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    Configuring Other Leganto UI Elements

    • The customer parameters default_language and materials_available_for_all_students_option in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings) are deprecated and have no effect.
    • See Managing Citations for more configuration options for Leganto (Adding Citation Tags, Additional Resource Information, Disable Resolving, Public Note, Managing a Citation's Digital Representations).

    Configuring Leganto Branding

    You can configure the Leganto logo and header color on the Branding Management page (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Branding).
    Branding Management Page
    To configure Leganto branding:
    1. On the Branding Management page, in the Load Leganto Header Logo field, browse for a logo to appear in Leganto. The maximum height for the logo is 33px. There is no maximum width.
    2. In the Leganto Header Color field, optionally enter a six digit hexadecimal color for the Leganto header.
    3. In the Page Title Prefix field, optionally enter a prefix title for the Leganto browser tab that you would like to appear, instead of the default prefix ExLibris.
    4. You may optionally use Load Lagento Favicon to upload a favicon for your site.
    5. When you are done, click Save to upload the logo and/or save your changed.

    Configuring Default Language

    To set the default language, in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings), set the parameter default_language to one of the following country codes:
    • en - English
    • de - German
    • ko - Korean
    • it - Italian
    • fr - French
    • zh - Chinese
    • nl - Dutch; Flemish
    • es - Spanish

    Configuring Headings and Text in Leganto

    To configure the default header that appears in the citation discussion panel:
    • To enable/disable discussion headers in all reading lists, in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings), configure the parameter discussion_header_enabled (true/false).
    • To set the default value of the discussion header for all reading lists, configure the parameter discussion_header_default_text. Enter the text you would like as the default.
    To configure the default header and message that appears on the Find List page:
    Configure the parameters guest_search_page_header and guest_search_page_message in the Declaration Texts code table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Declaration Texts). Enter the texts you would like as the default.

    Configuring File Upload in Leganto

    When coming from a CMS, instructors are presented with a special course-directed login page. When enabled, instructors are offered the option of uploading a file containing all of their reading list information so that librarians can create the reading lists for them. This file is not processed in any way by Leganto; it is simply sent to the librarians. It is assumed that this file is a manually created text, PDF, or Word document of some kind.
    You can configure the maximum size for any file uploads (including course reading material or My Collection items) by instructors or students.
    To configure whether instructors can upload a reading list file on the course-directed welcome page:
    Set the parameter cms_entry_actions to all or file (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings). The option to upload a reading list file appears on the course-directed welcome page. (If set to all or course, instructors can create undefined courses on this page; see Configuring Whether Instructors Can Create Undefined Courses, below.) If set to course or left empty, the option to upload a reading list file does not appear on this page.
    To configure maximum size of uploaded files (including thumbnails) for items/citations:
    Configure the parameters max_file_size_allowed_faculty_MB and max_file_size_allowed_students_MB (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings). If left empty, the default for instructors (faculty) is 50 MB. The default for students is 2 MB. Enter 0 to disable uploading for the relevant user type. When set to 0, file upload is disabled for the user type.

    Configuring Whether Instructors Can Create Undefined Courses

    When coming from a CMS, instructors are presented with a special course-directed login page. When enabled, instructors are offered the option to create the course if it does not already exist in Alma.
    create_new_course.jpg
    To configure whether instructors can create undefined courses on the course-directed welcome page:
    1. Set the parameter cms_entry_actions to all or course (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings). The option to create an undefined course appears on the course-directed welcome page. (If set to all or file, instructors can upload files on this page; see Configuring File Upload in Leganto, above.) If set to file or left empty, the option to create a course does not appear on this page.
    2. Configure the default processing department: Enter the department code in the parameter default_processing_department in the Customer Settings table. For information on processing departments, see Configuring Processing Departments. Instructors enter the start and end dates for the course and the number of participants, and select the academic department.

    Configuring Reading List Publication Options

    When a reading list is published, the course's students can a) view the reading list and its citations and also b) view the list's course materials (electronic resources and uploaded files). The library can configure additional publishing options for instructors. Access to a published reading list, section, or citation is available by browsing the Leganto user interface or by navigating to the relevant permalink. When trying to access a reading list, section, or citation that is not publicly available, and the user is not already logged in, Leganto tries to log the user in.
    You can use the customer parameters in Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Publishing to set the publishing options that appear in Leganto. An explanation of the parameters appears after the list.
    • No publishing options - Set the parameter auto_publish_default_mode to Yes and configure the parameter publish_default_mode.
    • Basic publishing options - Set the parameter auto_publish_default_mode to No, set advanced_publish_options to No, and configure the parameters student_visibility_default_materials_option and public_visibility_default_materials_option.
    • Full publishing options - Set the parameter auto_publish_default_mode to No, set advanced_publish_options to Yes, and configure the parameter publish_default_mode.
    Explanation:
    When auto_publish_default_mode is No and advanced_publishing_options is No, the instructor's options for publishing are:
    • Course Students - Course students (only) can view the reading list and view the course materials.
    • All students at the institution - All students at the institution can view the reading list. Set student_visibility_default_materials_option to configure whether all students, or only course students, can view the course materials.
    • Anyone - Anyone with the course permalink can view the reading list. Set public_visibility_default_materials_option to configure whether anyone, all students, or only course students can view the course materials. You can also configure how permalinks are created so that they conform to the login method you are using: CAS, SAML, LDAP, or local login (see below).
    Basic Publishing Options
    When auto_publish_default_mode is No and advanced_publishing_options is Yes, the same options are available to the instructors. However, when selecting either of the two less restrictive options (all students or everyone), the instructor can also select to whom to make the course materials available:
    • If the instructor selects list access for all students, the instructor can select whether to make the course materials available to all students or leave them available only to course students.
    • If the instructor selects list access for everyone, the instructor can select whether to make the course materials to everyone, to all students, or just course students.
    You can configure the default selected options using publish_default_mode. If you set auto_publish_default_mode to Yes, the instructor is not given any publishing options; the list is immediately published according to its default selection as configured in publish_default_mode.
    The complete list of parameters and values is as follows:
    Caption
    Parameter Value Note
    auto_publish_default_mode Yes No options are presented to the instructor. Reading lists are automatically published in the mode set in publish_default_mode. All other parameters are ignored.
    No Options are presented to the instructor. When advanced_publish_options is Yes, options are pre-selected according to publish_default_mode.
    publish_default_mode
    • 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.
    Relevant only when advanced_publish_options is Yes.
    When auto_publishing_default_mode is No, the publishing options displayed to the instructor are pre-selected by this parameter .
    Otherwise, reading lists are automatically published in this mode.
    "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.
    advanced_publish_options No
    Relevant only when auto_publish_default_mode is No. Basic publishing options are presented to the instructor:
    • Course students - As described in Editing a Reading List.
    • All students at the institution - All students at the institution can view the reading list. Set student_visibility_default_materials_option to configure whether all students, or only course students, can view the course materials.
    • Anyone - Anyone with the course permalink can view the reading list. Set public_visibility_default_materials_option to configure whether anyone, all students, or only course students can view the course materials.
    Yes Relevant only when auto_publish_default_mode is No. Advanced options are presented to the instructor, as described in publish_default_mode.
    student_visibility_default_materials_option
    • All Students Restricted
    • All Students Full
    Relevant only when advanced_publish_option and auto_publish_default_mode are No and instructor selects All students at the institution. Options are described in publish_default_mode.
    public_visibility_default_materials_option
    • Anyone Restricted
    • Anyone Restricted, All Students Full
    • Anyone Full
    Relevant only when advanced_publish_option and auto_publish_default_mode are No and instructor selects Anyone. Options are described in publish_default_mode.
    To configure the structure of the permalink created for a publicly accessible reading list:
    Configure the parameter authentication_method (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings) to one of the following values:
    To configure a task notification in Alma when a list is published:
    Set the parameter create_task_for_published_list (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings) to true. Note that the task is actually a note added to the first citation in the list.

    Configuring Whether Students Receive Notifications

    By default, students receive notifications from Leganto. You can disable this feature so that only instructors receive notifications from Leganto.
    To disable notifications for students:
    In the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings), configure the parameter email_notifications_group to one of the following values: ALL - Students and instructors receive notifications. STAFF - Only instructors receive notifications.

    Enabling the Instructor Pane in Leganto

    You can enable a pane in Leganto containing the course's instructors. This pane appears for reading lists associated with the course. When the page is enabled, you can configure instructors to appear / not appear in the pane. See Adding a Course.
    To enable the instructor pane:
    Configure the parameter display_instructors_in_leganto in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings) to true. The instructor pane appears in Leganto.

    Configuring Warnings

    You can configure whether students see warnings in Leganto about citations whose copyrights will soon expire.
    To enable copyright expiration warnings for students:
    In the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings), set the parameter course_materials_expiration_warning to the number of days before the copyright expiration from which Leganto displays the message to students.

    Configuring Digital Representation Display Options

    To configure options for how digital representations are displayed:
    Configure the parameter display_digital_representations in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings). When set to true (default), digital representations always appear in Leganto. When set to false, the action Manage Digital Representations appears for each digital citation on the Edit Reading List page. See Managing Citations.

    Configuring Links for Electronic Citations

    By default, a link Check Availability appears on the reading list page for each citation. When the user clicks this link, the citation details page appears at the Links & Availability section. You can configure the View Online link to appear instead of Check Availability. Clicking this link opens the first electronic version in the list of available links. The reason that some sites may wish to avoid this is that this link may trigger the popup blocker on some browsers.
    New for December! In addition, you can configure what happens to the source URL with a citation added using Cite It!. By default, the source URL from Cite It! is saved and any source URL in the resource is ignored. You can instead copy the source URL from Cite It! to the Notes field, remove the source URL and replace it with the source URL from the resource (if any). This only happens if the resource is located in the repository.
    To enable the View Online link:
    Configure the parameter force_direct_uresolver in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings) to true. The View Online link appears for each electronic citation in Leganto.
    To copy the Cite It! source URL to the Notes field and remove it:
    Configure the parameter move_source_url_on_locate in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings) to true. The source URL is copied to the Notes field and removed as a source..

    Enabling Broken Link Reporting

    To enable Leganto users to report broken links:
    Configure the parameter mark_as_broken in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings) to alert. The Mark as Broken actions appears beside resource links in Leganto.

    Configuring the Display of Other Formats and Editions of Citations

    • This feature requires the field search:addsrcrecordid in Primo PNX. If you modify the normalization rules and have removed this field, the feature will not work.
    • This feature requires you to set primo_default_search_scope to a Primo/Primo VE search scope. For more information on this parameter, see Configuring Search Repository. If primo_default_search_scope is not set, this feature will not work.
    You can enable the display of alternate (physical) editions and alternate (electronic) formats of a citation linked to a physical resource. When enabled, the suggested alternatives appear in Leganto, and ability to view them appears in Alma on the Edit Citations and Edit Reading List pages (see Managing Citations). Suggestions for electronic resources come from the uResolver. Suggestions for alternate physical editions come from the Primo API if FRBR is configured.
    Configure the parameter display_other_formats_and_editions in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings). The available options are:
    • no value - Don't display other formats or editions.
    • formats - Display electronic formats
    • editions - Display other physical editions
    • all - Display formats and editions.
    When this parameter is not empty, Other Formats and Editions appears as a row action on the Edit Citations and Edit Reading List pages. Click this action to view the suggested alternatives on the Other Resources page.
    Other Resources
    To add one of the suggested resources as a new citation in the list, click Add to List in the row actions list.
    To add one of the suggested resources to the citation, click Add to Citation in the row actions list.

    Configuring Where New Sections Appear

    To configure where newly created sections appear in a reading list:
    Configure the parameter new_section_last in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings). When set to false (default), new sections appear at the top of the reading list. When set to true, new sections appear at the bottom of the list. Note that new sections created by duplicating a section always appear directly below the duplicated section.

    Configuring What Happens to Deleted Lists

    New for December!
    You can configure that whether deleted lists are purged from Alma or remain in Alma so that they can be restored. Deleted lists are similar to archived lists, but they cannot be unarchived by simply changed the status. See Managing Reading Lists.
    To configure whether deleted reading lists are saved or purged:
    Configure the parameter delete_reading_list in the customer parameters table (Fulfillment > Fulfillment Configuration > Configuration Menu > Fulfillment > Leganto > Customer Settings). When set to true (default), deleted reading lists are purged from Alma. When set to logical, deleted reading lists can be restored.
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