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    Configuring Other Leganto UI Elements

    Enabling or Disabling the Welcome Screen

    You can enable or disable whether the Welcome screen (help pages) appears when a user first logs into Leganto.

    To enable or disable the Welcome (help) screen that appears when a user first logs in to Leganto:

    Set welcome_screen to true or false in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features).

    To enable or disable the Quick Start Welcome screens when an instructor logs in from the CMS using a course link to a course that does not exist in Alma or does not have any reading lists:

    Set quickstart_screen_instructor to true or false in the Leganto Features code table.

    See Configuring File Upload in Leganto, Configuring Whether Instructors Can Create or Modify Courses, and Enabling Instructor Rollover to configure the options that appear on this page.

    Configuring Leganto Branding

    You can configure various Leganto branding options on the Branding Management page (Configuration Menu > Fulfillment > Leganto > Branding) and the Leganto Customization mapping table. For more information about mapping tables, see Mapping Tables.
    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.
      • New for September! In the Leganto Top Panel field, optionally enter a six digit hexadecimal color for the reading list top panel color.
      • In the Leganto Header Color field, optionally enter a six digit hexadecimal color for the Leganto header. This configures the separator bar between the Leganto header and the main Leganto panes.
        separator_bar.png
        Separator Bar
      • 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.
      • You may optionally use Load Leganto Favicon to upload a favicon for your site.
    2. When you are done, select Save to upload the logo and/or save your changes.
    3. On the Leganto Customization mapping table (Configuration Menu > Fulfillment > Leganto > Customization):
      • Set enabled to true to enable the following two customization options.
      • Set leganto_color to a six digit hex value (preceded by "#") to set the primary color of Leganto's main panes. For example, #cccccc.
      • Set leganto_left_sidebar_color to a six digit hex value (preceded by "#") to set the primary color of Leganto's left pane.
      • Set leganto_link_color to a six digit hex value (preceded by "#") to set the color of links in Leganto.
      • Also see Configuring Headings and Text in Leganto.
    4. When you are done, select Customize.

    Configuring Language Settings

    To set the default language, in the customer parameters table (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
    To configure whether small flag icons appear next to the language options in Leganto, in the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer Settings), set the parameter language_flags to true (display flag icons) or false.

    Configuring Headings and Text in Leganto

    To configure the fonts for reading list names and general text:
    Set enabled to true and configure leganto_font in the Leganto Customization mapping table (Configuration Menu > Fulfillment > Leganto > Customization).
    • When left empty, the fonts are Volkorn (header) and Source Sans Pro (content).
      header_font_default.png
    • When set to a, the fonts are Rokkitt (header) and Barlow (content).
      header_font_a.png
    • When set to b, the fonts are Zilla Slab (header) and Nunito (content).
      header_font_b.png
    • When set to c, the fonts are Josefin Slab (header) and Open Sans (content).
      header_font_c.png
    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 (Configuration Menu > Fulfillment > Leganto > Declaration Texts). Enter the texts you would like as the default.
    guest_search_page_header can contain HTML.
    To configure the default headers when an instructor fills out a copyright clearance and/or digitization request:
    Configure the parameters copyright_clearance_header and digitization_request_header in the Declaration Texts code table. Enter the texts you would like as the default.
    To configure all other labels:
    You can configure any text in Leganto in the UI Leganto Labels code table (Configuration Menu > Fulfillment > Leganto > Labels). For more information about code tables, see Code Tables.
    The label welcome.title.description (which refers to the header on the Quick Start Welcome screen that appears when an instructor enters Leganto from the CMS using a course link to a course that exists but does not contain any reading lists) can contain HTML. All other labels can contain only text.
    If you cannot locate the label that you want to change, contact Ex Libris customer support for assistance.
    ui_leganto_labels.png
    UI Leganto Labels Code Table

    Enabling SSO When Accessing Find Lists Permalink

    You can configure whether a logged-in user remains logged in when accessing the Find Lists page using a permalink or is redirected to the login page. For this feature to work, your IDP (SAML) must support passive mode.

    To enable logged in users to remain logged in when accessing the Find Lists page using a permalink:
    • In the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer Settings), set the parameter find_list_sso to true. Your IDP (SAML) must support passive mode. The default is false.

    Configuring Course Behavior

    You can configure how courses appear in Leganto. You can also configure whether instructors can create or modify courses, and whether lists can be associated to multiple courses.

    Configuring How Courses Appear in Leganto

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

    To configure whether course appear as their course name or course code in Leganto:
    Set the parameter course_display to name or code (Configuration Menu > Fulfillment > Leganto > Customer Settings).

    If you set course_display to true, and you are using searchable IDs (CMS course IDs), you can additionally configure whether Leganto displays the Alma course code or the searchable ID. This configuration applies only when a user arrives at Leganto from the CMS using the searchable ID.

    To configure whether to display course code or searchable ID (when relevant):
    Set the parameter display_cms_id to true (display searchable ID when arriving from the CMS; display the course code when logging in to Leganto directly or from Alma) or false (display course code in all cases) (Configuration Menu > Fulfillment > Leganto > Customer Settings).

    Configuring Whether Instructors Can Create or Modify 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 include the value course (Configuration Menu > Fulfillment > Leganto > Customer Settings). This parameter accepts multiple values, separated by commas. The option to create an undefined course appears on the course-directed welcome page If set to any other value 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.
    To configure whether instructors can modify course information:
    Set the parameter modify_course_details to true or false (Configuration Menu > Fulfillment > Leganto > Leganto Features). When true, instructors are presented with fields to modify course information (dates and number of participants) when they are associating a list with a course. The default is false.

    Managing Multiple Courses for Reading Lists

    You can enable reading lists to be associated to multiple courses. When enabled, instructors can associate reading lists to multiple courses in Leganto. In Alma, librarians can do the same.
    • Institutions that use Alma but not Leganto cannot enable/disable multiple courses for reading lists themselves. Contact Ex Libris for assistance.
    • Some functionality for supporting multiple courses is not yet complete, including: some notifications, purchases (calculating the number of students) and CCC support. These are expected to be complete in an upcoming 2019 release.
    When enabled, all associated courses appear in a reading list's Course Code and Course Name fields, in any other place in Alma that lists the course(s) associated to the list. If the list is too long to display, the full list appears in a tooltip. The total number of participants for a reading list is the total for all courses associated to the list.
    Selecting Associate this list with a course on the Course's Reading List or Reading Lists Task List pages opens the Courses tab on the Edit Reading List page (see below).
    Selecting Remove associated course on these pages opens the Courses tab on the Edit Reading List page ONLY if there are multiple courses associated with the list (so that you can select which one to remove). If there is only one course associated with the list when you select this option, that course is simply disassociated with the reading list, as usual.
    To enable multiple courses for reading lists:
    Set the parameter multicourse_lists in the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer Settings) to enabled.
    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_courses_tab.png
    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.

    Configuring Working with Reading Lists

    Other options on this page also affect how an instructor works with reading lists, but these options are specific to the reading list configuration workflow.

    Enabling Reading List Syllabuses

    You can enable instructors to add a link and/or file to the top of the reading list. This link or file is intended to be a syllabus, and appears to the student with the prefix Syllabus and the option to select the link or download the file.
    To enable syllabuses for reading lists:
    Set the parameter syllabus in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features) to true. When true, instructors see the option to add a syllabus. Note that, regardless of this setting, librarians always see this option.

    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 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:
    Publishing Parameters
    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 whether the Send List to library and Publish actions appear as buttons, in addition to menu items:
    New for September!
    Set the parameters publish_as_button and/or send_list_as_button (Configuration Menu > Fulfillment > Leganto > Leganto Features) to true.
    To configure the structure of the permalink created for a publicly accessible reading list:
    Configure the parameter authentication_method (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 (Configuration Menu > Fulfillment > Leganto > Customer Settings) to true.
    By default, Leganto updates a reading list and its citations' statuses from Being Prepared to Ready for Processing when a list is published.
    To not change a list and its citations statuses from Being Prepared to Ready for Processing when a list is published:
    Set the parameter send_list_on_publish (Configuration Menu > Fulfillment > Leganto > Customer Settings) to false. This also prevents Leganto from updating the reading list's date for review.

    Configuring the Default Creative Commons Value for a Reading List

    To configure the default creative commons value for a reading list:
    Set the parameter reading_list_creative_commons_default_value (Configuration Menu > Fulfillment > Leganto > Customer Settings) to the creative commons code. If not set, no option is initially selected in the dropdown list. The following codes are available:
    Creative Commons Codes
    Country Code Description
    International WW_CC_BY CC BY (Attribution)
    WW_CC_BY_SA CC BY-SA (Attribution-Share Alike)
    WW_CC_BY_ND CC BY-ND (Attribution-No Derivatives)
    WW_CC_BY_NC CC BY-NC (Attribution-NonCommercial)
    WW_CC_BY_NC_SA CC BY-NC-SA (Attribution-NonCommercial-Share Alike)
    WW_CC_BY_NC_ND CC BY-NC-ND (Attribution-NonCommercial-No Derivatives)
    AU AU_CC_BY CC BY (Attribution) AU
    AU_CC_BY_SA CC BY-SA (Attribution-Share Alike) AU
    AU_CC_BY_ND CC BY-ND (Attribution-No Derivatives) AU
    AU_CC_BY_NC CC BY-NC (Attribution-NonCommercial) AU
    AU_CC_BY_NC_SA CC BY-NC-SA (Attribution-NonCommercial-Share Alike) AU
    AU_CC_BY_NC_ND CC BY-NC-ND (Attribution-NonCommercial-No Derivatives) AU
    To configure whether instructors can edit the creative commons value in Leganto:
    Set the parameter instructor_CC_editing (Configuration Menu > Fulfillment > Leganto > Leganto Features) to true or false.

    Managing the Reading List Advisor

    Reading lists with complete information and easily accessible materials are easier for the library to fulfill and more useful for your students. The Reading List Advisor shows you the progress you have made in creating fulfillable and useful reading lists.
    When enabled, the advisor score and tips appear to users in Leganto. In addition, the score appears as a column (initially hidden) on the Reading Lists Task List page; see Managing Reading Lists.
    You can configure what kinds of checks are performed and that contribute to the advisor's score on the Reading List Advisor Agenda Items mapping table (Configuration Menu > Fulfillment > Leganto > Reading List Advisor Agenda Items). For more information about mapping tables, see Mapping Tables.
    A scheduled job, UPDATE_READING_LIST_SCORE, runs each night to update scores of reading lists that were modified on the previous day.
    To enable the reading list advisor and reading list tips:
    Set the parameter list_advisor in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features) to true.
    To configure the checks that contribute to the advisor's score:
    On the Reading List Advisor Agenda Items mapping table, select Customize in the row actions list for a check and then select Yes or No in the Enable column to enable or disable the check. When you are done, select Save.
    If all rows are disabled, the Reading List Advisor is also disabled.
    To configure the advisor labels:
    Edit the labels for the advisor in the List Advisor Name (Configuration Menu > Fulfillment > Leganto > List Advisor Types; advice types) and List Advisor Tips (Configuration Menu > Fulfillment > Leganto > List Advisor Tips; advice texts) code tables. For more information about code tables, see Code Tables.
    list_advisor_name.png
    List Advisor Name Code Table
    list_advisor_tips.png
    List Advisor Tips Code Table

    On each table, you can edit the existing labels. You cannot add or remove labels.

    Disabling Reading List Subjects

    You can disable reading list subjects, if they are not relevant for your institution. When disabled, the Subjects tab does not appear on the Edit Reading List page; see Editing a Reading List.
    To disable reading list subjects:
    Configure the parameter subject_tags in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features) to false. The Subjects tab is removed from the Edit Reading List page and the ability to add or view subjects is removed from Leganto.

    Configuring Reading List Templates

    An instructor can select a reading list template when creating a new reading list to pre-populate the list with sections.

    Leganto comes with a single out-of-the-box template, Blank Template, which contains no sections. A librarian (not an instructor) can save any existing reading list to create a new reading list template.

    Reading list templates are configured in Leganto:

    • To create a template: while working with a list, in the reading list main menu select Save list structure as a template and confirm.
    • To delete a template: while viewing a list of templates to attach to a new list, select the X in the template tile and confirm.

    Configuring What Happens to Deleted Lists

    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 (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.

    Configuring Links for Electronic Citations

    See also Managing a Citation's Attachment to an Inventory Item.

    By default, a link Check Availability appears on the reading list page for each citation. When the user selects 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. Selecting this link opens the first electronic version in the list of available links. This also applies to digital citations. The reason that some sites may wish to avoid this is that this link may trigger the popup blocker on some browsers.
    You can also 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. See Configuring Repository Locate Workflow.
    You can also configure how the location appears for an availability link.
    To enable the View Online link:
    Configure the parameter force_direct_uresolver in the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer Settings) to true. The View Online link appears for each electronic and digital citation when viewing the reading list in Leganto.
    When you select View Online, the first available non-hidden link opens in a new tab. If all links are hidden, the citation page appears instead.
    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 (Configuration Menu > Fulfillment > Leganto > Customer Settings) to true. The source URL is copied to the Notes field and removed as a source.
    To configure how the location appears for an availability link:
    Configure the parameter citation_availability_format in the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer Settings) to one of the following:
    • 1 – Display first available location and library.
    • 2 – Display institution name, only.
    • 3 – Display library and institution if there is only one availability option, otherwise display institution name, only.

    Configuring Repository Locate Workflow

    To configure whether a citation's information is overridden by any conflicting repository information after Alma finds a match in the repository, configure the customer parameter on_locate (true/false) (Configuration Menu > Fulfillment > Leganto > Customer Settings). After a match is found: when set to overlay, Alma overrides the information in the citation with information in the repository (if information in the repository (if the information is is missing in the repository, the information in the citation remains as is); when set to merge, Alma merges the information in the citation with the information in the repository (in other words, only missing citation information is filled in using information from the repository); when set to ignore, Alma ignores the information in the repository.
    Also see the parameters resource_locate_multiple_matches and resource_locate_multiple_matches_priority in Configuring Other Settings, citation_resource_located in Configuring Default Statuses for Citations/Reading Lists, and move_source_url_on_locate above.

    Enabling Broken Link Reporting

    To remove alerts about broken links, see Removing Alerts from Citations.
    To enable Leganto users to report broken links:
    Set the parameter mark_as_broken in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features) to links to enable Leganto users to report broken links when there is at least one available link to a resource (electronic, digital, URL, or uploaded file, but not physical). Set to all to enable Leganto users to report broken links also when there is no availability. In both cases, the ability to mark as broken does not appear when there is physical availability and no other links. Leave blank to disable the ability to mark links as broken. The Mark as Broken actions appears beside resource links in Leganto.

    Configuring Whether Instructors Can Disable Availability Links

    You can configure whether instructors can disable links from appearing to students in the Links and Availability section for a citation. An instructor can independently disable or enable (when available):
    • Each electronic link
    • The uploaded file
    • The source URL, which is citation's web site
    • Each digital representation
    • All physical availability as a group; you cannot disable or enable specific holdings.
    To configure whether instructors can disable links from appearing to students in the Links and Availability section:
    Set the parameter instructor_manage_citation_available_links in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features) to true or false.

    Configuring Primo Availability for Citations Added from Primo

    Alma considers availability based on related records. Primo typically runs a dedup process, and so the availability of the records is often different than it is in Alma. You can configure whether Leganto uses Alma or Primo availability when displaying citations added using a Primo search scope. Citations added using the Alma search scope or using Cite It! always use Alma availability.

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

    To use Primo availability for citations added from Primo:
    Configure the parameter primo_availability_for_citations_added_from_primo in the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer Settings). When set to true, availability is considered as it is in Primo (after the dedup process, if configured). When set to false (default), availability for citations added using a Primo search scope is considered as it is in Alma (using related records, if configured).
    To enable Primo VE availability format:
    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 > Fulfillment > Leganto > Customer Settings) to force the physical availability request pane on the Citation page to look more closely to how it does in Primo VE.
    To display Primo availability restrictions in Leganto:
    Configure the parameter display_primo_restriction_label in the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer Settings) to true or false. The labels (access restricted, not restricted, etc.) appear in Leganto.

    Configuring Display Options

    Configuring the Default Reading List Sort Order for Instructors and Students

    You can configure the default sort order of reading lists on the My Lists page for instructors and/or students.
    To configure the default reading list sort order for instructors and/or students:
    Configure the parameters default_list_sort_instructors and/or default_list_sort_students in the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer Settings). Possible values are:
    • list_created_ascending – Earliest created on top.
    • list_created_descending – Most recently created on top.
    • list_updated – Most recently updated on top.
    • list_name – A to Z (numbers first).
    • list_status – In order by publication status (see Reading List and Citation Statuses): Draft > All Students Restricted > Course Students > Anyone Restricted > All Students Full > Anyone Full > Anyone Restricted, All Students Full.
    • course_name – A to Z. This is the default for default_list_sort_students.
    • course_code – A to Z.
    • user (default_list_sort_instructors only) – Same as list_created_descending, but the user’s lists come first. This is the default for default_list_sort_instructors.
    To configure the sort order of citations in reading lists exported to Microsoft Word:

    Set the parameter citation_export_style_order in the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer 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, and c) search results in Leganto in the Brief Citation Format mapping table (Configuration Menu > Fulfillment > Leganto > Brief Citation Format). For more information about mapping tables, see Mapping Tables.

    brief_citation_format.png

    Brief Citation Format Mapping Table

    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 value. For example, {"fields": [{"n": "start_page"}, {"n": "end_page"}], "delimiter": "-"} might be replaced with 1-10.
    • 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 "}]

    • If a line containing an author field is too long, the author value is truncated and followed by ellipses (...). Note that any value (other than the title value) is truncated if the screen is too long to display the entire field.
    • The creator field is not truncated when it is part of a prefix/suffix or field range format.

    Enabling Instructor Information in Leganto

    You can enable Leganto to display instructor information: a list of instructors in course tooltips and a pane beside a course-related reading list containing the course's instructors. Note that this can also be turned on and off for each instructor; see Adding a Course.
    To enable instructor information in Leganto:
    Configure the parameter instructors_in_leganto in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features) to true. In Leganto, instructor information appears in course-related tooltips and the instructor pane appears.

    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.

    To enable Analytics information for instructors and/or students:

    Configure the parameter list_analysis in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > 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

    To configure options for how digital representations are displayed:
    Configure the parameter display_digital_representations in the customer parameters table (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 a Citation's Digital Representations.

    Configuring Whether Instructors can Embed Citations Directly in Leganto

    You can enable instructors to embed electronic or uploaded file citations directly in Leganto. The embedded citation appears in an iFrame below the link that students can select to view the citation in a new tab or download the citation. When you enable this feature, you allow instructors to turn on embedding for each citation (by default, embedding is turned off for all citations).

    Leganto users working with Firefox cannot view embedded citations. This is a known issue.
    To configure whether instructors can embed citations in Leganto:

    Configure the parameter embedded_content in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features) to all (the option to embed is enabled for electronic and uploaded file citations), file (the option to embed is enabled for uploaded file citations), or link (the option to embed is enabled for electronic citations). Leave blank to disable this feature.

    If you enable embedding for files, configure the Embedded File Type mapping table (Configuration Menu > Fulfillment > Leganto > Embedded File Type Handling) to map file types to the way in which they will be embedded. For more information about mapping tables, see Mapping Tables.

    embedded_file_type.png

    Embedded File Type Mapping Table

    You can add, delete, enable/disable, or edit the rows on this page. For each type, configure:

    • The file extension
    • The MIME Type
    • The handling method (HTML Tag Type), one of: iframe (display in an iFrame; use for most types, including audio) or video (display as a video). object is also supported as a value, and may be of use for documents such as PDF, but if you use this value, viewers using Internet Explorer may encounter errors. It is better to use iframe in these cases.

    If a type is not defined and enabled in the table, it is displayed in an iFrame, by default.

    Configuring Whether Related Record Inventory Appears in Leganto

    You can configure whether or not inventory of related records (see Configuring Related Records for Physical Inventory and Configuring Related Records for Electronic Services) appear for a citation.
    To configure whether related record inventory appears in Leganto:
    Set the parameter related_records to true or false (Configuration Menu > Fulfillment > Leganto > Customer Settings). when set to true, related record inventory appears for citations.

    Configuring Discussions in Leganto

    To configure whether student discussions are enabled or disabled:
    • In the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features), set the parameter student_discussions to enabled, disabled, or instructor_enabled. When set to instructor_enabled, the instructor can enable or disable the student discussion for each list and its citations.
    To configure the default header that appears in the student discussion panels:
    • To enable/disable student discussion headers in all reading lists, in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features), configure the parameter discussion_header_enabled (true/false).
    • To set the default value of the student discussion header for all reading lists, configure the parameter discussion_header_default_text (Configuration Menu > Fulfillment > Leganto > Leganto Features). Enter the text you would like as the default.
    To configure whether library discussions are enabled or disabled:
    • In the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features), set the parameter library_discussions to true or false.

    Configuring Whether Students Can "Like" Citations

    To configure whether students can like citations:

    In the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features), configure the parameter like (true/false).

    Configuring Reading List Suggestions

    To configure who can suggest citations for reading lists:

    In the Leganto Features table (Configuration Menu > Fulfillment > Leganto > 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

    • 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.
    The display of alternate physical editions is not supported for Summon customers. Alternate electronic formats is supported.
    Configure the parameter other_formats_and_editions in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features). 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. Select 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, select Add to List in the row actions list.
    To add one of the suggested resources to the citation, select Add to Citation in the row actions list.

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

    You can configure that the total number of pages for all citations in a reading list or section appears at the top of the reading list or section. When enabled, the total also appears on the Edit Reading List page in Alma (see Managing Citations).
    To enable page counts in Leganto (and Alma):
    Set the parameter page_count in the Leganto Features table (Configuration Menu > Fulfillment > Leganto > Leganto Features) to true.

    Configuring Copyright Expiration 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 (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.

    Managing Bibliographic Styles

    On the Bibliographic Styles mapping table (Configuration > Fulfillment > Leganto > Bibliographic Styles) you can manage bibliographic styles that are available when Leganto users export to Microsoft Word. For more information about mapping tables, see Mapping Tables.
    bibliographic_styles.png
    Bibliographic Styles Mapping Table
    • 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.png
      Citation Styles

    Configuring File Upload in Leganto

    You can configure the following:

    Configuring Whether Instructors Can Upload Files that Contain Reading Lists

    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.
    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 include the value file (Configuration Menu > Fulfillment > Leganto > Customer Settings). This parameter accepts multiple values, separated by commas. The option to upload a reading list file appears on the course-directed welcome page. If set to any other value or left empty, the option to upload a reading list file does not appear on this page.

    Configuring File Upload for My Collection or as Citations

    You can configure the maximum size for any file uploads (including course reading material or My Collection items) by instructors or students. You can also configure whether the instructor can delete the file after uploading it.
    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 (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.
    You can configure the copyright options presented to an instructor when the instructor uploads a file while creating a citation.
    To configure copyright status options when uploading files as citations:
    Add or edit the rows in the File Upload Copyright Options mapping table (Configuration Menu > Fulfillment > Leganto > File Upload Copyright Options). For more information about mapping tables, see Mapping Tables; however, note that this mapping table behaves differently than most mapping tables, as described in the note, below.
    The options are presented to the instructor after the instructor uploads a file while manually creating a citation. For each option, you can manually select the copyright status to which the option maps:
    • Approved
    • Declined
    • Fair Use
    • Not Determined
    • Not Required
    • Required
    • Self Declared
    • Waiting for Approval
    • Waiting for CC
    The copyright statuses cannot be configured. For more information on these statuses, see Managing a Citation's Copyright Status.
    • The toggle switch in the Enabled column on this page does not enable or disable the row. Instead, enable the row that you would like to be the default selected value in Leganto and disable all other rows. If you do not enable any rows, the first row is the default selected option. If you enable more than one row, one of these rows (essentially a random one) is the default selected option.
    • The parameter citation_uploaded_file must have a value for this table to have any effect. See Configuring Default Statuses for Citations/Reading Lists. If no value is assigned to citation_uploaded_file, the options in this table do not appear in Leganto.
    • Alma only assigns the status defined in citation_uploaded_file to a citation if (in Leganto) the instructor selects an option from this table with a value of Self Declared or Fair Use. If the instructor selects an option with any other value, the value in citation_uploaded_file is not assigned to the citation.
    To configure whether instructors can delete files after they were uploaded:

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

    Configuring Sections Behavior

    You can configure the following for sections:
    • Whether sections are expanded or collapsed by default when opening the reading list.
    • Whether, when arriving to Leganto using a section link, the other sections are collapsed ot the relevant section is pre-selected using a filter. This applies whether you arrive using an LTI link or a permalink.
    • Enable that Leganto users can view reading lists in compact format. When enabled, users can toggle between standard and compact view.
    • Where newly created sections appear (top or bottom of reading list).
    To configure whether sections are collapsed or expanded by default:
    Set the parameter sections_collapsed in the customer parameters table (Configuration Menu > Fulfillment > Leganto > Customer Settings) to true or false. If there is only one section, it will appear expanded, regardless of the setting of this parameter.
    To configure whether, when arriving to Leganto using a section link, the other sections are collapsed ot the relevant section is pre-selected using a filter:
    Set the parameter on_section_permalink_use_filter in the customer parameters table to true or false.
    To configure whether compact view is enabled:
    Set the parameter list_compact_view in the customer parameters table to true. When enabled, compact view is the default view.
    To configure where newly created sections appear in a reading list:
    Configure the parameter new_section_last in the customer parameters table. 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.
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