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    Modifying Lists and Items

    Translatable

    For more information, watch Modifying Lists and Items.

    Modifying List Details

    Once a list is created, you have the flexibility to modify a list as necessary. For information about creating lists, see Creating a List.

    Editing a List

    After creating a list, you can:

    • Change list title
    • Mark the list as a parent list
    • Change the list status (Library staff only)
    • Add a syllabus using a URL or upload a file — Instructors have this option when the parameter syllabus (Configuration > Leganto > Features > Leganto Features) is set to true.
    • Add tags
    • Add list dates — Note: Setting the list date does not impact the list visibility.
    • Set a Creative Commons license — Note: This declaration applies only to the list, not to the item materials on the list.
    To edit basic list information:
    1. Select Edit list from the list actions.

      The edit list action.

      Edit list action
    2. Make your changes and select Save.

      The edit list form.

      Edit list form

    Managing a List's Collaborators

    A user must be a list owner or collaborator in order to edit a list.

    To view and manage list collaborators:
    1. Select List info. The current collaborators are displayed.

      The List info option.

      More info
    2. Select Manage collaborators to manage the collaborators for the list.

      The option to manage collaborators.

      Manage collaborators option
    3. Select Add collaborators.

      The option to add collaborators.

      Add collaborators
    4. In the Search for collaborators field, enter all or part of a name, and select the name from the drop-down list.

      The option to search for collaborators.

      Search for collaborators
    5. You can toggle permissions for each user between List owner and Can edit list.
    6. Select Save. Leganto sends the collaborators an invitation email.
    • If a user is already a collaborator, select Can edit list > List owner to change the user to an owner.
    • To change an owner to a list editor, select List owner > Can edit list.
    • To remove a collaborator from the list, select the trash icon clipboard_e822b56d4463b248d0b951b72617fc16b.png beside the user's name.
    • A list owner can add or remove other collaborators.
    • A collaborator with permission to edit a list cannot add other users as owners or collaborators and cannot delete the list.
    • The list creator is the list’s first owner. The list creator does not have more privileges than any other owner of the list.
    • When auto_set_instructors_as_owners (Configuration > Leganto > List Management > Settings) is set to true, course instructors are automatically added as collaborators for a course's lists and can only be removed by library staff removing them from the course record in Alma.

    Each list must have at least one List owner.

    Any user with one of the following roles can be added as an owner or collaborator:

    • Instructor
    • Fulfillment Services Operator
    • Fulfillment Administrator
    • Fulfillment Services Manager
    • Course Reserves Operator
    • Course Reserves Manager
    • Leganto Course Operator

    Marking a List as a Sample List

    Sample lists can be used as templates for other lists and/or courses. List owners, Leganto course operators, and librarians can assemble lists of resources (such as for a specific course or a specific topic) and indicate that the list is a sample list. Other instructors can easily discover sample lists and can copy the full list, specific sections, or individual items to their own lists.

    When the parameter mark_as_sample (Configuration > Leganto > Features > Leganto Features) is set to true (default), the Edit list form in Leganto includes a checkbox to Mark as sample list.

    The option to mark a reading list as a sample list.

    Mark a list as a sample list

    The list is marked with a Sample indicator.

    The sample indication that a list is a sample list.

    Sample indication that a list is a sample list

    When Sample reading list (Configuration > Leganto > Features > Find List Settings) is Enabled, lists can be filtered by Sample list using the List > Filter > List type. As with other types of lists, instructors can only discover and access sample lists that have been published to All Students or Anyone.

     The option to filter lists by sample list.

    Filter to List by Sample list

    If you duplicate a sample list, the Sample tag is removed from the new list and the Mark as sample list checkbox is cleared.

    Newer List Indication

    When configured (Configuration > Leganto > Features > Leganto Features > display_newer_version_exists is set to true), a banner message appears notifying you that a newer version of a list is available. A newer version is created when the list is duplicated or when the library rolls over the reading lists at the start of a new term. You can select the message to navigate to the newer list or dismiss the message by selecting the X.

    A banner message indicating that a newer version of the lists exists.

    Newer version indication banner

    Locking and Unlocking a List 

    You can lock a list that you own. Additionally, list collaborators can also lock lists. No changes can be made in a locked list and the list appears without any editing options. Only a librarian or the user who locked the list can unlock the list. A locked list can be duplicated.

    To lock a list:

    From the list menu, select Lock list.

    The lock menu option.

    Lock list

    A locked list.

    Locked list
    To unlock a list:

    From the list menu, select unlock list.

    The option to unlock a list.

    Unlock list

    Unlock list confirmation message.

    Unlock list confirmation

    Managing a List's Subjects

    The list of subjects is maintained by your library. Subject tags, as well as the plus sign clipboard_eab72c3c107c41587b63decfb50967020.png to add subjects appear on the More info screen.

    A reading list subject tags.

    List subject tags

    To remove a subject, select the X on the subject tag.

    When using the Advanced search functionality, you can search for reading lists by Subject.

    The find a list by subject option.

    Search by Subject

    Associating a List with One or More Courses

    Associating a reading list with a course is recommended for enabling several list features.

    • Students can find the list when accessing Leganto using an LMS link to the associated course or by searching for the course.
    • Lists that are associated with a course inherit the start and end dates of the course, as well as the number of participants.
    • When multicourse_lists (Configuration > Leganto > General > Settings) is enabled by your institution, a list can be associated with multiple courses. When a list is associated with multiple courses, the list uses (by default) the earliest start date and the latest end date and is set to a number of participants equal to the total number of participants for all associated courses.
    • When assign_to, instructor_copyright_clearance, or instructor_digitization_request (Configuration > Leganto > List Management > Copyright Settings) are enabled by your institution, you can initiate digitization and/or copyright clearance requests for the items on the list.
    • When auto_set_instructors_as_owners (Configuration > Leganto > List Management > Settings) is set to true, instructors associated with a course are automatically made owners of all lists associated with the course.
    • You cannot change the course association of a list if any of the items in the list have approved copyright requests.
    • If the course is associated with a campus, the campus appears in the list information area and when searching for items in the library.
    To associate an existing list with a course:
    1. From the list menu, select Link to course
      The option to link to a course.
      Link to course

      OR

      From the list actions menu, select Manage link to course.

      The option to manage links with a course.

      Manage course association
    2. In the link Link to course field, begin typing a Course code or Course name, and select a course to associate with the list.
    3. If you are a librarian, additional information about the course appears. When modify_course_details (Configuration > Leganto > Features > Leganto Features) is set to true, instructors can change the Number of participants, and the start and end dates.

      Changing the dates of a course sets the default dates for lists created for this course; it does not change the dates of any existing lists.

    4. Select Save to apply your changes.

      Select a course to associate with the list.

      Manage link to course

      The course is associated.

      A list with an associated course.
      Associated course
    To associate an existing list with multiple courses:
    1. From the list menu, select Link to course
      The option to link to a course.
      Link to course

      OR if a course is already associated,

      From the list actions menu, select Manage link to course.

      The option to manage links with a course.

      Manage course association
    2. In the Manage link to course pane, select Add another course.
    3. In the Link to course field, begin typing a Course code or Course name, and select a to associate with the list.
    4. If you are a librarian, additional information about the course appears. When modify_course_details (Configuration > Leganto > Features > Leganto Features) is set to true, you can change the Number of participants, and the start and end dates. Changing the dates of a course sets the default dates for lists created for this course; it does not change the dates of any existing lists.
    5. Select Save to apply your changes.

      Select multiple courses to associate with the list.

      Manage link to course

      The courses are associated.

      Multiple associated courses.

      Multiple associated course
    To edit or remove an associated course:
    1. From the list actions menu, select Manage link to course.
    2. In the Manage link to course pane, select the ellipse ... on the course you want to remove.
      The option to edit or delete an associated course.
      Edit/Delete associated course
    3. Select Edit to edit the course dates or Number of participants and select Save, or select Delete to remove the associated course. The course information is modified/removed.

    Indicating that Courses Deliberately Have No Reading List

    You can add a No list expected indication to a course to alert the librarian that this course deliberately does not include a reading list.

    Reading lists can still be added to courses with the No list expected checkbox checked and existing lists are not removed.

    The "no list expected" checkbox.

    No list expected checkbox

    The No list expected column indicates which courses have the No list expected checkbox checked.

    The No list expected column is hidden by default. To show the No list expected column, select the column from the Manage column display clipboard_ecfa785835e5f814c63cb3f1c51342205.png list. 

    The no list expected column.

    No list expected column

    If the librarian selects the Leganto create list - reminder email action for a course that has the No list expected checkbox checked, the librarian can still send the reminder email, but an alert appears indicating that This course is marked as 'No list expected'.

    The no list expected alert on the Leganto create list - reminder email window.

    'No list expected' alert

    When duplicating a course that has the No list expected checkbox checked, the No list expected checkbox is checked on the duplicated course.

    When rolling over a course that has the No list expected checkbox checked, the No list expected checkbox is checked on the rolled over course.

    The Course Bulk Update job (Admin > Manage Jobs and Sets > Run a Job) now includes the condition Excluded courses marked as 'No list expected' when the Leganto create list - reminder email checkbox is checked. This enables you to bulk-exclude emails to instructors whose courses intentionally do not include reading lists when the job runs.

    The option to exclude courses marked as "No list expected" when sending bulk create list reminder emails.

    Exclude courses marked as 'No list expected' when sending bulk reminders

    when a student accesses a course from an LMS link and the course has the checkbox No list expected checked, the student receives a message indicating that this course will not have a list, so the student knows not to expect a list at a later date. If the institution wants to customize the out-of-the-box message, change the Description for Code label error.1 (Configuration > Leganto > General > Labels - New UI).

    Message to students that there are no lists for this course.

    Message to students that the course has no lists

    Viewing and Adding Suggestions for a List 

    After suggestions are added to a list, users can view those suggestions and decide if they want to add those items to the list or remove them from the Suggestions list.

    To view list suggestions and add them to the list:
    1. From the right pane, select the Suggestionsclipboard_e6fbc298fd816a5aa779aa35fe48f6a0e.png icon.
      The suggestions icon.
      Suggestions icon
    2. 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.

    3. Select Add to: List.
    4. 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.

      The option to add a suggestion.
      Add suggestion
    To remove suggestions from the Suggestions list:
    1. From the right pane, select the Suggestionsclipboard_e6fbc298fd816a5aa779aa35fe48f6a0e.png icon.
      The suggestions icon.
      Suggestions icon
    2. Select the Add to list icon clipboard_e28c54d6077cdf4fdbc7e976612e91696.png. The add item options pane expands.

    3. Select Remove to remove the item from the Suggestions list.

      The option to remove a suggestion.
      Remove suggestion
    4. A confirmation message is displayed confirming that you want to remove the suggestion from the Suggestions list.

      The confirmation message to remove a suggestion from the suggestions list.

      Delete suggestion confirmation message

    Offering a Citation Replacement for an Existing Citation

    Leganto supports replacing citations in bulk. For example, this feature can be used to replace citations with newer editions or to replace physical citations with electronic citations. The library can configure whether citations are replaced immediately, or whether the replacement appears to instructors as a suggestion.

    Citations with a Copyright Status of Approved cannot be replaced.

    If your institution would like to have replacements presented to instructors as suggestions, set the parameter replacement_suggestion_auto_replace (Configuration > Leganto > Features > Leganto Features) to false. This is the default. When set to true, when the librarian suggests the replacement, the edition is automatically replaced.

    From the Edit Citation screen, select the citation or citations to be replaced. Then choose Suggest Replacement.

    The Suggest Replacement action.

    Suggest Replacement action

    Library staff are directed to the Repository Search, where they can search for and select the new citation that they want to use as the replacement.

    The option to select a newer edition.
    Selecting a newer edition

    Library staff are presented with a confirmation screen.

    A confirmation replacement message.
    Confirmation message to confirm that the MMS ID should be replaced

    After selecting Confirm, suggestions are added to each of the items in Leganto. Additionally, a system tag New Edition Available is added to each item and you can filter by the New Edition Available tag. 

    New edition filter tags.

    New Edition Available Filter Tags

    Instructors receive an alert letting them know about new suggestions. They can select the alert to filter the list to see items with new edition suggestions.

    The banner is only displayed for Librarians, Leganto Course Operators, and List Owners.

    The banner with the show editions options.

    Show editions

    Instructors can select the banner to see items with new edition suggestions.

    Instructors can also filter to see items with new editions using the New Edition Available tag.

    New edition filter tags.

    New Edition Available Filter Tags

    The details of the Replacement suggestions are viewable from the Suggestions pane and the Related items tab on the Full details of an item.

    Replacement suggestions in the Suggestions pane.

    Replacement suggestions in the Suggestions pane

    Selecting the suggested item opens the full suggestion, which includes the details of the original item and a link to the original item. From either the Suggestions pane or the Related items tab of the original item, instructors can choose to replace the item, which re-links the citation to the new MMS ID, updating the citation metadata. Other existing information about the citation, including usage information, tags, and notes, is preserved. The instructor can instead choose Add to list, which keeps the original item and adds the suggestion as an additional resource on the list. Alternatively, the instructor can choose to decline the suggestion, which removes the suggestion and the tag.

    The option to replace the item or decline.

    Option to Replace Item, Add to list, or Decline replacement

    Alternatively, if your institution would like to have citations replaced immediately, rather than sent to instructors for approval, set the parameter replacement_suggestion_auto_replace (Configuration > Leganto > Features > Leganto Features) to true. Once library staff has selected a new item to use as a replacement, they are presented with a confirmation screen.

    The confirmation message for a citation with an approved copyright.

    Confirmation message to confirm that the MMS ID should be replaced

    After selecting Confirm, all the citations that were selected for replacement are linked with the MMS ID of the item chosen as the replacement item. The citation metadata and inventory update, but tags, notes, and usage information are preserved.

    Modifying Sections

    For information on creating, duplicating, editing, and deleting sections, see Editing a Section.

    Managing Section Tags

    When enabled by your library (Configuration > Fulfillment > Courses > Tag Mapping), you can add section tags. The list of tags is maintained by your library. Tags appear beneath the section name.

    To add a section tag:
    • From a section, select Add tag or the plus icon clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and select the tag from the drop-down list.

      The add tags option.

      Add section tag

      OR

      From the section action menu, select Edit section and select Add tag or the plus icon clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and select the tag from the drop-down list.

      The Edit section add tags option.

      Edit section add section tags
    To remove a section tag:
    • Select the X in the tag box. The tag is removed.

    Viewing Information About a Section

    Information about a section appears below the section name.

    An example of section information.

    Section information

    To edit this information, see Editing a Section.

    The information includes the number of items in the section, their total pages (including only those items for which this is defined), and the dates configured for the section. The description and section tags appear beneath the section name.

    Moving Sections Within a List

    Sections can be moved within a list.

    To move a section within a list:
    1. From the list menu, select Manage sections.

      The manage sections toggle.

      Manage sections toggle
    2. Select the Drag icon clipboard_e6082a9aba1e0f131e6554a3c9aeee553.png and drag and drop the section to your desired location within the list.

      The option to order sections.

      Order sections

      To drag and drop a section, the section must be collapsed.

      An example of dragging and dropping a section.

      Drag a section

      An example of dragging and dropping a section.

      Drop a section

    To copy a section to the same list or to another list, see Duplicating a Section.

    Locking a Section

    You can lock a section for editing using the Lock section option in the section menu. For this feature to be available, the library must set the Lock parameter (Configuration > Leganto > UI > Section Menu) to Yes.

    The lock section option.

    Lock section option

    If you select the Lock option, you receive a notification that a locked section cannot be changed until it has been unlocked again by the owner who locked it. In Leganto, if the list has multiple owners, only the owner who locked the section can unlock the section.

    When a section has been locked, a Locked clipboard_e10565fcdba25e6b72b7baf839a26de40.png indicator appears next to the section name.

    The locked indicator on a locked section.

    Locked section indicator

    When you hover over the Locked indicator, the name of the user who locked the section appears in a tooltip.

    The tool tip indicating by whom the section is locked.

    Section locked by tooltip

    Only users with the following roles can lock sections: Librarians and Leganto Course Operators. Instructors who are list collaborators can also lock a section. 

    Only the user who locked the section can unlock it.

    If you locked a section, you can unlock it by selecting Unlock from the section menu.

    If you duplicate a locked section, the duplicated section will not be locked.

    When a section is locked, only the following actions are available for the section until the section is unlocked:

    • Copy section
    • Export section
    • Print section
    • Unlock section

    Managing a Section's Visibility to Students

    A section is visible to students only when a) the list is visible to students (see Publishing a List) and b) the date is not currently one where the section is hidden from students (see Adding a Section to a List). A section is not currently visible iconclipboard_e8b20ba4059bf4110d8c743ea9e60f6d7.png appears on hidden sections.

    A hidden section.

    Hidden section

    Even when a section is visible, section items and materials may not be visible; see Hiding Items from Students.

    Ordering Items Within a Section

    When when order_citations_in_all_sections (Configuration > Leganto > UI > List Menu) is set to Yes, you can sort all items in each section by author or title, and by by descending or ascending order. Additionally, you can reorder specific items in a section.

    To sort all sections:
    1. From the list menu, select Sort items within sections. The Sort items within sections window opens.
      The option to sort items within sections.
      Sort items within sections
    2. Select whether to Sort by Author or Title.
    3. Select whether the Sort direction should be Descending or Ascending. Note: The default Sort direction is Ascending.
    4. Check the checkbox I understand this change cannot be undone to confirm you want to proceed.
    5. Select Sort. All items in each section are sorted according to your selections.
      The sort by options.
      Sort items within sections
    To reorder specific section items:
    • Select the item and use the Drag icon clipboard_e25f17b276d0effa03140dc7547a97a31.png to drag and drop the item to your desired location in the section,

    The option to reorder an item.

    Drag an item in a section

    The option to order section items.

    Drop an item in a section

    Modifying Items

    For information on adding items, see Adding Resources.

    Managing Item Tags

    When enabled by your library (Configuration > Fulfillment > Courses > Tag Mapping), you can add tags to items. The list of tags is maintained by your library.

    To add an item tag
    • Either select an item to expand it and select Add tag or the plus icon clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and select the tag from the drop-down list.

      The item must be expanded to add tags.

      The add tags option.
      Add item tag

      OR

      Select Full details or from the item action menu, select Edit item > Item Actions tab and select Add tag or the plus icon clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and select the tag from the drop-down list.

      The Edit item add tags option.
      Edit item add item tags
    To remove an item tag:
    • Select the X in the tag box.

    Notes for Students

    When expanding an item, you can add notes for students or view notes that are already added.

    A note for student on the item expanded view.

    Note for student - Item expanded view

    You can also add/view Notes for students from the item Full details pane > Item actions tab.

    The note for student on the full details pane.

    Note for student - Item Full details

    Notes for students can be formatted or linked using the floating format menu when adding the note. Any changes to the note are automatically saved.

    The option to format a note.

    Note for student formatting options

    Adding a URL to Student Notes

    When adding/editing a student note for an item, you can add a formatted URL which is displayed as a clickable link in the Note for students field in the expanded item view and full view.
    To add and format a URL in the Note for students:
    In the Note for students field on the expanded item view or Full view Item actions tab select the Insert link clipboard_e920efbb5ade7981daed84fdf7c681de1.png icon.
    The option to insert a link.
    Insert link
    In the URL field, enter the URL to which you want to link.
    In the Text field, enter the text to display to the student.
    If relevant, select Open in new tab to open the URL in a new tab.
    Select Insert.
    The note for students URL formatting options.
    Note for students URL options
    After adding the link, you can use the Open Link clipboard_e11e0cfc341ceb5e8ef691c471c5b5c90.png icon to open the link.
    You can use the clipboard_eebb307475f5ff6529b8943e52d34d383.pngicon to apply a green formatting or a thick underline.
    You can use the Edit clipboard_ea4adeda94c37849b68566e70f97fe649.pngicon to edit your link.
    You can use the Unlinkclipboard_e0a19fd6baee44b6a515475a3ff99c05e.pngicon to remove the hyperlink.
    URL formatting options.
    URL formatting options

    Hiding Items from Students

    By default, all items are displayed by default but can be hidden from students. 

    To hide items from students:
    • Expand an item

      OR

      From an item Full details > Item actions, check Hide from students. A hidden clipboard_ecb5babcb83a62cb87f8b57e76acf8bd3.png icon appears next to the item thumbnail and the item is not viewable by students.

      The hide item option on an expanded item.

      Hide from students - expanded view

      The hide item option from an item full view.

      Hide from students - Full details view

      If an item is not marked as complete on a list, you can hide the item from students. To enable this feature, set the hide_uncompleted_citations (Configuration Menu > Leganto > Leganto Features) parameter to true.

      If the parameter is set to false, incomplete items are displayed; however, students do not have the option to download a file if one exists. Students cannot open links for items that require copyright.

      If you set the hide_uncompleted_citations to a specific status or combined status (BeingPrepared, Complete, Declined, Inactive, InProcess, ReadyForProcessing, or a code from the Additional Reading List Citation Statuses code table), citations with those specified statuses are hidden from students.

    Managing an Item's Due Date

    You can edit an item's due date, which is the date by which the student should read/review the resource.

    To set the due date:

    Expand an item or from an item, select Full details.

    In the Due date field, select the calendar icon clipboard_e3268189b23fcb5aef772eaf561a1ab99.png and select the date.

    The item due date field.

    Due date

    An Upcoming due dates icon clipboard_e3f15ec6df36e4f2e6d15bfc0a3f73507.pngindicates how many items have due dates approaching.

    The upcoming due dates icon.

    Upcoming due dates icon

    Editing Items

    After adding an item, you can edit the item.

    To edit an item:
    1. Select Edit item from the item actions. The Edit item pane opens. 

      The edit item action.

      Edit item action
    2. The pane defaults to the Item details tab. Make your changes on the relevant tabs and select Save. Your changes are saved.

      The edit item pane.

      Edit item pane

    When adding a Note for students while editing an item, the item must be saved for the note to be saved.

    Adding a note in edit mode.

    Save note

    Managing an Item's Electronic Links and Physical Ability

    The Links & availability tab presents electronic links, digital files, and physical availability for an item, when available. Physical availability includes the barcode, status, and location, and may include options to make requests for the item. When instructor_manage_citation_availability_link (Configuration > Leganto > Features > Leganto Features) is set to true, you can select whether to hide or display this information (all physical availability) to students.

    An example of a physical item's details.

    Physical item Links & availability

    An example of a digital item's links and availability.

    Digital item Links & availability

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

    • Mark the link as broken. This notifies the library to fix the issue at their discretion.
    • Hide/display the link to students. For more information, see Enabling Broken Link Reporting.

    Managing an Item's Files

    To prevent students from downloading or printing files, instructors and librarians can set files attached to items as read only. You can configure PDFs to open in a new tab by default by setting the pdf_use_leganto_viewer (Configuration Menu > Leganto > Features > Leganto Features) parameter to true. When set to true, the PDF opens in a new tab and is downloadable. If the parameter is left blank or set to false, the PDF does not open in a new tab by default. If the parameter is set to readonly, then the PDF opens in a new tab by default but is not downloadable in the brief or full citation views.

    Additionally, when instructor_remove_file (Configuration > Leganto > Features > Leganto Features) is set to true (default false), instructors can remove files that have been added to items. 

    To set an item's files as read only:
    1. Select an item and select Full details.
    2. From the Links & availability tab, select the ellipse (...) and select Make file read only. Students will not be able to download or print the file.

      The option to set a file as read only.

      Make file read only
    To delete an item's files:

    You cannot delete a file if:

    • A copyright request was approved for the citation.
    • The file is a CCC (pay-per-use) file.
    1. From the item action menu, select Edit item.
    2. From the Links & availability tab, select Remove. The file is removed from the item.

      The option to remove a file from an item.

      Remove file

    Adding 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 (bX, videos including Alexander Street Press (ASP), and/or shelf browsing) to offer suggestions related to the citation.

    To review related items and add them to your list:
    1. From an item, select Full details and select the Related items tab. The Related items recommendations list is displayed.

      The list related items recommendations.

      List Related items recommendations
    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 a related item.
      Add related 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.

    Editing Items in Bulk

    When the parameter select_all_items (Configuration > Leganto > UI > Section Menu) is set to Yes, the section action list includes a Select all items/Deselect all items action to either select all items or deselect all items in a section.

    The section select all items action.

    Select all items section action

    The section deselect all items action.

    Deselect all items section action

    You can apply the following actions to an item in bulk:

    • Delete
    • Add/Remove tags
    • Add/Clear due dates
    • Add/Remove notes for students
    • Apply public annotation permissions
    • Copy — up to 10 items can be copied at a time. Items are added to the bottom of the selected section.
    • Move — up to 10 items can be moved at a time. Items are added to the bottom of the selected section.
    • Add to favorites
    • Export
    • Move items up/down

    These actions can only be applied to This list for lists that are not locked and lists you own.

    When editing items in bulk, if any of the selected items are part of a locked section, some of the bulk actions are disabled, and a message is displayed indicating that some of the selected items are locked, and therefore, some actions are disabled.

    When editing items in bulk, if any of the selected items is a note, a toast indicates that a note is included in the selection and therefore, some of the editing options are disabled.

    To edit items in bulk:
    1. Select at least one item, and either check the Select allclipboard_e5ff5d451c08394d8f97d98ef8c86b57d.pngcheckbox to select all items in the list or select the bulk action checkbox for each item to which you want to apply an action. The bulk action menu becomes available.

      The option to edit items in bulk.

      Bulk item actions
    2. Select the action to apply to the items and select Save. The action is applied to all selected items.
    To hide the bulk actions menu:
    • Either uncheck the Select all checkbox to deselect all checked items in the list or manually uncheck the selected checkboxes. The bulk action menu is hidden.

    Copying Items

    Items can be copied to other sections on the list or copied to other lists.

    When copying an item with a note for students, the note is copied in the following scenarios:

    • Duplicating a list in Alma
    • Copying a section to a different/same list
    • Coping an item in Alma/Leganto to a different/same list
    • Moving an item to a different/same list
    To copy an item:
    1. Select the item and select the Copy item action.

      The copy item action.

      Copy item
    2. Select the section to which you want to copy the item and select Copy. The item is copied to the selected section on the current list.

      The copy item window.

      Copy item to another section

      OR

      Select the list and section to which you want to copy the item and select Copy. The item is copied to the selected section on the selected list.

      The copy to another list option.

      Copy item to another list

    Moving Items

    Items can be moved to other sections on the list or moved to other lists.

    To move an item to a different section on the list:
    1. Select the item and either use the drag icon clipboard_e9d80382f8aaef051b35acac6c8c4a4ea.png to drag and drop the item to the desired section in the list.

      The ability to drag an item to another section.

      Drag an item to another section

      OR

      Select the item and select the Move item action.

      The move item action.

      Move item
    2. Select the section to which you want to move the item to and select Move. The item is moved from its current section to the desired section.

      The move item window.

      Move an item to another section

    Saving Items as Favorites

    Items can be saved as favorites for later use. For more information on Favorites, see Saving Resources as Favorites.

    To save an item a favorite:
    1. Select the item and select the Save as favorite action.

      The save as favorite action.

      Save as favorite

      The item is copied to the Favorites list.

      Saved to favorites confirmation message.

      Item copied to favorites confirmation

    Exporting a Single Item in a Specific Reference Format (Quick Cite)

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

    To generate a citation:
    1. Select the item and select the Quick Cite action.

      The quick cite action.

      Quick Cite
    2. If relevant, select the Bibliography style, and select Copy to clipboard. Your item is copied to your clipboard to be pasted to your desired location.

      Copy an item to your clipboard.

      Copy to clipboard

    When generating and exporting formatted items 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.

    Exporting an Item to RefWorks

    When export_to_refworks (Configuration > Leganto > UI > Citation Menu) is set to Yes, you can export items to RefWorks.

    To export an item to RefWorks:
    • From the item action list, select Export to RefWorks. A toast is displayed confirming that the item has been exported to RefWorks.

    The option to export an item to refworks.

    Export to RefWorks

    Exporting Items in Bulk

    You can export multiple items in bulk.

    To export multiple items in bulk:
    1. Check the items you want to export. The menu option displays an Export option.

      The option to export items in bulk.

      Export multiple items
    2. Select Export. The Export window opens.

    3. Select the Export to format.

      You can export to Microsoft Word (RTF), PDF, Microsoft Excel (XLS), RIS, EndNote (ENW), Leganto (.lgn) formats.

    4. Depending on the exported format selected, you may have the option to select whether to Sort by: List order or Title. Depending on the exported format selected, you may have the option to include any of the following fields:

      • Item availability
      • Notes for students
      • Tags
      • Shareable links
        • Pretty link
        • Full links

      If you export to RTF format, you can select a bibliographic style before exporting the file.

    5. Select Export. Your section is exported.

      Bulk export options

      Export to options

    Setting Items as Complete

    A librarian or Course Operator can set an item as complete directly from the item menu. This option is not available to instructors.

    To set an item as complete:
    1. Select the item and select the Set complete action.

      The set complete action.

      Set complete

      The item is marked as Complete.

      The item is marked as complete.

      Item marked as Complete

    Removing an Item

    When necessary, you can remove items from a list.

    To remove an item:
    1. Select Delete item from the item actions. The Delete item confirmation window opens. 

      The delete item action.

      Delete item action
    2. Select Delete to remove the item from the list.

      The delete item confirmation.

      Delete item confirmation

    Viewing Notifications / Recent List Changes

    You can view notifications or recent changes about a list from the Notifications icon. For more information, see Viewing and Managing Notifications.

    The notifications icon.

    Notifications icon

    The Notifications list.

    Notifications

    Alternatively, select Display recent list changes from the list actions.

    The display recent list changes option.

    Display recent list changes

    A list of recent changes on a reading list.

    Recent list changes
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