Leganto Course Rollover

What is Leganto Course Rollover?

Leganto course rollover enables an institution to use existing courses and their associated reading lists for the next semester or academic year. During the rollover, existing readings lists are copied and become the new reading lists that are assigned to the new courses. A Leganto course rollover is different from assigning an existing reading list to a new course or duplicating an existing list and assigning the new list to a new course: in addition to copying a citation’s metadata and uploaded files, a Leganto course rollover ensures the transfer or reset of copyright records and data associated with the citations (such as tags, statuses, notes, and discussion threads), as defined by the library, from an existing reading list to the new one.

The Leganto course rollover is done separately from the rollover of courses in the course management system (CMS). However, when choosing the optimal workflow for the Leganto course rollover process, the library should consider the institution's settings and the CMS rollover. The following sections explain the various considerations and options for performing a successful rollover process.

Important Note Before Starting Rollover

When the rollover is run, all lists associated to the course will be duplicated. If you have previous reading lists linked to the courses you are rolling over, select On Rollover copy only newest list in the Course Loader integration profile.

For more information, see Course Rollover in Bulk via Course Loader. (8:44 min)

Links to Leganto Reading Lists

Learning Tools Interoperability (LTI) Links

The standard integration of Leganto reading lists with courses in the CMS is done using LTI links. A course page may include LTI links to Leganto entities: courses (the default link), reading lists, sections, and citations. As a result of the Leganto course rollover, LTI links from existing (or past) reading lists, sections, and citations point to the new reading lists if they are published. Otherwise, they continue to point to the old reading lists.

Shareable Links

In addition to using LTI links, instructors can embed permanent static hyperlinks (shareable links) to Leganto entities (courses, reading lists, sections, and citations) in the CMS. Also, shareable links can be sent by email or placed on other web pages, such as the instructor’s personal page or the department’s page. As part of the Leganto course rollover, the library or the instructor can choose to automatically redirect existing shareable links to the new Leganto entities. In this case, all existing shareable links point to the new Leganto entities after the rollover; there is no way for instructors and students to use these same shareable links to access the existing (and past) courses, reading lists, citations, and sections. When permalink_goto_newest (Configuration Menu > Leganto > General > Settings) is set to true, the shareable link points to the newest link.

The CMS Rollover Process

The overall process in the CMS is beyond the scope of this document. However, please note the following institution procedures that may have an impact on the Leganto course rollover process:

The institution may change course codes in the new semester or academic year to new codes or may keep them identical to the existing course codes.
New course codes may be loaded to Alma prior to the Leganto rollover process. Otherwise, the Leganto rollover process will automatically create the new course codes in Alma.
Mapping existing course codes to new course codes is required for the library to perform bulk rollover of Leganto reading lists.

The Leganto Course Rollover Process

Leganto offers several options for handling the Leganto course rollover process to ensure that it is completed successfully, including the integration of Leganto with the CMS. To determine the best option to use, consider the above institution procedures and the way in which you want to handle shareable links.

There are two ways to perform the Leganto course rollover process:

The library runs a bulk process using the course loading integration profile (see Configuring Course Loading). This is usually the recommended way to perform the rollover.
Each instructor rolls over his or her reading lists, one at a time (see Enabling Instructor Rollover). This option is recommended when the mapping of existing course codes to new course codes is not available to the library. The reading list status RolledOver can be used for rolled over reading lists.

The table below summarizes the options that are available. For more information about rollover in Alma, see Rolling Over Courses.

To renew PPU licenses after a rollover, see Renewing PPU Licenses After a Course Rollover.

Options for Rolling Over Courses
Starting Point	Recommended Process	Outcome	Notes
New course codes differ from existing course codes. New course codes are not yet stored in Alma. Existing new course code mapping is available to the library.	The library uses the course loading integration profile to create the new course codes in Alma and copy existing reading lists to new reading lists associated with the new courses.	LTI links in the CMS to Leganto courses automatically direct users from new CMS courses to new Leganto courses. Existing (or past) reading lists are available through existing (or past) courses, through LTI links.	To support the redirection of LTI links to lists, sections, and citations see Linking to a Section. Shareable links point to existing Leganto entities (and not to the new Leganto entities). Manual work is required to update all shareable links in the CMS.
New course codes are already stored in Alma. Existing to new course code mapping is not available to the library.	The instructor rolls over reading lists through the Leganto interface. If configured by the library, the instructor selects whether to redirect shareable links to the new Leganto entities.	LTI links in the CMS to Leganto courses automatically direct users from new CMS courses to new Leganto courses. Existing (or past) reading lists are available through existing (or past) courses, through LTI.	To support the redirection of LTI links to lists, sections, and citations see Linking to a Section.
		To support the redirection of LTI links to lists, sections, and citations see Linking to a Section.	Shareable links point to new Leganto entities or existing Leganto entities, depending on the instructor’s selection. Shareable links pointing to existing entities: Manual work is required to update all shareable links in the new CMS courses to point to new Leganto entities.
New course codes are already stored in Alma. Existing to new course code mapping is available to the library.	The library uses the course loading integration profile to copy existing reading lists to new reading lists associated with the new courses. The library selects whether to redirect shareable links to the new Leganto entities.	LTI links in the CMS to Leganto courses, lists, sections, and citations automatically direct users from new CMS courses to the new Leganto entities. Existing (or past) Leganto entities are available through existing (or past) courses, through LTI.
		Shareable links point to new Leganto entities or existing Leganto entities, depending on the library’s selection.	Shareable links pointing to new entities: Manual work is required to remove all shareable links in existing CMS courses. Shareable links pointing to existing entities: Manual work is required to update all shareable links in the new CMS courses to point to new Leganto entities.
Course codes are not changed: new course codes are identical to existing course codes.	The library uses the course loading integration profile to copy existing reading lists to new reading lists associated with the same course codes. The process also updates the courses’ dates. All shareable links automatically point to the new Leganto entities.	New reading lists appear alongside old reading lists in the same course. Run the Reading List Bulk Update job to remove the old reading lists.	New reading lists appear alongside existing reading lists for the same courses. Run the Reading List Bulk Update job to remove the existing reading lists (unpublish existing reading lists and publish new reading lists). LTI links to Leganto courses, lists, sections, and citations automatically direct users to the new Leganto entities. Manual work is required to remove all shareable links in existing CMS courses.

Enabling Instructor Rollover

When an instructor performs a rollover, various data from the source read list may be copied, recalculated, or moved. You can enable or disable the instructor's ability to control what happens for some or all of this data, and you can configure the default configuration for each data type.

You configure what happens to each data type in the Instructor Rollover Operations mapping table (Configuration Menu > Leganto > List Management > Instructor Rollover Operations). For more information about mapping tables, see Mapping Tables.

Instructor Rollover Operations Mapping Table

The original date when the citation was created is retained.

To enable and configure instructor rollover:

In the List Menu table (Configuration Menu > Leganto > UI > List Menu), set the parameter roll_over_list to Yes.
If you want to enable instructors to roll over course directly from the Quick Start Welcome page when they arrive at Leganto from the CMS and the course does not yet exist and/or does not have any reading lists, in the Leganto Customer Setting table (Configuration Menu > Leganto > LTI > Settings) set the parameter cms_entry_actions to all or includes the value rollover. This parameter accepts multiple values, separated by commas.

In the Instructor Rollover Operations mapping table (Configuration Menu > Leganto > List Management > Instructor Rollover Operations), configure each operation as follows:

Select the Customize row action to edit a row.
Toggle the slider in the Enabled column to enable/disable the instructor's ability to configure the operation.
Note that disabling or disabling a row's slider does not enable or disable the operation, only the instructor's ability to configure how the operation works in Leganto. Librarians always can configure all rollover options in Leganto, regardless of these settings.

Enter the desired method of handling the data in the Default Value column, as follows (all values are case-sensitive).

Rollover Operations
Operation	Values	Notes
Citation statuses	Recalculate Copy	When set to Recalculate, Leganto recalculates the statuses as if the citations are newly created; see Configuring Default Statuses for Citations/Reading Lists. If a new status is not configured in the Course Reserves Automatic Statuses mapping table, the default status is BeingPrepared.
Copyright	Recalculate Copy Reset	When set to Recalculate, Leganto recalculates the copyright statuses as if the citations as newly created, as configured by the library's digitization and copyright rules workflow; see Configuring Digitization and Copyright Rules. When set to Reset, Leganto resets the copyright statuses of all citations as determined by the Citations Copyright Default Status mapping table; see Configuring the Default Copyright Status of Reading List Citations. When set to Copy, the copyright statuses are copied, as is, to the new list. Note that a DCS license type and status is copied, regardless of what this is set to; see Integrating with the UK's Digital Content Store (DCS).
Due dates	Copy Reset	When set to Reset, the due dates of all citations are cleared.
Instructor note	Copy Reset	When set to Reset, tags of these type in all citations are removed.
Instructor-Library tags	Copy Reset	When set to Reset, tags of these type in all citations are removed.
Internal library note	Copy Reset	When set to Reset, tags of these type in all citations are removed.
Library-Internal tags	Copy Reset	When set to Reset, tags of these type in all citations are removed.
List and section dates	Copy Reset	When set to Reset, all of these dates are cleared. (Copy is not recommended when performing a rollover.)
Move shareable links	Yes No	When set to Yes, all existing shareable links point to the new (target) reading list after the rollover. There is no way for instructors and students to use these same shareable links to access the old (source) reading list. To ensure consistency, manually remove all shareable links for existing (and past) courses. When set to No, all existing shareable links continue to point to the old (source) reading list. You must create new shareable links to point to the new reading list.
Public note	Copy Reset
Public tags	Copy Reset	When set to Reset, tags of these type in all citations are removed.
Reading list collaborators	Copy Reset	When set to Reset, all owners and collaborators, except for the instructor performing the rollover, are removed from the new list. The instructor remains as an owner of the new reading list.
Reading list status	Copy Reset RolledOver	When set to Reset, the new reading list status is Being Prepared. When set to RolledOver, the new reading list status is Rolled Over.
Student discussions	Copy Reset	When set to Copy, student names in the discussion are anonymized.
Syllabus	Copy Reset	When set to Reset, syllabus tags are removed. If you enable this option, but you have not enabled enable_syllabus in the customer parameters, then the option to roll over syllabuses appears to instructors, but it has no effect regardless of what the instructor selects (since syllabuses are not enabled).

When you are done, select Save.

Resetting Reading Lists for the Next Semester

Librarians can reset multiple reading list elements in preparation for the next semester without performing a list rollover. For example, student discussions that took place during the semester can be cleared for the upcoming term using the reset options. This process is a "lighter" alternative to rollovers.

Resetting reading lists does not affect analytics reports or usage information in Alma or Leganto

Resetting reading lists is done with the Reading List Bulk Update job. A new Reset options checkbox in the Reading List Bulk Update job will display all reset options.

Reset Reading Lists for Next Semester.png

Reset Options

For more information, see the Reading List Bulk Update job on Running Manual Jobs on Defined Sets.