Alma Enhancements to Consider Chart

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• TAGS Discussion
  • Agree to implement tags as listed.
• Reminder email to instructors to create reading lists 
  • Review and edit Draft Letter (link).
  • Review list of courses and agree to send Draft Letter to these instructors.
    • Unfiltered list of summer 2023 courses can be found in Alma Analytics: /Shared Folders/Harvard University/_Departmental Reports/Reserves/Summer Courses.
    • Excel version of unfiltered list of summer 2023 courses.

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• Importance of due dates on reserve requests:
  • Leganto Due Date: Is it possible to customize language on the form that instructors use to create their citations?
  • Template Change: Include a section for "Syllabus"
• As we have time, review outstanding enhancements in order of release.

TEMPORARILY TABLED

• List status auto update when citation status changes 
  • J to look into this and report back. Doc is here.
• Out-of-the-box messages 
  • We were curious what these messages are, but we were unable to locate them. Will follow-up with Kara for more information.
  • KY: see below for more info on this.
    

April 19, 2023

Agenda

FOLLOW-UPS FROM PREVIOUS DISCUSSIONS 

• TAGS Discussion
  • Excel spreadsheet that compiles the proposed tags
  • NOTES: Group to think about tags and we will agree to implement next time we meet. Kara Young to determine character limit. to determine character limit.
    • KY: appears to accommodate long strings of text; entered one on sandbox for testing 5/3
• Reminder email to instructors to create reading lists 
  • You can now create an email to remind instructors to create lists for courses. The email can be launched from the Courses list via the new row action, Leganto create list - reminder email. 
  • NOTES: 
    • J Armstrong to draft letter. Group will review 5/3.
    • J Armstrong & Ronnie Broadfoot to create list of courses.
• No List Expected Field 
  • The No List Expected field was added to the Course dimension in the Leganto Student Usage, Leganto Instructor Usage Events, Course Reserves, and Requests subject areas. (Possible values: Checked and Unchecked). It indicates if the No List Expected checkbox is selected on the course record in Alma or not. For more information on this checkbox, see Indicating that Courses Deliberately Have No Reading List. 
  • NOTES: We are able to exclude courses marked as "no list expected" from reminder email list.
• Citation Material Types 
  • Customers can now add their own citation material types to Leganto (Configuration > Fulfillment > Courses > Citation Material Type). The new types are displayed as part of the Type drop-down menu. 
  • NOTES: Kara Young to add the following types:
    
    • Unlimited user ebook 
    • Limited user ebook 
    • Digital reserve book
  • KY: done 5/3 on Prod
• List status auto update when citation status changes 
  • When a previously completed list has a citation status change due to one of the following parameters set in Configuration > Leganto > List Management > Course Reserves Automatic Statuses. For example, you can choose to have the list status change to Ready for Processing if the citation status changes when the instructor adds a tag. 
  • NOTES: J to look into this and report back. Doc is here.
• List status changed to draft notification 
  • When enabled (Configuration > Leganto > Notifications - instructors > List status changed to draft), all those set to receive notifications will also receive a notification that a list was changed from published to draft. The default for this notification is disabled. 
  • NOTES: We decided to enable this feature.
  • KY: it was actually already set to YES despite what release notes said
• Option to set section view for a reading list 
  • When enabled, instructors can use the action Set Section Collapsed/Expanded to override the institution's default setting. 
  • NOTES: We decided to leave the sections as expanded.

NEW DISCUSSION TOPICS 

• Labels Source and Add Source 
  • For clarity, the Edit item and Cite It! labels Source and Add Source were changed to URL (citation.field.source) and Add URL (citation.add.src.btn). You can customize both labels in Configuration > Leganto > General > Labels. 
  • NOTES: We are happy with the labels as they now are.
• Add tag 
  • Updated tag workflow: Previously, when adding or removing tags from a citation, a user selected the Add tag option, then selected or removed the tags, then selected SAVE. Now, users can select Add Tag and select the relevant tags, which are saved automatically. 
  • NOTES: This enhancement is a new standard feature and did not require discussion.
• Receive notifications when Library-External tags are added or removed 
  • Following the addition of the Library-External tag type in the October release, Instructors can now receive notifications when Library-External tags are added or removed. Enabled in are enabled in Configuration > Leganto > Features > Notifications - instructors. These notification types are disabled by default. Notifications are also be sent via email when the Leganto Detailed Notifications Email Letter General > Letter > Letters Configuration (default disabled) is configured. 
  • NOTES: We are not using Library External tags, and so, this configuration does not matter at this time.
• Out-of-the-box messages 
  • Leganto now offers out-of-the-box messages to let users know why a list is not accessible. You can configure these messages from Configuration > Leganto > General > Labels. 
  • NOTES: We were curious what these messages are, but we were unable to locate them. Follow-up with Kara Young for more information.
  • KY: These are the scenarios for which we can customize messages:
    Image Added

April 12, 2023

Agenda

Updates and Check-Ins

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• Reminder email to instructors to create reading lists
  • Does remediation policy change your opinion on this?
  • Trial run this summer with DCE?
  • Law already sends email about it
  • Gutman doesn't have course catalog that far in advance
  • Is this a batch email? Can you email only certain people?
• ALMA-D Files Display in Bib records
  • Multiple volumes on one record are confusing, as the file/link names are not descriptive
  • Kara can turn on a label setting to help distinguish the files/links
  • Someone would have to add in the descriptive label 
  • Digital representations in Alma (Alma-D)
• Professors adding their own files
  • Should this be stopped because of the new PDF requirements?
• No List Expected Field 
  • Kara says it isn't really a possibility for us
• Citation Material Type
  • Think about it and we will talk next time
• Digital Display in Collection
  • What does this mean? Is it copying PDFs?
  • Who uses "collections" in Leganto?
• No List Expected Field
  • Can this help with the batch process of emailing reading list reminder?
• Institutions can now integrate with the Learning Management System via LTI 1.3.  
  • Harvard hasn't done this
  • The MED school specifically asked for a feature this update will have
• Labels can now be imported into Leganto 
  • Are we currently using this?
  • Can this be used to label library uploaded and professor uploaded materials?
• Can tags or statuses be use to indicate what has been remediated?
  • Many more custom tags can be created
  • Can a tag be added to everything which is a pre-June 1st PDF?
  • Can different levels of remediation be indicated?

December 1, 2022

Agenda

Updates and Check-Ins

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• Pre-meeting work:
  • Follow the instructions listed in the test parameters.
• During the meeting, we will discuss our findings and decide on next steps.

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Meeting Notes

Present

J, Ronnie, Caitlin, Kara, Ryan

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• Pre-meeting work:
  • Follow the instructions listed in the test parameters.
• During the meeting, we will discuss our findings and decide on next steps.
• Can we keep track on the main enhancements page? Alma Enhancements to Consider Fulfillment Enhancement Review (FER) Area#Leganto (KY)

Meeting Notes

Present

Ryan, Carol, J, Kara, Caitlin

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