Enhancement #8145: Increase the number of page range fields for Book Extract citation type (2024)

Total Votes: 1568

Request:

Colleagues whose day job involves working with Leganto have expressed interest in being able to add more page range fields for the Book Extract citation type. At the moment there are only two page range fields that can be made use of, which use these types: • Start Page • Start Page2 • End Page • End Page2 We would like to be able to add additional page ranges (up to 10) to better manage scenarios where (for example) an instructor wants to copy pages 3, 17, 20-21, 78, 101, 128, and 142-144 of a textbook. TECH REQUIREMENTS: Ideally this enhancement would improve the way copyright rules handle the Book Extract citation type, e.g. being able to calculate the total number of pages from a series of page ranges for a citation, in order to be alerted to copyright limits. 

High Level Solution:

In Leganto new UI, we will support 10 page ranges when configured for that material type. Customers who have already configured Start/End page 2 for specific types will see the additional page range fields by default. For new customers, for those not currently using Start/End page 2, and for material types not currently using Start/End page 2, only one page range will display.  When configured, the user can click on “+ Page range” up to 9 times to add up to 10 page ranges. A new line will be added with each “+ Page range” click.  

When start and end pages are populated, we will display them in Leganto full view (view & edit mode) > item details tab. In edit mode they will be separated into separate fields. In view mode, we will display as a single field called “Pages”. In Alma, we will display 10 page ranges when configured for the material type. In Alma all ten ranges will always display, even when they are empty. 

In Leganto configuration > UI > Leganto citation field mapping table we will replace Start_page2 and End_page2 with ‘Page ranges 2-10.’ Therefore the institution will be able to decide for each material type if they want to have one page range or 10 page ranges. There will not be the option to configure 2 page ranges, 5 page ranges, etc. 

We will automatically change for all types that currently use start_page2/end_page2. If you use Start/End Page 2 today, you will see the additional page ranges automatically. Out of the box, for all customers who have not already added Start/End Page 2, we will add Page ranges 2-10 to the ‘Book Extract’ type.  

We will update the digitization rules mechanism (Fulfilment Configuration > Digitization and Copyright Rules). The parameter Total Copyright Work Percentage will calculate the sum of all populated page range fields against the total number of page for resource. 

Status: Pending development. Will be available in H1 2025.

Enhancement #1540: Set View Online link for citations (2024)

Total Votes: 1540

Request:

If a citation has multiple links displaying, library staff should be able to reorder these. This will allow library staff to have control over which link displays first for the citation in full view and subsequently which link is used for the View online link in the list view. This enhancement would be particularly beneficial for eBooks, where access may be provided via multiple platforms and different license types. The default order of links in Leganto may, for example, cause a one user licence to appear at the top and a multi-user or unlimited licence lower down. The link for the one user licence would then be used for the View online link on the list view, which is intended for quick access to reading list material without having to open the full citation. Not being able to specify which link displays first is leading to the generation of turnaways for titles where a less restrictive license is already available. This can also lead to unnecessary enquiries to the library and student dissatisfaction when they believe they are unable to access reading list material electronically. There may also be other reasons libraries would want to prioritise certain links over others, e.g. to prioritise a platform in terms of accessibility. Currently, library staff can only hide links from display. This enhancement would allow staff to easily set the first link, based on the library preference, whilst still allowing all available access methods to be displayed in the full view. This development is for all citation types including Ebooks, articles, Journals. 

High Level Solution:

This will only be available in the new UI.

We will add the option to set the first link in full details > links & availability tab. Action will be available to users with permission to edit the list: instructors/owners, library staff, or users with Leganto course operator role. A new action will be added to the link on hover: Set first. Action will be available in both edit item and view item mode (same as hide today).

To support the additional action on links, we will create a new link menu. ‘Hide link’ and ‘Set first’ will always be in the menu. Reporting a broken link, when enabled, will be outside the menu. When the user chooses “Set first” on one of the links, the link will move to the top of all links. A pin icon will be added next to link (only visible to list editors). When Leganto features: force_direct_uresolver=true, the preferred link will be the first to open when clicking View online from brief. 

List editors can select another link to be set as first anytime. The option to set a link as first will be available for all links even if one already selected. It will not be possible to have a link both set as first and hidden. If a link was set as first and then later hidden, the ‘Set first’ indication will be removed. If link was set as hidden and then set as first, the link will no longer be hidden.

The Set first indication will be copied when the list or item is copied, including in the following flows: duplicate list (Leganto/Alma), rollover (instructor & bulk) copy section or item (Leganto/Alma), move section or item.

It will not be possible to Set first in favorites, mobile, or student view.

In a subsequent release we will add an indication that a link was set first in Analytics, in both course reserve and student usage subject areas.

Status: Pending development. Scheduled for February 2025.

Enhancement #9049: Add either an undo button or a recycling bin in the Leganto UI to allow instructors to restore citations which have been deleted in error (2024)

Total Votes: 1402

Request:

Add an undo button or a recycling bin in the Leganto UI to allow instructors to restore citations which have been deleted in error. Instructors often contact the library to ask for help in restoring items to their reading list which have been accidentally deleted. Currently we can restore a complete reading list where this has been mistakenly deleted but there is no functionality to restore citations deleted from a list. It would be useful for Leganto to have an undo button to allow staff to revert any unwanted changes. Alternatively, it would help to have a 'recycling bin' in Leganto which stores any deleted citations for a temporary period and allows them to be restored back to the list if required.

High Level Solution:

This will only be available in the new UI.

When items are deleted from list in one of the following ways:

a.      Manually deleted by user in Leganto/Alma
b.      Deleted in bulk in Leganto/Alma (Alma screens only, not via Alma jobs) 
c.      When section is deleted, therefore items are deleted

A recycle bin icon will appear at the list level in Leganto new UI. (Tooltip: Deleted items) Deleted items will move to the recycle bin. If there are not any deleted items, the recycle bin icon will not be displayed. 

All other aspects will be as they are today:

• Notifications about deleted items will be sent when item/section is deleted (moved to recycle bin)
• The number of items and pages in section will be updated once item is deleted (moved to recycle bin)
• The bulk update citation job will not affect deleted items (in recycle bin)
• Any search or filter on the list will not include the deleted citations in the results or the counter

Any list admin (librarian, instructor, owner, Leganto course operator) can see the recycle bin and restore items back to list. Recycle bin will not be displayed in: ‘view list as student’, student view, mobile and favorites.

Clicking the Recycle bin icon will open the right pane. When hovering the item in recycle bin, users will see a ‘Permanently delete’ button and a ‘Restore’ button. Clicking on the deleted item or on the restore button will expand the display to show the ‘Add to section’ drop down field and the buttons ‘Permanently delete’ and ‘Restore’. Users will be able to add the item back to the list using either the Restore button or by dragging it to the list. Clicking restore will add the item back to the bottom of the selected section.

If the item is restored to the list: 

• Tags, notes, due dates, hidden from student status, hidden links, preferred link (NERS 9062), availability, files, discussions, and usage will be restored. Item status will be the same as when it was deleted. 'Mark as done’ indication will be kept for student/librarian. (Mark as done is coming for library staff in November release.)
• Copyright/Digitization: Note that we will not be able to restore the copyright record.
  • If the status was in process before it was deleted, the copyright record will be deleted
  • If the status was approved, the end date of the copyright will have been updated to the deleted date. You will need to do a new copyright request/approval.

There will be a job that will run every day and will permanently delete the items that were deleted more than 30 days ago.

Note: Recycle bin will not be available in Alma.

Status: Pending development. Will be available in H1 2025.

Enhancement 7180: Ability to choose which citation tags to copy when performing rollover (2024)

Total Votes: 1301

Request:

When performing a reading list rollover using the course import integration profile in Alma, there is only one option for rolling over citation tags, 'On Rollover copy citation tags'. We would like to have the option to choose which tags to copy over as part of the rollover. In our use case, we have three instructor-library citation tags that are used for reading lists, and we would like to rollover only some of these tags. The functionality should be available for all types of tags (not just instructor-library tags).

High Level Solution:

When selecting the ‘on rollover copy citation tags’ checkbox in the course loader, there will be a new radio button to select between all tags (which will be selected by default) or select tags. Choosing 'Select tags’ will open a drop down to select or more tags. No tags will be selected by default. 

We will also add the ability to control which tags are copied on the instructor rollover. It will be available only for the new UI. The configuration in Leganto > rollover operations for all tag options will be changed as follows: 

• In the default value column, we will support text input: all, blank or multiple tag codes separated by  ‘,’ 
  • All means copy all citation tags when performing duplicate/rollover 
  • Blank means not to copy any tag when performing duplicate/rollover 
  • When multiple code tags are defined, we will copy only these tags when performing duplicate/rollover

This configuration applies to all lists that are copied in Leganto UI. The functionality of hiding or displaying the tags checkbox to instructors will not change. You can continue to enable or disable the display for instructors. When tags are visible to current user (list management > instructor rollover operations: row enabled), the user sees the same checkbox as today. There will be no changes in the Leganto UI. If the user selects to copy tags, we will copy according to the configuration. If All, all tags will be copied. If specific tags have been added, only those tags will be copied.  

Status: Pending development. Will be available in H1 2025.

Enhancement 8744: Display Public Access Model message in Leganto (2024)

Total Votes: 1568

Request:

At our institution, we use portfolio’s Public Access Model to indicate if an eBook has unlimited or restricted access. The same message also shows in Primo so users are aware of the conditions before accessing eBooks. We believe the information will also benefit our Leganto users, but unfortunately, the message doesn’t display in Leganto, so we would like to propose the idea of displaying the Public Access Model message in Leganto.

High Level Solution:

This will only be supported in Leganto new UI. 

We will check if there is Access Model defined for the electronic portfolio on the acquisition tab > Public access model. If one exists, we will display it in Leganto on the full view below the relevant portfolio link in this format: Access Model: <the text for the access model>. It will be displayed with all other existing notes (authentication, availability etc.) In other words, it won’t display in place of any existing information. It will be displayed to all users in all places where we show the link: mobile, favorites, etc.

Status: Pending development. Scheduled for January 2025.

NERS #8308: Email notification function for mark as broken

Total Votes: 1241

Request:

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: Status: Released. This was included in the February 2024 release. See NERS: Email Notification When Links are Marked as Broken in the February 2024 release notes and the video Leganto email notification when links are marked as broken - February 2024

NERS #8438: Notify user function when resolving broken links

Total Votes: 1232

Request:

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: Released. This was included in the March 2024 release. See NERS: Notify Users When Broken Links are Resolved in the March 2024 release notes and the video Notify Leganto user when resolving broken links - March 2024

NERS #8009: Allow uploaded files to be visible to students regardless of citation status

Total Votes: 1199

Request:

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

Request:

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 #7744: Indicate courses that deliberately have no reading list

Total Votes: 1740

Request:

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

Request:

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

Request:

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 #7334: Allow multiple rollovers without lists being duplicated a second time and more

Total Votes: 1252

Request:

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

Request:

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

Request:

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

Request:

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

Request:

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

Request:

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.