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    Managing Favorites (students)

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    Navigating Favorites

    Favorites is Leganto's citation manager. Students can:

    • Add items to Favorites
    • Add suggestions from Favorites
    • Sort Favorites
    • Filter Favorites
    • Search Favorites

    Suggesting an Item from Favorites

    You can add items to your list that are saved to your Favorites.

    To suggest an item from your Favorites:
    1. From the left sidebar, select Favorites.
    2. From the item you want to suggest or from the item Full details, select the ellipse (...) and select Suggest item. The Suggest item to list window opens.

      The option to suggest an item from your favorites to a list.

      Suggest a favorite item for a list
    3. From the dropdown list, select the list to which you want to suggest the item.
    4. If relevant, add a Suggestion note, and select Suggest.

      The option to suggest an item for a list.

      Suggest an item for a list

      A confirmation message confirms that the item was added to the list.

      The added suggestion confirmation.

      Added suggestion confirmation

    Searching Favorites

    You can search for items that are saved to your Favorites.

    To search for an item in your Favorites:
    1. From the left sidebar, select Favorites.
    2. From the menu, select Search.

      The option to search for an item in your favorites.

      Search
    3. Enter your search scope by title, author, or other item details, and press Enter or select the magnifying glass clipboard_e99ed739ea37092858e4178c212b3688c.png icon to submit your search. Your search results are displayed.

      The favorites search scope.

      Search results

    Adding Items to Favorites

    When configured, students can add items to Favorites from your Favorites tab or from a list, by manual entry, or by uploading a file.

    To add items to Favorites from your Favorites tab:
    1. From your Favorites tab, select Add > Search the library. The basic Search the library pane opens.
    2. Enter your search criteria either using the basic search or advanced search options.
    3. Hover over the item you want to add and select the Add to list icon clipboard_e28c54d6077cdf4fdbc7e976612e91696.png. The item is added to your Favorites list.
      The option to add an item to Favorites.
      Add item to Favorites
    To add items to Favorites from a list:
    • From an item action list, select Save as favorite.
      The option for a student to save an item as a favorite.
      Save as favorite
      A toast is displayed indicating that the item was copied to your favorites.
      A copied to favorites toast.
      Copied to favorites toast

    Uploading a File to Favorites

    When configured by your institution, the option to Upload Files is available in the Add list.

    Your institution sets the maximum file size for uploads. The default is 50 MB.

    1. From your Favorites tab, select Add > Upload Files. The Upload files pane appears.
    2. Browse to upload a file/folder.
    3. If configured, select the copyright information and select Next.

      The upload files pane.

      Upload wizard
    4. Leganto attempts to pull item details from the file. 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. If needed, enter or edit the details and select Add. The file is added to your Favorites.

      The upload files item details wizard.

      Item details

    Manually Adding an Item to Favorites

    Items can manually be added to Favorites.

    To manually add items to Favorites from your Favorites tab:
    1. From your Favorites tab, select Add > Manual entry. The Manual entry wizard appears.
    2. Enter a Title, select a file Type, browse to upload a file or drag and drop a file, and select Next.

      To customize the types and the metadata available for those types, see Adding/Editing Citation Field Mappings.

      The manual entry wizard.

      Manual entry wizard
    3. Enter the details and select Add. The item is added to your Favorites.

      The manual entry item details wizard.

      Item details

    Private Notes

    From your Favorites list, when expanding an item, you can private notes or view notes that are already added.

    A private note on the item expanded view.

    Private note - Item expanded view

    You can also add/view Private notes from the item Full details pane > Item details tab.

    The private note on the full details pane.

    Private note - Item Full details

    Private notes can be formatted or linked using the floating format menu when adding the note. Any changes to the note are automatically saved.

    The option to format a note.

    Private note formatting options

    Managing Private Tags

    Tags appear beneath the item name.

    To add a private tag:
    • From the Favorites menu, select an item, 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 private tags option.
      Add private tag

      OR

      Select Full details or from the item action menu, select Edit item > Item Details tab and select Add private 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 private tag
    To remove an item tag:
    • Select the X in the tag box.

    Sorting Favorites

    You can sort a favorites list by:

    • Date
    • Title
    • Author
    To sort your Favorites list:
    1. From the left sidebar, select Favorites.
    2. From the menu, select Sort.

      The option to sort your favorites.

      Sort
    3. Select whether to sort your Favorites by:
      • Date
      • Title
      • Author
      Your list is sorted accordingly.

    Filtering Favorites by Tags and Type

    You can filter your Favorites list to only show items with certain tags or types.

    To filter favorites by tags or type:
    1. From the left sidebar, select Favorites.
    2. From the menu, select Filter.

      The option to filter your favorites.

      Filter
    3. Select the Tags/Type by which to filter and select Apply. The filter is applied to your Favorites list.

      The favorites filter.

      Apply filter

    Editing Favorite Items

    When necessary, you can edit items in your favorites list.

    To edit an item:
    1. From the left sidebar, select Favorites.
    2. Select Edit item from the item actions or from the item Full details. The Edit item pane opens. 

      The edit item action.

      Edit item action
    3. The pane defaults to the Item details tab. Make your changes on the Item details or Links & availability tabs and select Save. Your changes are saved.

      The edit favorite item pane.

      Edit favorites item pane

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

    When enabled by your institution, you can copy the default item style.

    To export a single item in a specific reference format:
    1. From the left sidebar, select Favorites.
    2. From the item you want to export or from the item Full details, select the ellipse (...) and select Quick Cite action.

      The quick cite action.

      Quick Cite
    3. 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.

      Copy an item to your clipboard.

      Copy to clipboard

    Exporting Items in Bulk from Favorites

    You can export multiple items from Favorites.

    To export multiple items in bulk:
    1. From the left sidebar, select Favorites.
    2. Check the items you want to export. The menu option displays an Export option.

      The option to export items in bulk.

      Export multiple items
    3. Select Export. The Export window opens.

    4. Select the Export to format and select Export.

      You can export to Microsoft Word (RTF), PDF, Microsoft Excel (XLS), RIS, or EndNote (ENW) formats.

       

      Export options

      Export to options

    If you export to RTF format, you can select a bibliographic style before exporting the file.

    Removing an Item from Favorites

    When necessary, you can remove items from Favorites.

    To remove an item:
    1. From the left sidebar, select Favorites.
    2. From the item you want to remove or from the item Full details, select the ellipse (...) and select Delete item. The Delete item confirmation window opens. 

      The delete item action.

      Delete item action
    3. Select Delete to remove the item from Favorites.

      The delete item confirmation.

      Delete item confirmation

    Removing Items from Favorites in Bulk

    You can remove multiple items from a list from Favorites.

    To remove multiple items to a list in bulk:
    1. From the left sidebar, select Favorites.
    2. Check the items you want to remove from a list. The menu option displays a Delete option.

      The option to delete items from favorites in bulk.

      Remove items from Favorites in bulk
    3. Select Delete. A confirmation message to delete the items is displayed.

    4. Select Delete. The items are removed.

      Delete items from Favorites in bulk.

      Remove items from Favorites
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