new edition to the reading list: Edition replacement alerts in Leganto
Total Votes: 1496
Some of our instructors wish the handbooks present in their reading lists to be automatically replaced by new editions when the library buy them, which is not possible today. For this to work, the system should generate a "New Edition" alert when a new edition of a title, present in a Leganto reading list, is purchased by the library. A new option will be added to the citation screen in Alma enabling library staff users to search for and select a new MMS ID representing the most recent edition for the citation. The MMS ID will not be replaced automatically for the citation. Instead, the instructor will receive an alert in Leganto and have the option to approve or reject the replacement suggestion. All other lists with citations that are linked to the original MMS ID will also display an alert and replacement option for the instructor in Leganto.
*split from 8056 and updated description based on Ex Libris feedback
Status: Released. This was included in the April 2023 release. See NERS: Offer Citation Replacement for an Existing Citation in the April 2023 release notes and the video Suggest a replacement for a Leganto citation – April 2023
NERS 2021 High Level Solutions
As part of the NERS 2021 Enhancement procedure, six requests were voted to be included in Leganto. Following are the NERS requirements and the subsequent development as agreed with the NERS representatives.
NERS #7334: Allow multiple rollovers without lists being duplicated a second time and more
Total Votes: 1252
Not all course data is ready at the same time but institutions can't necessarily wait before they start loading courses in Alma. It's not an issue when it comes to regular import. However, using the same batch of courses (same but with new additions) several times for rollover, means reading lists are rolled over and duplicated multiple times. The alternative is to manually edit the file and remove all courses that have already been rolled over. This is not necessarily a straightforward process and it's of course subjected to human mistakes. We would like to be able to rollover courses multiple times: the system could flag courses that have already been rolled over and we could choose to exclude them from the new rollover job.
Status: Released. This was included in the December 2021 release. See Allow Multiple Rollovers in the December 2021 release notes.
NERS #7207: Alert of associated course reading list at point of withdrawal of a resource in Alma
Total Votes: 1231
Scenario: A physical or electronic title is withdrawn / deleted from Alma. This item has previously been added to a Leganto reading list. The citation(s) on the reading list remains but without any associated holdings or active links. To avoid this, we have to perform a manual check on all items prior to withdrawal to check for associated reading lists or we rely on students reporting broken links in Leganto. This isn’t very efficient and negatively affects the student experience. Preferred scenario: When you select the Withdraw action from the item menu in Alma you already get a popup Confirmation message, it would be useful if this included an alert for items that are currently associated to a course(s).
Status: Released. This was included in the January 2022 release. See Alert of Associated Reading List when Withdrawing or Deleting Items in the January 2022 release notes.
NERS #7208: Broken links reports – option to add notes and list all student IDs
Total Votes: 1119
At the moment, the Broken Links flag in Leganto is of limited use. We know that a student has experienced an issue but if we cannot replicate it on clicking the link, which is often the case, then we have to contact the user to find out what the problem is. If several students have experienced an issue, Library staff can see that multiple people have reported the same broken link but we only have the contact details for the first person to report it. We are concerned that we are giving an uneven level of customer service if we contact just one of the students. A student may be the first person on one occasion and receive a reply from us. Next time they will also expect to be contacted but this time they will not hear from us as they were the second person to report it. Solutions: 1) a configurable optional/mandatory free text box for the student to provide more information about the issue, or perhaps a screenshot. 2) Whether the student chooses to provide optional free-text or not, all ID numbers of students reporting a broken link should automatically be viewable in Alma.
Status: Released. This was included in the February (part 1) and March (part 2) 2022 releases. See NERS: Enhanced Broken Link Reports - Part 1 in the February 2022 release notes and NERS: Enhanced Broken Link Reports - Part 2 in the March 2022 release notes and the video NERS: Enhance Leganto broken link reports – February 2022
NERS #7396: Alphabetical sort functionality for exported lists, like a reference list
Total Votes: 1060
When you perform a list export (e.g. Export to Word format) and select one of the reference styles (e.g. APA), the exported list currently appears in the order of sections as presented in the reading list. We would like an option so that the entire list is exported in alphabetical order with no indication of sections. Basically, we are asking for a configurable option to export the list as a reference list. It would be great if the option is available for all export types across all reference styles.
Status: Released. This was included in the November 2021 release. See Choose Sort Method When Exporting a List in the December 2021 release notes.
NERS #7235: Automatically create first section when creating a list
Total Votes: 1018
All lists have at least one section, meaning creating the first section is a mandatory step. This step could be automated, and the first section created instantly as the list is created. The tooltip could be used to inform about how to edit the title (not strictly necessary), instead of how to create the section (mandatory). https://ideas.exlibrisgroup.com/forums/395697-leganto/suggestions/42572176-automatically-create-first-section-when-creating-a
Status: Released. This was included in the December 2021 release. See Automatically Create First Section When Creating a List in Leganto in the December 2021 release notes.
NERS #7189: Set section view for a reading list
Total Votes: 914
Currently, all lists in an implementation of Leganto are expanded or collapsed by default. Administrators can change the default, but this action affects all the lists: those with one section and few titles and those with many sections and dozens of titles. Users can change the view mode, but it affects only the current session. We would like that instructors can set the default view of any reading list in complete (expanded) or section (collapsed) mode. For any list, any student should be able to change her default view mode as she prefers.
Status: Released. This was included in the January 2022 release. See Set Section View for a Reading List in the January 2022 release notes and the video Select section view for a Leganto reading list – January 2022.
For more information about the NERS votes and points for Leganto, including results from 2017-2020, See Leganto Enhancements Voting Results on the IGeLU website.
- Article last edited: 23-October-2023