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    Finalizing a List

    Translatable

    When instructors finish creating a list, they can submit the list to the library and publish the list for students to view.

    • Lists are submitted to the library to enable the library to review relevant items and help ensure student access as appropriate.
    • Lists are not visible to students until their publication status changes from draft to published.

    Unpublished lists or lists not yet sent to the library include a banner indicating information about the review status. When the instructor selects the My list is ready button, the list moves to the next step. The institution can configure the workflow for submitting lists to the library and publishing lists from the following workflow options:

    • The instructor sends the list to the library. The library reviews and publishes the list.
    • The instructor sends the list to the library with the option to either publish the list now or later. Either the library or the instructor can publish the list.
    • The instructor publishes the list, and the list is sent to the library.

    When auto_publish_on_create (Configuration > Leganto > List Management > Publishing) is set to Yes, the list is published immediately after it is created, and the items are automatically sent to the library for review. Additionally, the banner does not appear.

    A list in draft mode.

    Draft list

    The institution can also configure default settings related to which users can view lists and access the list materials, as well as whether instructors can override the default settings.

    Options when sending a list for review.

    Options when sending a list for review

    For more information, watch Finalizing the list.

    Publishing a List

    Lists must be published for students to view them and access the resources. There are several publication list visibility options:

    • Anyone Restricted — Anyone with a shareable link can view the list as a syllabus, but only course students can access the course materials.
    • All Students Full — All students can view the list and access the uploaded or electronic citations.
    • All Students Restricted — All students can view the list as a syllabus, but only course students can access the course materials.
    • Anyone Restricted, All Students Full — Anyone with a shareable link can view the list as a syllabus; all students can access the course materials.
    • Course Students — Course students (only) can view the list and access the course materials (electronic citations and uploaded files).
    • Anyone Full — Anyone with a shareable link can view the list and access the course materials.

    Student refers to anyone who can log in to Leganto and who has a Patron role. Course student refers to a student who accessed Leganto from the course on the LMS, or a student listed as enrolled in the course in Alma.

    Items with certain statuses are hidden until their status changes. For information on configuring sections and item resources visibility, see Managing a Section's Visibility to Students and Hiding Items from Students.

    Publishing Workflow Settings

    There are several options available for publishing a list:

    • 1 — The instructor sends the list to the library. The library reviews and publishes the list.
    • 2 — The instructor sends the list to the library with the option to either publish the list now or later. Either the library or the instructor can publish the list.
    • 3 — The instructor publishes the list, and the list is sent to the library.

    The default value for instructor_publishing_options is 2.

    To configure instructor publishing workflow settings:

    Set the parameter instructor_publishing_options (Configuration > Leganto > List Management > Settings) to 1, 2, or 3.

    The instructor publishing options.

    Instructor publishing settings

    If the parameter instructor_publishing_options is set to 1, when an instructor creates a list, the list is created as a draft, and only the library can publish the list.

    If the parameter instructor_publishing_options is set to 2, when an instructor creates a list, the list is created as a draft, and the instructor can choose whether to publish the list when sending the list to the library for review.

    If the parameter instructor_publishing_options is set to 3, when an instructor creates a list, the list is published automatically. When the list is published, the list status updates to Current request for review date and the list items receive the status Library processing in Leganto. Any additionally added items immediately receive the Library processing status in Leganto (unless the list receives a different status from the Course reserve automatic statuses table).

    When a list is in Draft mode, a banner message appears indicating that the library is reviewing the list. The banner remains until the library publishes the list.

    A list in draft.

    List is in draft

    Sending to Library

    When the parameter instructor_publishing_options value is set to 1, the instructor sends the list to the library by selecting My list is ready and selecting Send on the Send list to the library form. The library then reviews and publishes the list.

    The option to send a list to the library and publish.

    Send list to library

    When the parameter instructor_publishing_options value is set to 2, the instructor sends the list to the library with the option to either publish the list now or later by selecting My list is ready and selecting Send on the Send list to the library form.

    The option to send list to library for review.

    Send list to the library for review

    For either setting, after an instructor sends the list for review, the banner message status indicates that the library is reviewing the list. The list status updates to Library processing in Leganto. When the list is published, the list status updates to Current request for review date and the list items receive the status Library processing in Leganto (unless the items receive a different status from the Course reserve automatic statuses table)

    The list banner indicating that the library reviewing your list.

    List banner list status

    If any changes are made to the list after submitting the list for review, select My list is ready again so that the library receives those changes.

    When a list is sent to the library, the details of who sent the list and when the list was sent appear in the List info. These details are available after a list is published and are only visible to list administrators. These details update if an item is added to a published list.

    The last sent to library details.
    Last sent to library details

    Optional Publishing

    If the parameter instructor_publishing_options is set to 2 (default), when an instructor creates a list, the list is created as a draft, and the instructor has the option to send the list to the library for review or publish the list immediately when sending the list to the library.

    When selecting My list is ready, the Send list to the library window opens. From this window, the instructor can select Send to send the list directly to the library to review the list. The list is then published when the library completes the review.

    The send list to the library options.

    Send list to the library for review

    When Also publish the list to students is checked, depending on the settings in auto_publish_default_mode (Configuration > Leganto > List Management > Publishing) instructors have the option to Publish to:

    • Course students
    • All students at the institution
    • Anyone

    After selecting one of the Publish to: options and selecting Send, the list is published according to the selected option and sent to the library. When the list is published, the list status updates to Current request for review date and the list items receive the status Library processing in Leganto. Any additionally added items immediately receive the Library processing status in Leganto (unless it receives a different status from the Course reserve automatic statuses table)

    Options when selecting also publish the list to students.

    Also publish the list to students options

    If auto_publish_default_mode (Configuration > Leganto > List Management > Publishing) is set to true, the list is published when creating the list.

    Direct Publishing

    If the parameter instructor_publishing_options is set to 3, when an instructor creates a list, the list is published automatically when sending the list to the library for review.

    When selecting My list is ready, the Publish list to students window opens. From this window, the instructor can choose which type of user can view the list when selecting Publish. The list is also sent to the library to review the list.

    Publishing settings when creating a new list.

    Publishing settings

    When the list is published, the list status updates to Current request for review date and the list items receive the status Library processing in Leganto. Any additionally added items immediately receive the Library processing status in Leganto (unless it receives a different status from the Course reserve automatic statuses table)

    Immediately publish a list.

    Automatically publish a list

    Configuring List Publication Parameters

    The following table lists the list publication configuration options available for instructors. Configure your publication parameters from Configuration > Leganto > List Management > Publishing.

    Publishing Parameters
    Parameter Value Note

    auto_publish_default_mode

    Yes

    The instructor does not have the option to override the default publication visibility. The list visibility is set for all lists published by the instructor in publish_default_mode. All other parameters are ignored.

    No

    The instructor can override the default publication visibility. The list visibility is set for all lists published by the instructor in publish_default_mode.

    If auto_publish_on_create is set to Yes, this parameter setting is ignored.

    publish_default_mode

    • Anyone Restricted — Anyone with a shareable link can view the list as a syllabus, but only course students can access the course materials.

    • All Students Full — All students can view the list and access the uploaded or electronic items.

    • All Students Restricted — All students can view the list as a syllabus, but only course students can access the course materials.

    • Anyone Restricted, All Students Full — Anyone with a shareable link can view the list as a syllabus; all students can access the course materials.

    • Course Students — Course students (only) can view the list and access the course materials (electronic citations and uploaded files).

    • Anyone Full — Anyone with a shareable link can view the list and access the course materials.

    Lists are automatically published in this mode. You can also use the load course enrollment option. See Managing User and Course Enrollment Information.

    Student refers to anyone who can log in to Leganto and who has the Patron role. Course student refers to a student who accessed Leganto from the course in the LMS.

    student_visibility_default_materials_option

    • All Students Restricted

    • All Students Full

    This setting refers specifically to uploaded files. When the status is All Students Restricted, students can only view files that do not contain copyrights. When the status is All Students Full, students can view all uploaded files.

    public_visibility_default_materials_option
    • Anyone Restricted
    • Anyone Restricted, All Students Full
    • Anyone Full
    This setting refers specifically to uploaded files. When the status is Anyone Restricted, users can only view files that do not contain copyrights. When the status is Anyone Full, users can view all uploaded files.
    auto_publish_on_create
    No
    Lists are created in draft status and are not visible to students until they are published.
    Yes
    All new lists created in Leganto are immediately published according to the publish_default_mode on the Leganto Publishing Configuration page.
    Only lists created in Leganto are published by default, including lists created using the Create list button on the Lists page or using the Create button on the Quick Start screen. Lists that are created by other means, including the Reading List Loader integration profile, the API, or using the Alma interface are not published automatically.

    Exporting or Printing a List

    You can export a list in various formats.

    To export a list:
    1. From the list menu, select Export list.

      The option to export a list.

      Export list option
    2. You can export to the following formats:
      • RefWorks — export_to_refworks (Configuration > Leganto > UI > List Menu) must be set to yes to enable exporting lists to RefWorks.
      • Word — If you export to Word, you can select a bibliographic style before saving the file.
      • PDF
      • Excel
      • RIS
      • EndNote
      • .lng (a proprietary Leganto format) — If you export to the Leganto format, you, or any user who has access to the exported list, can import the list as a list at a later time.
    3. Depending on the exported format selected, you may have the option to select whether to Sort by: List order or Title.
    4. Depending on the exported format selected, you may have the option to include any of the following fields:
      • Item availability
      • Student note
      • Tags
      • Share links
        • Pretty link
        • Full links
    5. Select Export. Your section is exported.

      The export section options.

      Export list options
    To print a list:
    • From the list menu, select Print list. The list opens in a new tab in PDF format, enabling you to easily print the list.

      The option to print a list.

      Print list option

    Exporting or Printing a Section

    You can export a section in various formats.

    To export a section:
    1. From the section menu, select Export section.

      The option to export a section.

      Export section option
    2. You can export to the following formats:
      • Word — If you export to Word, you can select a bibliographic style before saving the file.
      • PDF
      • Excel
      • RIS
      • EndNote
      • RefWorks —  export_to_refworks (Configuration Menu > Leganto > UI > Section Menu) must be set to yes to enable exporting sections to RefWorks.
    3. Depending on the exported format selected, you may have the option to select whether to Sort by: List order or Title.
    4. Depending on the exported format selected, you may have the option to include any of the following fields:
      • Item availability
      • Student note
      • Tags
      • Shareable links
        • Pretty link
        • Full links
    5. Select Export. Your section is exported.

      The export section options.

      Export section options
    To print a section:
    • From the section menu, select Print section. The list opens in a new tab in PDF format, enabling you to easily print the list.

      The option to print a section.

      Print section option
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