Skip to main content
ExLibris

Knowledge Assistant

BETA
 
  • Subscribe by RSS
  • Back
    Leganto
    Ex Libris Knowledge Center
    1. Search site
      Go back to previous article
      1. Sign in
        • Sign in
        • Forgot password
    1. Home
    2. Leganto
    3. Product Documentation
    4. Leganto Online Help (English)
    5. Managing Lists in Leganto (New UI)
    6. Logging in and Creating a List

    Logging in and Creating a List

    1. Last updated
    2. Save as PDF
    3. Share
      1. Share
      2. Tweet
      3. Share
    1. Accessing Leganto
    2. Creating a List
      1. Creating a List in Leganto
      2. Creating a List from a Syllabus
        1. Link Items to Library Collection After Syllabus Import
      3. Creating a List from an LMS
        1. Import Course Materials
        2. Create New List
        3. Select Existing List
        4. Ask Your Library to Create Your List
      4. Duplicating a List
      5. Importing an Exported List
    3. Deleting a List
    4. Archiving Lists
    5. Managing Course Associations
    6. Uploading or Linking a Syllabus to a List
    7. Adding a Section to a List
      1. Adding Sections from a Template
    8. Duplicating a Section
    9. Deleting a Section
    10. Editing a Section
    11. Viewing a List as a Student
    Translatable

    For more information, watch Log In and Create a List.

    Accessing Leganto

    Students and instructors generally access an embedded version of Leganto from within an LMS. Login is automatic when your institution is configured for single sign-on.

    In some cases, an instructor may see a Quick Start Welcome screen instead of the Login page or My Lists page; see The Quick Start Welcome Screens.

    After logging in, you see a Welcome screen, unless you or Ex Libris has disabled this. After closing the Welcome screen, you see the Lists page.

    Log out by selecting Log out in the user menu.

    The Log out option in Leganto.

    The Log out option

    If you have lost your username or password, or require any assistance, contact your library.

    Guests access Leganto from a shared link. Guest access is available for all published list that are shared with Anyone. The My lists/All lists toggle is disabled and only All lists is available.

    For mobile access, see Logging in and List Structure.

    Creating a List

    The sections below cover the different ways you can create lists for your courses.

    Creating a List in Leganto

    You can create a new reading list from scratch from the Lists page. For this option to be available, the leganto_create_list parameter (Configuration > Leganto > List Management > List Creation) must be set to true.

    To create a new reading list:
    1. From the Lists page, select Create list.
      The Create list button in Leganto.
      Create list
    2. Enter a Title, and if relevant, a Description.
    3. Start typing the course code or name to see course options.
      You can also create the list without associating the list with a course. If needed, you can associate the list with a course at a later point.
      The new list form.
      Create new list
    4. Select Create list. The list is created. You can now start adding sections and items to the list. See Adding a Section to a List and Searching and Adding from a Library. 
      A newly created list on the Lists page.
      Newly created list

      Your new list now appears on the Lists page with a Draft/Published status based on your library's publishing settings.

      For optimum loading speed, we recommend creating a maximum of 100-200 lists.

    Creating a List from a Syllabus

    Librarians and instructors can use AI to generate lists by importing a syllabus or other files containing references. Administrators control who can use this feature with the leganto_import_syllabus parameter (Configuration > Leganto > List Management > List Creation), which can have the following values:

    • all – Allows both librarians and instructors to upload syllabi and extract references using AI
    • library – Restricts syllabus upload and AI reference extraction to librarians only
    • (blank) – Disables the feature entirely for all users (default value)

    When both leganto_create_list is set to true and leganto_import_syllabus is set to all (both found in Configuration > Leganto > List Management > List Creation), librarians and instructors see an expanded +Create list menu when browsing lists. This button opens a dropdown menu with several options, and at the top, there is the Import course materials option.

    The dropdown menu in the +Create list button.

    The +Create list dropdown menu

    Selecting the Import course materials option launches the interface for uploading syllabi and pasting references.

    The new Import course materials interface.

    The Import course materials interface

    Librarians and instructors have two options on the Import course materials screen:

    • Upload a syllabus file – Browse a PDF, Word, or text file from your device (or drag and drop it from your desktop)
    • Paste references – Copy and paste references directly into the editor window instead of uploading a file

    Once you upload a file or paste references, select Create at the top right of the screen. Once the AI model processes the provided file or text, fill in the list details and select Create list to create a brand new list.

    List details when creating a new list.

    List details when creating a new list

    When leganto_create_list is set to true and leganto_import_syllabus is set to all, librarians and instructors can also find the Import course materials option in the dropdown menu of the +Add button when within an existing list. This option opens the same Import course materials interface,  but only in a right-side pane.

    The Import course materials option from within a list.

    The Import course materials interface opened from within a list

    You can use this feature to quickly add new items to an existing list. Like when creating a new list, you either upload a syllabus file or paste references and then select Import. Once the model processes data, review the extracted items, choose the section to add them to, and select Add all items.

    Extracted items ready to be added to an existing list.

    Extracted items ready to be added to an existing list

    The AI Syllabus Assistant uses a Large Language Model (LLM) to process content. Your input is not stored by or used to train the LLM. The Privacy and disclaimer information is displayed in Leganto.

    Link Items to Library Collection After Syllabus Import

    New for November! After a syllabus upload, instructors and library staff see a badge in the right pane when items in the list are not connected to library inventory. The badge shows the number of unlinked items and remains visible until all such items are connected to the library inventory or ignored.

    The Check library availability badge.

    Check library availability badge

    Selecting this badge opens a pane that lists all items that do not have any inventory. Items with external links are not included. Problematic items are shown on the list in the left pane. Select an item to begin looking for matches within the library inventory.

    The Check library availability menu.

    Check library availability menu

    When searching for potential matches, you can use the dropdown menu to define your search scope (default Search everything). You can also open Advanced search for more specific queries.

    The search scope.

    Search scope

    Once you find something fitting in the library inventory, select Use this item to connect the resource to the list item. To view details before deciding, select More details.

    The Use this item button.

    Use this item button

    After you select Use this item, the item receives a green checkmark on the left-sided list and gets connected to the chosen library resource. Resolved items remain visible while the current pane is open, but they get removed from the list the next time you select the Check library availability badge.

    If no suitable match is found, select Ignore item. The item is then displayed with a crossed-out checkmark icon, but remains in the list for reference the next time you open the Check library availability pane.

    The Ignore item button.

    Ignore item button

    If you accidentally select Ignore item, you can undo the action by selecting Review item, which restores the item so it can be checked for potential matches again.

    Creating a List from an LMS

    You can create a list from the LMS using the Quick Start screen, which appears when you access a course that does not yet have an associated list. This screen presents several different options.

    Quick Start Welcome screen in the LMS.

    LMS Quick Start Welcome Screen

    These options enable you to:

    • Import course materials: Upload a syllabus file or paste references and use the AI assistant to create a new list.
    • Create new list: Create a brand new list by adding items from the library, the web, or your device.
    • Select existing list: Link an existing list to the course or create a copy of an existing list. 
    • Ask your library to create the list: Let the library generate a list. 

    Import Course Materials

    This option enables instructors to upload syllabi and use AI to create a list. For this option to be visible in the LMS, the lms_import_syllabus parameter in Configuration > Leganto > List Management > List Creation must be set to true (default false).

    Once you select this option, the next screen presents two options:

    • Upload a syllabus file – Browse a PDF, Word, or text file from your device (or drag and drop it from your desktop).
    • Paste references – Copy and paste plain text references directly into the editor window instead of uploading a file. Once you paste the references, select Create list to activate the AI assistant.

    The Import course materials in the LMS.

    The Import course materials in the LMS

    Once you upload a file or paste your references, you see the animation screen that indicates that the AI assistant is processing data. Then, you need to fill out the list details. Provide the necessary information and select Create list to create the new list.

    Filling out the list details after uploading a syllabus file.

    Filling out the list details after uploading a syllabus file

    Create New List

    The Create new list option enables you to make a new list from scratch. To see this option in the Quick Start Welcome screen, the lms_create_list parameter (Configuration > Leganto > List Management > List Creation) must be set to true.

    Once you select this option, the next screen asks you to enter a List name and provide a List description (the description is optional). The Link to course field is filled automatically with the current course.

    Filling in the List name and List description fields.

    Filling in the List name and List description fields when creating a new list

    Select Next to proceed to section creation. Use the Organize list by dropdown menu to define the structure of your list. Leaving this field set to Default creates a single section, but you can also organize your new list by Weeks or Priority. Learn more about section creation in Adding a Section to a List.

    Organizing the new list into sections.

    Organizing the new list into sections

    After choosing the desired structure, select Create list to make the new list.

    Select Existing List

    If you choose Select existing list from the Quick Start screen, the system displays all available lists. My lists shows only your personal lists; All Lists lets you search all Leganto lists by list title, course title, course code, instructor name, and other metadata.

    Options for searching through existing lists.

    Options for searching through existing lists

    Regardless of whether you view My Lists or All Lists, each list displays two options:

    • Link course to this list: Associate the existing list with the current course.
    • Duplicate list: Create a copy of the selected list and link the new list to the current course.

    For instructors to see these options, the lms_existing_list parameter (Configuration > Leganto > List Management > List Creation) must be set to all. If set to duplicate, instructors only see the Duplicate list option and cannot link an existing list with the course. 

    If you decide to link an existing list with the current course, select the Link course to this list option. Confirm the decision by selecting OK in the popup window, and the system then links the chosen list with the course. The system navigates you to the linked list, and you can see all the courses associated with that list by selecting the section highlighted in the image below.

    Checking all the courses associated with this list.

    Checking all the courses associated with this list

    Only lists already linked to one of the courses can be linked; unlinked lists can only be duplicated.

    If you wish to make a copy of an existing list, select Duplicate list from the list menu. You then edit the List name and optionally provide a List description. The Link to course field is pre-filled with the course name.

    Filling in the List name and List description for the duplicated list.

    Filling in the List name and List description for the duplicated list

    At the bottom of the screen, there are Advanced Settings that enable you to choose which elements of the original list to copy. What instructors see under Advanced Settings depends on parameters set in Configuration > Leganto > List Management > Instructor Rollover Operations. Learn more about rollover parameters in the Enabling Instructor Rollover Guide.

    Advanced Settings when duplicating an existing list.

    Advanced Settings when duplicating an existing list

    After completing the configuration, select Create list to make the new list.

    Ask Your Library to Create Your List

    The Ask your library to create your list option enables you to submit a syllabus and let the library make the list. Instructors can only upload files if the lms_upload_file parameter (Configuration > Leganto > List Management > List Creation) is set to true or assistant.

    To upload a syllabus file, simply drag and drop the file into the upload area or browse for it on your device. 

    The upload field for a syllabus file.

    The upload field for a syllabus file

    Once you upload the syllabus, select Send file to submit it to the library.

    Sending an uploaded syllabus to the library.

    Sending an uploaded syllabus to the library

    If the lms_upload_file parameter (Configuration > Leganto > List Management > List Creation) is set to assistant, the syllabus file will be processed by the AI Syllabus Assistant. The AI assistant generates the new list and automatically forwards it to the library for review. If you do not use the AI assistant, the library receives the same file you uploaded to the LMS.

    Duplicating a List

    When enabled by your institution, lists can be duplicated. 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. Out-of-the-box, the duplicated list has the old list's name with (Rolled Over) appended to it unless configured by your institution.

    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.

    Options for duplicating a list.

    Duplicate list settings

    Importing an Exported List

    Lists can be created by importing an existing list.

    To import a previously exported list:
    1. From the Lists page, select Create list > Import list.

    The option to import a list.

    Import list
    1. Select the File type lgn.

      Import a lgn file type.

      File type lgn
    2. The list with your references are uploaded to Leganto.

      An imported list from a file.

      Imported list from file
    3. Select Create list to add the list with all its items. The list is created.

      The option to create the imported list.

      Create list

    Deleting a List

    When configured (see Deleting Lists), instructors can delete lists from the Lists menu in Leganto.

    The option to delete lists.
    Delete list

    Additionally, Instructors can filter Lists by recently deleted lists.

    The deleted list filter.
    Deleted list filter

    Deleted lists can be restored from Leganto. When restoring a deleted list, the list is restored with a Draft publication status.

    Deleted list

    Archiving Lists

    When configured, instructors can filter Lists by by archived lists.

    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

    Managing Course Associations

    You can associate a list with a course when creating a list or after a list is created.

    To associate a list with a course when creating a list:
    • Enter text (Such as Course code or Course name) in the Look up course field and select the course. When you select Create list, the list is then associated with the selected course.

      The option to associate a course when creating a list.

      Look up course

    Uploading or Linking a Syllabus to a List

    When enabled by your library, you can upload or link to a syllabus. See Enabling Reading List Syllabuses.

    To upload or link a syllabus to a list:
    1. From the list action (...), select Edit list.
    2. Enter a URL for the syllabus or drag and drop or select a file.

      The syllabus link.

      Syllabus URL
    3. Select Save. The link/file is added to the list.

      The course syllabus link.

      Course syllabus link

    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. The default section name to appear when a reading list is created in Alma or imported into Leganto is configured by your institution. 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.

    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

    Duplicating a Section

    You can create a copy of a section, including all the items in the section. Sections can be copied to the same list or to a different list.

    You must be the owner of the list to which you are copying the section.

    To duplicate a section:
    1. Select Copy section in the section menu of the section that you want to copy.

      The copy section option.

      Copy section
    2. Enter the new section's name.
    3. Select the list into which to place the new section.
    4. Select Copy.

      The copy section pane.

      Copy section pane

      New sections created by duplicating a section always appear directly below the duplicated section.

    Deleting a Section

    Any section that is no longer required can be deleted.

    To delete a section:
    1. From the section, select the section menu icon clipboard_e1c03f23fca31ae675faa100e76adf8c2.png and select Delete section. The Delete section confirmation window appears.

      The option to delete a section.

      Delete section
    2. Select Delete. The section and all its items are removed from the list.

      The delete confirmation section.

      Delete section confirmation

    Editing a Section

    You can edit a section to make any required updates to the section.

    To edit a section:
    1. From the section, select the section menu icon clipboard_e1c03f23fca31ae675faa100e76adf8c2.png and select Edit section. The Edit section pane opens.

      The option to edit a section.

      Edit section
    2. Make the relevant edits and select Save. Your changes appear in the section.

      The edit section pane.

      Edit section

    Viewing a List as a Student

    You can preview the list to see a student's perspective.

    To preview a list from a student view:
    • Select View list as a student in the list menu. The list is displayed only with options available to students and a banner indicating that you are viewing the list in Student View.

      Viewing notifications or recent list changes in student mode displays the instructor’s notifications.

      The reading list view list as student option.

      View list as a student option

      An instructor viewing a reading list view list as student.

      Student View
    View article in the Exlibris Knowledge Center
    1. Back to top
      • Introduction to Lists and Items
      • Adding Resources
    • Was this article helpful?

    Recommended articles

    1. Article type
      Topic
      Content Type
      Documentation
      Language
      English
      Product
      Leganto
    2. Tags
      This page has no tags.
    1. © Copyright 2025 Ex Libris Knowledge Center
    2. Powered by CXone Expert ®
    • Term of Use
    • Privacy Policy
    • Contact Us
    2025 Ex Libris. All rights reserved