Configuring the Default CSS for Holdings from Primo

The holdings_default_leganto_css field in the Leganto Customer Settings mapping table (Configuration Menu > Leganto > Discovery > Settings) enables you to use the same CSS that you are using to display holdings for Primo's Get It. To use Primo's CSS, set this field to false. Otherwise, the system uses Leganto's CSS.

Configuring the Holdings from Primo

Leganto supports the Primo new mashup UI. The following parameters are included in the Primo Settings table (Configuration Menu > Leganto > Discovery > Primo Settings):

• holdings_new_ui enables the new Primo out-of-the-box mashup UI. 
• holdings_skin enables your own skins for the mashup that you have customized yourself.
• primo_holdings_expand enables you to display holdings using an expanded method.
• filter_holdings_by_library_view limits displayed physical holdings to only those libraries mapped to the active Primo view. 

Configuring Language Settings

• en - English
• de - German
• ko - Korean
• it - Italian
• fr - French
• zh - Chinese
• nl - Dutch; Flemish
• es - Spanish

Configuring How Courses Appear in Leganto

When course names are displayed instead of course codes, the course code continues to appear in a tooltip.

Creating Courses Automatically from an LTI Link 

After selecting an LTI link for a course that has not been created yet in Leganto, you must first create the course before you can create a reading list. You must enable this functionality if you want the course created automatically when an LTI link is selected.

1. Set the create_course_automatically field to true in the Leganto Customer Settings mapping table (Configuration Menu > Leganto > LTI > Settings). When set to true, the code and name fields automatically populate using the default processing department and default start and end date parameters.

2. Configure the default_processing_department field in the Leganto Customer Settings mapping table (Configuration Menu > Leganto > General > Settings).

   The steps below are only relevant for LTI 1.1. For LTI 1.3, see Canvas and Moodle.

3. Edit your LTI tool's integration profile for your CMS (Configuration Menu > Leganto > LTI > Integration Profiles). The new Course Name Field Name field appears in the Actions tab under the LTI Definitions section.

4. Specify the parameter that holds the course name in the LTI tool.

5. Save your changes to the integration profile.

Creating Courses Manually from an LTI Link

Leganto supports manually creating courses from LTI. When the lms_create_course (Configuration > Leganto > LTI > Settings) parameter value is set to true, and the parameter create_course_automatically  (Configuration > Leganto > LTI > Settings) is set to false, and the parameter default_processing_department (Configuration > Leganto > General > Settings) is set, instructors accessing an LTI link for a course that does not yet exist in Alma can create the course manually. When logging in to your LMS, instructors are prompted to create a list from scratch or from an existing list, according to configuration. After making a selection, instructors are then prompted to fill in or confirm the course details. After the course information is entered, the course is created in Alma and the instructor moves to the next screen.

Managing Multiple Courses for Reading Lists

Adding and Removing Courses from a Reading List

To add and remove courses from a reading list:

You manage the courses associated with reading lists in the Courses tab on the Edit Reading List page (see Managing Reading Lists).

Edit Reading List page

In this tab:

• To associate a course to the reading list, select Associate Course, select the course and select Associate Course.
• To remove a course association, select Remove Association in the row actions list for the course.

Enabling Reading List Syllabuses

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 shareable link. 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 Configuration Menu > Leganto > List Management > 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.

When auto_publish_default_mode is No and advanced_publish_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 shareable link 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 shareable links are created so that they conform to the login method you are using: CAS, SAML, LDAP, or local login (see below).

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:

Configure the parameter authentication_method (Configuration Menu > Leganto > General > Settings) to one of the following values:

• CAS - If a login is required, use CAS. See CAS-Based Single Sign-On/Sign-Off.

• SAML - If a login is required, use SAML. See SAML-Based Single Sign-On/Sign-Off.

• LDAP - If a login is required, use LDAP. See Supporting LDAP.

• LOCAL - If a login is required, the shareable ink opens the Leganto login screen.

• Multiple - If a login is required, you can choose from multiple authentication methods. See Enabling Multiple Authentication Profiles.

Set the parameter create_task_for_published_list (Configuration Menu > Leganto > List Management > Settings) to true (default).

By default, Leganto updates a reading list and its citations' statuses from Being Prepared to Ready for Processing when a list is published.

Enabling Multiple Authentication Profiles

Configuring the Default Creative Commons Value for a Reading List

Disabling Reading List Subjects

Configuring What Happens to Deleted Lists

Deleting Reading Lists and Citations

Archiving Reading Lists

• From an individual reading list's Edit page
• From the Task List
• Using the Reading List Bulk Update job

Archiving Individual Reading Lists

You can archive an individual reading list from its Edit Reading List page and setting its Publication Status to Archived. 

Archiving an Individual Reading List

Archiving Reading Lists from the Task List

You can archive multiple reading lists from the Reading Lists Task List by selecting them and setting their Publication Status to Archived.

Archiving Multiple Reading Lists from the Task List

Archiving Reading Lists Using the Reading List Bulk Update Job

You can archive reading lists in bulk using the Reading List Bulk Update job and setting the Reading list publication status to Archived.

Archiving Reading Lists in Bulk

Viewing Archived Reading Lists

Unarchiving Reading Lists

Configuring List, Section, and Citation Menus

• List Menu (Configuration Menu > Leganto > UI > List Menu) – Configures the options that appear in the reading list's main menu.

  

  Leganto List Menu Mapping Table

• Section Menu (Configuration Menu > Leganto > UI > Section Menu) – Configures the options that appear in the reading list's section menus.

  

  Leganto Section Menu Mapping Table

• Citation Menu (Configuration Menu > Leganto > UI > Citation Menu) – Configures the options that appear in the reading list's citation item menus.

  

  Leganto Citation Menu Mapping Table

Configuring the Student View Error Message for Canvas

Edit the external app and add the following custom field: canvas_masq=$Canvas.masqueradingUser.id. For more details, see Add Custom Field to the External App.

Edit the Description and Translation fields for the new lti.user.error.studentView code that has been added to the UI Leganto Labels code table (Configuration Menu > Leganto > General > Labels).

Configuring Repository Locate Workflow

Link or Relink Citation to Library Resource in Leganto UI (Manual Locate in Leganto)

Leganto provides a way for library staff to link a citation to a specific record in the library collection.

To enable library staff to link a citation to a library record:

• When logged into Leganto as a library staff member, from the item action list, select Manage link to library. The search window opens.

The search performed is according to the original item's title and author. The user can change the search as needed. When hovering over an item from the search results, the Link action and More details button are displayed. Library staff can link or re-link the original citation to the library record. The citation metadata is updated depending on the link_to_library_locate (Configuration > Leganto > Features > Leganto Features) configuration, and the citation inventory presents the availability of the selected record. 

The Manage link to library action is not displayed when a list is locked.

Manage Link to library

When the citation is updated, any usage, tags, notes, and copyrights are maintained.

The Manage link to library action is not available when accessing Leganto from a mobile phone, as a student, or from the view as student option. 

Enabling Broken Link Reporting

When the mark_as_broken (Configuration > Leganto > Features > Leganto Features) is set to all, the Mark as broken link also appears when a citation only contains hidden links, so that students can report when links are missing.

• pdf
• png
• jpg
• jpeg
• img
• gif
• txt
• mp3

Configure the mark_as_broken_email_notification (Configuration > Leganto > Features > Leganto Features) parameter, using a comma to enter multiple entries. If the mark_as_broken_user_notification parameter is populated, a copy of the letter is also available in the user's Attachments list.

To configure that email notifications are sent to specific email addresses (such as a generic helpdesk), configure the mark_as_broken_email_notification parameter, using a comma to enter multiple entries.

It is possible to have email notifications sent to both specific users and specific email addresses. When either the mark_as_broken_email_notification parameter or the mark_as_broken_user_notification parameter is configured, an email is sent to that address each time a link or file is marked as broken. When multiple users report the same link as broken, a counter is added in the Alerts tab indicating how many users have marked the link as broken.

The Leganto Link Marked As Broken Letter (enabled by default) can be customized under General > Letters > Letter Configuration.

Notifying Users When Broken Links are Resolved

You can send notifications to users who have reported broken links when the library staff has resolved the issue. Upon selecting Remove to remove a broken link alert in Alma, the staff member is prompted to Confirm that they do want to remove the broken link alert. Additionally, the confirmation message now includes the option to send a notification to the user about the resolved link. To send the broken link notification, keep the Notify user checkbox checked and select the relevant notification template (configured from (Configuration > Leganto > Features > Broken Link Notification Template Name)) for the fixed link. The text from the template displays in the Note to user box, and can be customized if needed. There is one out-of-the-box template which reads "We have resolved the issue. You can now access the item using the link below."

When the library staff member chooses Confirm, each user who reported the broken link receives the Leganto Marked As Broken Resolved Letter (Configuration > General > Letters > Letters Configuration). This letter is enabled by default.

The default text for the Note to user per template is customized in the Note to User (Configuration > Leganto > Features > Broken Link Notification) field. Library staff can override this text when sending the user notification. 

Configuring Whether Instructors Can Disable Availability Links

• Each electronic link
• The uploaded file
• The source URL, which is the citation's website
• Each digital representation
• All physical availability as a group; you cannot disable or enable specific holdings.

Configuring Availability for Citations Grouped in Leganto and Primo 

If you are a Primo VE customer, you can force the physical availability request pane on the Citation page to look more closely at how it does in Primo VE.

You can also configure whether Primo availability restrictions appear in Leganto search results when searching for items to add as citations.

Two parameters control the availability in Leganto: 

1. Select Enable silent login on the Primo VE User Authentication page; see Configuring the Login Links.

2. Set the parameter primove_getit to true (Configuration Menu > Leganto > Discovery > Primo Settings) to force the physical availability request pane on the Citation page to look more closely at how it does in Primo VE.

Configure the parameter display_primo_ve_login (Configuration > Leganto > Discovery > Primo Settings) to false (default true) to hide the Primo VE login banner so that only the Leganto sign in option is displayed. 

Configuring the Default Reading List Sort Order for Instructors and Students

Set the parameter citation_export_style_order in the customer parameters table (Configuration Menu > Leganto > General > Settings) to list to export the citations in the same order as they appear in the list. Set the parameter to natural to export the citations in the order determined by the style definition (either citation title, citation author, or as otherwise defined for the style).

Configuring Citation Information Appearing in Citation Lists

You can configure how citations appear on a) the reading list page, b) My Collection/Favorites, and c) search results in Leganto in the Brief Citation Format mapping table (Configuration Menu > Leganto > UI > Brief Citation Format). For more information about mapping tables, see Mapping Tables.

You can configure one or two rows for each material type. Two rows for Book, Article, and Book Chapter material types are defined by default, as well as two rows for Default material type, which is used if the citation's material type is not defined. Note you can edit the entries for Default but you cannot remove them.

You can add, edit, and delete rows in the table, and you can disable or enable rows.

When adding or editing a row:

• In the Type column, select the material type.
• In the Row column, select First or Second for the row that you are configuring. Citation information is typically split between two rows. When a user views a reading list in compact format, only the first row appears.
• In the Fields Order column, enter the row format, using the following guidelines: 
  • Citation field. In addition to the fields in the Citation Field Code column of the Primo Mapping mapping table (see Field Mapping from Primo PNX to Leganto Citations), you can use the fields part, pmid, rlterms_callNumber, rlterms_chapter. rlterms_volumePartNumber, series_title_number, and source.
  • The format is in JSON. Each row contains an array in square brackets [].
  • Simple field format: {"n":"field_name"} is replaced by the contents of the field value, if it exists. Otherwise it is skipped. For example, {"n":"title"} might be replaced with History of the Middle Ages.
  • Prefix/suffix format: {"n": "field_name", "p": "prefix", "s": "suffix"} is replaced by the contents of the field value, prefixed by the text string in prefix and suffixed by the text string in suffix, if the value exists. If prefix or suffix is a valid label name, the label's value is used (see configuring labels in Configuring Headings and Text in Leganto). For example, {"n": "issue", "p": "(", "s": ")"} might be replaced with (22). You can define a prefix, a suffix, or both.
  • Field range format: {"fields": [{"n": "field_1"}, {"n": "field_2"}], "delimiter": "delimiter"} groups two fields together, separated by a delimiter. The delimiter is only used if both fields have a value. For example, {"fields": [{"n": "start_page"}, {"n": "end_page"}], "delimiter": "-"} might be replaced with 1-10. Use {"n":"page_range"} to show page 2-10.
• The out-of-the-box values are:
  • Book, first row: Just the book title.

    [{"n":"title"}]

  • Book, second row: Creator, Additional Person Name. Edition. Place of Publication. Publisher. Volume. Publication Date. Total Pages Total Pages.

    [{"n":"creator"},{"n":"rlterms_additionalPersonName"},{"n":"rlterms_edition"},{"n":"rlterms_placeOfPublication"},{"n":"publisher"},{"n":"volume"},{"n":"date"},{"n":"rlterms_pages", "p":"citation.brief.totalPages "}]

  • Article, first row: Just the article title.

    [{"n":"title"}]

  • Article, Second row: Creator. Additional Person Name. Journal Title. Edition. Volume(Issue). Date, Start Page-End Page.

    [{"n":"creator"},{"n":"rlterms_additionalPersonName"},{"n":"rlterms_journalTitle"},{"n":"rlterms_edition"},{"fields": [{"n": "rlterms_volumePartNumber"}, {"n": "rlterms_issue","p": "(", "s": ")" }], "delimiter": ""},{"n":"date"},{"fields": [{"n": "start_page"}, {"n": "end_page"}], "delimiter": " - "}]

  • Book Chapter, first row: Just the chapter title.

    [{"n":"rlterms_chapter_title"}]

  • Book Chapter, second row: Chapter Author. In Book Title. By Creator. Additional Person Name. Edited by Editor. Edition. Place of Publication. Publisher. Date. Start Page – End Page. Note that In, By, and Edited by are labels that you can configure.

    [{"n":"rlterms_chapter_author"},{"n":"title", "p":"citation.brief.bookChapter.inBook "},{"n":"creator", "p":"citation.brief.bookChapter.byCreator "},{"n":"rlterms_additionalPersonName"},{"n":"rlterms_editor", "p":"citation.brief.bookChapter.editedBy "},{"n":"rlterms_edition"},{"n":"rlterms_placeOfPublication"},{"n":"publisher"},{"n":"date"},{"fields": [{"n": "start_page"}, {"n": "end_page"}], "delimiter": " - "}]

  • Default, first row: Just the title.

    [{"n":"title"}]

  • Default, second row: Creator. Additional Person Name. Edition. Place of Publication. Publisher. Volume. Publication Date. Total Pages Total Pages. Note that Total Pages is a label.

    [{"n":"creator"},{"n":"rlterms_additionalPersonName"},{"n":"rlterms_edition"},{"n":"rlterms_placeOfPublication"},{"n":"publisher"},{"n":"volume"},{"n":"date"},{"n":"rlterms_pages", "p":"citation.brief.totalPages "}]

Setting Preferred Citation Link

When multiple links are available for a citation, users can set which link should be listed first using the Set first action. When the parameter set_first_link (Configuration > Leganto > Features > Leganto Features) is set to all (librarian and instructor), librarian, instructor (including course operator and collaborator), or true (all), the Set first action is displayed to the configured user type in the link action menu. When left blank or set to false (blank) the Set first action is not displayed. The default setting is all.

This action is not available in edit mode.

Set first action

When setting an item as first, the link moves to the top of a list with a pin icon  indicating that the link is set as first.

Students do not see the pin indicator, but they do see the item first in the list.

pin indicator for Set first link

When the parameter force_direct_uresolver (Configuration > Leganto > Features > Leganto Features) is set to true, and multiple links are available, and a link is set as first, selecting View online from the brief view opens the link set as first.

If a YouTube link is set as first, the Watch link is prioritized before the View online in the brief view. If a Browzine link is set as first, the Browzine link is prioritized before the View online in the brief view.

Links cannot be both hidden and set first. When a link is set as first, if the Hide link action is applied to the link, the link is hidden and the Set first indicator is removed. A message is displayed informing the user that a hidden link cannot be set as first.

Hidden link cannot be set first message

If the Set first action is applied to a hidden link, the link is no longer hidden, and the link is set as first. A message is displayed informing the user that the link is no longer hidden.

Hidden link cannot be set first message

Preventing Users from Viewing Thumbnail Images

To prevent users from viewing thumbnail images, when the parameter show_image_as_thumbnail (Configuration > Leganto > Features > Leganto Features) is set to false (default), all thumbnails for manually added images are now hidden. When set to true, the default thumbnail image is displayed.

Configuring Item Details Display

When adding/editing an item, the Item details display can be customized to show/hide the Hide from students checkbox, Due date and/or Note for Students. The parameter item_actions (Configuration > Leganto > Features > Leganto Features) can be left blank to hide all options, set to all to display all options, or set to any combination of hide,date,note to display the Hide from students checkbox, Due date and/or Note for Students.

Configuring Quick Edit Options

Quick edit can be customized to show/hide the Hide from students checkbox, Due date or Note for Students. The parameter item_actions_quick_edit Configuration > Leganto > Features > Leganto Features) can be left blank to hide all options, set to all to display all options, or hide/date/note to display the Hide from students checkbox, Due date or Note for Students. Regardless of the parameter configuration, all options remain visible in the Full display.

Showing Complete Status on Brief View

Users can configure whether to show/hide the Complete status for items from the brief view. When the parameter complete_citation_status (Configuration > Leganto > Features > Leganto Features) is set (default blank), items with a status of Complete will have their status display in the brief view. The parameter can be configured for both librarians and instructors (all), just librarians (librarian), or just instructors (instructor). When left blank, the status is not displayed.

Adding/Editing Citation Field Mappings

Exporting Filtered Lists from Leganto

You can export a filtered list from Leganto showing only specific fields. Set your filters by selecting the filter icon  and selecting your filter(s).

Enabling Instructor Information in Leganto

The instructors_in_leganto parameter in the Leganto Features mapping table (Configuration Menu > Leganto > Features > Leganto Features) allows you to display instructor information: a list of instructors in course tooltips and a pane in the list information containing the course's instructors. The following options are valid:

Enabling Reading List / Citation Analytics Information (List Analysis)

You can configure whether to display Analytics information about reading lists and citations in Leganto. This feature is known as List Analysis. For more information on List Analysis, see Working With Reading Lists and Viewing Student Usage.

Configure the parameter list_analysis in the Leganto Features table (Configuration Menu > Leganto > Features > Leganto Features). When set to all, Analytics is enabled for all users. When set to instructors, Analytics is enabled for instructors (and librarians) only. When left blank, Analytics is disabled for all users.

Configuring Digital Representation Display Options

The following parameters in the Leganto Customer Settings mapping table (Configuration Menu > Leganto > General > Settings) enables you to control how digital representations appear in Leganto: 

• display_digital_representations — 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 a Citation's Digital Representations.

• display_inactive_digital_representations — When set to true, Leganto displays digital representations that are inactive in Alma. When set to false (default), Leganto only displays digital representations that are active in Alma

• display_digital_in_collection  — When set to true (default), Leganto allows students to copy digital representations to their collection. When set to false, Leganto only allows students to view the metadata.

Configuring PDFs to Open in a New Tab

You can configure PDFs to open in a new tab by default by setting the pdf_use_leganto_viewer (Configuration Menu > Leganto > Features > Leganto Features) parameter to true. When set to true, the PDF opens in a new tab and is downloadable. If the parameter is left blank or set to false, the PDF does not open in a new tab by default. If the parameter is set to readonly, then the PDF opens in a new tab by default but is not downloadable in the brief or full citation views.

When the parameter force_PDF_viewer (Configuration > Leganto > Features > Leganto Features) is set to true, when opening a shareable link to a PDF, the user is automatically directed to a PDF of the citation rather than to the full citation in Leganto. Files with copyright restrictions require the user to be logged in to view the citation. A LOGIN button is displayed in the PDF viewer to enable users to log in to view the citation. 

Creating Private Annotations

Social Reading: Public Annotations on Course Materials

When configured, students and instructors can share their annotations with each other. When allow_citation_public_annotation (Configuration > Leganto > Features > Leganto Features) is set to true (default), a toggle appears on citations with embedded PDFs, giving instructors the option to enable or disable Public Annotations on a per PDF/Citation basis.

If allow_citation_public_annotation is set to false, the Public/Private toggle is hidden on the PDF header.

Configuring Discussions in Leganto

• In the Leganto Features table (Configuration Menu > Leganto > Features > Leganto Features), set the parameter library_discussions to all or citation to enable the Library discussions tab.

Configuring Reading List Suggestions

In the Leganto Features table (Configuration Menu > Leganto > Features > Leganto Features), configure the parameter suggestions to all or library (only librarians can suggest citations), or leave blank to disable all suggestions from users.

Configuring the Display of Other Formats and Editions of Citations

• no value - Do not display other formats or editions
• formats - Display electronic formats
• editions - Display other physical editions
• all - Display formats and editions

Configuring Whether the Total Pages of All Citations in a Section or Reading List Appears

Managing Bibliographic Styles

• You can enable and disable styles, and you can change the display name of a style. You can also delete styles.
• You can add styles if they have a valid code. Valid codes are items ending with .csl (without the .csl) on the page https://github.com/citation-style-language/styles. For example, acm-siggraph.
  
  Citation Styles

Hiding Incomplete Citations from Students

• The option to download a file if one exists.

• The links of the citation if the citation requires a copyright.

Configuring File Upload for Favorites or as Citations

• Approved
• Declined
• Fair Use
• Not Determined
• Not Required
• Required
• Self Declared
• Waiting for Approval
• Waiting for CC

Configure the parameter instructor_remove_file (Configuration Menu > Leganto > Features > Leganto Features) to true (enable instructors to delete uploaded files) or false.