Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Configuring the Leganto UI

    Translatable

    Getting Help

    The library can define customized help pages for Leganto. The default URL when selecting Help opens the Leganto online help page.

     The help option.

    Help
    To configure the help pages:
    • From the Help Pages mapping table (Configuration > Leganto > Features > Help Pages - Classic UI) specify the customized URL by role and language. You can add multiple languages per role. Once configured, selecting Help clipboard_e4827b73c670d5c5f0f896b146618ef8c.png directs the user to the defined URL according to the interface language.

    Leganto Help Pages.png

    Help Pages table
    Librarians and course operators see the help page defined for Instructor. If the table is not customized, the Help menu opens the Leganto online help. When a page is defined for a role for only some of the languages in use, if help is requested for a language that is not configured, the page for the first language configured is displayed.
    • The URL must begin with https:.

    Institutions can display and customize the online help available within the New UI (Configuration > Leganto > Features > Help pages - New UI). Institutions can edit, remove, or add topics. For each topic, you can customize the links that are displayed for written help and videos, and each can be customized per user role and by language.

    By default, each article links to the corresponding article in the Leganto English online help. Each article opens in a new tab.

    The help menu.

    Help menu

    Linking Leganto to an External Citation Manager

    If you use RefWorks, Zotero, or Mendeley citation managers, users can configure Leganto with the external site's credentials and then drag and drop these citations into Leganto. Also see Adding an Item from a Reference Manager.

    To link to an external citation manager:
    • From the Settings clipboard_e38b9e1d4804fb7427dda11149f818a89.png menu, select Reference managers. The Reference managers window opens.

      The reference managers settings.

      Reference managers

      The library must configure RefWorks/Mendeley credentials (Configuration > Leganto > General > External Integrations) for these options to appear correctly. Also see Enabling and Configuring RefWorks and Enabling Mendeley

    Collapsing or Expanding a Section

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

    To set default section presentation:
    • 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.

      A collapsed section

      An expanded section.

      An expanded section
    To enable instructors to override the institution's default view and set their own default view:
    • 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.

      The option to set the default section view.

      Override default section view

    Item Details

    You may not see all options depending on your permissions and what is configured for your institution.

    The item includes:

    • A bulk actions checkbox
    • Drag icon clipboard_e0e83c1f079f04226fdc5501665cd3f4c.png
    • Item title
    • Item type
    • Item status
    • Item Due date
    • Note for students
    • Item tags — when configured (Configuration > Fulfillment > Courses > Tag Mapping)
    • Full details button
    • Share item link — when configured (Configuration > Leganto > UI > Citation menu)
    • Item menu actions

    A list item.

    List Item

    The item menu includes the following actions:

    • Edit item
    • Copy item
    • Move item
    • Save as favorite
    • Quick Cite
    • Set complete — only viewable by library staff
    • Delete item

    The item menu.

    Item menu

    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.

    The links & availability pane.

    Links & availability

    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

    The related item pane.

    Related items

    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)

    The item details pane.

    Item details

    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

    The item library discussion pane.

    Library discussion

    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. 

    To duplicate an existing list:

    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.

    The reading list duplicate list option.

    Duplicate list option

    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.

    Options for duplicating a list.

    Duplicate list settings

    Archiving Lists

    When configured, instructors can filter Lists by by archived lists (archived_lists (Configuration > Leganto > Features > Leganto Features) is set to true).

    The archived list filter.
    Archived list filter

    Archived lists can be unarchived from Leganto. 

    Archived lists
    Archived list

    When unarchiving a list, the list is restored with a Draft publication status.

    unarchive list
    Unarchive list

    Adding a Section to a List

    You can create a new section from scratch or by duplicating an existing section. Lists created in Leganto include a default section. You can configure the default section name to appear when a reading list is created in Alma or imported into Leganto using the new defaultSection.title label in the Labels configuration table (Configuration > General > Labels). Whenever you import references into Leganto or create the list in Alma, the value of this label appears in Leganto as the section name. The label's default value is Resources. When creating a reading list in Alma or importing a reading list into Leganto, the description defaults to blank.

    To add a new section:
    1. Select Add > New section. The Add new section pane opens.

      The option to add a new section.

      Add New section
    2. Enter the section Title.
    3. If relevant, enter a Description.
    4. To make a section viewable during a specific date range, enter a Start date, End date, and check Display section during these dates only.
    5. Select where in the list the section should appear.
    6. Select Add.

      The add a new section screen.

      Add new section

      The section is added to the list.

      A new section on a list.

      New section

      You can reorder a section at any time by collapsing the section and dragging the clipboard_e91dac3c0d28d65b2ab9e5f69ce6039ba.png icon. For more information, see Collapsing or Expanding a Section.

    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.

    Section templates configuration.

    Templates configuration

    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.

    An example of a Defined list with multiple sections.

    Example of a Defined list with multiple sections

    An example of a Numbered pattern.

    Example of a Numbered pattern

    Searching for an Item from the Institution's Library

    Your library configures whether your library search is in Alma, Summon, or Primo, and/or whether you can select the Primo scope in which to search. See Configuring Repository Search in Leganto.

    To search for an item from a library:
    1. From a list, select Add > Search the library. The basic Search the library pane opens.

      The option to do a basic library search.

      Basic library search
    2. When primo_default_search_scope (Configuration > Leganto > Discovery > Primo Integration) is set true, you can select the Search everything search scope.

      The following search filters are available:

    3. Enter your search criteria.
    4. Optionally select whether to include or hide records that do not provide full-text access. The default is configured using the  primo_include_non_fulltext_option  parameter ( Configuration Menu > Leganto > Discovery > Primo Integration ).
    5. Press Enter. The search results are displayed.
    6. Optionally select Filter to filter your results by Type or Availability.
      The option to filter search results.
      Filter by Type/Availability
    To search multiple fields:
    1. Select Advanced search and enter multiple search terms.

      The advanced library search option.

      Advanced search option

      An advanced search.

      An Advanced search
    2. Use the Any field dropdown list to select the field by which you want to search.
    3. Optionally select Add a new line to add multiple search options as needed.
    4. Optionally select whether to include or hide records that do not provide full-text access.
    5. Select Search. The search results are displayed.
    6. Optionally select Filter to filter your results by Type or Availability.
      The option to filter search results.
      Filter by Type/Availability
    7. Hover over the item you want to add and either use the Drag icon clipboard_efaf41b3344a7644d88a46302d81a4a66.png to drag the item to a section in the list

      OR

      Select the Add to list icon clipboard_e28c54d6077cdf4fdbc7e976612e91696.png. The add item options pane expands.

      The option to add an item.
      Add item options
    8. Select whether to Add to:
    9. If you have selected Add to: List, select the section to which you want the item added.

      The section defaults to the last section added to the list and can be changed from the Section dropdown list.

    10. Select Add to add the item

      OR

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

    Uploading a File

    When display_file_option (Configuration > Leganto > Features > Leganto Features) is set to true, the option to Upload Files is available in the Add list. The default for this parameter is true.

    The library can set the maximum file size in the parameter max_file_size_allowed_faculty_MB (Configuration > Leganto > General > Settings). The default is 50 MB. If the maximum file size is more than 0, instructors can upload files to existing citations even when display_file_option is set to falseTo block instructors from uploading files in Leganto, set  max_file_size_allowed_faculty_MB to 0 and set display_file_option to false.

    1. Select Add > Upload Files.

      The option to upload files.

      Upload files option
    2. Browse to upload a file/folder. The Upload files wizard appears.

      The upload files pane.

      Upload files/folder
    3. If the File Upload Copyright Options (Configuration > Leganto > List Management > File Upload Copyright Options) are enabled, select the copyright information and select Next. For information about configuring File Upload Copyright Options see Configuring File Upload for My Collection/Favorites or as Citation.

      The upload files wizard.

      Upload wizard
    4. Leganto attempts to pull item details from the file. If needed, enter or edit the details and select Next. The fields that appear depend on the type. Some of these fields appear only if you select More item details. For more information on types, see Adding an Item Manually.

      The upload files item details wizard.

      Item details
    5. Optionally, select the section to which to add the file, fill in the course information section, and select Add. The file is added to the list.

      The upload files wizard.

      Add uploaded files

      If pdf_use_leganto_viewer (Configuration > Leganto > Features > Leganto Features) is enabled (see Configuring Whether Instructors Can Embed Citations Directly in Leganto), the file includes a download icon to download the file and an icon that indicates the item type.

      The uploaded file.

      Uploaded file

    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.

    To use Cite It!:
    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.

      The cite it pane.

      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.

    Enriching Citation Metadata

    For institutions whose AUGMENTATION profile (Configuration > General > External Systems > Integration Profiles) is configured to work with CrossRef, when a citation containing a DOI is added, any missing metadata is automatically added to the citation.

    The CrossRef configuration.
    CrossRef configuration

    The DOI field on the Add Item Details form.

    Enriched metadata

    You can also automatically enrich citations containing a DOI with additional metadata in bulk by checking Enrich by DOI in the Reading List Citation Update Task job (Admin > Manage Jobs and Sets > Run a Job). The default setting for this checkbox is unchecked.

    The option to enrich by DOI.

    Option to Enrich by DOI

    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.

    The option to filter lists by course dates.

    Filter lists by Course dates

    Lists without courses are excluded from the Course dates filter.

    Modifying List Details

    Once a list is created, you have the flexibility to modify a list as necessary. For information about creating lists, see Creating a List.

    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.
    To edit basic list information:
    1. Select Edit list from the list actions.

      The edit list action.

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

      The edit list form.

      Edit list form

    Managing a List's Collaborators

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

    To view and manage list collaborators:
    1. Select More info. The current collaborators are displayed.

      The More info option.

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

      The option to manage collaborators.

      Manage collaborators option
    3. Select Add collaborators.

      The option to 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.

      The option to search for collaborators.

      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 clipboard_e822b56d4463b248d0b951b72617fc16b.png 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.

    Each list must have at least one List owner.

    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 option to mark a reading list as a sample list.

    Mark a list as a sample list

    The list is marked with a Sample indicator.

    The sample indication that a list is a sample list.

    Sample indication that a list is a sample list

    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.

     The option to filter lists by sample list.

    Filter to List by Sample list

    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.

    A banner message indicating that a newer version of the lists exists.

    Newer version indication banner

    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.
    To associate an existing list with a course:
    1. From the list menu, select Link to course
      The option to link to a course.
      Link to course

      OR

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

      The option to manage links with a 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.

      Select a course to associate with the list.

      Manage link to course

      The course is associated.

      A list with an associated course.
      Associated course
    To associate an existing list with multiple courses:
    1. From the list menu, select Link to course
      The option to link to a course.
      Link to course

      OR if a course is already associated,

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

      The option to manage links with a 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.

      Select multiple courses to associate with the list.

      Manage link to course

      The courses are associated.

      Multiple associated courses.

      Multiple associated course
    To edit or remove an 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.
      The option to edit or delete an associated course.
      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

    You can add a No list expected indication to a course to alert the librarian that this course deliberately does not include a reading list.

    Reading lists can still be added to courses with the No list expected checkbox checked and existing lists are not removed.

    The "no list expected" checkbox.

    No list expected checkbox

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

    The No list expected column is hidden by default. To show the No list expected column, select the column from the Manage column display clipboard_ecfa785835e5f814c63cb3f1c51342205.png list. 

    The no list expected column.

    No list expected column

    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'.

    The no list expected alert on the Leganto create list - reminder email window.

    'No list expected' alert

    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.

    The option to exclude courses marked as "No list expected" when sending bulk create list reminder emails.

    Exclude courses marked as 'No list expected' when sending bulk reminders

    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).

    Message to students that there are no lists for this course.

    Message to students that the course has no lists

    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.

    Citations with a Copyright Status of Approved cannot be replaced.

    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.

    The Suggest Replacement action.

    Suggest Replacement action

    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.

    The option to select a newer edition.
    Selecting a newer edition

    Library staff are presented with a confirmation screen.

    A confirmation replacement message.
    Confirmation message to confirm that the MMS ID should be replaced

    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. 

    New edition filter tags.

    New Edition Available Filter Tags

    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.

    The banner is only displayed for Librarians, Leganto Course Operators, and List Owners.

    The banner with the show editions options.

    Show editions

    Instructors can select the banner to see items with new edition suggestions.

    Instructors can also filter to see items with new editions using the New Edition Available tag.

    New edition filter tags.

    New Edition Available Filter Tags

    The details of the Replacement suggestions are viewable from the Suggestions pane and the Related items tab on the Full details of an item.

    Replacement suggestions in the Suggestions pane.

    Replacement suggestions in the Suggestions pane

    Selecting the suggested item opens the full suggestion, which includes the details of the original item and a link to the original item. From either the Suggestions pane or the Related items tab of the original item, instructors can choose to replace the item, which re-links the citation to the new MMS ID, updating the citation metadata. Other existing information about the citation, including usage information, tags, and notes, is preserved. The instructor can instead choose Add to list, which keeps the original item and adds the suggestion as an additional resource on the list. Alternatively, the instructor can choose to decline the suggestion, which removes the suggestion and the tag.

    The option to replace the item or decline.

    Option to Replace Item, Add to list, or Decline replacement

    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.

    The confirmation message for a citation with an approved copyright.

    Confirmation message to confirm that the MMS ID should be replaced

    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.

    To add a section tag:
    • From a section, select Add tag or the plus icon clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and select the tag from the drop-down list.

      The add tags option.

      Add section tag

      OR

      From the section action menu, select Edit section and select Add tag or the plus icon clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and select the tag from the drop-down list.

      The Edit section add tags option.

      Edit section add section tags
    To remove a section tag:
    • 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.

    The lock section option.

    Lock section option

    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 clipboard_e10565fcdba25e6b72b7baf839a26de40.png indicator appears next to the section name.

    The locked indicator on a locked section.

    Locked section indicator

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

    The tool tip indicating by whom the section is locked.

    Section locked by 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.

    To sort all sections:
    1. From the list menu, select Sort items within sections. The Sort items within sections window opens.
      The option to sort items within sections.
      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.
      The sort by options.
      Sort items within sections
    To reorder specific section items:
    • Select the item and use the Drag icon clipboard_e25f17b276d0effa03140dc7547a97a31.png to drag and drop the item to your desired location in the section,

    The option to reorder an item.

    Drag an item in a section

    The option to order section items.

    Drop an item in a section

    Modifying Items

    For information on adding items, see Adding Resources.

    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.

    To add an item tag
    • Either select an item to expand it and select Add tag or the plus icon clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and select the tag from the drop-down list.

      The item must be expanded to add tags.

      The add tags option.
      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 clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and select the tag from the drop-down list.

      The Edit item add tags option.
      Edit item add item tags
    To remove an item tag:
    • 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. 

    To hide items from students:
    • Expand an item

      OR

      From an item Full details > Item actions, check Hide from students. A hidden clipboard_ecb5babcb83a62cb87f8b57e76acf8bd3.png icon appears next to the item thumbnail and the item is not viewable by students.

      The hide item option on an expanded item.

      Hide from students - expanded view

      The hide item option from an item full 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.

    An example of a physical item's details.

    Physical item Links & availability

    An example of a digital item's links and availability.

    Digital item Links & availability

    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. 

    To set an item's files as read only:
    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.

      The option to set a file as read only.

      Make file read only
    To delete an item's files:

    You cannot delete a file if:

    • A copyright request was approved for the citation.
    • The file is a CCC (pay-per-use) file.
    1. From the item action menu, select Edit item.
    2. From the Links & availability tab, select Remove. The file is removed from the item.

      The option to remove a file from an 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.

    To review related items and add them to your list:
    1. From an item, select Full details and select the Related items tab. The Related items recommendations list is displayed.

      The list related items recommendations.

      List Related items recommendations
    2. Hover over the item you want to add and either use the Drag icon  clipboard_efaf41b3344a7644d88a46302d81a4a66.png  to drag the item to a section in the list

      OR

      Select the Add to list icon clipboard_e28c54d6077cdf4fdbc7e976612e91696.png. The add item options pane expands.

      The option to add a related item.
      Add related item options
    3. Select whether to Add to:
    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.

    The section select all items action.

    Select all items section action

    The section deselect all items action.

    Deselect all items section action

    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

    These actions can only be applied to This list for lists that are not locked and lists you own.

    To edit items in bulk:
    1. Select at least one item, and either check the Select allclipboard_e5ff5d451c08394d8f97d98ef8c86b57d.pngcheckbox 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.

      The option to edit items in bulk.

      Bulk item actions
    2. Select the action to apply to the items and select Save. The action is applied to all selected items.
    To hide the bulk actions menu:
    • 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.

    To generate a citation:
    1. Select the item and select the Quick Cite action.

      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 an item to your clipboard.

      Copy to clipboard

    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, you can export items to RefWorks. For more information see Enabling and Configuring Refworks.

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

    The option to export an item to refworks.

    Export to RefWorks

    Discussing the List with the Library

    When library_discusion (Configuration > Leganto > Features > Leganto Features) is set to list/citation/all, you can write messages to the library/list owners and read their replies from either the list level, item level, or both. The Discuss with library icon clipboard_e717af2c30574b7dff87b692031855389.png includes a number count of how many new messages there are in the discussion. Messages that you enter in the Library discussion pane create alerts for librarians in Alma, and you can view their responses in this pane.

    To view messages or send a message to the library from a list:
    1. Select the Discuss with library clipboard_e717af2c30574b7dff87b692031855389.pngicon.

      The library discussion icon.

      Library discussion icon
    2. View any new message or Type your message to the library and select Send. An alert is sent to the librarians.

      The library discussion pane.

      List Library discussion
    To view messages or send a message to the library from an item:
    1. From an item, select Full details. The item details window opens.

      The item full details option.

      Item Full details
    2. From the item Library discussion tab, view any new message or Type your message to the library and select Send. An alert is sent to the librarians.

      The item library discussion tab.

      Item Library discussion

    Submitting Digitization/Copyright Clearance Requests to the Library

    When a list is associated with a course, and 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.

    A digitization request asks the library to make copies of specific pages and/or chapters.

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

    In quick edit mode, the digitization and copyright options do not appear when these options are not applicable. These options are still displayed as disabled in the full view.

    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.

    To submit a digitization request:
    1. Either expand an item and select Request digitization or select Full details to open the Item actions tab and select Request digitization.

      The option to make a digitization request from an item expanded view.

      Expanded item - Request digitization

      The option to request digitization from item full view.

      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.

      The digitization request form.

      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.

    To mark an item as a personal copy:
    1. From an item select Full details to open the Item actions tab and select Personal copy. The Personal copy window opens.

      The option to mark an item as a personal copy.

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

      The option to select the owner of the personal copy.

      Personal copy owner

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

      Bring personal copy to library message.

      Bring personal copy to library message
    • Was this article helpful?