Configuring the Leganto UI

Collapsing or Expanding a Section

Institutions can present sections by default as either collapsed or expanded for all lists.

• Set the parameter sections_collapsed (Configuration > Leganto > UI > Settings) to false to present sections as expanded. Set the parameter to true to present sections as collapsed.

  

  A collapsed section

  

  An expanded section

• Set the parameter set_section_view (Configuration > Leganto > UI > List Menu) to Yes. By default, the setting is No. When enabled, instructors can use the Set default section view action to override the institution's default setting.

  

  Override default section view

Links & Availability

The Links & availability tab lists links to electronic resources and/or physical availability information. From the Links & availability tab, you can:

• View any links or files related to the item
• Download files
• Make a file read only or downloadable (Note: the display of PDFs is configurable. See Configuring PDFs to Open in a New Tab.)  
• Hide links/items — viewable when the parameter instructor_manage_citation_availability_link is true (Configuration > Leganto > Features > Leganto Features)
• Mark a link as broken or Report a problem with the file — when configured. See Enabling Broken Link Reporting.
• Enable Public annotations — when configured. See Creating Private Annotations.

Related Items

When the parameters other_formats_and_editions and recommendations (Configuration > Leganto > Features > Leganto Features) are enabled by your library, the Related items, if any, appear here. From the Related items tab, you can:

• View any items related to the item

Item Details

From the Item details tab, you can:

• View the item details
• Add/view a Private note
• Open the item on Google Books (when the parameter google_book_preview (Configuration > Leganto > Features > Leganto Features) is enabled)
• View the Google privacy details (when the parameter google_book_preview (Configuration > Leganto > Features > Leganto Features) is enabled)

Library Discussion

When library_discussion (Configuration > Leganto > Features > Leganto Features) is set to all or citation, the Library discussion tab appears. From the Library discussion tab, you can:

• Communicate with list owners/the library
• View your correspondence

Duplicating a List

Duplicating a list makes a copy of the list and all sections and items. As part of the duplicating workflow, you can decide whether other aspects of the list will be copied or reset. 

Select Duplicate list in the list menu. The Duplicate list option is enabled or disabled from the Configuration > Leganto > UI > List menu. Out-of-the-box, the duplicated list has the old list's name with (Rolled Over) appended to it. This label configuration can be changed from Configuration > Leganto > General > Labels - New UI.

When duplicating a list, you can associate the list with a course. Optionally, you may want to review or change the Advanced Settings to confirm whether other aspects of the list are copied or reset. To configure the which options are displayed to Instructors and the default setting for each option, see Enabling Instructor Rollover.

Adding Sections from a Template

Leganto provides easy and flexible templates for creating sections when building new lists. Templates also give the library options for adding, updating, and removing or disabling templates. Leganto includes out-of-the box section templates (Configuration > Leganto > List Management > Templates). The Resources and Weeks templates are enabled by default.

Two types of templates are supported. The Numbered pattern type creates sections with the text of the Description field, followed by a number, up to the desired number of sections. For example, the out-of-the-box weekly template creates sections titled Week 1, Week 2, Week 3, etc. Alternatively, the Defined list templates create one section per section names defined in the Description field. For example, the out-of-the-box Priority template creates two sections, entitled Required and Optional.

When defining or customizing a template, you can set the Default number of sections to include for a Numbered pattern template. For a Defined list template, multiple section headings can be added to the Description field, separated by a semicolon (;). The library can disable or enable templates.

Templates are displayed in Leganto according to the order in Alma.

When adding sections to a new list, list creators can select a section template to help organize the list. For the Numbered pattern templates, they can adjust the number of sections if needed.

The Create new list wizard includes a Preview section to preview how the sections will be displayed on the list. The list creator can view different options before selecting Create list.

Using Cite It!

You must be logged in to Leganto to use Cite It! However, you do not have to have a specific tab with Leganto open in your browser. If you try to use Cite It! but you are not logged in, you are prompted to log in.

The library can configure Leganto to display a small login window and then redirect the user back to CiteIt. To enable this feature, set the parameter citeit_login_new_tab (Configuration > Leganto > Leganto Features) to true.

1. While on a website that contains a resource that you would like to add to a list, select the bookmarklet. The Cite It! pane opens.

   

   Cite it! pane

   This pane functions the same way as when manually adding an item; see Adding an Item Manually for information about all of the fields.

2. If necessary, configure the fields.
3. Select Add to list, select the list and section, and select ADD & CLOSE to add the resource as an item to that list and section.

   Select Add to Collection and select ADD & CLOSE to add the resource as an item in Favorites.

   Cite It! automatically harvests the title, URL, and other details about web-based resources. Remember to check for accuracy when using Cite It! for adding resources to your list.

Filtering Lists By Course Dates

When Course dates (Configuration > Leganto > Features > Find List Settings) is enabled (default disabled), the list view can be filtered by Past, Current, or Upcoming course dates.

Editing a List

After creating a list, you can:

• Change list title
• Marking a List as a Sample List
• Change the list status (Library staff only)
• Add a syllabus using a URL or upload a file — Instructors have this option when the parameter syllabus (Configuration > Leganto > Features > Leganto Features) is set to true.
• Add tags
• Add list dates — Note: Setting the list date does not impact the list visibility.
• Set a Creative Commons license — Note: This declaration applies only to the list, not to the item materials on the list.

1. Select Edit list from the list actions.

   

   Edit list action
2. Make your changes and select Save.

   

   Edit list form

Managing a List's Collaborators

A user must be a list owner or collaborator in order to edit a list.

1. Select More info. The current collaborators are displayed.

   

   More info
2. Select Manage collaborators to manage the collaborators for the list.

   

   Manage collaborators option
3. Select Add collaborators.

   

   Add collaborators
4. In the Search for collaborators field, enter all or part of a name, and select the name from the drop-down list.

   

   Search for collaborators
5. You can toggle permissions for each user between List owner and Can edit list.
6. Select Close. Leganto sends the collaborators an invitation email.

• If a user is already a collaborator, select Can edit list > List owner to change the user to an owner.
• To change an owner to a list editor, select List owner > Can edit list.
• To remove a collaborator from the list, select the trash icon  beside the user's name.

• A list owner can add or remove other collaborators.
• A collaborator with permission to edit a list cannot add other users as owners or collaborators and cannot delete the list.
• The list creator is the list’s first owner. The list creator does not have more privileges than any other owner of the list.
• When auto_set_instructors_as_owners (Configuration > Leganto > List Management > Settings) is set to true, course instructors are automatically added as collaborators for a course's lists and can only be removed by library staff removing them from the course record in Alma.

Any user with one of the following roles can be added as an owner or collaborator:

• Instructor
• Fulfillment Services Operator
• Fulfillment Administrator
• Fulfillment Services Manager
• Course Reserves Operator
• Course Reserves Manager
• Leganto Course Operator

Marking a List as a Sample List

Sample lists can be used as templates for other lists and/or courses. List owners, Leganto course operators, and librarians can assemble lists of resources (such as for a specific course or a specific topic) and indicate that the list is a sample list. Other instructors can easily discover sample lists and can copy the full list, specific sections, or individual items to their own lists.

When the parameter mark_as_sample (Configuration > Leganto > Features > Leganto Features) is set to true (default), the Edit list form in Leganto includes a checkbox to Mark as sample list.

The list is marked with a Sample indicator.

When Sample reading list (Configuration > Leganto > Features > Find List Settings) is Enabled, lists can be filtered by Sample list using the List > Filter > List type. As with other types of lists, instructors can only discover and access sample lists that have been published to All Students or Anyone.

If you duplicate a sample list, the Sample tag is removed from the new list and the Mark as sample list checkbox is cleared.

Newer List Indication

When configured (Configuration > Leganto > Features > Leganto Features > display_newer_version_exists is set to true), a banner message appears notifying you that a newer version of a list is available. A newer version is created when the list is duplicated or when the library rolls over the reading lists at the start of a new term. You can select the message to navigate to the newer list or dismiss the message by selecting the X.

Associating a List with One or More Courses

Associating a reading list with a course is recommended for enabling several list features.

• When multicourse_lists (Configuration > Leganto > General > Settings) is enabled by your institution, a list can be associated with multiple courses. When a list is associated with multiple courses, the list uses (by default) the earliest start date and the latest end date and is set to a number of participants equal to the total number of participants for all associated courses.
• Students can find the list when accessing Leganto using an LMS link to the associated course or by searching for the course.
• Lists that are associated with a course inherit the start and end dates of the course, as well as the number of participants.
• When assign_to, instructor_copyright_clearance, or instructor_digitization_request (Configuration > Leganto > List Management > Copyright Settings) are enabled by your institution, you can initiate digitization and/or copyright clearance requests for the items on the list.
• When auto_set_instructors_as_owners (Configuration > Leganto > List Management > Settings) is set to true, instructors associated with a course are automatically made owners of all lists associated with the course.
• You cannot change the course association of a list if any of the items in the list have approved copyright requests.
• If the course is associated with a campus, the campus appears in the list information area and when searching for items in the library.

1. From the list menu, select Link to course
   
   Link to course

   OR

   From the list actions menu, select Manage link to course.

   

   Manage course association
2. In the link Link to course field, begin typing a Course code or Course name, and select a course to associate with the list.
3. If you are a librarian, additional information about the course appears. When modify_course_details (Configuration > Leganto > Features > Leganto Features) is set to true, instructors can change the Number of participants, and the start and end dates.

   Changing the dates of a course sets the default dates for lists created for this course; it does not change the dates of any existing lists.

4. Select Save to apply your changes.

   

   Manage link to course

   The course is associated.

   
   Associated course

1. From the list menu, select Link to course
   
   Link to course

   OR if a course is already associated,

   From the list actions menu, select Manage link to course.

   

   Manage course association
2. In the Manage link to course pane, select Add another course.
3. In the Link to course field, begin typing a Course code or Course name, and select a to associate with the list.
4. If you are a librarian, additional information about the course appears. When modify_course_details (Configuration > Leganto > Features > Leganto Features) is set to true, you can change the Number of participants, and the start and end dates. Changing the dates of a course sets the default dates for lists created for this course; it does not change the dates of any existing lists.
5. Select Save to apply your changes.

   

   Manage link to course

   The courses are associated.

   

   Multiple associated course

1. From the list actions menu, select Manage link to course.
2. In the Manage link to course pane, select the ellipse ... on the course you want to remove.
   
   Edit/Delete associated course
3. Select Edit to edit the course dates or Number of participants and select Save, or select Delete to remove the associated course. The course information is modified/removed.

Indicating that Courses Deliberately Have No Reading List

The No list expected column indicates which courses have the No list expected checkbox checked.

If the librarian selects the Leganto create list - reminder email action for a course that has the No list expected checkbox checked, the librarian can still send the reminder email, but an alert appears indicating that This course is marked as 'No list expected'.

When duplicating a course that has the No list expected checkbox checked, the No list expected checkbox is checked on the duplicated course.

When rolling over a course that has the No list expected checkbox checked, the No list expected checkbox is checked on the rolled over course.

The Course Bulk Update job (Admin > Manage Jobs and Sets > Run a Job) now includes the condition Excluded courses marked as 'No list expected' when the Leganto create list - reminder email checkbox is checked. This enables you to bulk-exclude emails to instructors whose courses intentionally do not include reading lists when the job runs.

when a student accesses a course from an LMS link and the course has the checkbox No list expected checked, the student receives a message indicating that this course will not have a list, so the student knows not to expect a list at a later date. If the institution wants to customize the out-of-the-box message, change the Description for Code label error.1 (Configuration > Leganto > General > Labels - New UI).

Offering a Citation Replacement for an Existing Citation

Leganto supports replacing citations in bulk. For example, this feature can be used to replace citations with newer editions or to replace physical citations with electronic citations. The library can configure whether citations are replaced immediately, or whether the replacement appears to instructors as a suggestion.

If your institution would like to have replacements presented to instructors as suggestions, set the parameter replacement_suggestion_auto_replace (Configuration > Leganto > Features > Leganto Features) to false. This is the default. When set to true, when the librarian suggests the replacement, the edition is automatically replaced.

From the Edit Citation screen, select the citation or citations to be replaced. Then choose Suggest Replacement.

Library staff are directed to the Repository Search, where they can search for and select the new citation that they want to use as the replacement.

Library staff are presented with a confirmation screen.

After selecting Confirm, suggestions are added to each of the items in Leganto. Additionally, a system tag New Edition Available is added to each item and you can filter by the New Edition Available tag. 

Instructors receive an alert letting them know about new suggestions. They can select the alert to filter the list to see items with new edition suggestions.

Alternatively, if your institution would like to have citations replaced immediately, rather than sent to instructors for approval, set the parameter replacement_suggestion_auto_replace (Configuration > Leganto > Features > Leganto Features) to true. Once library staff has selected a new item to use as a replacement, they are presented with a confirmation screen.

After selecting Confirm, all the citations that were selected for replacement are linked with the MMS ID of the item chosen as the replacement item. The citation metadata and inventory update, but tags, notes, and usage information are preserved.

Managing Section Tags

When enabled by your library (Configuration > Fulfillment > Courses > Tag Mapping), you can add section tags. The list of tags is maintained by the library. Tags appear beneath the section name. For more information about configuring tags, see Configuring Citation and Section Tags.

• From a section, select Add tag or the plus icon  and select the tag from the drop-down list.

  

  Add section tag

  OR

  From the section action menu, select Edit section and select Add tag or the plus icon  and select the tag from the drop-down list.

  

  Edit section add section tags

• Select the X in the tag box. The tag is removed.

Locking a Section

You can lock a section for editing using the Lock section option in the section menu. For this feature to be available, the library must set the Lock parameter (Configuration > Leganto > UI > Section Menu) to Yes.

If you select the Lock option, you receive a notification that a locked section cannot be changed until it has been unlocked again by the owner who locked it. In Leganto, if the list has multiple owners, only the owner who locked the section can unlock the section.

When a section has been locked, a Locked  indicator appears next to the section name.

When you hover over the Locked indicator, the name of the user who locked the section appears in a tooltip.

Only users with the following roles can lock sections: Librarians and Leganto Course Operators. Instructors who are list collaborators can also lock a section. 

Only the user who locked the section can unlock it.

If you locked a section, you can unlock it by selecting Unlock from the section menu.

If you duplicate a locked section, the duplicated section will not be locked.

When a section is locked, only the following actions are available for the section until the section is unlocked:

• Copy section
• Export section
• Print section
• Unlock section

Ordering Items Within a Section

When when order_citations_in_all_sections (Configuration > Leganto > UI > List Menu) is set to Yes, you can sort all items in each section by author or title, and by by descending or ascending order. Additionally, you can reorder specific items in a section.

1. From the list menu, select Sort items within sections. The Sort items within sections window opens.
   
   Sort items within sections
2. Select whether to Sort by Author or Title.
3. Select whether the Sort direction should be Descending or Ascending. Note: The default Sort direction is Ascending.
4. Check the checkbox I understand this change cannot be undone to confirm you want to proceed.
5. Select Sort. All items in each section are sorted according to your selections.
   
   Sort items within sections

• Select the item and use the Drag icon  to drag and drop the item to your desired location in the section,

Indenting a Section

Managing Item Tags

When enabled by your library (Configuration > Fulfillment > Courses > Tag Mapping), you can add tags to items. The list of tags is maintained by the library. For more information about configuring tags, see Configuring Citation and Section Tags.

• Either select an item to expand it and select Add tag or the plus icon  and select the tag from the drop-down list.

  The item must be expanded to add tags.

  
  Add item tag

  OR

  Select Full details or from the item action menu, select Edit item > Item Actions tab and select Add tag or the plus icon  and select the tag from the drop-down list.

  
  Edit item add item tags

• Select the X in the tag box.

Hiding Items from Students

By default, all items are displayed by default but can be hidden from students. 

• Expand an item

  OR

  From an item Full details > Item actions, check Hide from students. A hidden  icon appears next to the item thumbnail and the item is not viewable by students.

  

  Hide from students - expanded view

  

  Hide from students - Full details view

  If an item is not marked as complete on a list, you can hide the item from students. To enable this feature, set the hide_uncompleted_citations (Configuration Menu > Leganto > Leganto Features) parameter to true.

  If the parameter is set to false, incomplete items are displayed; however, students do not have the option to download a file if one exists. Students cannot open links for items that require copyright.

  If you set the hide_uncompleted_citations to a specific status or combined status (BeingPrepared, Complete, Declined, Inactive, InProcess, ReadyForProcessing, or a code from the Additional Reading List Citation Statuses code table), citations with those specified statuses are hidden from students.

Managing an Item's Electronic Links and Physical Ability

The Links & availability tab presents electronic links, digital files, and physical availability for an item, when available. Physical availability includes the barcode, status, and location, and may include options to make requests for the item. When instructor_manage_citation_availability_link (Configuration > Leganto > Features > Leganto Features) is set to true, you can select whether to hide or display this information (all physical availability) to students.

Other availability, including electronic, digital, and file uploads include the following row actions for each availability link when made available by your library:

• Mark the link as broken. This notifies the library to fix the issue at their discretion. For more information, see Enabling Broken Link Reporting.
• Hide/display the link to students.

Managing an Item's Files

To prevent students from downloading or printing files, instructors and librarians can set files attached to items as read only. 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.

Additionally, when instructor_remove_file (Configuration > Leganto > Features > Leganto Features) is set to true (default false), instructors can remove files that have been added to items. 

1. Select an item and select Full details.
2. From the Links & availability tab, select the ellipse (...) and select Make file read only. Students will not be able to download or print the file.

   

   Make file read only

1. From the item action menu, select Edit item.
2. From the Links & availability tab, select Remove. The file is removed from the item.

   

   Remove file

Adding Related Items

When the parameters other_formats_and_editions and recommendations (Configuration > Leganto > Features > Leganto Features) are enabled by your library, the Related items, if any, appear here (bX and/or shelf browsing) to offer suggestions related to the citation. For more information, see Configuring the Display of Other Formats and Editions of Citation.

1. From an item, select Full details and select the Related items tab. The Related items recommendations list is displayed.

   

   List Related items recommendations
2. Hover over the item you want to add and either use the Drag icon   to drag the item to a section in the list

   OR

   Select the Add to list icon . The add item options pane expands.

   
   Add related item options
3. Select whether to Add to:
   • List
   • Suggestions — For more information, see Suggesting an Item from Favorites.
   • Favorites — For more information, see Saving Resources as Favorites.
4. If you have selected Add to: List, select the section to which you want the item added.
5. Select Add to add the item

   OR

   Select Add & Edit to add the item to the section and open the Edit item pane.

Editing Items in Bulk

When the parameter select_all_items (Configuration > Leganto > UI > Section Menu) is set to Yes, the section action list includes a Select all items/Deselect all items action to either select all items or deselect all items in a section.

You can apply the following actions to an item in bulk:

• Delete
• Add/Remove tags
• Add/Clear due dates
• Add/Remove notes for students
• Apply public annotation permissions
• Copy — up to 10 items can be copied at a time. Items are added to the bottom of the selected section.
• Move — up to 10 items can be moved at a time. Items are added to the bottom of the selected section.
• Add to favorites
• Export
• Move items up/down

1. Select at least one item, and either check the Select allcheckbox to select all items in the list or select the bulk action checkbox for each item to which you want to apply an action. The bulk action menu becomes available.

   

   Bulk item actions
2. Select the action to apply to the items and select Save. The action is applied to all selected items.

• Either uncheck the Select all checkbox to deselect all checked items in the list or manually uncheck the selected checkboxes. The bulk action menu is hidden.

Exporting a Single Item in a Specific Reference Format (Quick Cite)

You have the option to copy the default item style set in Leganto > Features > Bibliographic Styles when quick_cite (Leganto > UI > Citation Menu) is enabled (default). If no default style is set, the first style in the Bibliographic Styles table appears.

1. Select the item and select the Quick Cite action.

   

   Quick Cite

2. If relevant, select the Bibliography style, and select Copy to clipboard. Your item is copied to your clipboard to be pasted to your desired location. To configure bibliography styles, see Managing Bibliographic Styles.

   

   Copy to clipboard

Exporting an Item to RefWorks

When export_to_refworks (Configuration > Leganto > UI > Citation Menu) is set to Yes, you can export items to RefWorks. For more information see Enabling and Configuring Refworks.

• From the item action list, select Export to RefWorks. A toast is displayed confirming that the item has been exported to RefWorks.

Requesting Digitization

When enabled by your library, and when a list is associated with a course, you can initiate a specific digitization and/or copyright request with the library. (For a digitization request, there must not already be another open request and the citation must be a physical title with at least one item. For a copyright clearance request, the citation must be an uploaded file, and the copyright must not be already set as self-declared or marked as Creative Commons.) These requests are handled manually or automatically by the library, depending on the library's back-end configurations.

• A copyright request asks the library to clear copies for specific pages and/or chapters. Use this option when you plan to initiate a digitization request or you plan to make copies of the material yourself (such as photocopies) or upload a file.
• A digitization request asks the library to make copies of specific pages and/or chapters.

A copyright approval may be relevant for a specific date range, and the library may require you to enter a date range when making the request. In this case, students cannot access the material before and after the range, regardless of the visibility settings of the material, citation, section, and/or reading list. A warning notice may appear when accessing the material and during the final days before the last date (according to your library's configuration).

When instructor_digitization_request (Configuration > Leganto > List Management > Copyright Settings) is set to course_association, and instructor_digitization_electronic (Configuration > Leganto > List Management > Copyright Settings) is set to true, an instructor can initiate a library physical or electronic digitization request, which includes a copyright clearance request, while an item is expanded or from the item Full details.

1. Either expand an item and select Request digitization or select Full details to open the Item actions tab and select Request digitization.

   

   Expanded item - Request digitization

   

   Item actions - Request digitization
2. The Ask the library for a digital copy form opens. Select the Start date and End date for when you need the digitized item.
3. If relevant, enter the Chapters or Pages you require, check Include images, or include a Note.

   You can include up to three notes.

4. Select Send. The digitization request is created and sent to the library for review.

   

   Request digitization form

Personal Copy

When configured by the library, instructors can mark items where they plan to lend their personal copy of an item to the library for circulation. When instructor_personal_copy (Configuration > Leganto > Features > Leganto Features) is set to true, instructors can indicate that an item is a personal copy and enter the name of the person who owns the item. The instructor can drop the item off at the library, the library will circulate it to students for the duration of the course, and the instructor can pick it up again at the end of the term. The library can configure which types of items can be used for personal copies.

For more information, see Contributing Instructor Resources to a Reading List.

1. From an item select Full details to open the Item actions tab and select Personal copy. The Personal copy window opens.

   

   Personal copy
2. Check I will provide a personal copy to the library.
   
   Personal copy
3. Select or enter the name of the owner in the Personal copy belongs to field and select Save.

   

   Personal copy owner

   A message is displayed instructing the owner to bring the personal copy to the library.

   

   Bring personal copy to library message