Adding Resources

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.

To search for an item from a library:

From a list, select Add > Search the library. The basic Search the library pane opens.

Basic library search
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:
- Search everything
- Library Catalog
- Articles and more
- Course Reserves
- Newspapers
- Alma
- Rialto
Enter your search criteria.
Optionally select whether to include or hide records that do not provide full-text access.
Press Enter. The search results are displayed.
Optionally select Filter to filter your results by Type or Availability.

When filtering a list, you can select multiple filters for Tags. The filter is applied using an OR condition rather than an AND condition. Similarly, you can select multiple filtering options when searching the library. Filters are applied using and OR operator.

Filter by Type/Availability

To search multiple fields:

Select Advanced search and enter multiple search terms.

Advanced search option

An Advanced search
Use the Any field dropdown list to select the field by which you want to search.
Optionally select Add a new line to add multiple search options as needed.
Optionally select whether to include or hide records that do not provide full-text access.
Select Search. The search results are displayed.
Optionally select Filter to filter your results by Type or Availability.

Filter by Type/Availability
Hover over the item you want to add and either use the Drag icon to drag the item to a section in the list
OR

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

Add item options
Select whether to Add to:
- List
- Suggestions — For more information, see Suggesting an Item from Favorites.
- Favorites — You can add several resources to Favorites and add all of them to a list at once. For more information, see Saving Resources as Favorites.
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.
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.

Select Add > Upload Files.

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

Upload files/folder
If the File Upload Copyright Options (Configuration > Leganto > List Management > File Upload Copyright Options) are enabled, select the copyright information and select Next.

Upload wizard
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.

Item details
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.

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.

Uploaded file

Adding an Item Manually

Select Add > Manual entry. The Manual entry wizard appears.

Manual entry option
Enter a Title, select a file Type, and select Next.

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

Manual entry wizard
Enter 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 the types, see Adding/Editing Citation Field Mappings.
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/Creator, ISSN, Issue, Journal Title, Start Page, and End Page.

Book, Conference, and E-book include the following additional fields – Author, ISBN, and Total Pages.
Book chapter includes the following additional fields – Book Author, Book Title, Chapter Author, Chapter Number, Editor, ISSN, Pages, Start Page, and End Page.
All other types include the following additional fields – Author, Chapter, End Page, ISBN, ISSN, Issue, Journal Title, Pages, Start Page, Title, and Total Pages.

When adding a manual entry and entering an ISBN, the metadata auto-populates.

Item details
Optionally, select the section to which to add the item, check the Hide checkbox to hide the item from students, enter a Student note, or Add tag and select Add. The item is added to the list.

Add manual items

The item includes the type and status.

Manually added item

Adding an Item 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 an item to a list in Leganto.

Adding Cite It! to a Browser's Bookmarks Bar

To add Cite It! to your browser's bookmarks bar:

From the Settings menu , select Cite It!

The option to use Cite it!

Cite it!

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

The cite it bookmark button.

Cite it! button

The list of sites that Leganto is specifically known to support appears as a link 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. View this file for a list of supported Cite It! sites.

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.

New for May! The sections are presented on one screen with a scroll. The default presentation for the General information, Item details, and Information for students sections is expanded, but the sections can be collapsed.


General information and Item details	Information for students

Tags can be added immediately when adding the citation.

The option to add tags.

Add tag

Additionally, citations from Cite It! can be added to a specific List, to Suggestions, or to Favorites.

The option to add a citation to a list, suggestions, or favorites.

Add to List, Suggestions, 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.

CrossRef configuration

The DOI field on the Add Item Details form.

Enriched metadata

Additionally, items that are available in your library can be added to a list using a DOI or ISBN.

To add items using a DOI/ISBN:

From a list, select Add > Add Using DOI or ISBN.
Select an Identifier type (DOI or ISBN).
Enter the item's DOI/ISBN. The remaining metadata is then auto-populated when adding the item.

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

Adding an Item from a Reference Manager

When configured (see Configuring Other Services for Leganto), you can import items from RefWorks, Mendeley, or Zotero.

To import an item from a reference manager :

From a list, select Add > Import references > From <RefWorks/Mendeley/Zotero>. The Import references from <RefWorks/Mendeley/Zotero> pane opens.

Import references from RefWorks
Hover over the item you want to add and either use the Drag icon to drag the item to a section in the list
OR

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

Add item options
Select whether to Add to:
- List
- Suggestions — For more information, see Suggesting an Item from Favorites.
- Favorites — For more information, see Saving Resources as Favorites.
If you have selected Add to: List, select the section to which you want the item added.
Select Add to add the item
OR

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

Setting a Connection to a Reference Manager

If you use RefWorks, Zotero, Mendeley, or EndNote reference managers, you can configure Leganto with the external site's credentials and then drag and drop those items to Leganto.

From the Settings menu , select Reference managers.
Add your credentials by selecting the relevant tab and entering the information.

Your library must configure RefWorks/Zotero/Mendeley/EndNote credentials for this tab to appear correctly.

After adding valid credentials, the reference manager appears in the Add > Import references list menu.

Import references

Importing References

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.

To import a file:

From a list, select Add > Import references > From file. The Import references from file pane opens.

Import references from an RIS/BibTex/References file
Select File type: RIS/BibTex/References.
Either drag and drop your files or folders
OR

Select Click to browse for a file.
Select the section to which to add the references.
If relevant, hover over any unwanted items and select Remove.
Select Add all items. The items are added to the selected section of the list.

The list of references must be in PDF format.

The following table lists 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

Adding a Note to a List

You can add notes to share additional information or instructions with your students within the list. A note is displayed like an item.

To add a note to a section:

From the Add list, select New note. The Add new note pane opens.

New note
Enter values in the fields in the Add new note pane and select Add.

Add a note

The note is added to the section. The fold icon indicates that this is a note rather than an item.

List note

You can move the note by the Drag icon and dragging it to any part of the section.

Drag a note

You can edit or delete a note using the Edit item/Delete item actions.

Edit/Delete note

When adding notes, the library processing status is automatically set to Complete.