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, 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, users 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, users 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 are 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.

Preventing Instructors from Creating New Lists

For institutions whose librarians are the sole list creators, it is now possible to configure Leganto to prevent instructors from creating new lists. The following workflows are now supported:

1. Instructors can create new reading lists (no changes).
2. Instructors can create reading lists from the learning management system (LMS) but not from the standalone. This ensures all reading lists are linked to courses.
3. Instructors can create reading lists from the standalone but not from the LMS. This provides flexibility for instructors who create lists that are not linked to courses.
4. Instructors cannot create any new reading lists. This gives the library full control over all lists that are created.

To prevent instructors from creating reading lists in the standalone, set the parameter instructor_create_list (Configuration > Leganto > List Management > Settings) to false (default true). When set to false, the Create list menu does not appear to instructors.

To prevent instructors from creating reading lists when beginning in the LMS, the parameter cms_entry_actions (Configuration > Leganto > LTI > Settings) cannot contain the value  all or the parameter value list.

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.

Cite It! Display

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.

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.

Adding a Syllabus To a List

Instructors can add a syllabus using a URL or upload a file when the parameter syllabus (Configuration > Leganto > Features > Leganto Features) is set to true.

Managing a List's Collaborators

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.

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.

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.

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 (Configuration > Fulfillment > Courses > Tag Mapping), users 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.

Locking a Section

Users 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.

Ordering Items Within a Section

When order_citations_in_all_sections (Configuration > Leganto > UI > List Menu) is set to Yes, users 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.

Indenting a Section

Managing Item Tags

When enabled by the library (Configuration > Fulfillment > Courses > Tag Mapping), users 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.

Hiding Items from Students

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

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, users 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 the 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.

Adding Related Items

When enabled by the 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.

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.

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

Users can 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.

When generating and exporting formatted items from Leganto, additional authors can be treated as contributors when export_additional_name_as_editor is set to true (default) or editors when set to false.

Exporting an Item to RefWorks

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

Requesting Digitization

When enabled by your library, and when a list is associated with a course, users 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.

Automatically Trigger Copyright Clearance Form

When configured, users can automatically trigger the copyright clearance form when a file is added to a citation in Leganto. To enable this feature, ensure that the parameter instructor_copyright_clearance (Configuration > Fulfillment > Copyright Management > Leganto Copyright Settings) is set to course_association. The copyright clearance form appears when the list is linked to a course and the user selects a copyright option that is mapped to a Copyright Status (Configuration > Leganto > List Management > File Upload Copyright Options) that is not set to Self Declared, Fair Use, Declined, or Approved. The status of the copyright request is viewable in the Item actions > Library services section.

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.