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    Leganto 2020 Release Notes

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    Click here to view the monthly release and maintenance schedules.

    Upcoming Issues to Note

    Upgrade to OAS (Oracle Analytics Server) and DV (Data Visualization)

    The OBI that is used with Leganto Analytics is being upgraded to OAS (Oracle Analytics Server) which includes DV (Data Visualization). As many in the Ex Libris community are aware, the original plan was to upgrade to OBI 12. However, on January 31, 2020, Oracle released OAS (Oracle Analytics Server) to replace the OBI 12.

    To read the OAS Upgrade Q&A, click here.

    The following table details the rollout plan for the OAS:

    Environment Freeze Start Date OAS Go-Live Date

    EU03

    June 17

    June 21

    NA02

    July 13

    July 19

    NA03

    July 13

    July 26 (updated from 22.7)

    NA01

    July 13

    July 26

    CA01, AP01

    August 23

    August 30 

    NA91

    August 30 

    September 6

    EU00, EU01, EU02

    October 11

    October 18

    NA04, NA05, NA06, NA07, CN01

    November 1

    November 8

    You may need to take certain steps prior to migration. See Ensuring Reports are Migrated.

    December 2020 Sneak Peek

    • Update assets of courses in bulk
    • New reminder email for instructors to submit their reading lists
    • Add chapter number to the citation brief view in Alma
    • Two upgrades to existing NERS features (#6863 and #6804), including supporting two page ranges for the Book Extract type and showing full permalink in exported Word files.

    November 2020 Sneak Peek

    • Edit multiple citations in Leganto
    • Usability enhancements to the Leganto interface
    • Create new reading lists by importing a CSV file - administration tool
    • NERS NERS Enhancement (ID #6444): Change the status of a completed citation when a tag is added or removed

    September 2020 Sneak Peek

    • Leganto will enable sharing of personal students' usage data with instructors.
    • NERS NERS Enhancement (ID #6805): A keyword search will be added to the Citation List search options.
    • NERS NERS Enhancement (ID #6804): Leganto will include permalinks on the export files.
    • NERS NERS Enhancement (ID #6763): Leganto will include jobs in the Recent Changes tab.

    August 2020 Sneak Peek

    • A new video guide about Leganto resources lists for instructors will be added to Leganto.
    • NERS NERS Enhancement (ID #6770): New filters for citation and reading lists will be added to the task list.
    • NERS NERS Enhancement (ID #6863): A new citation type of book extract will be added to Leganto.
    • NERS NERS Enhancement (ID #6563): Leganto will offer the option for users to lock a specific section.
    • NERS NERS Enhancement (ID #6764): Text will be added to the Add-items button.

    July 2020 Sneak Peek

    • Integration with the Blacklight discovery platform.
    • Links to full text on a citation brief display show only when full text is available.
    • Integration with Syndetics Unbound.
    • Automatically checking estimated costs of course materials through an integration with ProQuest Rialto.

    June 2020 Sneak Peak

    • Supports bulk update list job reset options.
    • Displaying item price and list cost statistics.
    • Enables performing a search in Rialto.

    May 2020 Sneak Peak

    • Supports exporting reading lists, sections, and citations to RefWorks.
    • When copyright or digitization requests are not permitted, Leganto displays the reason.
    • Workflow for instructors to loan their personal copies to libraries.
    • Users can import references from PDFs.
    • Supports creating DCS requests with no courses.

    March 2020 Sneak Peak

    • Support Third Iron's LibKey PDF download.
    • Reading list automation handling at the end of the course.
    • Including course information in purchase requests.
    • Support resizing the sidebar.

    February 2020 Sneak Peak

    • Citation Bulk Manage – Updates citations in bulk using an Alma job.
    • External Archiving of Reading Lists – Bulk export of a set of lists (as PDF) into a directory on your FTP server.
    • Synchronization of Record Changes with Citations – Synchronize deleted and updated bibliographical records with their citations.

    Main Features

    Control the Locate Citation Process with New Configuration

    November 2020 Fulfillment Course Reserves URM-133083
    You can now configure Leganto to locate citations based on any or all the fields indicated in the Locate Citations By Fields mapping table (Fulfillment Configuration > Courses > Locate Citation By Fields), using the new resource_locate_mode field in the Other Settings table (Fulfillment Configuration > General > Other Settings).
    • If you set the value of the resource_locate_mode field to "OR", then Leganto will locate citations based on any of the fields in the Locate Citations By Fields mapping table.
    • If you set the value of the resource_locate_mode field to "AND", then Leganto will locate citations based on all of the fields in the Locate Citations By Fields mapping table.
    The default value of the resource_locate_mode field is "AND".
    You can now also configure Leganto to locate only citations of specific material types (e.g. book, journal article, presentation, etc.), by entering in the codes for the material types into the new resource_locate_by_type field in the Other Settings table (Fulfillment Configuration > General > Other Settings), separated by commas.
    Resource_Locate_Mode & Resouce_Locate_by_Type.png
    Other Settings table--Resource_locate_by_type & resource_locate_mode parameters
    The codes for the material types are defined in the Citation Material Type table (Fulfillment Configuration > Courses > Citation Material Type). For more information, see General (Configuring Other Settings) and Managing a Citation's Attachment to an Inventory Item.
    In addition, in the Process and Enrich Citations job (Fulfillment > Advanced Tools > Process and Enrich Citations), a new "Perform locate on type" field allows you to select which material types to perform the locate action on. The field is automatically populated with the material types corresponding to the code(s) entered in the resource_locate_by_type parameter in the Other Settings table (see figure above). In this case, the field will be automatically populated with the "Book" and "Article" material types.
    Perform locate on type.png
    Perform locate on type
    For more information on the Process and Enrich Citations job, see Process and Enrich Citations in Bulk.

    Create Reading Lists by Importing a CSV or XLS File

    November 2020 Fulfillment Course Reserves  NERS NERS Enhancement (ID #6490) URM-130197
    You can now create reading lists by importing a .txt or .csv file, using a new integration profile job called Reading List Loader. You can view a sample file here.
    For more information on the file requirements, see Reading List Loader.
    To create reading lists by importing a .txt or .csv file:
    1. Add a new integration profile by navigating to the Integration Profile List page (Configuration Menu > General > External Systems > Integration Profiles) and selecting Add Integration Profile).
    2. In the Integration Profile screen, select "Reading List Loader" from the Integration Type dropdown.
    3. In the S/FTP Connection Type dropdown, select a connection type.
    4. Fill in the remaining required fields and click Next.
    Integration Profile (Add).png
    Add integration profile - Reading List Loader
    1. In the Reading List Import screen, enter the Input File Path. This is the path to the .csv or .xls input file on the ftp server.  
    2. Select to run the job in Report Mode if you wish. If selected, the job will not create reading lists, but will rather simulate the creation and produce a job report as if reading lists were created.  
      Reading List Import_Select Input File Path_2.png
      Reading List Import - Select Input File Path
    3. If there are data files you wish to associate to the citations in the upload, you must put them into a folder named files, and put the folder into the same location as the input file.

      Input File and Files Folder.png

      files folder and input file
      For each citation in the .csv or .txt input file to which you wish to associate a data file from the files folder, the value of the file_name field in the .csv/.txt file must be identical to the name of the data file that you wish to associate to the citation.

      Reading List Loader_File Name.png

      File_name field
      If there is a problem reading/uploading a file, the upload process will continue and only that file will fail to attach.
    4. Click Save to save the integration profile.
    5. In the Integration Profile List screen, select the integration profile you have created and select the Actions tab. Click Run to run the job.
    A Reading List Loader job can be aborted at any time via the Monitor Jobs screen in Alma. When a job has been aborted, any reading list that has already been loaded will remain in the system.
    Prior to running the job, the system validates the data in the input file, to check for the following errors:
    • Missing columns
    • Rows with a corrupted row length (tab count is less than the required amount)
    • Reading list code already exists
    • The list is not in one block.
    • The section is not in one block.
    • Any of the following mandatory fields are missing for any rows:
      • Reading list code
      • Reading list name
      • Section name
      • Citation secondary type
      • Citation status
      • Citation title. If type is a book chapter, then the chapter title is mandatory.
    • The same list code appears more than once in the file across random rows.

    Empty lists are considered valid. Therefore if there are reading list names and codes but no section or citations, this is considered valid. In addition, if there are reading list names and codes and section names, with no citations, this is considered valid.

    When the job runs, a reading list set (type-itemized) is created with all list IDs created during the job. The set will be visible (type "Public"). The set name will be ReadingListLoader_<JOB_ID>.

    Once the job has run, you can view the results of the job by finding the integration profile in the Integration Profile List screen and selecting Job History from the ellipsis menu. The Job History screen appears for this job. 

    Job History-Reading List Loader.png

    Job History - Reading List Loader

    For each Job ID, you can select View from the ellipsis menu to view the results for each job.

    Job Report-Reading List Loader.png

    Job report - Reading List Loader

    In the example above, a total of four reading lists were creating without warnings, 11 reading lists were created with warnings/errors, and one file was not found. You can click on each category of event to view details on the events.

    The following is an example of the events report for the lists created without warnings/errors.

    Events Report_Loaded Lists.png

    Events report--lists created without warnings/errors

    The following is an example of the events report for the lists created with warnings.

    Events Report_Warnings.png

    Events report--Lists created with warnings/errors

    For each warning/error that the job produces, there will be a reference to the list and row number in the input file.

    To perform updates on the created set:

    Once the job has finished running, you can also perform updates on the created set, including deleting the set, using the Reading List Bulk Update job (see Reading List Bulk Update).

    View Changes Made by Jobs

    September 2020 Fulfillment Course Reserves NERS NERS Enhancement (ID #6763)
    In the Recent Changes tab of the Edit Reading List page in Alma, you can now view the changes made by certain jobs to the reading list or to citations within the reading list. In the past, only manual changes appeared in this tab.
    Reading List_Recent Changes_Job Notification.png
    Changes made by job in recent changes tab
    Changes resulting from the following jobs appear in the Recent Changes tab of an affected reading list:
    • Reading List Citation Update Task
    • Reading List Bulk Update
    • Roll Over
    • Activate/Deactivate Courses

    If notifications are enabled, the changes also appear in the notifications dialog in Leganto, for students and instructors.

    Leganto Notifications_Job Notification.png

    Changes made by job in Leganto notifications

    If email notifications are configured, the student/instructor also receive notifications via email.

    APIs for Course Enrollment

    September 2020 Fulfillment Course ReservesURM-130009
    Three new APIs have been added. These enable viewing enrolled users in a course, enrolling users in a course, and un-enrolling users from a course.
    • Endpoint for "View Enrolled users in course" API:
      GET /almaws/v1/courses/{course_id}/users
      The response is a list of students enrolled in this course.
    • Endpoint for "Enroll users to course":
      POST /almaws/v1/courses/{course_id}?op=enroll_user&user_ids=id1, id2,…
      The parameters entered are:
      • op - the only supported value is enroll_user
      • user_ids: a list of 1 or more Alma user IDs separated by a comma
    • Endpoint for "Un-enroll users from course" API:
      DELETE /almaws/v1/courses/{course_id}/users/{user_id}

    For more information on these APIs, see the Developers Network.

    Search for Citations by Keyword

    September 2020 Fulfillment Course Reserves NERS NERS Enhancement (ID #6805) URM-130189
    For simple Alma searches only, the Keyword option has been added to Citation searches to allow staff to search for specified keywords in citations' metadata (such as Author, MMS ID, Title, and so forth). When selecting the Citations type of search, Keyword is now the default selection. For more information, see Searching in Alma.

    LGTO_CitationSearch_byKeyword.png

    Search Citation Lists by Keyword
    • Citation searches by keyword do not support the use of Boolean operators (such as AND or OR), and if these operators are specified, they will be treated as keywords.

    • When special characters (such as hyphen, dash, slash, and so forth) are specified as search terms, the search will return results that both include and exclude the special characters.

    Improved Search for Courses in Alma

    September 2020 Fulfillment - Course Reserves NERS NERS Enhancement (ID #6870) URM-125310
    Previously, staff users could search for courses only from the Course's page (Fulfillment > Course Reserves > Courses). With this enhancement, staff users can now use Alma's simple and advanced searches to search for courses by selecting Courses and specifying All or any of the following supported search fields: Course Code, Course Code (Include Section), Course Name, Course Notes, Instructor Name, Searchable ID, Section, and Year. For more information, see Searching in Alma.

    LGTO_RepositorySearch_byCourse.png

    Simple Repository Search

    After searching for courses using Alma's Repository Search or the Courses page, staff can now filter course search results by selecting any of the following facets:

    • Course Status
    • Associated Lists:
      • Exist (number of courses)
      • None (number of courses)
    • Processing Department
    • Academic Department
    • Campus
    • Year
    • Terms list

    LGTO_Course_SearchResults_Facets.png

    New Course-Related Facets in Course Search Results

    For more information, see Managing Courses.

    Watch the Leganto Search for courses in Alma video (0:48 minutes).

    New Task List Filters

    August 2020 Fulfillment - Course Reserves NERSNERS Enhancement (ID #6770) URM-130204
    Four new filters have been added to the Task List.
    The Reading List - Unassigned - processing filter contains a number of sub-list divisions of reading lists having a status of not complete, two of which have been exposed:
    • Reading list - Unassigned - being prepared -- Selecting this filter will open the Reading List Task List on the Unassigned tab, with the reading lists filtered by publication status = Active and Status = Being Prepared.
    • Reading list - Unassigned - being processed -- Selecting this filter will open the Reading List Task List on the Unassigned tab, with the reading lists filtered by publication status = Active and status = Being Processed.

    Two new citations filters have been added: 

    • Citations - Being prepared -- Selecting this filter will open the Edit Citation screen, with the citations filtered by citation status = Being Prepared. These are citations that faculty have not yet sent for library review. This filter applies to historical citations as well as new ones.
    • Citations - In process -- Selecting this filter will open the Edit Citation screen, with the citations filtered by citation status = In Process. These are citations that were sent to library review (and display the status "Sent" in Leganto).
    Tasks_New Filters.png
     

    Reusing Already Digitized Files Between Citations

    June 2020 Fulfillment - Course ReservesURM-89490
    Librarians can now search for and copy files between citations to avoid the need to digitize files that have already been digitized. Select Attach Existing File from a citation's actions list.
    URM-89490_1.png
    Searching for and Adding Similar Citations with Attached Files to the Current Citation
    The next screen will display a result screen showing all citations with similar identifiers or titles which include an attached file.
    URM-89490_2.png
    Result Screen - Similar Citations with Files
    You can select a citation by selecting the radio button corresponding to the citation and clicking Select. Selecting a citation on this screen copies and attaches the file to the original citation.
    If a file already exists on the citation, attaching a new file will replace the existing one. Also, In Progress digitization requests on the citation will be canceled.
    Watch the Leganto Reusing Digitized files video (0:59 minutes).

    Instructor Personal Copy Management

    May 2020 Fulfillment - Course Reserves
    Alma now includes enhanced workflows to enable instructors to lend their personal copies of items to the library for circulation. This allows the library to catalog instructor-owned copies, track which instructor owns the item, and easily re-use previous items in subsequent terms.

    When enabled, library staff can indicate that an item is a personal copy when creating a Brief Citation (Add Citation > Add Brief) and enter the instructor’s name. Alma will store information about all instructor-owned copies using dedicated personal copy locations. Locations in the library are automatically created when the instructors' copies are cataloged, with one location per instructor. All items deposited by the instructor will be created in that same location.

    instructor_name_for_personal_copy.PNG

    Instructor's Name for Personal Copy

    Personal copy locations indicate that the items are owned by the instructor, and also allow the library to track items that are not physically in the library at that time, but rather, in the instructor’s possession. All personal copy locations and the items in them will be suppressed. When the instructor lends the item to the library, the item can be moved to a temporary location representing a non-personal copy location in the library, where it will circulate according to standard fulfillment rules. For example, library staff may move the item to the temporary location of “Course Reserves” with a due back date of the end of the term. The item will temporarily circulate as part of the library collection, but with the instructor’s name stored as the permanent location, indicating the person to which the item should be returned at the end of the term.

    copy_moved_to_desired_location.PNG

    Copy Moved to Desired Location

    When the item is moved back to its permanent location, which is the personal copy location, it will automatically be suppressed. The item can then be returned to the instructor, but the record does not need to be deleted and can be easily re-used in subsequent terms by following the workflow above.

    To enable this feature, configure the following parameters:

    Personal copy library: To enable the personal_copy_library flag (Fulfillment > General > Other Settings) you must enter a library code as the parameter value, such as MAIN. This code corresponds to the library where the personal copy locations will be created.

    Personal copy fulfillment unit: To enable the personal_copy_fu flag, you must enter a fulfillment unit code as the parameter value. Fulfillment terms for items in the instructor-owned locations are determined by the rules set in this Fulfillment Unit. Keep in mind that the intended workflow is that items in an instructor location are not currently part of the library collection and are physically stored with the instructor.

    For more information on adding citations to a reading list, see  Contributing Instructor Resources to a Reading List.

    Managing Purchase Requests Created From Citations

    March 2020 Fulfillment - Course Reserves
    The Course Information table has been added to the Purchase Request form, displaying basic information about the course.

    Course_Information_Table.png

    Course Information Table

    The following facets have been added to the Manage Purchase Requests screen (Acquisitions > Manage Purchase Requests):

    • Processing department

    • Academic department

    • Campus

    • Course year

    • Course term

    • Citation tag

    Facets Added to the Manage Purchase Requests Screen.png

    Facets Added to the Manage Purchase Requests Screen

    The following search criteria have been added:

    • Course Code

    • Course Instructor

    • Requester

    Added Search Criteria.png

    Added Search Criteria

    For more information on managing purchase requests, see Managing Purchase Requests.

    For more information on the Leganto purchasing and acquisition workflow, watch the Leganto Purchasing and Acquisition Workflow training video.

    Automate Reading List Status While Course Active or Inactive

    March 2020 Fulfillment - Course Reserves
    From the Activate/Deactivate Courses section, staff can now automate the reading list status for a course while it is either Active or Inactive. For example, staff can set a reading list status to be Being Prepared while a course is active, and to change to Archived when a course has been deactivated (when it has ended) (Fulfillment > General > Fulfillment Jobs Configuration).

    URM-114154_1.png

    Automating Reading List Status While Active or Inactive

    For more information on activating/deactivating schedule jobs, see Viewing Scheduled Jobs and navigate to Activate/Deactivate Courses in the Scheduled Jobs table.

    Publisher Parameter Checks All Publishers When Submitting Copyrights

    March 2020 Fulfillment - Course Reserves SF:
    Leganto now allows you to set the parameter publisher to check against all publishers when you submit a copyright request (Fulfillment > Copyright Management > Digitization and Copyright Rules).

    Publisher_Parameter_Checks_Against_All_Publishers.png

    Publisher Parameter Checks Against All Publishers

    All publishers are stored in the Copyright Publishers table (Fulfillment > Copyright Management > Leganto Copyright Settings).

    For more information about adding a digitization and copyright rule, see Configuring Leganto Copyright-Related Procedures.

    For more information about adding all publishers at once, see Adding a Digitization and Copyright Rule and navigate to Publisher in the Digitization and Copyright Rule Clause Types table.

    Rollover Newer List

    January 2020 Fulfillment - Course Reserves SF: 00712048 00742202 00745287 00754472 URM-117274
    You can now roll over a course with single list creation mode. Additionally, a new check box was added to course loader, On Rollover copy only newest list. This avoids duplicated lists during rollover if, for some reason, multiple lists are associated to your course.

    On_Rollover_Copy_Only_Newest_List.png

    On Rollover Copy Only Newest List Check Box

    Insert Hyperlink in Public Notes 

    November 2020 Leganto URM-135520
    You can now insert hyperlinks in public notes, by entering a URL followed by the link text surrounded by pipes in the citation full view. For instance, you can create a hyperlink to www.google.com that says "Google Home Page" by entering the following: http://www.google.com | Google Home Page | . This creates a hyperlink to the www.google.com url. 
    For more information, see Adding a URL to a Public Note
    Public Note_Entered Text.png
    Public Note (edit mode in citation full view)
    The public note appears as follows:
    Public Note_Citation Full View.png
    Public Note (citation full view)
    Public Note_Citation Brief View.png
    Public Note (citation brief view) 

    Adding/Removing Tags

    November 2020 Leganto   NERS NERS Enhancement (ID #6444) URM-130192
    For citations in completed status, you can now configure Leganto to revert the citation to a different status whenever a certain tag for the citation is added or removed.
    Whenever you add a tag to a citation matching one of the values entered into the revert_citation_status_by_adding_tags parameter in the Course Reserves Automatic Status mapping table (Leganto Configuration > List Management > Course Reserves Automatic Statuses), the citation will revert to the status defined in the revert_completed_citation_status_to parameter.
    Likewise, whenever you remove a tag from a citation matching one of the values entered into the revert_citation_status_by_removing_tags parameter in the Course Reserves Automatic Status mapping table (Leganto Configuration > List Management > Course Reserves Automatic Statuses), the citation will revert to the status defined in the revert_completed_citation_status_to parameter.
    Revert Completed Citation Statuses.png
    Parameters for reverting completed citation status 
    In the example in the image above, if you add an "OPT" or "TEST" tag to a citation in "Completed" status, the citation's status will revert to "Declined". Likewise, if you remove an "OPT" or "MND" tag from a citation in "Completed" status, the citation's status will revert to "Declined". 

    Edit Multiple Citations

    November 2020 Leganto URM-114079
    In Leganto, you can now perform actions on multiple selected citations, using the new Edit Multiple Items icon in the reading list view.
    Edit Multiple Items.png
    Edit Multiple Items
    When this icon is selected, checkboxes appear to the left of each citation, allowing you to select them for further action.
    You can also select all the citations by clicking on the checkbox in the icon row. 
    Edit Multiple Items_Selection Checkboxes.png
    Edit multiple items--checkboxes
    When you have selected one or more items using the checkboxes, you can delete the selected items by clicking Delete Items, or you can click Edit multiple items to perform a variety of actions on the selected items.
    Edit Multiple Items_Delete Items.png
    Edit multiple items--actions
    If you select Edit multiple items, the following actions are available to you:
    • Add a tag
    • Remove a tag
    • Select a new due date - you can select a new due date using the calendar icon, or tick the checkbox to reset the due date to null.
    • Public note - you can enter a new public note, or tick the checkbox to reset the public note to null.
    • Private note - you can enter a new private note, or tick the checkbox to reset the private note to null.
    You can then click Save to apply all the actions to the selected items in the reading list. For more information, see Editing a Citation.

    Accessibility Features

    November 2020 Leganto URM-130518, 130517, 130500, 130514, 130516, 130515
    New accessibility features have been added to Leganto.
    In this release, Leganto UI elements like the menus, tooltips, dropdown lists were upgraded.
    Two examples of such upgrades are:
    •  You can move a citation up or down in a reading list using the new up and down arrows, in addition to dragging the citation up and down.
    Move Citation Arrows.png
    Move citation arrows
    • When you tab through the various actionable icons and buttons on the screen, the tooltip for each icon/button now appears.

    Usage Insights for the Library for Fulfillment Decisions

    September 2020 Leganto URM-133881
    Librarians can now get insights on the usage of citations on a list, via a new job called "Citations Insights job". This job identifies citations with high or low usage on a variety of metrics. These insights can help inform purchasing and licensing decisions regarding the appropriate number of licenses or copies required to support the students taking the course. To run this job, go to Admin > Run a Job > Citations Insights job
    For more information on running jobs, see Running Manual Jobs on Defined Sets.
    Citation Insights Job.png
    Citation Insights job configuration screen
    Before running the job, you first select a set of citations. Then you can select the usage insights you would like to receive by checking the checkboxes. For each, you enter a value to represent your definition of high or low usage. For example, for High demand loan insight, you can enter 20 to indicate that 20 or more loans per copy is considered a high value and will trigger the high demand loan insight.
    The values you enter must be whole numbers, and cannot be less than zero.

    The usage insight options include:

    • High demand loan insight: Citations for physical resources where the number of loans per copy is equal to or greater than the defined ratio. 
    • Low demand loan insight: Citations for physical resources where the number of loans per copy is equal to or lower than the defined ratio.
    • High demand reserve loan insight: Citations for physical resources in a specific location where the number of loans per copy is equal to or greater than the defined ratio.
    • Low demand reserve loan insight: Citations for physical resources in a specific location where the number of loans per copy is equal to or lower than the defined ratio. 

    For the high demand and low demand reserve loan insights, you must also define the library and location or locations that you would like to include. For example, you may wish to only report on items in a specific reserve or short-loan location.

    • High usage insight: Citations for electronic portfolios where the number of views per concurrent license is equal to or higher than the defined number.
    • Low usage insight: Citations for electronic portfolios where the number of views per concurrent license is equal to or lower than the defined number.

    The high usage and low usage insights require that concurrent users are mapped to a license section and configured to display in the license terms in Alma.

    Concurrent User_3.png

    Alma only checks titles where all of the portfolios have a defined concurrent user license term. If there are multiple portfolios for a citation and one does not have a concurrent user restriction, the citation is skipped. Otherwise, Alma calculates the usage per concurrent user license for all portfolios for the citation.

    For all insights, the usage is calculated based on the start and end dates of the citation’s course. When the citation is used in multiple courses, the calculation is based on the earliest start date and the latest end date.

    You can view the results in the Job Report:

    UsageInsights Report.png

    Citations Insight job report

    Click on an individual insight to view the citation details for the insight:

    Example of an Insight Report.png

    Example of citation details for an insight
    Watch the Leganto Usage Insights for the Library video (3:03 minutes).

    Add Permalinks to Exported Files

    September 2020 Leganto URM-130194NERS NERS Enhancement (ID #6804)
    In Leganto, you can now add permalinks to exported files using the new permalinks option in the Export dialog. This option is available when exporting to Word, PDF, and Excel files.
    For Word files, this option is only available when you have selected the Expanded List Reading Style.
    Include Permalinks in Export File.jpg
    Permalinks option
    The permalinks are embedded in the exported file.
    Word Export of Reading List_Embedded PDFs.png
    Permalinks in Word file

    Student Success Measurements - Opt In Service

    September 2020 Leganto URM-125311 URM-125311
    Until now, student activity in Leganto was anonymized, and only cumulative usage statistics were presented for the group of students in a course. Your institution can now opt to save usage statistics for individual students, which is viewable in Leganto by instructors, as well as collect analytics on individual students' engagement with the reading list in the analytics engine. Librarians are able to view this data in Alma's analytics. For more information on the analytics engine, see Leganto Student Usage.
    To opt in, the institution must sign the opt-in form, LEGANTO STUDENT SUCCESS MEASUREMENTS SERVICE Opt In 2020.pdf, and send it to the Ex Libris support department via a Salesforce support ticket. Once the form has been received, our support team enables this feature in our backend. You then receive an opt-in notice explaining the basic terms of this service. Information pertaining to Data Subject Rights for Leganto can be viewed here.
    Once the feature has been turned on by our support team, the unique identifier of each user is stored along with the existing data in Leganto's analytics engine (see Leganto Student Usage). Historical data is kept anonymized, and only new student usage is tracked per unique identifier.
    To enable usage statistics in Leganto, you need to set a new flag in the Leganto Features table (Leganto Configuration > Features > Leganto Features), called list_analysis_student_usage.
    List_Analysis_Student_Usage.png
    list_analysis_student_usage flag
    Once the flag has been activated in the Leganto Features table, the instructor can select Usage per Student in the View Lists Analysis dropdown to view the usage data per student. 
    View Lists Analysis.png
    View Lists Analysis - Usage per Student
    The instructor sees the dropdown only if both list_analysis flag and the list_analysis_student_usage flag are enabled in the Leganto Features table. If only the list_analysis flag is enabled in the table, then clicking on the View Lists Analysis icon activates the Cumulative Usage function. If only the list_analysis_student__usage flag is enabled in the table, then clicking on the View Lists Analysis icon opens the Usage per Student display.
    If Usage per Student is selected, then the Usage Per Student display opens, with the following statistics per student:

    Usage Per Student.png

    Usage per student
    • # of full text views of citations
    • # of likes on citations
    • # of citations marked as Done
    You can filter the usage by section and by citation.
    Once the Usage Per Student feature has been enabled for the institution, any student has the right to be forgotten (according to GDPR guidelines). This means they can ask to delete their individual data. For this, the student needs to contact the library staff at the institution, who can then select Remove Leganto Usage in the user screen in Alma:
    Remove Leganto Usage.png
    Remove Leganto usage
    Any users with a Patron role have this checkbox, but the Usage for Student is only recorded on actions that can be performed by students. Once this checkbox has been checked, data will no longer be collected on the student, and all past data on them will be erased.
    If your institution opted into the service, you can open a support ticket with Ex Libris to opt out of it. The deletion of student information will be available as of the October 2020 release.
    For more information on Usage per Student, see Working With Reading Lists.
    Watch the Leganto Student Success Measurements video (1:25 minutes).

    Submitter of Reading List Appears in Alma

    September 2020 Leganto NERS NERS Enhancement (ID #6856)URM-130199
    In Alma, in the Review Requester column of the Reading List page, the name of the instructor who submitted the reading list for the library to review now appears. For more information on reading lists, see Managing Reading Lists.

    Reading List_Review Requester.png

    Review Requester column

    The review requester also appears in the Edit Reading List page.

    Edit Reading List_Review Requester.png

    Edit Reading List - Review Requester

    In addition, in Leganto, when an instructor has submitted a reading list, a tooltip appears above the Library Review button, indicating when it was sent and by whom.

    Tooltip over Library Review Button.png

    Watch the Leganto View Reading List Submitter video (0:30 minutes).

    Common Workflows Guided Tours

    August 2020 Leganto URM-125443 URM-122897 URM-122897
    Additional guided tours have been added to Leganto. These tours have been divided into categories. For more information on guided tours, see Getting Started.
    Additional Guided Tours_3.png
    New Guided tours
    Additional Guided Tours_4.png
    New Guided tours (collapsed)
    These include the following:
    Under Manage the reading list:
    • Associate a list with a course
    • Publish your list to students
    • Send your list for library review
    • Communicate with the library about: List/Item
    • Reuse your list for a new course (Roll Over)
    Under Grant access to students:
    • Create a permalink to the following: List/Section/Item
    • Relink your course link to a specific list/section/item
    • The "Publish your list to students" guided tour is displayed only when "Publish" is enabled in your list menu.
    • The "Send your list for library review" guided tour is displayed only when "Send List" is enabled in your list menu or the Library Review button is enabled for lists.
    • The "Communicate with the library about: List " option is displayed only when the library_discussion parameter (configured in the Leganto Features configuration table) is set to "All" or "List", and the "Communicate with the library about: Item" option is displayed only when the library discussion is set to "All" or "Item". The Leganto Features configuration table is found in Leganto Configuration > Features > Leganto Features.
    • The "Reuse your list for a new course (Roll Over)" guided tour is displayed only when "Roll Over list" is enabled in your list menu.
    • The "Create a permalink" guide options are displayed only when "Permalink" is enabled in your list/section/citation menu.
    • The "Relink your list" guide options are displayed only when "LTI relink" is enabled in your list/section/citation menu.

    For information on configuring the list, section and citation menus, see Configuring Other Leganto UI Elements. For information on enabling guided tours, see Configuring Leganto UI Elements.

    In addition, the existing guided tours have been moved under new Add and edit list items category header.

    Guided Tours_Add and Edit List Items_2.png

    New category header
    Watch the Leganto Guided Videos and Guided Tours video (1:28 minutes).

    New Guided Videos for Instructors

    August 2020 Leganto URM-129261 URM-132067
          A number of helpful how-to Leganto videos from YouTube have been added to the guided tours, under the new Getting Started Videos section of the guided tours. The videos are viewable in an embedded window in the Leganto screen.
    Getting Started Videos.png
    Video Guides
    Video.png
    Video player embedded in Leganto
    The display of the videos in the Getting Started Videos section is configured in the Guided Videos table, found in Leganto Configuration > Features.
    Getting Started Videos_Config Table.png
    Guided Help Videos table
    In this table you can enable/disable the display of a video link in the guided tours section, change the name of the link, change the URL of the link, and change the order of the link in the displayed list. For more details on configuring the guided tours section and other Leganto UI elements, see Configuring Other Leganto UI Elements. For more information on the guided tours section, see Getting Started.
    Currently, in order for YouTube videos to be viewable in Leganto, the URL must be changed, as in the following example:
     

    This will not be necessary upon the September 2020 release.
    Watch the Leganto Guided Videos and Guided Tours video (1:28 minutes).

    Present a Cite It! Installation Video on the Cite IT! Window

    August 2020 Leganto URM-88514 URM-122897
    The Cite It! window now includes a link to a video that explains how to install the Cite It! button. If you opened the guide to learn about Cite It!, the movie plays automatically.
    Cite It video_Cite It Button Installation.png
    Cite It! Window

    You can configure this link in the Leganto Features table, found in Leganto Configuration > Features > Leganto Features.

    Leganto Features_Cite It! Video.png
    cite_it_video_link parameter in Leganto Features table

    Reset Usage in Instructor-Facing Reports

    August 2020 Leganto URM-126709
    You can now reset usage in instructor-facing reports. As part of the reading list bulk update in Alma, the ability to reset the usage in the UI has been added to the reset options in the job screen. This will filter the instructor reports to show data only from the date that the job ran. Note that the usage is not deleted in Alma Analytics. For more information on running jobs, see Running Manual Jobs on Defined Sets.
    Reading List Bulk Update_Reset faculty-facing reports.png
    New reset option

    Changed Out-of-the-box Values for Labels

    August 2020 Leganto URM-128427
    The labels below (found in Leganto > Configuration > General > Labels) have had their out-of-the-box values changed. If you have never changed the value of one of these labels, the value will be updated to the new value. If you have already changed a value for one of these labels, it will not be updated. You can change the value of any updated label after the update.

    Current

    New

    Comment

    Mark as Read

    Mark as Done

     

    Send List

    Library Review

     

    BagIt

    Clipboard

     

    Faculty (in Find Lists page)

    Academic Department

    Requires opening a support case to change it back

    New Book Extract Material Type

    August 2020 Leganto NERSNERS Enhancement (ID #6863)
    A new "Book Extract' material type has been added to the list of available material types to select from when creating a new citation. This material type allows you to add a page range from a book, as opposed to an entire chapter.
    Book Extract.png
    New Book Extract material type

    The new type corresponds to a new entry in the Fulfillment Configuration > Courses > Citation Material Type table. For more information on configuring citation material types, see Courses.

    Citation Material Type_Book Extract.png

    Citation Material Type table-Book Extract

    New Conference Paper Material Type

    August 2020 Leganto
    A new "Conference Paper" material type has been added to the list of available material types to select from when creating a new citation. 
    Conference Paper.png
    New Conference Paper material type

    This corresponds to a new entry in the Fulfillment Configuration > Courses > Citation Material Type table. For more information on configuring citation material types, see Courses.

    Citation Material Type_Conference Paper.png
    Citation Material Type table-Book Extract

    Leganto Presents Newer List Indication to Instructors

    August 2020 Leganto URM-114188
    When there is a newer version of a reading list, a message appears notifying you of this. This may happen when a list was rolled over and a newer version exists.
    This message is displayed only for instructors and librarians. 
    Newer Version of List Warning.png
    Newer version warning

    Leganto Supports URLs in Public Notes

    August 2020 Leganto URM-131776
    When adding/editing a public note for a citation, you can now add a URL, which will show up as clickable in the public note in the brief and full view. For more information, see Working With Citations
    URL in Public Note Edit.png
    URL in Public Note (Edit Mode)
    Brief View_URL.png
    Public Note with clickable URL (brief view)
    Public Note_URL.png
    Public Note with clickable URL (full view)
    Watch the Leganto UX Improvements video (2:00 minutes).

    Leganto Displays the Names of the Course Instructors in List View

    August 2020 Leganto URM-114708
    The Lists view now displays the instructor(s) for the list's course. If a reading list has one instructor, that instructor's name appears.  If there are multiple instructors for the course, the number of instructors appears.
    List View_Instructors.png
    List View - Instructors
    For lists with multiple instructors, hovering over the number of instructors displays a tooltip with the names of the instructors.
    Tooltip with Instructor Names.png
    Tooltip - Names of Instructors
    Watch the Leganto UX Improvements video (2:00 minutes).

    Move Citation Option

    August 2020 Leganto URM-120616
    You can now move a citation to a different list or section within a list, using the new Move Citation option in the citation options menu.
    Move Citation.png
    Move citation option
    Selecting this option opens a dialog where you can select the list and section to which to move the citation. The current list is selected by default in the "Move into list" field.
    Move Citation Dialog.png
    Move citation dialog
    In order for this feature to be available, you must enable it in the Citation Menu table found in Leganto Configuration > UI. For more information on configuring citation menu options, see Configuring Other Leganto UI Elements.
    Citation Menu Configuration_Move Citation.png
    Citation Menu Configuration - Move Citation
    Watch the Leganto UX Improvements video (2:00 minutes).

    Lock a Section for Editing 

    URM-125263 NERS NERS Enhancement (ID #6563)
    August 2020 Leganto URM-125263
    You can now lock a section for editing, using the new Lock option in the section menu. For more information on working with sections, see Working With Sections.
    Lock Section.png
    Lock section option
    If you click the Lock option, you will 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 will be able to unlock it. In Alma, a librarian can unlock a locked section.
    When a section has been locked, a "Locked" indicator appears under the section name.
    Locked Indicator.png
    "Locked" indicator
    When you hover over the "Locked" indicator, the name of the user who locked the section appears in a tooltip.
    Section Locked By.png
    Section locked by
    Only users with the following roles can use this feature: Librarian, Course Operator, List Owner. In Alma, a librarian can unlock a locked section, while in Leganto 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 or roll over a locked section, the duplicated or rolled over section will not be locked.
    Locking and unlocking sections can only be done from the Leganto UI, not from Alma.
    When viewing a reading list in Alma, a locked section is indicated as such next to the section name. For more information on editing reading lists from within Alma, see Managing Reading Lists.
    Section Locked_Alma.png
    Locked section - Leganto Alma
    For this feature to be available, you must enable it in the Section Menu table found in Leganto Configuration > UI. For more information on configuring section menu options, see Configuring Other Leganto UI Elements.

    Section Menu_Lock.png

    Section Menu Configuration - Lock Section
    Watch the Leganto UX Improvements video (2:00 minutes).

    Use Multiple Authentication Profiles

    August 2020 Leganto URM-129063
    You can now configure multiple authentication profiles for logging in to Leganto. For more information, see Configuring Other Leganto UI Elements
    There are several steps involved in enabling multiple authentication profiles.
    1. Verify that you have multiple authentication profiles set up by entering the Integration Profiles table under Leganto Configuration > LTI > Integration Profiles and searching for the authentication profiles. These may be some variation of Local, SAML and/or CAS (e.g. "saml"and "saml2").
      Integration Profiles_saml_saml2.png
      Authentication Profiles
    2. In the authentication_method parameter in the Settings table under Leganto Configuration  > General > Settings, enter a value of "multiple" and click Save.
      General Settings_authentication profile_multiple.png
      Multiple authentication methods
    3. Once you have saved a value of "multiple" in the authentication_method parameter, a new Multiple Login mapping table appears under Leganto Configuration > General. Enter the table and add a new row for each authentication profile that you wish to use. Make sure that the profile type and profile code matches that of the authentication profiles you wish to use, and that each profile code is unique.
      Multiple Login.png
      Multiple Login table
    4. Click Customize to save the authentication profiles into the Multiple Login table.
    Now, when you log into Leganto, the multiple authentication profiles appear, and you can select one of them to proceed with the login.
    Login Using.png
    Multiple logins
    You can also customize the display name of each authentication profile. To do this:
    1. Go to the Leganto Configuration > General > Customer Labels table and add a row for each authentication profile. Ensure that the Code field contains "multiple.login.[profile code]", and that the Description field contains the name of the profile as you wish for it to appear in the login.
      Customer Labels_authentication profiles.png
      Add row to customer labels

      Customer Labels_2.png

      Customer labels table with authentication profile labels
    2. Click Customize to register the new labels. When you log in again, these labels appear:
      Login Using_New Labels.png
      Multiple logins using new labels

    Undo Like on Citation

    August 2020 Leganto URM-117460
    If you have clicked Like on a citation, you can now undo the like by clicking the same button, which is relabeled to Liked once it's been clicked. Clicking on the Liked button will undo your like for the citation, and will revert the button to Like.
    Liked button.png
    Liked button

    Expand Button in Leganto iFrame

    August 2020 Leganto URM-130332
    The Leganto iFrame now includes an expand button to open Leganto in a new tab.
    iFrame_expand_button.png
    iFrame expand button
    Watch the Leganto UX Improvements video (2:00 minutes).

    Duplicate Reading Lists Using the Course API

    August 2020 Leganto URM-132593
    The Course API now supports the ability to duplicate a reading list. The syntax is as follows: POST course/<course id>/reading-list?copyid=<list id to duplicate>.

    Add/Edit Citation Field Mapping

    August 2020 Leganto URM-130687 URM-131054
    You can now configure the fields that will be included in the citation full display and the citation Add/Edit form. The fields are configured per citation type in the Citation Field Mapping Table (Configuration Menu > Leganto > UI). Types not configured in this table will be mapped as type Other. Citation field mapping table.png
    Citation Field Mapping Table
    The order of the fields can be defined in the Order field. Select Yes in More Details to display the information in the More Details section of the citation.
    Create Citation 2.png
    Citation More Details

    Create_Citation_3.png

    Add/Edit Citation Form
    • The Title field cannot be mapped because it is a mandatory field.
    • When removing a mapping from this table make sure you also remove this field from the Brief Citation Format mapping table.
    Watch the Leganto Add/Edit Citation Fields video (1:32 minutes).

    Exporting Filtered Lists from Leganto

    July 2020 Leganto SF: 00732006 URM-117015
    Users can now export a filtered list from Leganto showing only specific fields. You can set your filters by clicking the filter button and selecting your filter(s).
    URM-117015_1.png
    Filtering Reading Lists
    Once you have made a filter selection, you can export the reading list as usual from the Export menu option.
    URM-117015_10.png
    Exporting a Filtered Reading List
    After selecting one of the export formats, the Export window is displayed showing the All items and Filtered items selections.
    URM-117015_3.png
    Exporting All Items or Filtered Items
    For more information on exporting filtered reading lists, see Exporting a Filtered Reading List.

    Specifying Visible Fields in Exported Reading Lists

    July 2020 Leganto URM-117019
    When exporting reading lists, users can now include or exclude the Item availability, Tags, and Public note fields:
    URM-117019_1.png
    Export Window
    When you export a reading list, the Item availability, Tags, and Public note check boxes are selected by default.
    The options in the figure above are only displayed when exporting to Word, Excel, or PDF. If you export to Word format, you should also select Expanded Reading List Style located at the bottom of the list.
    URM-117019_2.png
    Selecting Expanded Reading List Style

    Synchronize Copyright Requests with the Norwegian Copyrights System (Bolk)

    July 2020 Leganto URM-121369
    Leganto can now be integrated with Bolk to support Norwegian copyright requests. To enable this feature, you must add your Bolk API key to the bolk_api_key parameter (Configuration Menu > Leganto > General > External Integration). When configured, the Bolk Settings page becomes available (Configuration Menu > Leganto > List Management). In this table, you can define the default instructor user name to send to Bolk when a course does not have an instructor assigned, and the default term code to send to Bolk when a course does not have a term assigned. When the Bolk functionality is defined, the list is associated with a course, and the citation has an ISBN, the Create Bolk Request option appears on the citation's row action menu. 
    URM-121369_1.png
    Creating a Bolk Request
    If you attempt to create Bolk requests on citations belonging to reading lists unassociated with a course, an error message is displayed. To associate the reading list with a course, see Associate a Reading List with One or More Courses or Editing a Reading List.
    URM-121369_3.png
     
    Clicking Create Bolk Request displays the Create Bolk Request window. From here you can enter the page range(s) that require Bolk approval.
    URM-121369_2.png
    Create Bolk Request Window
    If the request is approved by Bolk, the License Type changes to Bolk and Copyright Status to Approved. Whether or not the request is approved, the librarian can follow the request in the copyright associated with the citation (Citation> Edit> Copyright Attribute).
    The course can be locked from submitting requests to a course with the Lock Bolk Requests row action. When the course is locked, an indicator is added to the associated list. For more information, see Integrating with Bolk

    Create a Reading List from Imported Files 

    July 2020 Leganto URM-124095
    Instructors can now create new reading lists by importing RIS, BibTex, References, and Folders in addition to the existing lgn format.
    URM-124095_6.png
    Creating New Lists Using Additional Formats
    When importing a folder, Leganto creates a citation for each file in the folder. Leganto extracts the metadata fields from the imported files, when possible.
    Importing a folder
    Importing a Folder
    You can abort all uploads or abort individual uploads.
    When importing, if you choose References for the type, like those records shown below, Leganto converts the references into citations. 
    references.png
    References List
    When you create a new reading list you need to assign it a Title.
    URM-124095_7.png
    Defining New Reading List Title
    When you click Create, your new list is created with a default section. You can now edit the list and arrange its sections.
    URM-124095_8.png
    Default Sections in New Reading List
    For more information on generating reading lists by importing folders, see Adding an Item or Citation to My Collection from the Menu.
    For more information, see Creating or Duplicating a Reading List.
    Watch the Leganto Creating a List from Imported Files video (1:47 minutes).

    Syndetics Unbound Integration with Leganto

    July 2020 Leganto URM-125192
    Leganto has integrated with Syndetics Unbound. This integration enables Syndetics Unbound customers to access all of the sections displayed on their Detail Page Settings in Leganto. 
    URM-125192_4.png
    Syndetics Unbound Detail Page Settings
    These sections appear below the Appears on these reading lists section.
    URM-125192_3.png
    Syndetics Unbound Sections Displayed in Leganto
    These sections are only displayed in Leganto when the syndetics_id flag is enabled (Configuration Menu > Leganto > External Integrations), which is done by inserting a syndetics ID number.
    When enabled, Syndetics Unbound users can access and configure their section settings (Configuration Menu > Leganto > Features > Syndetics Unbound). The Syndetics Unbound link is not displayed if the syndetics_id flag is not enabled.
    URM-125192_2.png
    Syndetics Unbound Mapping Table
    Turning sections off from the Syndetics Unbound platform hides them from the Leganto UI. Because the Syndetics Unbound platform settings overrides all Leganto settings, these sections will be hidden even if enabled in Leganto. These sections can only be enabled in Leganto if they are turned on from the Syndetics Unbound platform.
    For more information, see Configuring Syndetics Unbound.
    Watch the Leganto Integration with Syndetics Unbound video (0:46 minutes).

    Updating Student Savings Measures from Rialto in Bulk

    July 2020 Leganto URM-126492
    The citation sticker prices of items found in Rialto can now be updated in bulk while running the Reading List Citation Update Task job in Alma.
    URM-126492_3.png
    Updating the Sticker Price from Rialto on Citations in Bulk
    The sticker price can also be added manually per item (see Student Savings Measures).
    When more than one Rialto price exists, you can control which price is shown in Leganto by setting the value in the sticker_price_extraction_formula parameter (Configuration Menu > Leganto > Features > Leganto Features) to one of the following:
    • minimum - shows the minimum price
    • maximum - shows the maximum price
    • median - shows the median price (default)

    This flag is also used for the manual option in Leganto for a single citation.

    You can also set the following conditions under which to run this job:

    • If field is empty
    • If field is not empty
    • Unconditionally
    URM-126492_2.png
    Setting the Rialto Price Update Condition
    As it is expected that Leganto and Rialto are on the same currency, there is no automatic currency conversion.
    For more information, see the Reading List Citation Update Task job on Running Manual Jobs on Defined Sets.
    For more information, see Determining Citation Sticker Prices.

    Displaying View Online and Check Availability Only When Links Exist

    July 2020 Leganto URM-128477
    Leganto now displays the View online or Check availability links in the brief display of a citation only if at least one link exists on a citation. If, for instance, you hide all the digital presentations of a citation, the link is not presented.
    URM-128477_2.png
    View Online Link in Compact View
    For more information, see Working with Citations.
    For more information on citation availability, see Leganto Workflow: Citation Availability
    For more information on configuring the View online link, see Configuring Links for Electronic Citations.

    Blacklight Integration

    July 2020 Leganto URM-127550
    Leganto now offers integration to Blacklight.
    Blacklight 1.png
    Blacklight Search
    This integration is based on the blacklight APIs. You need to be familiar with your API response in order to set up the integration.

    Examining your API response

    The blacklight API response is a JSON object. If your blacklight search URL looks like: https://search.library.north.ca/catalog?q=shakespeare, in order to execute the blacklight search API, add to it the .json as seen here: https://search.library.north.ca/catalog.json?q=shakespeare
    When examining the response in a JSON viewer, a list of results is available in the docs section. In the example below, the result #0 is expanded. Each result has a set of fields (for example: author_display, bibliography_note_tesim). Each institution might have different field names (for example author_display might be just author). These field names will be used as a reference in the coming configurations.
    Blacklight 2.png
    JSON Result
    The setup is configured in the Blacklight Settings page (Configuration Menu > Leganto > Discovery).

    Leganto Blacklight Settings.png

    Leganto Blacklight Settings Page

    Configure the fields are as follows:

    • domain_url - Mandatory - The domain URL to your blacklight system. If your search URL looks like this: https://search.library.north.ca/catalog?q=shakespeare the domain URL should be https://search.library.north.ca. 
    • field_name_marc - Optional - Some institutions might have the MARC content returned in the API. If so, configure the field name that holds the marc content (in the example above configure field_name_marc=marc_display). If this field is configured, then it is not necessary to enter the field_name_mmsid or field_name_view_online fields.
    • field_name_mmsid - Optional - Some institutions will have the Alma MMSID returned in the API. If so, configure the field name that holds the Alma MMSID.
    • field_name_type - Mandatory - The field name that holds the item type (Book, Article, etc.). In the example above, configure field_name_type = format.
    • field_name_view_online - Optional - The field name holding a URL to display in Leganto. The URL will be placed in the source URL field of the citation.

    Once this table is saved with a domain URL, two new tables, Blacklight Material Type Mapping and Blacklight Field Mapping, are displayed in the Discovery menu (Configuration Menu > Leganto > Discovery). 

    Blacklight Material Type Mapping

    Map the values in the field_name_type to the Leganto secondary type.

    Blacklight Type Mapping.png

    Blacklight Material Type Mapping

    Blacklight Field Mapping

    If you haven’t configured the field_name_marc configuration, use this table to map the blacklight fields to the Leganto citation fields. Otherwise the field mapping is done according to the DROOLS in Leganto.

    Blacklight Field Mapping.png

    Blacklight Fields Mapping

    Notifying Students of Upcoming Due Dates via Email

    June 2020 Leganto URM-114506
    Students can now receive a notification email informing them of all upcoming due dates occurring within the coming nine days. The letter is sent on a Sunday to provide students with the maximum amount of time required to meet their deadlines.
    URM-114506_5.png
    Sample Email - Upcoming Due Dates
    In addition, the upcoming due dates are highlighted in Leganto so that they can easily be seen by students.
    URM-114506_2.png
    Upcoming Due Dates Highlighted in Leganto
    The Due Date Notification (Leganto Upcoming Due Dates Notifications Email Letter) is enabled by default (Configuration Menu > General > Letters > Letters Configuration).
    URM-114506_1.png
    Leganto Upcoming Due Dates Notifications Email Letter Configuration
    In addition, the email_notifications_group value must be set to ALL for students to receive this email notification (Configuration Menu > Leganto > General > Settings).
    For more information about configuring letters, see Configuring Alma Letters.

    Making Archived Reading Lists Accessible to Instructors

    June 2020 Leganto URM-115661
    Instructors can now view and access archived reading lists.
    Archived reading lists can be accessed by clicking My lists on top and selecting Archived.
    URM-115661_3.png
    Accessing Archived Lists
    Instructors can only see archived reading lists of which they are a list owner.
    Instructors can unarchive a list by clicking Unarchive.
    URM-115661_1.png
    Unarchiving a Reading List
    The archived_lists flag must be set to true to enable the unarchiving feature (Configuration Menu > Leganto > Features > Leganto Features).

    By default, the archived_lists flag is set to false

    .
    Unarchiving a reading list puts it in Draft mode.
    For more information about accessing archived reading lists, see Accessing Archived Reading Lists.
    For more information about unarchiving reading lists, see Unarchiving Archived Reading Lists.
    For more information about configuring the archived reading lists feature, see Configuring Archived Reading Lists.

    Resetting Reading Lists for the Next Semester

    June 2020 Leganto URM-117014
    Librarians can now reset several reading list elements in preparation for the next semester without performing a list rollover. For example, student discussions that took place during the semester can be cleared for the upcoming term using the reset options.
    Resetting reading lists does not affect analytics reports or usage information in Alma or Leganto
    Resetting reading lists is done with the Reading List Bulk Update job. A new Reset options checkbox in the Reading List Bulk Update job will display all reset options.
    URM-117014_2.png
    Reset Options
    For more information, see the Reading List Bulk Update job on Running Manual Jobs on Defined Sets.
    Watch the Leganto Reset Reading Lists video (1:35 minutes).

    Normalizing Reading List Names at Rollover

    June 2020 Leganto URM-123603
    Librarians can now normalize reading list names while rolling over courses in Alma. For example, normalization can be used to replace old list names (such as History of the Cold War 2019) with new list names (History of the Cold War 2020).
    The list name can be changed in Alma from the Field Normalization mapping table (Configuration Menu > Leganto > General > Field Normalization). Enter an expression that needs to be replaced (Regular Expression field), select a normalization method (Normalization Method field), and insert a replacement expression (Replace With field).
    URM-123603_6.png
    Field Normalization Mapping Table
    For more information about configuring reading list name normalization rules, see Configuring Normalization Rules.

    Send the Owner Subscription Letter at Rollover

    June 2020 Leganto SF: 00642213 00816878 URM-107618
    Subscription letters are sent to all list owners when a new list is created or when a person is added to a list as a collaborator. A new parameter has been added to the Course Loader job page to allow list owners to receive an owner subscription letter after the completion of a rollover.
    Send Owner Subscription Letter on Rollover.png
    Owner Subscription Letter on Rollover
    The owner subscription letter configuration (Owner Subscription Letter) is located in Alma (Configuration Menu > General > Letters > Letters Configuration).
    URM-107618_1.png
    Owner Subscription Letter Configuration
    For more information on the Course Loader, see Configuring Course Loading. For more information on owner subscription letters, see Letter List and scroll to Owner Subscription Letter.

    Instructor Personal Copy Management in Leganto

    June 2020 Leganto URM-124581
    Instructors can can now indicate that they plan to lend their personal copies of items to the library for circulation.
    The following parameters must be set to true to enable this feature: instructor_personal_copy (Configuration Menu > Leganto > Features > Leganto Features), personal_copy_library and personal_copy_fu (Configuration Menu > Fulfillment > General > Other Settings). The personal_copy_library parameter requires a library code and the personal_copy_fu parameter can be set to a fulfillment unit (whether an institution or a library). See Contributing Instructor Resources to a Reading List.
    When the instructor_personal_copy flag is enabled, the Personal copy checkbox is added to the Create citation form, with the name of the current user set as default. The default name can be modified. When the instructor checks the Personal copy check box, the message Please bring your copy to the library is displayed.
    URM-124581.png
    Please Bring Your Copy to the Library Message
    When the citation has been added, the following instruction is displayed
    URM-124581_2.png
    Please Bring Your Copy to the Library Instruction
    The suppressed location of the personal copy is displayed in Alma as the instructor name, and the instructor location remains suppressed until the item is moved to a course reserve location in the Library.
    For more information on adding citations to a reading list, see Contributing Instructor Resources to a Reading List.
    Watch the Leganto Instructor Personal Copy video (3:19 minutes).

    Searching for Items in ProQuest Rialto from Leganto

    June 2020 Leganto URM-124934
    Librarians can now search Rialto from within Leganto and add items from Rialto to their Leganto reading lists. When searching in Rialto, the instructor can choose to limit the search to subscribed platforms by selecting the Subscribed platforms only check box.
    When you add a Rialto item, the price is copied into the sticker price field.
    URM-124934_Rialto_Search_13.png
    Searching Rialto from Leganto
    After entering the search criteria and clicking search (the magnifying glass button), the search results are displayed.
    URM-124934_Rialto_Search_3.png
    Rialto Search Results
    Clicking Additional offerings shows other offerings of the same item that may differ in price.
    URM-124934_Rialto_Search_14.png
    Additional Offerings
    To see the item in Rialto, you must have one of the following roles:
    • Rialto Administrator
    • Rialto Manager
    • Super Selector
    For more information on searching in Rialto, see Adding a Citation from the Library
    For more information on enabling the Rialto search scope item, see Enabling the Rialto Search Scope.

    Student Savings Measures

    June 2020 Leganto URM-115124
    The Library can now use Leganto to convey the monetary value of the resources that it provides to the students, while showing its contribution to student affordability.
    When enabled in Alma, Librarians can now define and view an item's sticker price on citations in Leganto.
    URM-115124_1.png
    Item Sticker Price
    Select Price and Get Price can be enabled for Rialto customers using the display_sticker_price parameter (Configuration Menu > Leganto > Features > Leganto Features). The Select price and Get price menu items only display for citations with ISBN values, and Leganto will match with Rialto items using ISBN.
    The price_currency value determines what currency symbol is displayed next to the sticker price in Leganto. A string can be entered here as well (Configuration Menu > Leganto > Features > Leganto Features).
    If an item is available through the library, the sticker price will be crossed out.
    URM-115124_2.png
    Item Sticker Price when Covered by Library
    The Student Savings report is displayed on the right panel.
    URM-115124_12.png
    Student Savings Section
    The Sticker price can also be managed and viewed in Alma.
    The Sticker price, which is disabled by default, is displayed on the citation brief display in Alma. For more information on managing the display, see Managing Display and Local Fields.
    URM-115124_10.png
    Sticker Price Displayed in Citation Brief Display
    The sticker price can also be viewed in the citation's full display.
    URM-115124_11.png
    Citation Full Display
    In addition, the Sticker price can bet set from the Citation Parameters section in the Edit Reading List Citation screen.
    URM-115124_6.png
    Setting Sticker Price Set from Citation Parameters Section
    The Reading List Information section now displays the Sticker price and Covered by the Library fields.
    URM-115124_8.png
    Sticker Price and Covered by the Library Fields in Reading List Information Section
    Finally, from the Reading Lists Task List you can also view and sort sticker prices from the Sticker price column. This column is hidden by default.
    URM-115124_9.png
    Sticker Price Column in Reading Lists Task List
    For more information on setting item sticker prices, see Displaying Item Sticker Prices in Citations.
    For more information on configuring item sticker prices, see Configuring Sticker Prices.
    Watch the Leganto Student Savings Measures video (2:24 minutes).

    Instructor Guided Tours

    May 2020 Leganto URM-111696
    Leganto now includes built-in guided tours for instructors. These guided tours direct instructors through specific workflows, demonstrating exactly where to click using on-screen arrows and messages. For more information about the guided tours, see The Guided Tours.

    These tours walk instructors through the procedures shown below:

    Instructor Guided Tours.png

    Instructor Guided Tours

    You can enable or disable whether the guided tours are displayed in Leganto (Configuration Menu > Leganto > Features > Leganto Features).

    The guided tours are displayed in Leganto by setting the guided_tours flag to instructor in Alma. Leaving the parameter value blank disables guided tours.

    Enabling or Disabling the Guided Tours.png

    Enabling or Disabling the Guided Tours

    For more information about the guided tours, see The Guided Tours.

    For more information about configuring the guided tours, see Enabling or Disabling the Guided Tours.

    Watch the Leganto Guided Tours video (2:07 minutes).

    Link to a Digitized Version of an Item in HathiTrust

    May 2020 Leganto URM-128431
    A link to a digitized version of an item on HathiTrust is displayed on a Leganto citation, when relevant.
    Link to a Digitized Version of an Item in HathiTrust.png
    HathiTrust Link Displayed on Citation

    The HathiTrust link is displayed under the following conditions:

    • The citation has an OCLC Number value.
    • A digitized version of the item is available in HathiTrust.
      HathiTrust Link Displayed for Citations with OCLC Number Value.pngz
      HathiTrust Link Displayed for Citations with OCLC Number Value

    This functionality is based on the Primo plugin developed by University of Minnesota.

    To activate this functionality, set the display_hathitrust_availability parameter value (Configuration Menu > Leganto > Leganto Features) to true.

    Parameter Value for Displaying the Link to HathiTrust Set to True.png
    Parameter Value for Displaying the Link to HathiTrust Set to True

    If you are a HathiTrust partner institution and want the link to HathiTrust to use HathiTrust's automatic login, set the parameter value to your SAML IDP entity ID instead of true.

    The entity ID can either be a string, such as urn:mace:incommon:umn.edu, or it can be a URL, such as https://shibboleth.xxx.edu/idp/shibboleth.

    Watch the Leganto HathiTrust Integration video (1:14 minutes).

    Optimizing the Leganto Screen Embedded in Moodle

    May 2020 Leganto URM-127660
    By default, the Leganto view in iFrame integrated in Moodle through LTI is very small. To improve the instructors’ and students’ experience, you can increase the iFrame height by using this plugin.
    To increase the iFrame height:
    1. Download the Moodle plugin (https://developers.exlibrisgroup.com/leganto/integrations/plugins/moodle-iframe-height/) and install it in your Moodle environment.
    2. Follow the installation instructions on the Moodle plugin page (the link in Step 1 directs you to the Moodle plugin page with these instructions):
      Installation Instructions on Moodle Plugin Page.png
      Installation Instructions on Moodle Plugin Page
    3. In Alma, navigate to the LTI settings (Configuration Menu > Leganto > LTI > Settings).
    4. Configure the iframe_height parameter value.
      Recommended Frame Height Setting.png
      Recommended iFrame Height Setting
    The recommended value is 90vh (which is 90% of the current browser screen height). You can also set a value in pixels, such as 800px.

    The following figure shows the difference between the default and increased iFrame heights.

    Moodle_iFrame_Height_Comparison_2.png

    Difference between Default and Increased iFrame Heights

    Importing BibTex Files

    May 2020 Leganto URM-111108
    Instructors can now import citations to reading lists using BibTex files. Citations can be imported to reading lists when the list is being created, imported to sections of a reading list, or imported to the collection.
    (URM-111108) Importing BibTex Files.png
    Option to Import Citations to a Section
    LGTO_ImportBatch_BibTex.png
    Importing BibTex Files

    To enable or disable importing (Configuration Menu > Leganto > Section Menu), see Configuring List, Section, and Citation Menus.

    Generating Citations Based on PDF Reference Files (Beta Version)

    May 2020 Leganto URM-123693
    Librarians can now import citations to reading lists using files that include references, such as those in the bibliography section of an essay. A different citation is automatically generated for each reference in a reference file. This feature is only available for librarians in Leganto and does not display for instructors.
    All uploaded references are automatically created as articles but can be changed manually.
    Import References.png
    Importing References Files
    The following is an example of the References section of an imported reference file.
    Reference Section of Reference File Example.png
    Reference Section of Reference File Example
    When the import is complete, the references shown above are converted to citations in Leganto.
    References from Imported Reference File Converted into Citations in Leganto.png
    References from Reference File Imported into Citations in Leganto
    For more information on enabling or disabling importing (Configuration Menu > Leganto > Section Menu), see Configuring List, Section, and Citation Menus.
    Watch the Leganto Import References video (1:53 minutes).

    Navigating and Exporting to (new) RefWorks

    May 2020 Leganto URM-114242
    Leganto now enables users to navigate directly to (new) RefWorks by selecting Go to RefWorks from the user menu.
     
    This feature applies only to users with access to (new) RefWorks.
    Navigating to (New) RefWorks.png
    Navigating to (new) RefWorks
    In addition, you can now export citations to (new) RefWorks. You can access this menu from the reading list, section, and citation levels by selecting Export from the list options menu.
    Exporting Files to the Current Version of RefWorks.png
    Exporting Files to the Current Version of RefWorks

    Selecting To RefWorks at the reading list level exports it to an automatically created folder in RefWorks titled Reading List and gives it a time stamp. Exporting the same list more than once does not override it in RefWorks. Instead, RefWorks creates a folder with an identical name and reading list, but with a unique time stamp for every export. The export_to_refworks flag must be set to yes to enable exporting reading lists to RefWorks (Configuration Menu > Leganto > UI > List Menu).

    Selecting To RefWorks at the section level exports it to an automatically created folder in RefWorks, and assigns it the title <name of reading list>_<name of section>. As with reading lists, exporting the same section more than once does not override it, but creates a section with an identical name and unique time stamp. The export_to_refworks flag must be set to yes to enable exporting sections to RefWorks (Configuration Menu > Leganto > UI > Section Menu).

    Selecting To RefWorks at the citation level exports that citation to an automatically created folder in RefWorks titled References. Exporting the same citation adds citations to the References folder. The export_to_refworks flag must be set to yes to enable exporting reading lists to RefWorks (Configuration Menu > Leganto > UI > Citation Menu).

    References Exported to RefWorks.png

    References Exported to RefWorks

    Librarians can modify the default folder names in (new) RefWorks (Reading List and References) from Configuration Menu > Leganto > Labels:

    • Reading lists - refworks.folder.name.reading.list
    • References - refworks.folder.name.references

    For information on how to enable this feature, see Enabling RefWorks.

    For more information on enabling exporting to RefWorks, see the following <These pages have drafts>:

    For more information on organizing your folders in RefWorks, see Organizing References by Folders.

    New User Task for Citations with Files

    May 2020 Leganto URM-119634
    You can now easily manage citations with new uploaded files from the task list in Alma (Citation has a New File task).

    Citation has a New File Updated.png

    Citation has a New Updated Task

    Selecting Citation has a New File displays the Edit Citations page filtered for all citations with new files. Note that the Alerts indicator for each citation on this page shows Citation has a New File. You can remove an alert by selecting Remove.

    Edit Citations Page Filtered for All Citations with New Files.png

    Edit Citations Page Filtered for All Citations with New Files

    In addition, the new File facet (Exists and Not Exists) has been added for filtering to citations with and without files.

    File Facet - Exists and Not Exists.png

    File Facet

    For more information about the citations with file task, see Tasks in the Task List and scroll to Citation has a New File.

    Display the Reason a Digitization Request Cannot Be Created

    May 2020 Leganto
    In the Leganto user interface, rejected digitization or copyright requests now display a message with the reason for the rejection.
    Digitization Request Denial with Explanation Message.png
    Digitization Request Denial with Explanation Message

    For more information about digitization requests, see Digitization Department Workflow for a Physical Item.

    For more information about the Leganto digitization workflow, see Leganto Digitization Workflow.

    Rialto Student Affordability (Beta Version)

    May 2020 Leganto URM-123279
    A number of student affordability measures are being implemented utilizing the increased integration between Leganto and Rialto. To this end, the Select price and Get price menu items have been added at the citation level. This feature is only available to librarians signed into Leganto; it will not display to instructors.

    Select Price and Get Price can be enabled using the display_price parameter (Configuration Menu > Leganto > Leganto Features). Once the display_parameter is enabled, you can enable the get_price parameter.
    The Select price and Get price menu items only display for citations with ISBN values, and Leganto will match with Rialto items using ISBN.
    Rialto Select Price and Get Price Menu Items.png
    Rialto Select Price and Get Price Menu Items
    Clicking Get Price fetches the price from Rialto and updates the citation with that price.
    Getting Book Price.png
    Getting Book Price
    When the price is updated successfully,the following message is displayed.
    Price Updated Successfully Message.png
    Price Updated Successfully Message
    Selecting Select price opens Rialto in a new tab and displays the item in Rialto.
    Displaying Book Price.png
    Displaying Book Price
    Users must have one of the following roles to see the item in Rialto:
    • Rialto Administrator
    • Rialto Manager
    • Super Selector
    Rialto Student Affordability.png
    Required Roles for Seeing Items in Rialto
    If more than one price exists in Rialto, Leganto fetches a random price.
    A configuration will be added in the July 2020 release to set which price Leganto pulls (the minimum, maximum, or median).
    For more information, see Setting and Getting Prices from Rialto.

    Third Iron's LibKey Flags Added to Configuration Mapping

    March 2020 Leganto URM-113032
    The following Third Iron's LibKey flags have been added browzine_api_key and browzine_client_id (Configuration Menu > Leganto > General > External Integrations). Third Iron's LibKey customers define the Third Iron's LibKey API key and Client ID by inserting them into their parameter value fields. Inserting these parameters enables the Third Iron's LibKey functionality.
    For citation that have a DOI, check Third Iron's LibKey whether it is supported. If supported a new Download Article link will be displayed.

    BrowZine Flags Added to Configuration Only BrowZine Defined.png

    Citation Brief Display when Third Iron's LibKey Configured and a DOI Exists
    When a Third Iron's LibKey link is displayed and the citation was attached with a file, the standard Download link will be renamed Download Attachment.
    The following figure shows the standard Download link.
    Standard Download Link.png
    Standard Download Link
    The following figure shows the Download link after being renamed Download Attachment.
    BrowZine Flags Added to Configuration Mapping.png
    Citation Brief Display when Third Iron's LibKey Configured, a DOI Exists, and a File has been Uploaded
    The following figure shows a citation's full display when Third Iron's LibKey has been configured, a DOI exists, and a file has been uploaded to the reading list.
    BrowZine Flags Added to Configuration Mapping Not Defined.png
    Citation Brief Display when Third Iron's LibKey Configured, a DOI Exists, and a File has been Uploaded
    If you subscribe to the LibKey service and want to enable this feature, please contact Third Iron support to receive your Library ID and API Key, which then can be placed in Alma.

    Primo Newspapers Scope Added in Leganto

    March 2020 Leganto URM-115399
    In Leganto, the new Newspapers scope has been added for Primo. When enabled in Primo, the Newspapers scope is displayed in Leganto (Configuration Menu > Leganto > Discovery).
    Leganto_Newspaper_Search_Scope_Added.png
    Newspaper Search Scope Added for Primo in Leganto

    The following figure shows the Display link to Newspapers Search check box in Primo.

    Enabling_Newspapers_Scope_in_Primo.png

    Enabling Newspaper Search Scope in Primo

    For more information about selecting the Newspapers search scope in Leganto, see Adding a Citation from the Library.

    For more information on configuring the Newspapers scope in Primo, see Configuring Central Index and Proxy Settings for Primo VE.

    For more information about enabling the Newspapers scope in Primo, see Configuring Discovery Views for Primo VE.

    Notes Shown in Details in Alma Citation Brief Information

    March 2020 Leganto URM-108951
    Notes left by users are now shown in Details located in the Alerts tab of a citation's brief information as Last comment (Fulfillment > Course Reserves > Citations).

    The following figure shows the notes shown in the Details section of the Alma Citation Brief in Alma.

    Notes Shown in Details in Alma Citation Brief Information.png

    Notes Shown in Details in Alma Citation Brief Information

    The following figure shows the notes shown in the Details section of the Alma Citation Brief in Leganto.

    Notes Shown in Details in Alma Citation Brief Information in Leganto.png

    Notes Shown in Details in Alma Citation Brief Information in Leganto

    For more information about notes shown in details in the Alma Citation Brief information, see Managing Citations.

    Resizing the Right Pane

    March 2020 Leganto URM-108611
    A handle for resizing the right pane has been created.
    Sidebar Resize Enabled.png
    Resize Sidebar Handle Created
    In addition, this feature allows you to collapse and expand the right pane. A feature for controlling the default right pane will be included in the June 2020 release.
    Collapsing or Expanding the Right Pane.png
    Collapsing or Expanding the Right Pane
    For more information about resizing the sidebar handle, see Navigating the UI.

    Student View Error Message for Blackboard

    February 2020 Leganto URM-120366
    When using Blackboard, some functionality provided within reading lists may not be accessible if instructors have enabled the LMS's student view. To make sure that instructors are aware of this, they will now receive the following message when they access a reading list while the LMS's Student View is enabled:
    Reading Lists can’t be loaded in the learning management system’s Student View. Instead, use the View List as a Student option in the Reading List’s Main Menu.
    This message can be configured in the Labels table (Leganto Configuration > General > Labels), in the lti.user.error.studentView code.
    Enabling the Leganto reading list's student view gives instructors student permissions. To gain Leganto reading lists student permissions, instructors will need to disable the LMS's student view, log in to Leganto, and select View list as student, as shown below:
    LGTO_ViewAsStudentOption.png
    Enabling Student View in Leganto
    To enable the error message for Student View in Canvas:
    Edit the external app and add the following custom field: canvas_masq=$Canvas.masqueradingUser.id. For more details, see Add Custom Field to the External App.
    To customize the error message:
    Edit the Description and Translation fields for the new lti.user.error.studentView code that has been added to the UI Leganto Labels code table (Configuration Menu > Leganto > General > Labels).

    For more information about configuring the LTI, see Configuring Learning Tools Interoperability (LTI).

    Removing Instructor Highlights

    February 2020 Leganto URM-120257
    Leganto no longer displays the instructor highlights.

    Hiding Button Name and Displaying the Icon Only

    February 2020 Leganto URM-119078
    When a user selects the arrow button that collapses the left menu, the text below each button is hidden. This provides the user with a wider work area in the center of the screen.
    Hiding_Reading_List_Button_Name.png
    Hiding Reading List Button Name
    For more information about hiding the button name and displaying the icon only, see Navigating the UI.

    Moving Rollover Flag to List Menu Configuration

    February 2020 Leganto URM-118202
    The roll_over_list flag could previously be configured from the features list menu in Leganto and the configuration section in the Leganto List Menu configuration in Alma. Now the roll_over_list can only be configured from the Leganto List Menu configuration section in Alma (Alma Configuration > Leganto > UI > List Menu).
    For users for whom the roll over list feature is disabled in the List Menu, it is automatically set to No in the Leganto List Menu configuration section.
    Leganto_List_Menu_Configuration_Section.png
    Leganto List Menu Configuration Section

    Enabling Hiding the Collaborators Panel

    February 2020 Leganto URM-118115
    The display_collaborators flag (Configuration Menu > Leganto > Features > Leganto Features) has been added in Leganto to hide the Collaborators panel on a Citation page.
    display_collaborators_Flag.png
    display_collaborators Flag

    For more information on enabling hiding the collaborator's panel, see Configuring the Collaborator's Panel.

    Performing Citation Bulk Updates

    February 2020 Leganto URM-117191
    Alma now supports performing citation bulk updates (Admin > Run a Job).
    Performing_Changes_to_All_Members_in_a_Citation_List in_Bulk.png
    Performing Changes to All Members in a Citation List in Bulk
    To run a job on a citation set:
    1. From the Run a job page, from the Type list, select Citations.
    2. Select Reading List Citation Update Task and select Next.

    3. From the Content Type list, select Citations.
    4. Select a set and select Next.
    5. Enter the task parameters and select Next.
    The following changes can be made in bulk to all members in a citation list:
    • Deleting citations
    • Setting the citation status
    • Setting a due date
    • Removing and adding tags
    • Removing alerts
    • Deleting a public note
    • Detaching a citation from the repository
    • Removing files

    For more information on synchronizing changes made to bibliography records with citations with the repository, see Synchronizing Changes in Bibiliographical Records with Citations.

    Exporting Reading Lists to PDF in Bulk

    February 2020 Leganto URM-115581
    Leganto now supports exporting reading lists in bulk to PDF when running update jobs (Admin > Run a Job) and sending them to the selected client FTP.
    External_Archiving_of_Reading_List_for_BIBSYS.png
    Removing Files and Synchronzing Citations in Bulk
    To export a reading list to PDF in bulk:
    1. From the Run a job page, from the Type list, select Reading Lists.
    2. Select Reading List Bulk Update and select Next.

    3. Select a set and select Next.
    4. Select Export to PDF and select Next.

      Selecting the Export to PDF checkbox displays the S/FTP Connection Type and Input file path fields. The user must select an FTP location from the S/FTP Connection Type dropdown menu and define the file path from the Input file path field.

      Output_Directory_Path.png
      Define S/FTP Connection Type and Output Directory Path

    Cite It! Automatically Populates Fields Based on PDF Metadata

    February 2020 Leganto URM-114403
    Cite It! now automatically populates fields based on the PDF's metadata.

    Synchronizing Changes in Bibliographical Records with Citations

    February 2020 Leganto URM-111924
    When running the Citation bulk update job, Leganto now supports synchronizing changes made to bibliographical records with citations (Admin > Run a Job).
    Performing_Changes_to_All_Members_in_a_Citation_List in_Bulk.png
    Performing Changes to All Members in a Citation List in Bulk
    To synchronize changes in bibliographical records with citations:
    1. From the Run a job page, from the Type list, select Citations.
    2. Select Reading List Citation Update Task and select Next.

    3. From the Content Type list, select Citations.
    4. Select a set and select Next.
    5. From Synchronize Citations with Repository, make one of the following selections and select Next:
    • Report Mode - Runs a report on all citations whose bibliographical record has been modified.
    • When Bibliographical Record Modified Update Citation Metadata - Updates the citation's metadata when its bibliographical record has been modified. Updates are performed according to existing system configurations (Merge or Overlay).
    • When Bibliographical Record Deleted:
      • Delete Citation - Deletes the citation associated with the bibliographic record.
      • Detach Citation - Detaches the citation from the bibliographic record. This requires associating the citation with another bibliographic record.

    Supports Electronic Sources when Moving the Source URL

    February 2020 Leganto URM-108765
    The move_source_url_on_locate parameter key has been renamed move_source_url, and the resolving parameter value has been added. When using Cite It! with an electronic source that already exists in Leganto, the resolving parameter URL is displayed in the Resource Notes field instead of in the Source field.
    Moving_Source_URL_on_Locate_to_Resource_Notes_Field.png
    Source URL on Locate Moved to Resource Notes Field

    When the Source field is empty, the source URL is also removed from the Links & Availability section on the citation list.

    Links_and_Availability_Source_URL_Removed.png

    Source URL Removed from Links & Availability Section

    Display Inactive Digital Representations

    January 2020 Leganto URM-118640
    This enhancement allows Leganto to access inactive digital representations, which are not discoverable with Primo. Previously, Leganto could display only active digital representations.
    LGTO_InactiveRepresentation.png
    Inactive Digital Representation
    To allow inactive digital representations to appear in Leganto, you must set the new display_inactive_digital_representations parameter to true in the Leganto Customer Settings mapping table (Configuration Menu > Leganto > General > Settings).

    Create Courses Automatically from an LTI Link

    January 2020 Leganto URM-118630
    After selecting an LTI link for a course that had not been created yet in Leganto, instructors previously had to create the course manually in Leganto before creating the reading list. With this enhancement, Leganto can automatically create the course to which to add the reading list.
    To enable this functionality:
    1. Set the new create_course_automatically field to true in the Leganto Customer Settings mapping table (Configuration Menu > Leganto > LTI > Settings).
    2. Configure the default_processing_department field in the Leganto Customer Settings mapping table (Configuration Menu > Leganto > General > Settings).
    3. Edit your LTI tool's integration profile for your CMS (Configuration Menu > Leganto > LTI > Integration Profiles). The new Course Name Field Name field should now appear in the Actions tab under the LTI Definitions section.
    4. Specify the parameter that holds the course name in the LTI tool.
      Create_Courses_Automatically_from_an_LTI_Link_2.png
      Course Creation Dialog Box
    5. Save your changes to the integration profile.

    Student View Error Message for Canvas

    January 2020 Leganto URM-116194
    When using a learning management system (LMS) such as Canvas, some functionality provided within reading lists may not be accessible if instructors have enabled the LMS's student view. To make sure that instructors are aware of this, they will now receive the following message when they access a reading list while the LMS's Student View is enabled:
    Reading Lists can’t be loaded in the learning management system’s Student View. Instead, use the View List as a Student option in the Reading List’s Main Menu.
    Enabling the Leganto reading list's student view gives instructors student permissions. To gain Leganto reading lists student permissions, instructors will need to disable the LMS's student view, log in to Leganto, and select View list as student, as shown below:
    LGTO_ViewAsStudentOption.png
    Enabling Student View in Leganto
    To enable the error message for Student View in Canvas:
    Edit the external app and add the following custom field: canvas_masq=$Canvas.masqueradingUser.id. For more details, see Add Custom Field to the External App.
    To customize the error message:
    Edit the Description and Translation fields for the new lti.user.error.studentView code that has been added to the UI Leganto Labels code table (Configuration Menu > Leganto > General > Labels).

    Support the Configuration of List, Section, and Citation Menus

    January 2020 Leganto URM-114571
    This enhancement allows you to configure which options will appear in the menus for each of the following areas: Reading list, Section, and Item.

    LGTO_ReadingListMenuOptions.png
    Options Enabled in Reading List's Main Menu

    To support this functionality, the following new mapping tables have been added to the Leganto configuration menu (Configuration Menu > Leganto > UI):

    • List Menu – Configures the options that appear in the reading list's main menu. By default, all options are enabled.

      LGTO_LegantoListMenu.png

      Leganto List Menu Mapping Table
    • Section Menu – Configures the options that appear in the reading list's section menus. By default, all options are enabled.

      LGTO_LegantoSectionMenu.png

      Leganto Section Menu Mapping Table
    • Citation Menu – Configures the options that appear in the reading list's citation item menus. By default, all options are enabled.

      LGTO_LegantoCitationMenu.png

      Leganto Citation Menu Mapping Table

    Move Leganto Configurations to Their Own Tab

    January 2020 Leganto URM-113303
    This enhancement moves Leganto-related configuration links to their own tab under the Alma Configuration Menu.
    LGTO_NewLegantoTab2.png
    New Leganto Tab
    The following table maps each configuration option from its old location to its current position in the new Leganto tab:
    Old Configuration Menu Link New Configuration Menu Link on Leganto Tab
      Discovery section:
    Fulfillment > Leganto > Customer Settings Primo Settings
    Fulfillment > Leganto > Primo Mappings Primo Mappings
    Fulfillment > Leganto > Primo Integration Primo Integration
    Fulfillment > Leganto > Primo Material Type Mapping Primo Material Type Mapping
    Fulfillment > Leganto > Primo View to Campus Mapping Primo View to Campus Mapping
      Features section:
    Fulfillment > Leganto > Leganto Features Leganto Features
    Fulfillment > Leganto > Notifications - instructors Notifications - instructors
    Fulfillment > Leganto > Notifications - students Notifications - students
    Fulfillment > Leganto > Bibliographic Styles Bibliographic Styles
    Fulfillment > Leganto > Links Links
    Fulfillment > Leganto > Find List Settings Find List Settings
      General section:
    Fulfillment > Leganto > Customer Settings Settings
    Fulfillment > Leganto > Labels Labels
    Fulfillment > Leganto > Customer Labels Customer Labels
    Fulfillment > Leganto > Customer Settings External Integrations
      List Advisor section:
    Fulfillment > Leganto > Customer Settings Settings
    Fulfillment > Leganto > List Advisor Types List Advisor Types
    Fulfillment > Leganto > List Advisor Tips List Advisor Tips
    Fulfillment > Leganto > Reading List Advisor Agenda Items Reading List Advisor Agenda Items
      List Management section:
    Fulfillment > Leganto > Customer Settings Settings
    Fulfillment > Leganto > Publishing Publishing
    Fulfillment > Leganto > Cite it filtering Cite it filtering
    Fulfillment > Copyright Management > Leganto Copyright Settings Copyright Settings
    Fulfillment > Leganto > Course Reserves Automatic Statuses Course Reserves Automatic Statuses
    Fulfillment > Leganto > File Upload Copyright Options File Upload Copyright Options
    Fulfillment > Leganto > Declaration Texts Declaration Texts
    Fulfillment > Leganto > Instructor Rollover Operations Instructor Rollover Operations
    Fulfillment > Leganto > Item Request Questions Item Request Questions
    Fulfillment > Leganto > Item Request Answers Item Request Answers
      LTI section:
    Fulfillment > Leganto > Customer Settings Settings
    Not applicable. Integration Profiles
    Fulfillment > Leganto > LTI Field Normalization Field Normalization
    Fulfillment > Leganto > LTI - Course Management System Roles Mapping Course Management System Roles Mapping
      UI section:
    Fulfillment > Leganto > Branding Branding
    Fulfillment > Leganto > Customization Customization
    Fulfillment > Leganto > Brief Citation Format Brief Citation Format
    Fulfillment > Leganto > Embedded File Type Handling Embedded File Type Handling
    Not applicable. List Menu
    Not applicable. Section Menu
    Not applicable. Citation Menu

    Exists in List Indicator for Add Citation

    January 2020 Leganto URM-61057
    When adding citations to a reading list, Leganto will now indicate that an item already exists in the reading list to prevent instructors from adding duplicate items (supports repository and Primo Central records only).
    LGTO_ExistsInListIndicator.png
    Exists in List Indicator

    Support Section Indent in Reading List

    January 2020 Leganto URM-117006

    The display_section_indentation flag can be used to enable the section indentation feature (Configuration Menu > Leganto > Features > Leganto Features). By default the display_section_indentation flag is set to disabled.

    This enhancement allows you to add indentation to reading list sections to show up to four hierarchical levels within reading lists.

    To add indentation to a section:
    1. Open the reading list.
      LGTO_CollapseReadingListSections.png
      Toggle Section View Icon
    2. Select the Toggle Section View icon to collapse the sections.
      LGTO_IndentationArrows.png
      Right and Left Indentation Arrows
    3. Select the right/left arrows to add/remove the section's indentation.
      LGTO_ReadingListIndented.png
      Reading List with Indentation

    Additional Enhancements

    • November 2020 Fulfillment Course Reserves
      When performing a simple search for courses in Alma, you can now search by the Course ID. For more information, see Course Search Fields.

      Search by Courses.png

      Search by Course ID
    • November 2020 Fulfillment Course Reserves
      In the Course Terms code table (Fulfillment Configuration > Courses > Course Terms), a new FALL course term code has been added.

      Course Terms table_FALL.png

      Fall course term code
    • November 2020 Fulfillment Course Reserves
      When you duplicate a list that is associated with a course in Leganto (via the Reading List menu) or in Alma (via the Reading List Task List), the new (duplicated) list will not be associated with that course. However, when duplicating a list via the Courses page in Alma, or via the API, the associated course will be duplicated as well.

    • November 2020 Fulfillment - Course Reserves / Analytics URM-125937
      The Section Locked field was added to the Reading List Section dimension in the Course Reserves, Leganto Student Usage, and Leganto Instructor Usage Events subject areas.

    • November 2020 Fulfillment - Course Reserves / Analytics URM-136357
      The Course ID field was added to Course Reserves > Course.

    • November 2020 Fulfillment - Course Reserves / Analytics URM-134522
      The Citation File Size (KB) and Citation Thumbnail File Size (KB) fields were added to Course Reserves > Reading List Citation and Leganto Student Usage > Citations.

      In addition the Total File Size Used out-of-the-box report is now available to display the total file size used, which includes the citation file and citation thumbnail file sizes.

    • September 2020 Fulfillment Course ReservesURM-133961
      A flag has been added to control whether the requester note in the purchase request form is auto-generated from the course information. This flag resides in the Other Settings table, found in Fulfillment Configuration > General > Other Settings. The requester note contains information about the course, instructor, number of copies, and number of participants and is pulled to PO lines and orders. For more information, see Purchase Requests.

      Requester Note Auto Generate.png

      This flag is set to "false" by default. To enable the auto-generation of the requester note, you must set the flag to "true".

    • September 2020 Fulfillment Course Reserves URM-132220
      When an instructor makes a digitization copyright request in Leganto, their name now appears in the Requester column of the In Process Items table in Alma.

      In Process Items table.png

      Requester for digitization copyright request
    • September 2020 Fulfillment Course Reserves URM-132124
      In the Reading List Citation Update job, you can now select to embed or unembed the PDF files attached to the citations. You can also select to embed the PDF files in read-only mode, such that they cannot be downloaded. For more information on running manual jobs, see Running Manual Jobs on Defined Sets.

      Reading List Citation Update Task_Embed PDF.png

      Embedding options in Reading List Citation Update job
    • September 2020 Fulfillment Course Reserves
      Now, when editing the Copyright Attributes of a citation, if you enter a page range in the Required Pages fields and the Resource Total Pages field has no value, then you must enter a value in the Resource Total Pages field. If you do not enter a page range in the Required Pages fields, the Resource Total Pages field can remain empty.

      Copyright Attributes_Resource Total Pages.png

      Resource Total Pages field mandatory
    • September 2020 Fulfillment Course Reserves URM-134090
      To support cases when multiple courses use the same reading list, the Activate/Deactivate Courses job (Configuration Menu > Fulfillment > Fulfillment Jobs Configuration) is performed on the reading list as follows:

      • On activation – The specified action is performed only when the first course becomes active.
      • On deactivation – The specified action is performed only when the last course becomes inactive.

      LGTO_Act_Dact_Job_MultiCourses.png

      Activate/Deactivate Courses Job in Fulfillment

      For more information, see Configuring Fulfillment Jobs.

    • September 2020 Fulfillment - Course Reserves / Analytics URM-130007
      Reading Lists without citations are now displayed in the Course Reserves subject area.
    • August 2020 Fulfillment - Course ReservesURM-75225
      NERS NERS Enhancement (ID #6863)

      Two new material types have been made available for selection when creating a citation: Book Extract and Conference Paper. This corresponds to two new entries in the Citation Material Type table, found in the Fulfillment Configuration > Courses menu.

      Create Citation_Type.png

      New Book Extract, Conference Paper Types
    • May 2020 Fulfillment - Course ReservesURM-75225
      Excel exports from the Edit Citations screen now include the Course Code, Course Term, No. of Participants, and Academic Department columns.
    • May 2020 Fulfillment - Course ReservesURM-120552
      Previously, when a librarian issued a digitization request for an item on a reading list, the email notification the librarian received with the digitized file lacked some of the information needed to associate the file with the correct citation. The following information is now included in the email notification so that librarians will know which citation to associate this file with:
      • Name of the reading list
      • Citation ID
      • Creator of the request (the person who submitted the request).
    • May 2020 Fulfillment - Course ReservesURM-118898
      When working with the DCS, instructors can now make digitization requests for citations on reading lists that are not associated with a course or courses. For more information, see Integrating with the UK's Digtal Content Store (DCS).
    • May 2020 Fulfillment - Course Reserves URM-114084
      In the Edit Citations screen, Alma now provides a link to reading lists in each citation in Alma.

      Edit Citations Screen.png

    • May 2020 Fulfillment - Course Reserves / Analytics URM-113404
      In the the Course Reserves subject area, the Leganto Citation Library Discussions field was added to Reading List Citation dimension and the Leganto List Library Discussions field was added to Reading List dimension. They display the library discussions.
    • January 2020 Fulfillment - Course Reserves / Analytics URM-80996
      The Number of Student Suggestions field was added to Reading Lists dimension of the Leganto Student Usage, Leganto Instructor Usage Events, and Course Reserves subject areas.
    • November 2020 Leganto
      In the Notifications tables (Leganto Configuration > Features > Notifications – instructors and Leganto Configuration > Features > Notifications – students), you can configure Leganto and Alma to show a notification whenever a note has been added to a list, using the new A new note was added to a list parameter.

      A new note was added to a list.png

      New parameter

      For more information, see Notification Types.

      When the value of this parameter is set to "Yes", whenever a new note is added to a reading list, a notification will appear in the Notifications dialog in Leganto as well as in the Recent Changes tab in Alma.

      Notifications--New Note Added to List.png

      Notifications dialog--new note added to list

      In addition, in the Notifications dialog, you can now select "New item was added to a list" in the Select notification types filter, to view only notifications for when a new item was added to a list.

    • November 2020 Leganto
      For Primo VE customers, in the full citation view, the Links & Availability iFrame now supports SSO (Single Sign-On). Previously, to view the Request Options area in the iFrame, you would need to sign in again.

      Links & Availability_Before(2).png

      Links & Availability--without SSO

      Now, if you configure the flag primove_getit to "true" in the Primo Settings table (Leganto Configuration > Discovery > Primo Settings), you will see the availability as a logged-in user. 

      Links & Availability_After.png

      Links & Availability--with SSO
    • November 2020 Leganto
      You can now configure the default section name to appear when a reading list is created in Alma or imported into Leganto, using the new defaultSection.title label in the Labels configuration table (Leganto Configuration > General > Labels). Whenever you import references into Leganto or create the list in Alma, the value of this label will appear in Leganto as the section name. Previously, the section name was hard-coded to default to “section name NA”, and now its default value is “Resources”.

      When creating a reading list in Alma or importing a reading list into Leganto, the description will now default to blank.

      For Leganto customers, when creating a list manually in Alma, the section will not appear in Alma in November. The section name will appear in December. 

      For more information, see Creating or Duplicating a Section.

    • September 2020 Leganto URM-133396

      The PDF viewer has been updated.

      PDF Viewer.png

      In addition, when a PDF is added to a citation in Leganto, it can be embedded by the instructor. A new flag now allows the PDF to be embedded automatically by default. This flag is located in the Leganto Features table, found in Leganto Configuration > Features > Leganto Features

      Embed PDF by Default.png

      Flag to embed PDF by default

      If the flag value is set to true, the PDF is embedded by default and is downloadable. If the flag is left blank or set to false, the PDF is not embedded by default. If the flag is set to readonly, then the PDF is embedded by default, but is not downloadable in the brief or full citation views. For more information on embedding files into citations, see Configuring Other Leganto UI Elements.

      Watch the Leganto Embedded PDFs and Read Only Option video (2:22 minutes).
    • September 2020 Leganto URM-132689

      A new Guided Tours mapping table allows you to activate/deactivate individual guided tours. The table is found in Leganto Configuration > Features > Guided Tours.

      Guided Tours Mapping Table.png

      Guided Tours mapping table

      This table replaces the Guided Tours flag, which has been removed from the Leganto Features mapping table. For more information, see Configuring Other Leganto UI Elements.

    • September 2020 Leganto URM-132611

      In the Bolk Settings table (found in Leganto Configuration > List Management > Bolk Settings), a new feide_id flag allows you to enter a user identifier code. When BOLK copyright is enabled, the user identifier code allows BOLK to see which institution submitted the copyright request. For more information on Bolk integration, see Integrating with Bolk.

    • September 2020 Leganto URM-132049

      You can now configure translations of the text in two areas, using the Customer Labels table (found in Leganto Configuration > General > Customer Labels): 

      • The File Upload Copyright Options area in Leganto 

      • The text of any new video you add to the Guided Videos section

      For the File Upload Copyright Options, when a value in the Code column of the Customer Labels table matches a value in the Text column of the File Upload Copyright Options table, and you select a language in Leganto, the corresponding copyright option in the File Upload Copyright Options area of Leganto appears with the value in the matching Translation column of the Customer Labels table for that language.

      Likewise, for the Guided Videos, when a value in the Code column of the Customer Labels table matches a value in the Guided Video column of the Guided Videos table, and you select a language in Leganto, the corresponding copyright option in the Guided Videos area of Leganto appears with the value in the matching Translation column of the Customer Labels table for that language.

      For instance, if you added a video called Creating_a_list_video in the Guided Videos table, and you wish to translate the video name into French, then in the Customer Labels table, you can select French from the Filter dropdown, and add a row to the Customer Labels table whose Code value matches the Creating_a_list_video value from the Guided videos table. In the Translation field, you can then enter the translated name of the video.

      Guided Videos_Creating_a_list_video.png

      Guided Tours table: Creating_a_list_video

      Customer Labels table: Translation

      When French is selected as the language in Leganto, the guided video appears with the translation you entered into the Translation field of the Customer Labels table.

      Guided Videos_Translated into French.png

    • September 2020 Leganto URM-134931
      A new display_hathitrust_ignore_copyright flag has been added to the Leganto Features table, found in Leganto Configuration > Features > Leganto Features. If the display_hathitrust_availability flag is turned on, and you are not a Hathitrust member, you must turn off the new display_hathitrust_ignore_copyright flag in order to restrict your access to copyrighted Hathitrust materials. For more information, see Configuring Other Services for Leganto.

    • September 2020 Leganto URM-134376
      The bolk_production parameter has been added to the Leganto Customer Setting mapping table (Configuration Menu > Leganto > List Management > Bolk Settings) to allow customers to indicate whether Bolk API requests should be sent to the Bolk production server. The following values are valid: true (use Bolk production server) or false (use Bolk sandbox server for testing only). For more information, see Integrating with Bolk.

    • September 2020 Leganto URM-134134
      The following new CDI material types have been added to the Primo Material Type Mapping page (Configuration Menu > Leganto > Discovery > Primo Material Type Mapping) to allow you to map these types from Primo to Leganto: web_resource, report, and dataset.

    • September 2020 Analytics URM-130007
      Reading lists without citations are now displayed in the Course Reserves subject area.
    • August 2020 Leganto URM-84550

      Reading lists in the Recently Deleted lists group will now be automatically removed from the system once they have spent more than 30 consecutive days in the deleted lists group. After 30 days, they will be permanently purged from the system. In addition, for each reading list in the Recently Deleted lists group, an indicator now shows you how many days are left before the list is purged.

      Recently Deleted.png

    • August 2020 Leganto URM-129261 NERS NERS Enhancement (ID #6764) URM-84550

      The Add Items button now supports customizable text.

      Add Items Button.png

      Add Items button

      The text is configured in the Labels code table (found in Leganto Configuration > General > Labels) using the list.action.addItems parameter. For more information on adding items to a reading list, see Managing Citations.

      Watch the Leganto UX Improvements video (2:00 minutes).
    • August 2020 Analytics URM-130633
      The Citation Covered by Library field was added to Leganto Student Usage > Citations. It indicates if the citation has availability in the library.
    • August 2020 Analytics URM-127890
      The Reading List Reset Date field was added to the Reading Lists dimension in the Leganto Student Usage and Leganto Instructor Usage Events subject areas. It indicates the date the reading list was reset.

      In addition, Instructor Usage reports were filtered to Event Data > Reset Date.

    • July 2020 Leganto URM-130323
      Leganto now lets off-campus users log into Leganto through a proxy server. To enable this feature on the Configuration menu > Leganto > General > Settings page, the following settings must be configured:
      • Set the proxy_url parameter to include a URL. Every link in Leganto is then prefixed with the value entered in this parameter. So, for instance, if the proxy URL format is: https://www.myproxy.com?url=, then a link to cnn.com will redirect to https://www.myproxy.com?url=http://www.cnn.com.
      • When the Proxy_for_off_campus_only parameter is set to true, the prefix is only added for students off campus. When the parameter is set to false, the prefix is added for all students.
      URM-130323_3.png
      Setting the proxy_url Value
    • July 2020 Leganto SF: 00836480 URM-120614
      Users can now view a citation's public notes while viewing Leganto in compact view.
      URM-120614_2.png
      Public Note Displayed in Compact View
    • July 2020 Leganto SF: 00830141 URM-128361
    • Internal users can now access Leganto via the LTI by setting the new allow_internal_users flag to true (Configuration Menu > Leganto > LTI > Settings). For more information, see Configuring Learning Tools Interoperability (LTI), Pre-Administration Tasks, and Leganto Customer Settings Mapping Table Parameters.
    • July 2020 Leganto URM-129098
      Previously, capitalization was automatically applied to all labels in all languages. Now, the labels will appear as entered by the user.
    • July 2020 Leganto SF: 00834422 URM-129526
      When the new parameter, hide_primo_digitization, is set to true, the mashup in Leganto will not include the ability to submit a digitization request. The default setting for the parameter is false. The parameter is available on the Primo Settings page (Configuration Menu > Leganto > Discovery > Primo Settings). Primo VE is not supported. See Leganto Customer Settings Mapping Table Parameters.
      URM-129526.png
    • July 2020 Leganto SF: 00577093 URM-94613
      When exporting reading lists in Excel format, the Permalink to Citation column has been added. 
      URM-94613_1.png
      Permalink to Citation Column Added to Reading Lists Exported to Excel
    • July 2020 Leganto URM-125264
      When you search for citations within a reading list in Leganto, empty sections are hidden.
    • July 2020 Leganto SF: 00844569 URM-130620
      Locked reading lists can now be rolled over. See Locking and Unlocking a Reading List
    • June 2020 Leganto URM-119432
      The library_discussion flag was enhanced to support the all (list and citation level), list (list level only), or citation (citation level only) parameter values, and can be left blank to hide the Library Discussion feature from the list, section, and citation menus (Configuration Menu > Leganto > Features > Leganto Features).
    • June 2020 Leganto URM-1123651
      The close_right_pane flag can now be used to configure whether the right pane is closed by default, depending on the user role. The available parameter values are all (closed for librarians, instructors, and students), students (closed for students), and instructors (closed for instructors). When the parameter is set to all, the right pane is always closed, and when left blank, it is opened for all users. See Leganto Features Parameters.
    • June 2020 Leganto URM-126025
      The LTI_relink_option flag has been moved from (Configuration Menu > Leganto > Features > Leganto Features) to the section (Configuration Menu > Leganto > UI > Section Menu) and citation (Configuration Menu > Leganto > UI > Citation Menu) menus.
    • June 2020 Leganto URM-125317
      When searching in Leganto, the location of physical records is now visible.
      URM_125317_1.png
      Location Visible for Physical Records
    • June 2020 Leganto URM-126087
      The on_locate flag now also supports the override parameter value. When running Resource Locate, you can override the citation metadata with the bibliographic metadata by setting the on_locate flag to override.
    • June 2020 Leganto URM-123759
      The following sites are now supported for Cite It! harvesting:
      • ScHARR Library Catalogue
      • Library Hub Discover
    • May 2020 Leganto URM-xxx
      CiteIt! now supports the Library Hub Discover site. For more information about using Cite It!, see Adding a Citation from A Website (Using Cite It!). For more information about configuring Cite It!, see Configuring Default Status for Citations/Reading Lists (and scroll to the cite_it_filter parameter) and Configuring Links for Electronic Citations.
    • May 2020 Leganto
      Libraries can now decide whether to show or hide the Newspapers menu item when searching for library resources, regardless of whether it is enabled in Primo (Configuration Menu > Leganto > Discovery). Configuring the display_newspapers parameter key determines whether to show (true) or hide (false) the Newspapers search scope. The default is true.

      Leganto_Newspaper_Search_Scope_Added.png

      Newspaper Search Scope Added for Primo in Leganto
    • May 2020 Leganto URM-124166
      When iframe is used, the Logout menu item is hidden. This hides the Logout option when Leganto is embedded in the Learning Management System.

      Logout Option Hidden when Using iframe.png

      Logout Option Hidden when Using iframe

      The display_logout_in_embedded parameter key (Configuration Menu > Leganto > Leganto Features) determines whether to show (true) or hide (false) the Logout menu item. The default is true.

      Logout Menu Item Configuration.png

      Logout Menu Item Configuration
    • May 2020 Analytics URM-123786
      Instructor Add Citation was added as an event type in the Leganto Instructor Usage Events subject area. Its value is the citation ID.
    • March 2020 Leganto URM-121537
      When using CiteIt!, Leganto now remembers the last used list and section. Leganto does not remember the list and section across different browsers.

      Cite It! Remembers Added Lists Sections.png

      Cite It! Remembers Added Lists/Sections

      For more information, see Adding a Citation from the Library.

    • March 2020 Leganto URM-121654
      The display_price flag was added to allow librarians to set citation prices. When the display_price parameter is set to true, the price is displayed in a citation by selecting the More item details toggle switch (Leganto > Features > Leganto Features).
      Add Price to Citation.png
      Price Added to Citation

      The total list price is also displayed in the list level in Leganto. A future release will display the currency and will support auto-pricing population from price vendors, such as Rialto and Oasis.

      Total Price.png

      Total Price

      This feature will be developed further in future releases.

      For more information, see Adding a Citation Manually.

    • March 2020 Leganto URM-121882
      The navigation bar now appears at the bottom of the page on mobile phone screens.

      Mobile Screenshot.png

      Navigation Bar on Mobile Phone Screens
      For more information about the navigation bar, see Navigating the UI.
    • March 2020 Leganto URM-122298
      The overlay_no_type value has been added for added control on how existing secondary citation type is handled when a repository match is found. For the on_locate parameter key, selecting overlay overrides the secondary type of the citation with the bibliography type, while selecting overlay_no_type maintains the secondary type (Leganto > General > Settings).
    • March 2020 Leganto URM-115330
      The Purge menu item has been added to the menu of actions that can be done on a reading list (Fulfillment > Course Reserves > Reading Lists).
      Purging_Reading_Lists.png
      Purging Reading Lists
      The Purge menu item permanently deletes a reading list, while the Delete menu item deletes the reading list, but which can be restored. In Alma, Purge is enabled, and is only displayed on the menu list, by setting the delete_reading_list parameter key to logical. (Leganto > General > Settings).

      The Purge action can also be done in bulk by selecting all reading lists that you want to delete and selecting Purge from the Manage Selected drop down list.

      Purge_Bulk.png

      Bulk Purge Feature

      For more information on what happens to deleted lists, see Configuring What Happens to Deleted Lists.

      For more information about purging lists, see Enhancements to Deleted Reading Lists.

      For more information about deleting lists, see Working with Reading Lists.

    • March 2020 Analytics URM-113643
      Several dimensions and fields for Leganto Analytics that were marked as "to be deprecated" were removed.
    • February 2020 Leganto URM-117874
      A filter was added to show all citations that have alerts regardless of the alert type.

      Filter_Added_to_Show_All_Citations_with_Alerts.png

      Leganto List Menu Configuration Section
    • January 2020 Leganto URM-117874
      Citation lists exported to PDF now display the course name, course code, and year in the first three lines of the PDF. If the citation is tagged, the text of the tag is now displayed in the correct language on the PDF. In addition, the fields on the PDF are separated by a space instead of a semi-colon. When exporting a reading list to PDF, you will now see the following changes in the PDF:
      • The course information is now displayed in the PDF under the description of the reading list.

        LGTO_PDF_Enh1.png

        Course Information below Description
      • The fields for each citation are no longer separated by semicolons (only spaces).

        LGTO_PDF_Enh2.png

        No Semicolon Delimiters between Fields
      • Based on the language setting of the UI, translations of tags are displayed.

        LGTO_PDF_Enh3.png

        Translated Tags
      • Displays the following additional list information: dates, sections, and citation numbers.

        LGTO_PDF_Export4.png

        New Additional List Information
    • January 2020 Leganto URM-104324
      The list_advisor_score field has been added to the Leganto Customer Settings mapping table (Configuration Menu > Leganto > List Advisor > Settings) to allow you to disable the score that appears in List Advisor. By default, the score is shown. To disable the score, set this field to false.

      LGTO_ListAdvisorScore.png

      List Advisor Score Enabled
    • January 2020 Leganto If you attempt to embed within a citation a link or a website whose source does not allow its content to be embedded, Leganto will now display a warning to let you know. For example:

      LGTO_EmbeddedWarning.png

      Embed Website Warning

    Resolved Issues

    • August 2020 Fulfillment - Course Reserves SF: 00807715 00799263 00700777 00845032 00838423 00846555 00804475 00743043 00802218 00803943 00804742 00802807 00860411 URM-123688
      Course information was still displayed in Discovery after the course ended. This was fixed. Now, when a course ends, the course information is removed by the following publishing process.
    • June 2020 Fulfillment - Course Reserves SF: 00661451 URM-126009
      The course code was not included in the file name when exporting lists to PDF in bulk. This was fixed.
    • June 2020 Fulfillment - Course Reserves SF: 00808391 URM-127332
      When changing the Material Type from Article to Electronic Article, changing the secondary type changed the fields in the citation's metadata section in the primary type. This was fixed.
    • June 2020 Fulfillment - Course Reserves SF: 00732979 URM-121988
      Copyrights for chapters were being approved when non-numeric characters were entered. This was fixed.
    • May 2020 Fulfillment - Course Reserves SF: 00828403 103039
      When editing a book chapter citation, duplicate Publication Date and Place of Publication fields appeared and displayed identical information in the Main section and More Item Details section. This was fixed.
    • March 2020 Fulfillment - Course Reserves SF: 00558998 103039
      The Course Loader job report did not show a deleted lists event (using the Delete operation). This was fixed.
    • March 2020 Fulfillment - Course Reserves
      The course loader job performance has been improved.
    • March 2020 Fulfillment - Course Reserves SF: 00557726 URM-94073
      In the Alma Citations brief display, the Pages, Chapter Author, and Chapter Title fields were hidden by default and have been added. This was fixed.
    • March 2020 Fulfillment - Course Reserves SF: 00573621 00699342 00706209 URM-113593
      The course loader file was processing duplicate files. This was fixed.
    • March 2020 Fulfillment - Course Reserves SF: 00711351 URM-119786
      Interface enhancements were made on the owner subscription letter.
    • March 2020 Fulfillment - Course Reserves SF: 00688241 00709144 00735529 URM-119959
      Copyright recalculation does not function after rollover. This was fixed.
    • March 2020 Fulfillment - Course Reserves SF: 00736258 URM-120057
      Submit button for digitization requests not functioning for a specific journal. This was fixed.
    • March 2020 Fulfillment - Course Reserves SF: 00797118 URM-122962
      Citation processing rules created purchase requests without fulfilling the rules. This was fixed.
    • February 2020 Fulfillment - Course Reserves SF: 00665112 URM-108823
      Analytics data does not include owners added using the set_instructors_as_owners flag. This was fixed.
    • January 2020 Fulfillment - Course Reserves SF: 00725347 00729516 URM-117768
      The resource locate was being triggered when no changes were made in the citation. This was fixed.
    • January 2020 Fulfillment - Course Reserves
      Previously, when the resource_locate_multiple_matches parameter was set to manually, and multiple results were matched, selecting Save and Run returned the user to the Edit Reading List. This was fixed. Now, the repository search page will appear, and the operator will be able to select the title.
    • January 2020 Fulfillment - Course Reserves SF: 00728534 00713135 URM-116302
      When selecting the All tab of a Reading List, an error was displayed. This was fixed.
    • January 2020 Fulfillment - Course Reserves SF: 00731299 00583061 URM-118224
      After September, the Number of Citations field counted only citations with usage. It was fixed and now it includes all citations. The Number of Citations now includes the number of citations in the reading list without any relation to the usage. The Activity Score field is impacted similarly as its calculation is based on the Number of Citations field.
    • January 2020 Fulfillment - Course Reserves SF: 00717468 URM-118226
      The Course Code field, which appears in the Course Reserves and Usage, has been increased to 255 characters.
    • November 2020 Leganto SF: 00878433URM-137247
      In Leganto, the move citation action didn't work when the list was filtered. This was fixed.
    • November 2020 Leganto SF: 00755999URM-137168
      In Leganto, when using student preview mode, the breadcrumbs didn't work. This was fixed.
    • November 2020 Leganto SF: 00869107URM-136809
      In Alma, the "List has a new note" alert was missing from the Alerts filter. This was fixed.
    • November 2020 Leganto SF: 00873506URM-136636
      When entering the Leganto Find List as a guest, clicking on Login displayed the internal Leganto login. This was fixed.
    • November 2020 Leganto SF: 00872292URM-136282
      In Alma, a list could have been associated with the same course multiple times. This was fixed.
    • November 2020 Leganto SF: 00853071URM-136060
      In Alma, the personal copy functionality didn't work in some cases. This was fixed.
    • November2020 Leganto SF: 00868267URM-135542
      The instructor usage reports weren't reset even though the reset was run in Alma. This was fixed.
    • November 2020 Leganto SF: 00868212URM-135379
      In Alma, the digitization requests didn't take into account the chapter information. This was fixed.
    • November 2020 Leganto  URM-135228
      When a citation with a due date was deleted, the due dates area in Leganto didn't reflect the deletion. This was fixed
    • November 2020 Leganto
      In Alma, the recent changes tab didn't always work. This was fixed.
    • November 2020 Leganto SF: 00812595URM-134458
      In Leganto, when arriving from an LTI link, the instructor role used to be added to Librarians. This was fixed.
    • November 2020 Leganto SF: 00860629URM-134409
      Citing Springer didn't work properly. This was fixed.
    • November 2020 Leganto SF: 00735118URM-127869
      For Primo VE customers, in the availability section, the location dropdown was truncated. This was fixed.
    • November 2020 Leganto SF: 00729467URM-118574
      In Alma, when entering a string longer than 40 characters when searching for a course, no warning message was displayed. This was fixed.
    • November 2020 Leganto SF: 00634201URM-118257
      In Alma, when creating a brief citation, the 'Suppress from Discovery' option didn't work as required. This was fixed.
    • November 2020 Leganto SF: 00872292URM-136282
      In Alma, the system allowed a reading list to be associated with the same course multiple times. This was fixed.
    • November 2020 Leganto SF: 00868212URM-136282
      When creating a digitization request in Alma, the request didn't use the total chapter for copyright calculation. This was fixed.
    • October 2020 Leganto SF: 00882034URM-138162
      Permalinks for rolled over reading lists did not redirect to the newly published rolled over list. This was fixed.
    • October 2020 Leganto SF: 00869562URM-137676
      Incorrect citations were sometimes being imported via Cite It!. This was fixed.
    • October 2020 Leganto SF: 00870228URM-137867
      When a user logged into Primo tried to import a citation using Cite It!, the import would sometimes take a long time or would not complete at all. This was fixed.
    • September 2020 Release Update Leganto URM-137138
      In Leganto, the 'updated by' tooltip was missing. This was fixed.
    • September 2020 Release Update Leganto SF: 00877089 URM-137220
      In Leganto, editing a list with an associated syllabus file would delete the file. This was fixed.
    • September 2020 Release Update Leganto SF: 00878433 URM-137247
      In Leganto, the Move Citation functionality didn’t work in some cases. This was fixed.
    • September 2020 Release Update Leganto SF: 00877344 URM-137052
      When using the Leganto proxy functionality, the URL was encoded. This was fixed.
    • September 2020 Release Update Leganto SF: 00868846 URM-135646
      Permalinks to rolled over lists were pointing to the original list. This was fixed.
    • September 2020 Release Update Leganto SF: 00875239 URM-136781
      When a list was locked, the 'View list as a Student' option did not appear in the list menu. This was fixed.
    • September 2020 Leganto URM-137177
      In Leganto, a checkbox appeared for note items in a reading list. This has been fixed.
    • September 2020 Leganto SF: 00873244URM-136518
      When using Cite It! to add a book with an availability of 'None', the Leganto Question did not appear. This has been fixed.
    • September 2020 Leganto SF: 00873879URM-136506
      In Leganto, when editing a citation in Edge, only the Title, Type and Source fields appeared, and the More Item Details dropdown did not function. This has been fixed.
    • September 2020 Leganto SF: 00855518URM-xxxxx
      Previously, when getting a price from Rialto (either manually in Leganto or via a job), multiple ISBN values were not supported. Now they are supported, and when there is a list of ISBN numbers, the price for the first ISBN located will be returned.
    • September 2020 Leganto SF: 00855004URM-134793
      In Alma, the code length of the Additional Reading List Statuses Code table has been increased from 20 to 50 characters.
    • September 2020 Leganto SF: 00862243URM-134761
      In Alma, inside a course, the students tab wasn't functioning correctly. This has been fixed.
    • September 2020 Leganto SF: 00807678URM-134633
      In Alma, when you go to Leganto Configuration > UI > Branding and click "Reset", it used to reset Alma branding as well as Leganto branding. Now it only resets Leganto branding.
    • September 2020 Leganto SF: 00718144URM-134471
      In Leganto, exporting citations to an EndNote file didn't map the fields correctly. This has been fixed.
    • September 2020 Leganto SF: 00839557URM-134394
      Input fields in Leganto have switched to a darker blue color.
    • September 2020 Leganto SF: 00800700URM-134296
      The User Settings in Leganto was displaying even when configured not to. This has been fixed.
    • September 2020 Leganto SF: 00860617URM-134184
      Typos for certain sites have been fixed in the CiteIt! supported sites list.
    • September 2020 Leganto SF: 00853045URM-134147
      In Leganto, the librarian was not able to duplicate locked lists. This has been fixed.
    • September 2020 Leganto SF: 00862339URM-134090
      In Alma, the Activate/Deactivate Course Job didn't support multiple courses. This has been fixed. This is documented in further detail in "View Changes Made by Jobs" above.
    • September 2020 Leganto SF: 00804158URM-134076
      A UI issue in the CiteIt! Window when long text was used has been fixed. 
    • September 2020 Leganto SF: 00838911URM-134046
      In Leganto, when uploading a reference file without references, a clearer error message is displayed.
    • September 2020 Leganto SF: 00757118URM-133926
      Leganto Questions were displayed when configured not to, in certain circumstances. This has been fixed.
    • September 2020 Leganto
      In Leganto, the Academic Department field used to be automatically populated when creating courses on the fly. This has been fixed, so that now it is left empty and can be later updated by the library if necessary.
    • September 2020 Leganto SF: 00857932URM-132916
      In Leganto, the SAML session timeout didn't redirect users to SAML login page. This has been fixed.
    • September 2020 Leganto SF: 00852890URM-132595
      In Leganto, instructors received some notifications that they shouldn't have. This has been fixed.
    • September 2020 Leganto SF: 00847451URM-132525
      In Alma, the Citation Bulk Update job didn't report on unchanged citations. This has been fixed, with a new "Citation Not Updated" event that counts how many citations were not updated.
    • September 2020 Leganto SF: 00823643URM-132112
      In Alma, some purchase requests could not be deleted. This has been fixed.
    • September 2020 Leganto SF: 00850732URM-131893
      In Alma, the requester note was missing in purchase requests created by rules. This has been fixed.
    • September 2020 Leganto SF: 00807789URM-127089
      The search for citations in Leganto used to have problems with "AND" and "&". This has been fixed.
    • September 2020 Leganto SF: 00755999URM-126258
      In Leganto, Section breadcrumbs didn’t work correctly. This has been fixed.
    • September 2020 Leganto SF: 00789519URM-126056
      In Alma, purchase requests created from citations didn't function correctly. This has been fixed.
    • September 2020 Leganto SF: 00798529URM-123408
      In Leganto, citations didn't display the View Online link in certain cases. This has been fixed.
    • September 2020 Leganto SF: 00869562URM-135817
      For PrimoVE customers, when using Cite It! on a DEDUPed item in Primo the metadata was retrieved incorrectly. This has been fixed.
    • August 2020 Leganto SF: 00639008
      Two fixes have been made.
      1. When copyright requests or digitization requests were created, they had the Start Date as the Course Start Date, even if the Course Start Date was in the past. This has been fixed: if the Course Start Date is in the past, the Start Date for the request will be the current system date.
      2. If a citation associated with an approved request is deleted, the Start Date of the request will be updated with the value of the current system date.
    • August 2020 Leganto SF: 00789674
      If a purchase request is created from a citation, the citation's "source" field value will be written into the "Notes" field of the purchase request.
    • August 2020 Leganto SF: 00752502URM-132276
      Course searching in Leganto has been improved. For example, special characters such as commas and hyphens are now ignored.
    • August 2020 Leganto SF: 00813028
      When searching for courses to associate with a list in Leganto, the number of results displayed has been increased from 20 to 50.
    • August 2020 Leganto SF: 00644855URM-132276
      Previously, Cite It didn't fetch the title correctly from JISC. This has been fixed.
    • August 2020 Leganto SF: 00800700URM-132276
      The User Settings option was not hidden, even when no options are displayed to students. This has been fixed.
    • August 2020 Leganto SF: 00820747URM-132276
      The counter that displays the number of items in a section used to include notes. Now it only counts citations.
    • August 2020 Leganto SF: 00797213URM-132276
      Long section titles caused a problem in the UI. This has been fixed.
    • August 2020 Leganto SF: 00804158URM-132276
      A long value used in the add.it label in the Cite It window caused a UI problem. This has been fixed.
    • August 2020 Leganto SF: 00847447URM-132276
      Exporting a locked list as an .lgn file, and then importing the .lgn file, resulted in a locked list. This has been fixed so that the imported list is no longer locked.
    • August 2020 Leganto SF: 00845806URM-132276
      Viewing the "Find Lists" view in low resolution caused problems in viewing search results. This has been fixed.
    • August 2020 Leganto SF: 00849816URM-132276
      The Copy to Clipboard (formerly known as Bag It) function was displayed even when configured to not display. This has been fixed.
    • August 2020 Leganto SF: 00857290URM-132276
      The View Online or Check Availability links appeared in the citation brief view, even when all links were hidden. This has been fixed.
    • August 2020 Leganto SF: 00803645
      The display_report_tab flag has been added in the Leganto Features table (Leganto Configuration > Features > Leganto Features). When set to 'true', the report tab will display in the Leganto UI. 
    • August 2020 Release Update Leganto SF: 00865902 URM-135232
      Disabling a citation in Alma did not work as expected. This was fixed.
    • August 2020 Release Update Leganto URM-135143
      A new flag was added in the features table to disable the "Newer version exists" feature.
    • August 2020 Release Update Leganto URM-135113
      Some missing labels were added for the Primo classic holdings displayed in Leganto.
    • August 2020 Release Update Leganto SF: 00862570 00864332 URM-135040
      In some cases in citation full view, links displayed were twice. This was fixed.
    • August 2020 Release Update Leganto URM-134992
      In the Alma copyright screen, validation on pages and chapters will only apply to non-approved copyrights.
    • August 2020 Release Update Leganto URM-134895
      Previously, Export to Word of a collection did not work. This was fixed.
    • August 2020 Release Update Leganto SF: 00865908 URM-134785
      Guided videos number: 4, 5 and 6 pointed to the same video. This was fixed.
    • July 2020 Leganto SF: 00841343 URM-130070
      Citation processing rules were using different Leganto real-time availability merge rules for purchase requests. This was fixed.
    • July 2020 Leganto SF: 00815741 URM-128714
      When editing a reading list, the Print Slip Report was downloading only 20 citations. This was fixed.
    • July 2020 Leganto SF: 00813658 URM-128234
      An error message was being displayed when creating a course with a campus. This was fixed.
    • July 2020 Leganto SF: 00826070 URM-127726
      The rollover process was slow. The job performance is now improved.
    • July 2020 Leganto SF: 00804568 URM-126861
      Clicking the View more user information icon located in a citation's Tags tab in the Updated By column was not working. This was fixed.
    • July 2020 Leganto SF: 00797252 URM-124474
      The Resource Locate functionality for citations in Alma was failing repeatedly and was causing Oops errors. This was fixed.
    • July 2020 Leganto SF: 00804618 URM-124283
      The Course Enrollment job processes files that have already been processed. This was fixed.
    • July 2020 Leganto SF: 00829913 URM-128984
      The Leganto Help page label was missing. This was fixed.
    • July 2020 Leganto SF: 00732870 URM-128636
      For LTI user creation, a new drop-down list, Owning System, was created for user self registration.
    • July 2020 Leganto SF: 00800273 00827802 URM-128418
      When a browser's third-party cookies were blocked, opening a reading list from the LTI containing an apostrophe character was causing Leganto to display an error. This was fixed.
    • July 2020 Leganto SF: 00799380 URM-128189
      Courses were being created incorrectly via LTI from student role accounts. This was fixed.
    • July 2020 Leganto SF: 00728363 URM-128049
      The library discussion was displayed on a citation for non-owners when the list was locked. This was fixed.
    • July 2020 Leganto SF: 00802685 URM-128004
      When a Leganto URL was copied from the browser address bar, it did not include the &auth=SAML parameter. This was added.
    • July 2020 Leganto SF: 00810706 00840049 URM-127376
      Within the Reading list and Find List pages, there was a display issue when scrolling. This was fixed.
    • July 2020 Leganto SF: 00800683 URM-127242
      Primo mashup - Support was added for the new UI.
    • July 2020 Leganto SF: 00806722 URM-126965
      The initial characters of the File Upload Copyright options were capitalized. This was fixed.
    • July 2020 Leganto SF: 00819520 URM-126954
      An error occurred when searching for a Primo item, selecting Add & Edit, then adding a tag and saving the form. This was fixed.
    • July 2020 Leganto SF: 00822328 URM-126799
      CiteIT! was not correctly capturing article metadata in JSTOR from searches done in JSTOR. The end page, source URL, and chapter title fields were fixed in the JSTOR site.
    • July 2020 Leganto SF: 00713049 00823493 URM-126578
      When creating a list via the LTI link, the reading list's Due Back Date wasn't being auto-populated from the course. This was fixed.
    • July 2020 Leganto SF: 00754667 URM-126267
      Reading list statuses in Library discussions were different than those displayed in Alma. The reading list prefix has been changed to "List status when comment added." The citation prefix has been changed to "Citation status when comment added."
    • July 2020 Leganto SF: 00797129 URM-126264
      Instructors were being displayed as students in their own courses when accessing Leganto via LTI. This was fixed.
    • July 2020 Leganto SF: 00809138 URM-125571
      The accessibility icon was changed.
    • July 2020 Leganto SF: 00808422 URM-125201
      When using drools, if you do not want to concatenate multi values, you can now use create <citation_field> with <marc_field> instead of: set <citation_field> to <marc_field>.
    • July 2020 Leganto SF: 00802711 URM-124800
      citation_reading_list_complete description and documentation update. This was fixed.
    • July 2020 Leganto SF: 00792693 URM-123606
      No validation was being displayed when a value was added in Find List Settings. This was fixed.
    • July 2020 Leganto SF: 00796001 URM-122964
      Newly added citations were defaulting to Complete even though the default setting was not configured to Complete. This was fixed.
    • July 2020 Leganto SF: 00733113 URM-120186
      When performing a concatenation in Brief Citation Format, an extra space was inserted before the comma. This was fixed.
    • July 2020 Leganto SF: 00814556 00824069 URM-114970
      In Leganto, when an item was added to a section, the current section was not being displayed by default. This was fixed.
    • July 2020 Leganto URM-132357
      Citation of type Note included extra fields Publisher and Publication Date. This was fixed.
    • June 2020 Leganto 00845263 URM-131173
      When the archived_lists flag was set to false, instructors could still use the feature. This was fixed.
    • June 2020 Leganto URM-124663
      The default availability for primo dedup was not set to true. This was fixed.
    • June 2020 Leganto URM-123978
      Leganto was not displaying the question from for some E-resources added from Primo. This was fixed.
    • June 2020 Leganto URM-123706
      You can now add “force”:”false” to display the delimiter on the citation brief display only when both fields exist. For example: [{"fields": [{"n":"creator"},{"n":"rlterms_additionalPersonName"}], "delimiter": "; ", force: "false"}
    • June 2020 Leganto URM-126182
      A locked list indication was added to the Reading List API.
    • June 2020 Leganto URM-109443
      Auto-locate was not being performed when adding citations via API. This was fixed.
    • June 2020 Leganto URM-122665
      Locked reading lists could not be duplicated, and list sections could not be copied to other lists. This was fixed.
    • May 2020 Leganto 00730255URM-118005
      The Other Formats & Editions feature displayed the incorrect resource type and edition number. This was fixed.
    • May 2020 Leganto SF: 00792059
      Cite It! did not function for some essential sources. This was fixed.
    • May 2020 Leganto SF: 00733227 00734152 00785470 00791484 00799529 00808332URM-120620
      For reading lists, Ready for Processing was displayed in the Being Prepared facet. This was fixed.
    • May 2020 Leganto SF: 00659593 00734401URM-118227
      View Online was displayed when the link was hidden. This was fixed.
    • May 2020 Leganto SF: 00690351 00690885 00724941URM-100302
      Course loader performance was improved.
    • May 2020 Leganto SF: 00672029 00724966URM-115232
      Instructors were receiving notifications about citation notes of type Library. This was fixed.
    • May 2020 Leganto 00633901URM-112341
      The Create Course button was disabled when the dates were incorrect. This was fixed.
    • May 2020 Leganto 00800252URM-123470
      The text for "0/14 items are in process" was changed to "All items are processed".
    • May 2020 Leganto 00718182URM-121206
      The RIS export for book chapters was not mapping correctly for Mendeley. This was fixed.
    • May 2020 Leganto 00736234URM-121984
      When publishing reading lists, the status did not change from "Being Prepared" to "Ready for Processing" when auto_publish is set to yes. This was fixed.
    • May 2020 Leganto SF: 00802131URM-125242
      Specific accounts were missing the citation_availability_format parameter. This was fixed.
    • May 2020 Leganto SF: 00785705 00802704URM-123430
      RefWorks settings were displayed even when the flags are empty. This was fixed.
    • May 2020 Leganto 00757647URM-120812
      The location order in the Availability statement in the brief view did not select the first location based on the defined order settings. This was fixed.
    • May 2020 Leganto SF: 00806300 00809179 00806722URM-128993
      A new flag (disable_capitalization_languages) removes incorrect capitalization on Leganto UI labels (Configuration Menu > Leganto > Features > Leganto Features). The affected language is set by defining a language code (such as en for English). Multiple language codes can be configured in comma separated format (en, he, fr). The default value is blank, which retains capitalization unchanged. For more information, see Configuring Leganto Institution Language Capitalization.
    • May 2020 Leganto SF: 00838103 URM-129817
      Some citations with a DOI value displayed a link to Browzine that should not have been displayed. This was fixed.
    • May 2020 Leganto SF: 00839725 00839015URM-129683
      The email notifications job was not completing successfully. This was fixed.
    • March 2020 Leganto SF: 00564055 URM-121269
      For student usage, the title Total Citations was changed to Total Citations (with usage).
    • March 2020 Leganto SF: 00754742 URM-120758
      The direct link availability indications in the electronic citation brief were functioning incorrectly until selecting the list updated/full item view. This was fixed.
    • March 2020 Leganto
      The Purge menu item was visible when logical was not selected. This was fixed.
    • March 2020 Leganto SF:00755423 URM-122666
      Searching courses in Leganto functions incorrectly with course codes that contain underscores. This was fixed.
    • March 2020 Leganto SF:00793646 URM-122255
      Selecting Cancel while the Leganto Question is displayed causes a Cite It! malfunction. This was fixed.
    • March 2020 Leganto SF: 00787475 00789587URM-121105
      The Edition information was being populated twice when adding citations to reading lists. This was fixed.
    • March 2020 Leganto
      When using Cite It!, the ISBN for https://open.umn.edu/ was missing. This was fixed.
    • March 2020 Leganto SF:00714729 URM-121986
      The move_source_url does not work using Cite It! while merging metadata is disabled. This was fixed.
    • March 2020 Leganto SF:00753533 URM-121973
      The list sort order on My Lists was being displayed in reverse. This was fixed.
    • March 2020 Leganto SF:00704083 URM-121523
      When using Cite It!, Physical Availability of Primo citations is not displayed. This was fixed.
    • March 2020 Leganto SF:00757925 URM-120754
      In the bibliographic styles configuration, the expanded reading list style cannot be disabled. This was fixed.
    • March 2020 Leganto SF:00758580 URM-120731
      Select to view full note in Leganto was not translated. This was fixed.
    • March 2020 Leganto SF:00718144 URM-120557
      Citations exported to EndNote maps the information incorrectly. This was fixed.
    • March 2020 Leganto SF:00725333 URM-120048
      Note type citations were being set to Complete when a course was rolled over. This was fixed.
    • March 2020 Leganto SF:00727480 URM-119108
      The Student View function was disabled when a list is locked. This was fixed.
    • March 2020 Leganto SF:00731999 URM-118039
      The number of participants was marked as mandatory when creating a new course in Leganto. This was fixed.
    • March 2020 Leganto SF:00734742 URM-121008
      No book jackets are displayed on the Search Lists link. This was fixed.
    • February 2020 Leganto URM-124827
      Saving a Submit by Date for a course in Alma does not save the selected date. This was fixed.
    • February 2020 Leganto SF: 00755172 URM-121052
      Mendeley integration was not working for some customers. This was fixed.
    • February 2020 Leganto URM-120662
      The reading list start and end dates and the number of sections and citations were added when exporting a PDF.
    • (February 2020 Leganto SF: 00753451 URM-119958
      Alma course searches returned irrelevant results in some cases. This was fixed.
    • February 2020 Leganto SF: 00732263 00783586URM-119552
      In Leganto in list, searches made against the chapter author did not work. This was fixed.
    • February 2020 Leganto SF: 00731337URM-11411917985
      In the Analytics field, the Citation Material Type was fixed to omit null values.
    • February 2020 Leganto SF: 00744161URM-118893
      Emerald is not longer supported by Cite It!.
    • February 2020 Leganto URM-118888
      Course loader triggers the Submit By Date notification. This was fixed.
    • February 2020 Leganto URM-118645
      The More and Details labels were not translatable. Three labels were added to customize the translation for the View Citation window. This was fixed.
    • February 2020 Leganto SF: 00720639URM-117534
      In Leganto, tags on empty sections were not working. This was fixed.
    • February 2020 Leganto SF: 00712047URM-115337
      Reading List visibility dates were not working in some time zones. This was fixed.
    • February 2020 Leganto SF: 00652674URM-114513
      Permalinks did not always redirect users to the login screen when required. This was fixed.
    • February 2020 Leganto SF: 00663191 00712384 00719720 00735750URM-113594
      In some cases, after logging in to Leganto, users were redirected to the home page instead of to the previously viewed page. This was fixed.
    • February 2020 Leganto SF: 00524234URM-105590
      Cite It! did not capture metadata from Scopus. This was fixed.
    • February 2020 Leganto SF: 00729314URM-118000
      Users that added the auto-instructor role when arriving via LTI were not searchable in Leganto in "manage collaborators". This was fixed.
    • February 2020 Leganto SF: 00702995URM-115376
      When a cancel request is not associated to a citation, the approval is deleted.
    • February 2020 Leganto SF: 00724946URM-120905
      The numerically titled reading lists sorting was not working properly on the Find Lists page. This was fixed.
    • January 2020 Leganto URM-122954
      The section indentation feature is now disabled when an instructor activates View list as student.
    • January 2020 Leganto URM-114085
      The holdings_default_leganto_css field has been added to the Leganto Customer Settings mapping table (Configuration Menu > Leganto > Discovery > Settings) to allow you to use the same CSS that you are using for Primo's Get It (classic UI only). To use Primo's CSS, set this field to false. Otherwise, the system will use Leganto's CSS.
    • January 2020 Leganto SF: 00694034 URM-112713
      The authenticated option has been added to the instructors_in_leganto field in the Leganto Features mapping table (Configuration Menu > Leganto > Features > Leganto Features) to display the instructor's names only when the Leganto user has been authenticated. The following options are now valid:
      • authenticated (new) – The instructor's name will be displayed only to authenticated users in Leganto.
      • true – The instructor's name will be displayed to all users in Leganto.
      • false – The instructor's name will not be displayed to users in Leganto.
    • January 2020 Leganto SF: 00724269 URM-117908
      The Email Leganto Notifications to Users job failed when more than 1,000 notifications were issued. This was fixed.
    • January 2020 Leganto SF: 00628663 00643436 00686708 URM-101782
      Drag and drop was not working on long lists. This was fixed.
    • January 2020 Leganto URM-121901
      The disable resolving feature stopped working in the December release. This was fixed.
    • January 2020 Leganto SF: 00735503 00735507 URM-118331
      Mendeley citations pulled in only the last author. This was fixed.
    • January 2020 Leganto SF: 00594804 URM-117724
      The welcome label, wizard.welcomeGeneral.description1, now supports HTML.
    • January 2020 Leganto URM-117691
      Public notes in a portfolio that are configured as HTML iframes were displayed incorrectly in Leganto. These notes are no longer displayed.
    • January 2020 Leganto SF: 00715767 URM-116269
      Permalinks to list by course code did not work as expected when find_list_sso = true. This was fixed.
    • January 2020 Leganto SF: 00638662 URM-104735
      The start and end pages were not displayed for non article citations. This was fixed to support all citations as long as the value is numeric. This is applicable only for newly created citations.
    • January 2020 Leganto SF: 00471770 URM-112057
      The CiteIt from Gale Group for Eighteenth Century Collections Online was not working. This was fixed.
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