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    Managing Favorites

    Translatable

    For more information, watch Managing Favorites.

    Navigating to Favorites

    You can save items to your Favorites, giving you a place to save them, organize them, and easily add them to your lists. Users can:

    • Add items from a list to Favorites —  When copy_to_my_collection (Configuration > Leganto > UI > Citation Menu) is set to true.
    • Add items from Favorites to a list or as a suggestion for a list
    • Add suggestions to/from Favorites
    • Add private tags and notes to Favorites
    • Sort Favorites
    • Filter Favorites
    • Search Favorites

    Adding Favorites to a List

    You can add items saved as Favorites to a list from your Favorites menu or from a list menu.

    To add an item to a list from your Favorites menu:
    1. From the left sidebar, select Favorites.
    2. From the item you want to add or from the item Full details, select the action menu (...) and select Add to list. The Add item to list window opens.

      The option to add an item from your favorites to a list.

      Add a favorite item to list
    3. From the dropdown list, select the list to which you want to add the item.

      The option to select the list to which to add the item.

      Select list
    4. From the dropdown list, select the section to which you want to add the item, and select Add.

      The option to add a favorite item to a section.

      Select section

      A confirmation message confirms that the item was added to the list.

      The added item confirmation.

      Added item confirmation
    To add an item to a list from the Favorites menu:
    1. From a list menu, select Add > Add from favorites. The Add from favorites pane opens.
    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 Favorites.
      Add favorite 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.

      When adding an item to a list from Favorites, the Add from favorites list includes an indication for items that are already included in the list.

      The exists in list indication.
      Exists in list indication

    Suggesting an Item from Favorites

    You can add items that are saved as Favorites as suggestions to a list.

    To suggest an item from your Favorites:
    1. From the left sidebar, select Favorites.
    2. From the item you want to suggest or from the item Full details, select the action menu (...) and select Suggest item. The Suggest item to list window opens.

      The option to suggest an item from your favorites to a list.

      Suggest a favorite item for a list
    3. From the dropdown list, select the list to which you want to suggest the item.
    4. If relevant, add a Suggestion note, and select Suggest.

      The option to suggest an item for a list.

      Suggest an item for a list

      A confirmation message confirms that the item was added to the list.

      The added suggestion confirmation.

      Added suggestion confirmation

    Searching Favorites

    You can search for items that are saved to your Favorites.

    To search for an item in your Favorites:
    1. From the left sidebar, select Favorites.
    2. From the menu, select Search.

      The option to search for an item in your favorites.

      Search
    3. Enter search terms to search by title, author or other item details, and press Enter or select the magnifying glass clipboard_e99ed739ea37092858e4178c212b3688c.png icon to submit your search. Your search results are displayed.

      The favorites search scope.

      Search results

    Manually Adding an Item to Favorites

    Items can manually be added to Favorites.

    To manually add items to Favorites from your Favorites tab:
    1. From your Favorites tab, select Add > Manual entry. The Manual entry wizard appears.
    2. Enter a Title, select an item Type, and if relevant, browse to upload a file or drag and drop a file. If the File Upload Copyright Options (Configuration > Leganto > List Management > File Upload Copyright Options) are enabled, select the copyright information , 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 Add. The item is added to your Favorites. 

      To customize the types and the metadata available for those types, see Adding/Editing Citation Field Mappings. The fields that appear depend on the type. Some of these fields appear only if you select More item details.

      The manual entry item details wizard.

      Item details

    Uploading a File or Folder to Favorites

    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. From your Favorites tab, select Add > Upload Files. The Upload files pane appears.
    2. Browse to upload a file/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 pane.

      Upload wizard
    4. Leganto attempts to pull item details from the file. 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. If needed, enter or edit the details and select Add. The file is added to your Favorites.

      The upload files item details wizard.

      Item details

    Importing References to Favorites

    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 the Favorites tab, 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. If relevant, hover over any items you want to exclude and select Remove.

    5. Select Add all items to add all items to your Favorites.

    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 an Item from a Reference Manager to Favorites

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

    To import an item from a reference manager :
    1. From a list, select From your Favorites tab, 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:
      • List
      • Suggestions
      • Favorites
    4. If you have selected Add to: Favorites, the item is added to your Favorites.
    5. Select Add to add the item

      OR

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

    Adding Items from a List to Favorites

    When copy_to_my_collection (Configuration > Leganto > UI > Citation Menu) is set to true, users can add items to Favorites from your Favorites tab or from a list, by manual entry, or by uploading a file.

    To add library resources to your Favorites:
    1. From your Favorites tab, select Add > Search the library. The basic Search the library pane opens.
    2. Enter your search criteria either using the basic search or advanced search options. See Searching for an Item from a Library.
    3. Hover over the item you want to add and select the Add to list icon clipboard_e28c54d6077cdf4fdbc7e976612e91696.png. The item is added to your Favorites list.
      The option to add an item to Favorites.
      Add item to Favorites
    To add items to Favorites from a list:
    1. From a list, select Add > Search the library. The basic Search the library pane opens.
    2. Enter your search criteria either using the basic search or advanced search options. See Searching for an Item from a Library.
    3. Select the Add to list icon clipboard_e28c54d6077cdf4fdbc7e976612e91696.png. The add item options pane expands.

    4. Select Add to: Favorites.
      The option to add an item to Favorites.
      Add to: Favorites
    5. Select Add to add the item to your Favorites list.

    Adding Items from Suggestions to Favorites

    After suggestions are added to a list, users can add those items to their Favorites.

    To add items from suggestions to Favorites:
    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 Add to: Favorites.
    4. Select Add. The item is added to Favorites.

      The option to add a suggestion to favorites.
      Add suggestion to Favorites

    Private Notes

    From your Favorites list, when expanding an item, you can add private notes or view notes that are already added.

    A private note on the item expanded view.

    Private note - Item expanded view

    You can also add/view Private notes from the item Full details pane > Item details tab.

    The private note on the full details pane.

    Private note - Item Full details

    Private notes 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.

    Private note formatting options

    The text for a private note is displayed when hovering over the note  icon on the brief view.

    Displaying a private favorite note when hovering over the icon.

    Note text when hovering over a note

    Managing Private Tags

    Tags appear beneath the item name.

    To add a private tag:
    • From the Favorites menu, select an item, select Add tag or the plus icon clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and begin typing your text to select the tag from the drop-down list.

      The item must be expanded to add tags.

      The add private tags option.
      Add private tag

      OR

      Select Full details or from the item action menu, select Edit item > Item Details tab and select Add private tag or the plus icon clipboard_ed4300576fecf2fa0fcf080d4504b6ac3.png and begin typing your text to select the tag from the drop-down list.

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

    Sorting Favorites

    You can sort a favorites list by:

    • Date added
    • Title
    • Author
    To sort your Favorites list:
    1. From the left sidebar, select Favorites.
    2. From the menu, select Sort.

      The option to sort your favorites.

      Sort
    3. Select whether to sort your Favorites by:
      • Date added
      • Title
      • Author
      Your list is sorted accordingly.

    Filtering Favorites by Tags and Type

    You can filter your Favorites list to only show items with certain tags or types.

    To filter favorites by tags or type:
    1. From the left sidebar, select Favorites.
    2. From the menu, select Filter.

      The option to filter your favorites.

      Filter
    3. Select the Tags/Type by which to filter and select Apply. The filter is applied to your Favorites list.

      The favorites filter.

      Apply filter

    Adding Favorites to a List in Bulk

    You can add multiple items to a list from Favorites.

    To add multiple items to a list in bulk:
    1. From the left sidebar, select Favorites.
    2. Check the items you want to add to a list. The menu option displays an Add to list option.

      The option to add items to a list from favorites in bulk.

      Add to list
    3. Select Add to list. The Add items to list window opens.

    4. Select the list and sections to which you want to add the items. The items are added.

      Add items to a list in bulk.

      Add items to list

    Editing Favorite Items

    When necessary, you can edit items in your favorites list.

    To edit an item:
    1. From the left sidebar, select Favorites.
    2. Select Edit item from the item actions or from the item Full details. The Edit item pane opens. 

      The edit item action.

      Edit item action
    3. The pane defaults to the Item details tab. Make your changes on the Item details or Links & availability tabs and select Save. Your changes are saved.

      The edit favorite item pane.

      Edit Favorites item pane

    Editing Favorite Items in Bulk

    You can apply the following actions to Favorite items in bulk:

    • Delete
    • New for March! Add/Remove tags
    • New for March! Add/Remove Private notes
    • Export
    • Add to list
    To edit items in bulk:
    1. From your Favorites menu, 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 favorite items in bulk.

      Favorite bulk item actions
    2. Select the action to apply to the items and select Delete/Save/Export/Add. 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.

    Exporting a Single Item from Favorites 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 export a single item in a specific reference format:
    1. From the left sidebar, select Favorites.
    2. From the item you want to export or from the item Full details, select the action menu (...) and select Quick Cite action.

      The quick cite action.

      Quick Cite
    3. 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 Items in Bulk from Favorites

    You can export multiple items from Favorites.

    To export multiple items in bulk:
    1. From the left sidebar, select Favorites.
    2. Check the items you want to export. The menu option displays an Export option.

      The option to export items in bulk.

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

    4. Select the Export to format and select Export.

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

       

      Export options

      Export to options

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

    Removing an Item from Favorites

    When necessary, you can remove items from Favorites.

    To remove an item:
    1. From the left sidebar, select Favorites.
    2. From the item you want to remove or from the item Full details, select the action menu (...) and select Delete item. The Delete item confirmation window opens. 

      The delete item action.

      Delete item action
    3. Select Delete to remove the item from Favorites.

      The delete item confirmation.

      Delete item confirmation

    Removing Items from Favorites in Bulk

    You can remove multiple items from a list from Favorites.

    To add multiple items to a list in bulk:
    1. From the left sidebar, select Favorites.
    2. Check the items you want to remove from a list. The menu option displays a Delete option.

      The option to delete items from favorites in bulk.

      Remove items from Favorites in bulk
    3. Select Delete. A confirmation message to delete the items is displayed.

    4. Select Delete. The items are removed.

      Delete items from Favorites in bulk.

      Remove items from Favorites
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