Modifying Lists and Items

Editing a List

After creating a list, you can:

• Change list title
• Marking a List as a Sample 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.

1. Select Edit list from the list actions.

   

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

   

   Edit list form

Managing a List's Collaborators

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

1. Select List info. The current collaborators are displayed.

   

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

   

   Manage collaborators option
3. Select 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.

   

   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  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.

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 list is marked with a Sample indicator.

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.

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.

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.

From the list menu, select Lock list.

From the list menu, select unlock list.

Managing a List's Subjects

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

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.

1. From the list menu, select Link to course
   
   Link to course

   OR

   From the list actions menu, select Manage link to 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.

   

   Manage link to course

   The course is associated.

   
   Associated course

1. From the list menu, select Link to course
   
   Link to course

   OR if a course is already associated,

   From the list actions menu, select Manage link to 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.

   

   Manage link to course

   The courses are associated.

   

   Multiple 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.
   
   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

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

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'.

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.

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).

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.

1. From the right pane, select the Suggestions icon.
   
   Suggestions icon
2. 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.

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.

   
   Add suggestion

1. From the right pane, select the Suggestions icon.
   
   Suggestions icon

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

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

   
   Remove suggestion

4. A confirmation message is displayed confirming that you want to remove the 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.

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.

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.

Library staff are presented with a confirmation screen.

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. 

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.

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.

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.

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.

• From a section, select Add tag or the plus icon  and select the tag from the drop-down list.

  

  Add section tag

  OR

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

  

  Edit section add section tags

• 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.

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.

1. From the list menu, select Manage sections.

   

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

   

   Order sections

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

   

   Drag 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.

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  indicator appears next to the section name.

When you hover over the Locked indicator, the name of the user who locked the section appears in a 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 icon appears on hidden sections.

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.

1. From the list menu, select Sort items within sections. The Sort items within sections window opens.
   
   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.
   
   Sort items within sections

• Select the item and use the Drag icon  to drag and drop the item to your desired location in the section,

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.

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

  The item must be expanded to add tags.

  
  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  and select the tag from the drop-down list.

  
  Edit item add item tags

• 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.

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

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.

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  icon.

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.

Note for students URL options

After adding the link, you can use the Open Link  icon to open the link.

You can use the icon to apply a green formatting or a thick underline.

You can use the Edit icon to edit your link.

You can use the Unlinkicon to remove the hyperlink.

URL formatting options

Hiding Items from Students

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

• Expand an item

  OR

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

  

  Hide from students - expanded 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.

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

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

An Upcoming due dates icon indicates how many items have due dates approaching.

Editing Items

After adding an item, you can edit the item.

1. Select Edit item from the item actions. The Edit item pane opens. 

   

   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.

   

   Edit item pane

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.

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. 

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.

   

   Make file read only

1. From the item action menu, select Edit item.
2. From the Links & availability tab, select Remove. The file is removed from the 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.

1. From an item, select Full details and select the Related items tab. The Related items recommendations list is displayed.

   

   List Related items recommendations
2. 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 related item options
3. 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.
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.

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

1. Select at least one item, and either check the Select allcheckbox 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.

   

   Bulk item actions
2. Select the action to apply to the items and select Save. The action is applied to all selected items.

• 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

1. Select the item and select 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.

   

   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.

   

   Copy item to another list

Moving Items

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

1. Select the item and either use the drag icon  to drag and drop the item to the desired section in the list.

   

   Drag an item to another section

   OR

   Select the item and select 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.

   

   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.

1. Select the item and select the Save as favorite action.

   

   Save as favorite

   The item is copied to the Favorites list.

   

   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.

1. Select the item and select 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 to clipboard

Exporting an Item to RefWorks

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

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

Exporting Items in Bulk

You can export multiple items in bulk.

1. Check the items you want to export. The menu option displays an Export option.

   

   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.

   

   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.

1. Select the item and select the Set complete action.

   

   Set complete

   The item is marked as Complete.

   

   Item marked as Complete

Removing an Item

When necessary, you can remove items from a list.

1. Select Delete item from the item actions. The Delete item confirmation window opens. 

   

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

   

   Delete item confirmation