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

    Working with Citations

    Adding a Note to a Citation

    Also see Discussing the Citation with the Library.

    When viewing a citation, you can add public and private notes. Students can see public notes. Private notes can be seen only by the user who wrote the note.

    Private notes can only be added by list owners or students. Guests cannot add private notes.

    The citation note pane.

    Citation Note Pane

    Citation public notes are visible when viewing the reading list.

    A reading list public note.

    Reading List - Public Note

    Adding a URL to a Public Note

    When adding/editing a public note for a citation, you can add a URL, which will show up as clickable in the public note in the brief and full view.
    Adding a URL to a public note.
    URL in Public Note (Edit Mode)
    An example of a public note with a clickable URL in brief view.
    Public Note with clickable URL (brief view)
    An example of a public note with a clickable URL in full view.
    Public Note with clickable URL (full view)
    You can also insert hyperlinks in public notes, by entering a URL followed by the link text surrounded by pipes in the citation full view. For instance, you can create a hyperlink to www.google.com that says Google Home Page by entering the following: http://www.google.com | Google Home Page |. This creates a hyperlink to the www.google.com URL.
    An example of a public note in edit mode.
    Public Note (edit mode)
    The public note appears as follows:
    An example of a public note citation in the full view.
    Public Note (full view)
    An example of a public note citation in the brief view.
    Public Note (brief view) 

    Copying Citations

    You can copy a citation to the same or another reading list. You can also copy one or more citations by temporarily adding them to My Clipboard and then inserting all saved sections after another section in the list. In addition, you can copy a citation to your Collection.

    When copying a citation with a public note, the note is copied in the following scenarios:
    • Duplicating a list in Alma/Leganto
    • Copying a section to a different/same list
    • Coping a citation in Alma/Leganto to a different/same list
    • Moving a citation to a different/same list
    • Using clipboard to copy/move
    For rollovers, a public note is only copied when the rollover settings are set to do so.

    To copy a single citation to a reading list, select Copy citation in the citation menu, select the list and section and select CONFIRM.

    The copy citation to a list option.

    Reading List - Copy citation option

    The copy citation pane.

    Copy citation pane

    To copy one or more citations in multiple steps:

    1. Select Add to clipboard in the citation menu of a citation that you want to copy. The citation is added to My Clipboard. Repeat for all citations that you want to copy.

      The reading list clipboard citation option.

      Reading List - citation clipboard option

      My clipboard citations.

      My Clipboard - citations
      • You cannot use My Clipboard to copy sections.
      • My Clipboard is emptied automatically if you navigate to another reading list.
    2. Hover your mouse at the bottom of the section after which you want to copy all the citations in My Clipboard and select Copy. The citations in My Clipboard are copied beneath this citation and My Clipboard is emptied.

      A prompt to copy citations.

      My Clipboard - prompt to copy citations

    To copy the citation to My Collection, select Copy to my collection in the citation menu.

    The copy to my collection option.

    Reading List - Copy to My Collection option

    Creating a Citation

    Aside from copying a citation to create a new one (see Copying Citations), there are several options for adding citations to a reading list (actually, to a section in a reading list):

    • Search for a resource in the library's repository and add it to your reading list as a citation (or to My Collection).
    • Manually, by entering all of the citation's details and (optionally) uploading a file containing the resource.
    • Select an item previously saved to My Collection or an external citation manager.
    • When on a website, add a citation using Leganto Cite It!, a bookmarklet that you can add to your browser bookmark bar.
    • Select an item that was suggested by a user or automatically by Leganto.

    For more information, watch Add a Resource to a Leganto List.

    Certain actions can only be done after the citation is created. See, in particular:

    Adding a Citation from the 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.

    When viewing a reading list, select ADD ITEMS. The right sidebar changes, offering several options to add citations.

    The add items option.

    Reading List - Add Items Option

    Select Library Search.

    The search library resources.

    Reading List - Search Library Resources

    When available, select the search scope (from the Search in drop-down menu), and enter search criteria (Enter search criteria).

    The following search filters are available:

    • Search everything
    • Library Catalog
    • Articles and more
    • Course Reserves
    • Newspapers
    • Alma
    • Rialto

    Optionally select whether to include or hide records that do not provide full-text access.

    For additional search options, select Advanced Search. You can select which fields in which to search.

    The advanced search library resources.

    Search Library Resources - Advanced

    Select Search. The results appear in the sidebar.

    The library search results.

    Search Library Results

    The search results include information about each resource, as well as several options.

    • Select Add to List, select the section, and select ADD to add the resource as a citation to the selected section. You can also drag and drop the citation to a specific location in the list. Leganto now remembers the last used list and section. 
    • Select Add to Clipboard, and select ADD TO CLIPBOARD to add the resource to My Clipboard. You can add several resources to My Clipboard and add all of them to a reading list at once. For more information, see Copying Citations.
    • Select Add to Suggestions, enter a note for the suggestion and select SUGGEST to add the resource as a suggestion. For more information, see Suggesting an Item from My Collection for a Reading List.

    Adding a Citation Manually

    Using the Blank Form

    When viewing a reading list, select ADD ITEMS. The right sidebar changes, offering several options to add citations.

    The reading list add items option.

    Reading List - Add Items option

    Select Blank Form.

    The blank form.

    Reading List - Blank Form

    Select the Type. The sidebar refreshes with fields that are appropriate for the selected type.

    The Add aitem Details form.

    Reading List - Add Item Details - Book

    Depending on your library's configuration, the following types may appear (types in bold are the most commonly used types): Abstract, Anthology, Archive, Article, Archive, Artwork, Audio Recording, Blog, Book, Book Chapter, Case, Case Study, CD, Computer Program, Conference, Database, Dissertation, Document, DVD, E-book, Electronic Article, Eoffprint, Government Document, Grant, Image, Interview, Journal, Legal Document, Legislation, Letter, LibGuides, Manuscripts, Map, Music, Newspaper, Newspaper Article, Other, Pamphlet, Patent, Poem, Presentation, Reference Entry, Research Dataset, Review, Score, Series, Standards, Statistical Data Set, Technical Report, Text Resource, Thesis, Transcript, Video, Website, Working Paper.

    The fields that appear depend on the type. Some of these fields appear only if you select More item details.

    • All types include the following fields – Additional Person Name, Creative Commons License, DOI, Edition, LCCN, OCLC Number, Place of Publication, Publication Date, Publisher, Resource Notes, Source, and Volume. For all types, you can upload a file and add a public note.
    • Article, Electronic Article, and Journal include the following additional fields – Author, End Page, ISSN, Issue, Journal Title, Pages, Start Page, and Title (mandatory).
    • Book, Conference, and E-book include the following additional fields – Author, ISBN, Title (mandatory), Total Pages.
    • Book chapter includes the following additional fields – Book Author, Book Title, Chapter Author, Chapter Number, Chapter Title (mandatory), Editor, End Page, ISSN, Pages, and Start Page.
    • All other types include the following additional fields – Author, Chapter, End Page, ISBN, ISSN, Issue, Journal Title, Pages, Start Page, Title, Total Pages.
    • Additional field information:
      • To upload a file, you can drag a file to the right sidebar or select the file area and then browse for the file. After uploading a file, license options appear beneath the file name. You can select whether the citation requires no license (because you are the author), can be copied under your country's fair use guidelines, or requires a copyright review. If you intend to select a Creative Commons license, do not select any of these options.
      • When enabled by your library, you can delete the file (select the trash icon trash_icon.png to the right of the file). You cannot delete the file if:
        • A copyright request was approved for the citation.
        • The file is a CCC (pay-per-use) file.

        When not enabled, ask your librarian to delete the file.

      • The options available for Creative Commons license depend on your location. The Creative Commons license declaration for the reading list itself, if any, does not apply to citations in the reading list. If you intend to select one of the file upload licenses, do not select a Creative Commons license.
      • A public note appears in the reading list and when viewing the citation details. A resource note appears at the top in the resource information area when viewing the citation details.

    After configuring the fields, do one of the following:

    • When Add to: List is selected, select ADD & CLOSE to add the citation to the selected section. You can also drag and drop the citation to a specific location in the list.
    • When Add to: Clipboard is selected, select ADD TO CLIPBOARD to add the citation to My Clipboard. You can add several items or citations to My Clipboard and add all of them to a reading list at once. For more information, see Copying Citations.

    Librarians can set citation prices by selecting the More item details toggle switch and entering a price.

    The add a price to a citation option.
    Adding a Price to a Citation
    Uploading a File

    When display_file_option (Configuration > Leganto > Features > Leganto Features) is set to true, the option to Upload a File appears in the ADD ITEMS pane. The default for this parameter is true.

    You can set the maximum file size in the parameter max_file_size_allowed_faculty_MB (Configuration > Leganto > General > Settings). The default is 50 MB.

    Select ADD ITEMS > Upload a File.

    The option to upload a file.

    Reading List - Upload a File

    Drag a file or browse to upload a file.

    The option to upload a file.

    Reading List - Upload a File

    Depending on your library's configuration, the following types may appear (types in bold are the most commonly used types): Abstract, Anthology, Archive, Article, Archive, Artwork, Audio Recording, Blog, BookBook Chapter, Case, Case Study, CD, Computer Program, Conference, Database, Dissertation, Document, DVD, E-bookElectronic Article, Eoffprint, Government Document, Grant, Image, Interview, Journal, Legal Document, Legislation, Letter, LibGuides, Manuscripts, Map, Music, Newspaper, Newspaper Article, Other, Pamphlet, Patent, Poem, Presentation, Reference Entry, Research Dataset, Review, Score, Series, Standards, Statistical Data Set, Technical Report, Text Resource, Thesis, Transcript, VideoWebsite, Working Paper.

    The fields that appear depend on the type. Some of these fields appear only if you select More item details.

    For more information on the types, see above.

    HTML tags can be included in the file component Description (code citation.edit.drag.file.or. Configuration > Leganto > General > Labels - Classic UI)

    An example of a bold formatted label.
    Bold formatted label

    Adding a Citation from My Collection or a Citation Manager

    When viewing a reading list, select ADD ITEMS. The right sidebar changes, offering several options to add citations. To add items from My Collection, select Collection.

    The reading list add items option.

    Reading List - Add Items Option

    The create citation option.

    Reading List - My Collection

    To add an item from an external citation manager, ensure that you have configured the citation manage for Leganto (see Linking Leganto to an External Citation Manager) and select Upload a File.

    The create a citation option.

    Reading List - RefWorks

    Select a citation and then perform one of the following actions.

    • When Add to: List is selected, select ADD to add the citation to the selected section. You can also drag and drop the citation to a specific location in the list.
    • When Add to: Clipboard is selected, select ADD TO CLIPBOARD to add the citation to My Clipboard. You can add several items or citations to My Clipboard and add all of them to a reading list at once. For more information, see Copying Citations.
    • When Add to: Suggestions is selected, enter a note for the suggestion and select SUGGEST to add the citation as a suggestion. For more information, see Suggesting an Item from My Collection for a Reading List.

    Exporting a Single Citation in a Specific Reference Format

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

    From a citation select Quick Cite.

    The Quick Cite option.

    Quick Cite action

    You can now copy the generated citation to your clipboard.

    The generate citation option.

    Generate Citation

    Adding a Citation from A Website (Using Cite It!)

    Leganto Cite It! is a bookmarklet, a small javascript-based bookmark that you can add to your browser's bookmark bar. When you are browsing any website, Cite It! enables you to add the resource on the current page as a citation to a reading list in Leganto.

    Installing Cite It!

    The Cite It! window includes a link to a video that explains how to install the Cite It! button. If you open the guide to learn about Cite It!, the movie plays automatically.

    Adding Cite It! to a Browser's Bookmarks Bar

    To add Cite It! to your browser's bookmarks bar, select Cite It! in the user menu.

    The Cit It! installation window.

    Cite It! Option

    Drag the Cite It! button to your browser's bookmarks bar.

    The list of sites that Leganto is specifically known to support appears in the Cite It! pane. Even if a website is not listed, Leganto is likely to work on the site if the resource information is easily identifiable to the bookmarklet code, so give it a try.

    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.

    You 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 Menu > Leganto > Leganto Features) to true.

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

    The Cite It pane.

    Cite It! Pane

    This pane functions exactly like the pane you see in the right sidebar when manually adding a citation; see Adding a Citation Manually for information about all of the fields.

    After configuring the fields, do one of the following:

    • Select Add to list, select the reading list and section, and select Add & Close to add the resource as a citation to that reading list and section.
    • Select Add to Collection and select Add & Close to add the resource as an item in My Collection.

    View this file for a list of supported Cite It! sites.

    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

    Importing a Citation to a Reading List

    You can import an item from the library, or manually, in the same way that you add these to a reading list. Leganto supports importing files in the RIS, BibTex, and reference file formats. Reference files are any files that include references, such as a bibliography section in an essay.

    Files can be imported at the reading list, section, and citation levels by clicking the Import menu item.

    The following table shows Leganto's RIS field mapping format.

    RIS Field Mapping Format
    RIS Field Leganto Field
    A2 rlterms_additionalPersonName
    A3 rlterms_additionalPersonName
    A4 rlterms_additionalPersonName
    AU creator
    CY rlterms_placeOfPublication
    DA date
    Y1 date
    DO doi
    EP end_page
    ET rlterms_edition
    J2 rlterms_journalTitle
    N1 rlterms_note
    PB publisher
    PY date
    RN rlterms_note
    SN identifier_isbn
    SN2 identifier_issn
    SP start_page
    T1 title
    T2 rlterms_journalTitle
    T3 rlterms_journalTitle
    TI title
    UR source
    VL rlterms_volumePartNumber
    IS rlterms_issue

    See Adding a Citation from the Library and Adding a Citation Manually.

    Creating a Citation Using an Import File from the Menu

    To create a citation using an import file from the menu:
    1. At the reading list, section, or citation level, select the ellipsis and select Import.

      The import a BibTex file option.

      Importing Files
    2. Select the Type.
    3. When you have included all the required files, select SAVE.

      The import BibTex files option.

      Import Batch Screen

    Adding a Suggested Citation

    Leganto offers several features that present you with suggestions for resources to add to a reading list. Some of these features must be enabled by your library.

    • Users can suggest an item to add to a reading list. These suggestions appear in the right sidebar when viewing the list.

      The reading list suggestions pane.

      Reading List - Suggestions Pane

      You can drag and drop a suggested item to the reading list. Select the trash icon trash_icon.png at the top of the suggestion to remove the suggestion.

    • When viewing a list, your library may have enabled a recommendation service (bX, videos including Alexander Street Press (ASP), and/or shelf browsing) to offer suggested citations based on the citations already on your list. In the Video Recommendations pane, can toggle to view only ASP recommendations.

      The reading list video recommendations.

      Reading List - Alexander Street Press Pane

      Select the item and perform one of the following actions:

      • Select Add to list, select the section, and select ADD to add the resource as a citation to the selected section. You can also drag and drop the citation to a specific location in the list.
      • Select Add to Clipboard, and select ADD TO CLIPBOARD to add the resource to My Clipboard. You can add several resources to My Clipboard and add all of them to a reading list at once. For more information, see Copying Citations.
      • Select Add to Suggestions, enter a note for the suggestion, and select SUGGEST to add the resource as a suggestion to this list. For more information, see Suggesting an Item from a Collection for a Reading List.
    • When viewing a citation's details, your library may enable a pane that displays other formats and editions of the citation.

      The reading list other formats and editions pane.

      Citation - Other Formats & Editions Pane

      Select the item and perform one of the following actions:

      • Select Add to List to add the edition to the reading list.
      • Select Add to Citation to add the edition to the citation as an alternate edition.
    • When viewing a citation's details, your library may enable a pane that displays a citation's related items, as marked in the discovery service.

      The reading list related items pane.

      Citation - Related Items Pane

      Select the item and select Add to List to add the item to the reading list.

    Exporting a Citation

    You can export a citation to RefWorks by selecting Export to RefWorks in the citation. You must set the export_to_refworks parameter must to yes to enable exporting citations to RefWorks (Configuration Menu > Leganto > UI > Citation Menu).

    The export to RefWorks option.

    Citation - Export Option

    Quick Cite: Export a Single Citation in a Specific Reference Format

    Quick Cite enables users to generate a citation for a single resource and specify the bibliography style for the citation. The default style is set in Leganto > Features > Bibliographic Styles. If no default style is set, the first style in the Bibliographic Styles table appears. The Quick Cite feature is enabled by default but can be disabled in Leganto > UI > Citation Menu.

    After selecting Copy to clipboard a disclaimer appears: Remember to check citations for accuracy before including them in your work.

    When generating and exporting formatted citations 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.

    Teh Quick Cite option.

    Quick Cite option

    The generate a citation window.

    Generate Citation  

    Displaying Item Sticker Prices in Citations

    When enabled by your library, an item's sticker price can be displayed on citations in Leganto.
    An example of a sticker price.
    Item Sticker Price
    If an item holds an MMS ID by the library, the sticker price is crossed out.
    An item sticker price when it is covered by the library.
    Item Sticker Price when Covered by Library
    To set the sticker price:
    1. Select and edit a citation in Alma.
    2. From the Citation Parameters section, in the Sticker price field, set a sticker price.
      The sticker price from a citation parameters section setting.
      Setting Sticker Price from Citation Parameters section
    3. Select Save.

    Getting Prices from Rialto

    Librarians can automatically pull the lowest price used in Rialto using the Get price citation menu item.
    The Rialto selection citation menu.
    Rialto Get price menu item
    Selecting Get price enables librarians to automatically pull the lowest price used in Rialto. A message appears when a price is updated successfully.
    The price was updated successfully message.
    Price updated successfully message
    If a price is not found in Rialto, a message is displayed that the price was not found.

    The price was not found message.

    Price not found message
    Note that when multiple prices exist, Leganto pulls a random price.

    Deleting a Citation

    To delete a citation, select Delete item in the citation menu and select OK in the confirmation dialog box.

    The reading list delete citation option.

    Reading List - Delete Citation Option

    Digitizing Citations and Clearing Copyrights

    There are several options for managing a citation's copyright, depending on your citation's material type.

    Discussing the Citation with the Library

    When viewing a citation, you can write messages to the library, and read their replies.

    The citation discussion pane.

    Citation Library Discussion Pane

    Messages that you enter into the Library Discussion pane create alerts for librarians in Alma, and you can view their responses in this pane. Students cannot see this pane.

    Editing a Citation

    To edit a citation, on the reading list page select Edit in the citation menu. Alternately, select Edit when viewing citation details. The right-pane displays the citation's parameters. See Adding a Citation Manually for information about the fields. When you are done, select Save.

    The reading list edit citation option.

    Reading List - Edit Citation Item

    The edit item details pane.

    Edit Item

    You can also edit multiple selected citations, using the Edit multiple items icon in the reading list view.

    The edit multiple items icon.
    Edit multiple items
    When this icon is selected, checkboxes appear to the left of each citation, allowing you to select them for further action.
    You can also select all the citations by clicking on the checkbox in the icon row. 
    Edit Multiple Items Selection Checkboxes.
    Edit multiple items--checkboxes
    When you have selected one or more items using the checkboxes, you can delete the selected items by clicking DELETE ITEMS, or you can select Edit multiple items to perform a variety of actions on the selected items.
    Edit Multiple Items Delete Items.
    Edit multiple items - action
    If you select Edit multiple items, the following actions are available to you:
    • Add a tag
    • Remove a tag
    • Select a new due date - you can select a new due date using the calendar icon or select the checkbox to reset the due date to null.
    • Public note - you can enter a new public note or select the checkbox to reset the public note to null.
    • Private note - you can enter a new private note or select the checkbox to reset the private note to null.
    You can then select SAVE to apply all the actions to the selected items in the reading list.

    Linking to a Citation

    You can link to a citation using the citation shareable link (for embedding on any website, email, and so forth) or citation CMS link (for embedding in your CMS). When anyone accesses Leganto using the link, they see the citation details page.

    You can find the citation shareable link by selecting Create a shareable link in the citation menu. To link to a citation from the CMS, select LTI Direct Access in the citation menu and add the parameter to the link from the CMS.

    The reading list shareable link and LTI Direct Access options.

    Citation Menu - Citation shareable link and LTI Direct Access Options
    When enabled by your library, an additional citation option, Re-link from <LMS> to here, appears when Leganto opens using an LTI link to the reading list or section. When working in Leganto using an LTI link to the citation, the option Unlink from <LMS> appears in this menu.
    The relink from an LMS to here option.
    Re-link from <LMS> to here
    When you select Re-link from <LMS> to here, the LTI link used to open this reading list or section changes to directly access this citation (no change is required in the parameter; the parameter is remapped inside of Leganto). The option changes to Unlink from <LMS>. When you select Unlink from <LMS>, the LTI link changes to the reading list level.

    Moving a Citation

    You can move a citation to a different list or section within a list, using the Move Citation option in the citation options menu. Selecting this option opens a dialog where you can select the list and section to which to move the citation. The current list is selected by default in the Move into list field.

    Managing a Citation's Due Date

    You can edit a citation's due date, which is the date by which the student should read/view the citation's resources.

    To set the citation due date:
    1. Set the due date on the item form.
    2. Select the calendar icon, select the date, and select SAVE (or simply select Today for today's date).

    The citation due date.

    Citation Details Due Date

    Managing a Citation's Electronic Links and Physical Availability

    The citation details page presents electronic links and physical availability of a citation, when available. Physical availability includes the barcode, status, and location, as well as several options to make requests about the citation. When enabled by your library, you can select whether to hide or display this information (all physical availability) to students.

    The links and availability section with the option to hide links.

    Citation Details - physical availability

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

    The links and availability section with a Hidden link and the option to display the link.

    Citation Details - electronic availability
    • Mark the link as broken. This hides the link from students and notifies the library to fix the issue at their discretion.
    • Hide/display the link to students.
    • Embed/do not embed the link directly on the page in an iFrame.

    Managing a Citation's Files

    See Adding a Citation Manually.

    Managing Citation Tags

    When enabled by your library, citations can have tags. The list of tags is maintained by your library.

    For more information, watch Modifying Lists and Resources.

    Tags, as well as an Add Tag option to manage the tags, appear beneath the citation name.

    The citation tags line.

    Citation Tags Line

    To manage citation tags, select Add Tag.

    The addt citation tags option.

    Citation Tag Line - Edit

    To add a tag, enter all or part of a tag and select the tag from the drop-down list. To remove a tag, select the X in the tag box. When you are done, select SAVE.

    You may see internal tags associated with a citation. These tags (with a dashed border) may be generated by Ex Libris due to an internal process, such as DCS flow. They cannot be created, deleted, or managed. If you do not see them, there is no cause for concern.

    Managing Visibility Dates for Citation and/or Materials

    By default, the citation and its resources (materials, such as links or uploaded files) are visible if the section and reading list are visible.

    You can set the visibility dates of both the citation and its resources. When configured, resources are visible only during the configured dates if the citation is visible as well. A citation is visible during the configured dates if the section is visible, as well.

    Set the citation and resource date on the citation details page: For each date, both start and end, select the calendar icon, select the date, and select Close (or select Today for today's date).

    The citation details visibility pane.

    Citation details - Visibility section

    Managing List Visibility Dates

    When selected, the list is only available to students within the specified date range.

    The managing a reading list window.

    Managing a Reading List

    Moving Citations

    To copy a citation to the same reading list or to another reading list, see Copying Citations.

    You can move a citation within a reading list by dragging and dropping a single citation or by temporarily adding one or more citations to My Clipboard and then inserting all citations after another citation in the list.

    You can move all citations in a reading list at once by reordering them.

    To drag a citation, select the selection bar to the right of the citation.

    The drag and drop a citation option.

    Drag and Drop Citation

    To move one or more citations in multiple steps:

    To order all citations in all sections in a reading list, select Order Citations in All Sections (enable Configuration > Leganto > UI > List Menu > order_citations_in_all_sections) > <sort type> and select OK in the confirmation dialog box. The sort types are by title (ascending or descending) or by author (ascending or descending).

    The order citations in all sections option.

    Reading List menu - order options

    The reorder confirmation dialog box.

    Reorder confirmation dialog box

    A reading list, ordered by ascending titles.

    Reading List success confirmation message

    Purchasing Citations

    In US institutions, when the institution is integrated with the Copyright Clearance Center and non-funded licenses are enabled, students can purchase non-funded citations using PayPal. The student sees the option to purchase the resource.

    The option to add to cart.
    Pay-Per-Use non-funded in Leganto: student
    If the student selects Add to Cart, the resource is added to their personal shopping cart, which the student can view by selecting the shopping cart icon at the top right of the page (the cart appears only if there is at least one item in it).
    The shopping cart.
    Pay-Per-Use non-funded: shopping cart
    The student can remove items from the cart or purchase the items. Note that Leganto adds the PayPal commission to the total. If the student orders multiple items, there is a small discount in PayPal fees, which is noted in the cart. After purchasing the resources, the student can download the same as for funded resources.
    When the instructor views the list, the instructor sees the download link as well as the cost per use and whether the resource is institution-funded or student-funded. In addition, the instructor sees the total cost for the reading list (the sum total of all pay-per-use fees, funded and non-funded, in the reading list) as well as how many transactions have already occurred.
    The pay-per-use non-funded student example.
    Pay-Per-Use in Leganto, instructor
    Instructor access to a resource does not count as transactions and the institution is not charged for them.
    For more information, watch Encouraging Student Engagement.

    Sending a Citation to the Library for Fulfillment

    Select Send to Library (Configuration > Leganto > Citation Menu > send_to_library) in the citation menu to notify the library that the citation is ready for processing.

    A reading list send citation to library option.

    Citation - Send to Library Option

    After sending the citation to the library, the option becomes disabled. When the library has fulfilled the citation, they will mark it with status Complete. They can ask you questions using the library discussion pane on the citation details page.

    A librarian can select Set complete directly in the citation menu to mark the citation as Complete. This option is not available to instructors.

    Viewing a Citation

    Brief information about a citation is available on the reading list page.

    A sample reading list.

    Reading List

    Different fields appear in the rows, depending on the material type (and your library's configuration), but the field generally include title and author, due date, public note, tags, and availability information or a link to the resource, as well as other information.

    To view and edit all citation and resource fields, see Editing a Citation.

    To view complete citation details, select the citation title or anywhere in the citation that is not otherwise a link. The citation details page appears.

    Sample citation details.

    Citation Details
    • Citation details appear at the top of the page; select More details to view additional fields. You can use this section to add tags (see Managing Citation Tags) and to edit the citation (see Editing a Citation).

      When enabled by your library, the total pages for a citation appear. When the total number of pages is entered manually, it appears as usual, for example, 11. When the total number of pages is calculated from the start and end page, it appears in parentheses, for example: (10). When both numbers are available, they appear with the manually added number, followed by the calculated number in parentheses, for example, 11 (10).

    • Links & Availability - Links to electronic resources and/or physical availability information. See Managing a Citation's Electronic Links and Physical Availability.
    • Additional Services - When enabled by your library, additional services related to the citation, such as Google preview and any others configured by your library, appear here.
    • Due Date - See Managing a Citation's Due Date.
    • Public Note / Private Note - See Adding a Note to a Citation.
    • CLA - For UK institutions, when enabled by your library, CLA information about the citation appears here. This information informs you of the rights you have to photocopy, scan, or otherwise digitize the citation's resource.
    • Visibility - See Managing Visibility Dates for Citation and/or Materials.
    • Appears on these reading lists - Each entry in this section links to other reading lists that also contain this citation.
    • The following pans may appear in the right sidebar:

    Copyright Issues

    • For physical material, such as a book or DVD, if there are enough copies in the library then no copyright issues apply. If there are not enough copies, you can, when enabled by the library, initiate a purchase request for more copies, in which case, again, no copyright issues apply.
    • Similarly, if your library already provides access to an electronic resource for all of your students, or the material is freely available on a public website and you are simply linking to the material, no copyright issues apply.
    • In all other cases, you are requesting that the library digitize the material so that there are enough copies for your students. You can let the library determine this or supply as much information as you can to help in the process.
    • If you believe that the material can be freely copied by the library because it is covered under a Creative Commons license, indicate that when creating or editing the citation.
    • When enabled by your library, and when the reading 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).

    • In the UK, copyright clearance is ultimately handled by the UK's Digital Content Store (DCS) which in turn uses the Copyright Licensing Agency (CLA). When enabled by your library, and when available for the citation, CLA information appears on the citation details page, indicating allowable procedures for the material. CLA information is available only if enough information is provided about the citation, such as ISBN.
    • In the US, your institution may use the Copyright Clearance Center to clear and purchase digitized materials on a pay-per-use basis. As an instructor, you see the cost per use in the citation, as well as the total cost for the reading list (the sum total of all pay-per-use fees in the reading list) and how many transactions, have already occurred. A student simply sees the download link, similar to any other uploaded material.
      An instructor pay-per-use example.
      Pay-Per-Use in Leganto, Instructor

      The institution is charged only once for all accesses to the same resource by a single student, no matter how many times the student accesses that resource. Instructor accesses to a resource do not count as transactions and the institution is not charged for them.

    • Was this article helpful?