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    Adding Resources

    Translatable

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

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

      The option to do a basic library search.

      Basic library search
    2. 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
    3. Enter your search criteria.
    4. Optionally select whether to include or hide records that do not provide full-text access.
    5. Press Enter. The search results are displayed.
    6. 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. 

      The option to filter search results.
      Filter by Type/Availability
    To search multiple fields:
    1. Select Advanced search and enter multiple search terms.

      The advanced library search option.

      Advanced search option

      An advanced search.

      An Advanced search
    2. Use the Any field dropdown list to select the field by which you want to search.
    3. Optionally select Add a new line to add multiple search options as needed.
    4. Optionally select whether to include or hide records that do not provide full-text access.
    5. Select Search. The search results are displayed.
    6. Optionally select Filter to filter your results by Type or Availability.
      The option to filter search results.
      Filter by Type/Availability
    7. Hover over the item you want to add and either use the Drag icon clipboard_efaf41b3344a7644d88a46302d81a4a66.png to drag the item to a section in the list

      OR

      Select the Add to list icon clipboard_e28c54d6077cdf4fdbc7e976612e91696.png. The add item options pane expands.

      The option to add an item.
      Add item options
    8. Select whether to Add to:
    9. 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.

    10. 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.

    1. Select Add > Upload Files.

      The option to upload files.

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

      The upload files pane.

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

      The upload files wizard.

      Upload wizard
    4. 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.

      The upload files item details wizard.

      Item details
    5. 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.

      The upload files wizard.

      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.

      The uploaded file.

      Uploaded file

    Adding an Item Manually

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

      The option to add manual entries.

      Manual entry option
    2. 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.

      The manual entry wizard.

      Manual entry wizard
    3. 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.

      The manual entry item details wizard.

      Item details
    4. 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.

      The manual entry wizard.

      Add manual items

      The item includes the type and status.

      The manually added file.

      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:
    1. From the Settings menu clipboard_e30f09d04742382063f03fe929e8b0d7b.png, select Cite It!

    The option to use Cite it!

    Cite it!

    Drag the Cite it! button clipboard_ea015205dae38c26a088e4f89e82deae2.pngto 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.

    To use Cite It!:
    1. While on a website that contains a resource that you would like to add to a list, select the bookmarklet. The Cite It! pane opens.

      The cite it pane.

      Cite it! pane

      This pane functions the same way as when manually adding an item; see Adding an Item Manually for information about all of the fields.

    2. If necessary, configure the fields.
    3. Select Add to list, select the list and section, and select ADD & CLOSE to add the resource as an item to that list and section.

      Select Add to Collection and select ADD & CLOSE to add the resource as an item in 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.

    The CrossRef configuration.
    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:
    1. From a list, select Add > Add Using DOI or ISBN.
    2. Select an Identifier type (DOI or ISBN).
    3. 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 :
    1. From a list, select Add > Import references > From <RefWorks/Mendeley/Zotero>. The Import references from <RefWorks/Mendeley/Zotero> pane opens.
      The import references from RefWorks pane.
      Import references from RefWorks
    2. Hover over the item you want to add and either use the Drag icon  clipboard_efaf41b3344a7644d88a46302d81a4a66.png  to drag the item to a section in the list

      OR

      Select the Add to list icon clipboard_e28c54d6077cdf4fdbc7e976612e91696.png. The add item options pane expands.

      The option to add an item from RefWorks.
      Add item options
    3. Select whether to Add to:
    4. If you have selected Add to: List, select the section to which you want the item added.
    5. 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 New for March! EndNote reference managers, you can configure Leganto with the external site's credentials and then drag and drop those items to Leganto.

    1. From the Settings menu clipboard_e30f09d04742382063f03fe929e8b0d7b.png, select Reference managers.
    2. 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.

      The option to import items from a reference manager.

      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:
    1. From a list, select Add > Import references > From file. The Import references from file pane opens.
      The option to import references from a file.
      Import references from an RIS/BibTex/References file
    2. Select File type: RIS/BibTex/References.
    3. Either drag and drop your files or folders

      OR

      Select Click to browse for a file.

    4. Select the section to which to add the references.

    5. If relevant, hover over any unwanted items and select Remove.

    6. 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:
    1. From the Add list, select New note. The Add new note pane opens.

      Adding a note to a reading list.

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

      The Add a Note pane.

      Add a note

      The note is added to the section. The fold icon clipboard_ed42b85f16f45af41bfa7fb16c44788bc.png indicates that this is a note rather than an item.

      A note in a reading list.

      List note

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

      The option to drag a note.

      Drag a note

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

      The options to edit/delete a note.

      Edit/Delete note

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

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