Introduction to Lists and Items

The Quick Start Welcome Screens (LTI)

The Quick Start Welcome Screens guide instructors on quickly setting up a course.

To enable or disable the Quick Start Welcome screens when an instructor logs in from an LMS using a course link to a course that does not exist in Alma or does not have any lists:

Set quickstart_screen_instructor to true or false in the Leganto Features code table (Configuration > Leganto > Features > Leganto Features). The Quick Start Welcome screen appears to instructors who navigate to Leganto using an LTI course link in the following cases:
- The course does not exist in Alma — When enabled by your library (Configuration > Leganto > LTI > Settings > set cms_entry_actions to all or course, set create_course_automatically to true, and configure default_processing_department), an instructor can create a course when accessing Leganto from an LMS using a link to a course that does not yet exist.
- The course exists in Alma but does not have any reading lists — You can create reading lists, and, when enabled by your library, you can upload a list in a file (any file) and/or rollover an existing course's reading lists to this course. When uploading a file, a list is created with a default section and item. The citation contains the uploaded file. The file includes a syllabus containing the list of learning materials for this course/list. For information on adding a syllabus, see Uploading or Linking a Syllabus to a List. Additionally, you can duplicate a list. See Duplicating a List.
  
  Quick start

Navigating the UI

Leganto always displays a header bar, a main, central pane, and a left pane. The right pane displays when information is available.

The header bar includes:

User Menu
Useful links (when configured, see Configuring Useful Links)
a Help link
Notifications (see Viewing Notifications/Recent List Changes)

The left pane includes your institution's logo, the Lists menu, and the Favorites menu.

Depending on your institution's configurations, the following appears on the right pane:

Right Pane
Icon	Function	Configuration
	Discuss with library	See Discussing the List with the Library.
	Analytics	See Viewing Student Usage.
	Suggestions	See Suggestions.
	Upcoming due dates	Appears anytime there are upcoming due dates.

The Lists pane.

Lists

Setting the UI Language

You can change the language of the Leganto interface to your preferred language.

To change your interface language:

From the Settings menu, select the current language. The Choose a language window opens.

Language menu
Select your preferred language and select Close. The interface language now displays in your preferred language.

Leganto in Hebrew

Configuring Accessibility Settings

You can set the font size, site contrast, and the duration for feedback messages (such as confirmation messages for certain actions).

To change your Accessibility settings:

From the Settings menu, select Accessibility settings. The Accessibilty window opens.

Accessibility settings menu option
Select your desired font size, preferred site contrast, and how long to display feedback messages, and select Close. Your settings are applied.

Accessibility settings

Viewing and Managing Notifications

Certain changes to lists or items create notifications that you can view in Leganto. When configured (see Configuring Sending Notifications) by your institution, these notifications are also sent to you by email.

To view Notification settings:

From the Notifications , you can view notifications for all lists or specified lists.

Notifications

To disable email notification:

From the Settings menu, select Notification settings. The Notification window opens.

Notification settings
If your institution has enabled sending notifications by email, uncheck Receive notifications by email and select Save. Your settings are applied.

Notifications settings

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 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, Mendeley, or EndNote citation managers, you 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 menu, select Reference managers. The Reference managers window opens.

Reference managers
Select Add citation manager and select the relevant citation manager and add your credentials.

Add citation managers

Your library must configure RefWorks/Mendeley/Zotero/EndNote credentials (Configuration > Leganto > General > External Integrations) for these options to appear correctly.

RefWorks configuration

Zotero configuration

Mendeley configuration

EndNote configuration

After adding valid credentials, the citation managers appear in the Add > Import references list menu, enabling you to add citations to the list.

Citation Managers

Viewing Citations by Expanded/Collapsed View

New for July! List owners can choose to view Leganto items by Expanded view (default view) or Compact view. The Expanded view expands the brief view to mirror the student view providing more metadata for each item.

The Expanded view does not apply when viewing a section from a shared link.


Expanded view	Compact view

When toggling between Expanded view or Compact view, the selection only applies to the selected list. Users can change the default view from the Leganto Settings The settings icon. > User settings menu.

The Leganto user settings.

User settings

Viewing Useful Links

When configured (see Configuring Useful Links) by your institution, web pages that your institution believes are of general interest to all users are accessible from Leganto.

To view one of these pages:

From the top menu, select Useful Links at the top of Leganto and select the page. The page opens in a new browser tab.

The useful links options.

Useful Links

Viewing a List

When accessing Leganto, the reading list is presented. The options available to you depend on your institution's settings and your user permissions; therefore, some of the options below may not be available to you.

The Leganto Reading List.

Reading List

Editing options are only available for lists that you own or lists on which you collaborate.

The list header displays the following information:

List name — see Creating a List
If the list is published or a draft — see Publishing a List
If the list is locked — see Locking and Unlocking a List
Courses associated with the list — see Managing Course Associations
If the list is marked as a sample list — see Marking a List as a Sample List
List info button to view more information about the list
A share list icon — see Linking to a List or a Course
List menu

When a list is locked, since you cannot make changes to the list, the Add button is not available.

List Info

The List info pane includes:

List name
If the list is published or a draft
If the list is locked
Courses associated with the list
If the list is marked as a parent list
List status — viewable by list administrators
When the list was last changed
Total items in the total amount of sections
A share list icon
List menu
List Description
Syllabus — as a link or as a file
Add/view tags
List dates — Students have the ability to view lists whose Start/End dates are in the past/future, as long as the lists are published.
Course Instructors
List Collaborators
Manage collaborators option
Creative Commons license

The list info pane.

List info pane

Add Menu

From the Add menu, you can add:

New items
- Search the library — Perform a Basic/Advanced search using the Discovery integration — see Searching for an Item from the Institution's Library
- Add from favorites — see Adding Favorites to a List
- Upload files — option to upload individual files or folders — see Uploading a File
- Import references — see Importing References
  - From file
    - RIS
    - BibTex
    - References
  - From Zotero (when enabled) — see Adding an Item from a Reference Manager
  - From Mendeley (when enabled) — see Adding an Item from a Reference Manager
  - From RefWorks (when enabled) — see Adding an Item from a Reference Manager
- Manual entry — blank form — see Adding an Item Manually
New section — see Adding a Section to a List
New note — see Adding a Note to a List

The add menu.

Add menu

From the list actions, you can use the manage sections toggle, filter lists, and search lists.

The list actions.

List actions

List Menu

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

The list menu includes list actions:

Edit list
Unpublish list
Duplicate list
Lock/Unlock list
View list as a student
Sort items within sections
Set default section view
- Collapsed/Expanded
Manage link to course
Display recent list changes
Export list
Print list
Delete list

The list menu.

List menu

Section Menu

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

The section menu includes a share link and a menu.

A list section.

List Section

The section menu includes the following actions:

Edit section — hidden when a section is locked
Copy section
Export section
Print section
Lock/Unlock section
Delete section — hidden when a section is locked

The section menu.

Section menu

Sections can be collapsed/expanded.

A collapsed section.

A collapsed section

When a section is collapsed, you can use the Drag icon to move the section.

The option to drag a section.

Drag section

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.

Due to loading times, the default presentation for lists that contain more than 100 items is collapsed regardless of the settings in the parameter sections_collapsed. Institutions that had previously configured all lists to be opened with sections collapsed specifically due to performance issues should consider changing the parameter to show sections expanded for all lists shorter than 100 items.

A collapsed section

An expanded section
To change the section view, you can collapse or expand all sections in a list by selecting Manage sections at the top of the list.

Manage sections
You can collapse or expand a specific section using the collapse or expand icons at the left of the section name.

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.

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
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
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
Delete item

The item menu.

Item menu

Item Full Details

The Full Details enables you to view/manage:

Item actions
Links & availability
Related items
Items details
Library discussion

Item Actions

From the Item actions tab, you can:

Control the visibility to students
Add a Due date
Add a Student note
Manage item tags
Manage Library services

The item details pane.

Item actions

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
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
Enable Public 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.

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 the library
View your correspondence

The item library discussion pane.

Library discussion