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    Ex Libris Knowledge Center

    Configuring Default Statuses for Citations/Reading Lists

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    On the Course Reserves Automatic Statuses mapping table (Configuration Menu > Leganto > List Management > Course Reserves Automatic Statuses), you can configure the default statuses of some citations and reading lists. For more information, see Reading List and Citation Statuses and Course and Reading Lists Workflow. When not set, the default value of a new citation or reading list is BeingPrepared (this includes citations in reading lists that are rolled over by an instructor in Leganto, but does not include citations in reading lists that are rolled over by the course loading integration profile; see Configuring Course Loading).

    Course Management Workflow Mapping Table Parameters
    Parameter Description Values
    citation_copyright_approved The status to apply to any citation whose copyright status changes to Approved due to automatic copyright clearance (see Automatically Managing a Citation's Copyright Status). Manually changing a citation's copyright status does not trigger this parameter.
    • BeingPrepared
    • ReadyForProcessing
    • InProcess
    • Complete
    • Inactive
    • Declined
    • A code from the Additional Citation Statuses code table.
    • Leave blank to not change the status.
    citation_detached_from_repository The status to apply to any citation that is manually detached from the repository. No longer has MMS ID.
    citation_digital The status to apply to any repository (has MMS ID) digital citation when it is added to a reading list.
    citation_electronic The status to apply to any repository (has MMS ID) electronic citation when it is added to a reading list. 
    citation_file_removed The status to apply to any electronic citation whose file has been removed.
    citation_pc_search The status to apply to any citation with full text available when it is added from Primo Central/CDI to a reading list.
    citation_pc_url (Only relevant when citation_pc_search is empty) The status to apply to any repository (has MMS ID) citation when its url matches citation_pc_url_regexp. 
    citation_pc_url_regexp A regular expression to match a citation URL. Considered a direct link.
    citation_physical The status to apply to any repository (has MMS ID) physical citation when it is added to a reading list.
    citation_primo_url The status to apply to any citation when its url matches citation_primo_url_regxp.
    citation_primo_url_regexp A regular expression to match a citation URL. Considered a direct link.
    citation_purchase_request_submitted The status to apply to any citation with a submitted purchase request.
    citation_reading_list_complete The status to apply to any citation when its reading list is marked as Complete (the recommended value for this parameter is Complete).
    citation_resolved The status to apply to any citation when it is added to a reading list and resolved by the OpenURL Link Resolver.
    citation_resource_located The status to apply to any non-repository citation that is manually located, located by a job, or located automatically.
    citation_resource_sharing_request_created The status to apply to any citation when a resource sharing request has been created for it.
    citation_uploaded_file The status to apply to any citation that has an uploaded file when it is added to a reading list.
    If this option is not defined, copyright options are not presented to an instructor when the instructor uploads a file while creating a citation. In addition, this option only has an effect if the instructor selects one of the copyright options with a value of Fair Use or Self Declared. See Uploading Files for My Collection or as Citations.
    cite_it_filter The status to apply to citations harvested using Leganto's Cite It tool according to their URL.
    After setting this parameter, add filters:
    1. On the Cite It URL Domains mapping table page (Configuration Menu > Leganto > List Management > Cite It Filtering), select Add Row, add a regular expression (and optionally a description) and select Add Row.
    2. Repeat as required and select Customize.
    • false - Filtering is disabled. All items harvested by Cite It! have the status Being Prepared (unless otherwise modified by one of the parameters in this table).
    • blacklist - Use a black list. The harvested items that don’t match one of the regular expressions on the Cite It! URL Domains mapping table are set to Complete. All others are set to Being Prepared (unless otherwise modified by one of the parameters in this table).
    • whitelist - Use a white list. The harvested items that match one of the regular expressions on the Cite It! URL Domains mapping table are set to Complete. All others are set to Being Prepared (unless otherwise modified by one of the parameters in this table).
    leganto_citation_file_removed The status to apply to a citation when a file is removed from the citation.
    • BeingPrepared
    • ReadyForProcessing
    • InProcess
    • Complete
    • Inactive
    • Declined
    • A code from the Additional Citation Statuses code table.
    • Leave blank to not change the status.
    list_new_citation_in_completed_list The status to apply to a reading list that is currently set to Complete when a new citation is added to the list.
    • BeingPrepared
    • ReadyForProcessing
    • BeingProcessed
    • Complete
    • Inactive
    • Declined
    • A code from the Additional Reading List Statuses code table. 
    • Leave blank to not change the status.
    reading_list_citations_complete The status to apply to a reading list after the last citation in it is manually set to Complete.
    If the last citation is set to Complete automatically, this parameter does not trigger and the reading list remains in its current status.
    • BeingPrepared
    • ReadyForProcessing
    • BeingProcessed
    • Complete
    • Inactive
    • Declined
    • A code from the Additional Reading List Statuses code table.
    • Leave blank to not change the status.
    revert_citation_status_by_adding_tags Whenever you add a tag matching the value of this parameter to a "Completed" citation, the citation will revert to the status defined in the revert_completed_citation_status_to parameter.

    When adding multiple tags, use a comma between tags.
    A citation tag
    revert_citation_status_by_removing_tags Whenever you remove a tag matching the value of this parameter from a "Complete" citation, the citation will revert to the status defined in the revert_completed_citation_status_to parameter.

    When adding multiple tags, use a comma between tags.
    A citation tag
    revert_completed_citation_status_by_metadata_change
    When a previously completed list has a citation status change due to the parameter revert_completed_citation_status_by_metadata_change setting, the List status changes if revert_list_status_to is set.
    The following metadata triggers a change in status:
    • Additional Person Name
    • Author
    • Book Chapter
    • Chapter Author
    • Chapter Title
    • Chapter Number
    • DOI
    • Edition
    • Editor
    • End Page
    • ISBN
    • ISSN
    • Issue
    • Journal Title
    • LCCN Number
    • Note
    • OCLC Number
    • Pages
    • Place of Publication
    • Publication Date
    • Publisher
    • Start Page
    • Title
    • Volume
    • Year
    • BeingPrepared
    • ReadyForProcessing
    • BeingProcessed
    • Complete
    • Inactive
    • Declined
    • A code from the Additional Reading List Statuses code table.
    • Leave blank to not change the status.
    revert_completed citation_status_to The status that a "Complete" citation will revert to if a tag matching the value of the revert_citation_status_by_adding_tags parameter is added to the citation or if a tag matching the value of the revert_citation_status_by_removing_tags parameter is removed from the citation. 
    • BeingPrepared
    • ReadyForProcessing
    • BeingProcessed
    • Complete
    • Inactive
    • Declined
    • A code from the Additional Reading List Statuses code table.
    • Leave blank to not change the status.
    uploaded_file_enabled_default_value Not in use  
    After configuring one or more parameters, select Save.
    Also see information about the send_list_on_publish parameter in Configuring Reading List Publication Options.
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