Automate Reading List Status While Course Active or Inactive

Primo Newspapers Scope Added in Leganto

overlay_no_type

Purge menu added to Reading List actions list

Generating Citations Based on Reference Files (Beta)

Hide or Show Newspaper Menu when searching for resources

Notification to Students of upcoming due dates

Subscription Letter for List Owners after Rollover

Group liked the idea, but wasn't clear on how it would appear in Alma for the librarian processing the item

•  Action: Someone should look at the documentation to see how this is represented: see video

Create Reading Lists by importing RIS, BibTex, References, and Folders

Leganto has integrated with Syndetics Unbound

Citation’s Public Notes in Compact View

YouTube how-to videos for Leganto

August 11, 2022

•  Kara turned on in Sandbox and in production. 
•  LER subgroup to review and decide which videos should remain on. 

How to install Cite It! video

Changes to label values

URLs can be included in a citation’s public note

Move a citation to a different list or section within a list, using the new Move Citation option

Lock section for editing

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. 

Citations Insights job

August 11, 2022

•  

  Action: Kara will activate in Sandbox

•  Action: Reserves folx will review and provide feedback

Create reading lists by import

Using tags to update citation status

Adding a tag or removing a tag can trigger a status change.

Leganto Configuration > List Management > Course Reserves Automatic Statuses

Rows 21,22,24

Default section name

Configure notifications for when new notes are added to a list

We decided not to change any current configurations.

You can now add a second page range for citations of type Book Extract

We decided to adopt this enhancement without testing.

Update a set of courses with the Course Bulk Update job

This enhancement is a new standard feature and did not require discussion.

Display item’s chapter number in brief display

We decided to adopt this enhancement without testing.

Add general message to top of reading list citations

Select how permalinks appear in export file

This enhancement is a new standard feature and did not require discussion.

Automatically Calculate Total Chapter Count

Add/Edit public notes, due dates, and visibility dates on edit and create item forms

Reminder email to instructors to create reading lists

April 12, 2023

April 19, 2023

May 3, 2023

You can now create a set of courses from an uploaded file

Help page customization

While these help pages are customizable, the LER Subgroup decided to keep them as they are for now.

Update of text labels for links

New filter menu in Leganto

New display_in_process parameter

You can now use multiple digital viewer services in Leganto

general_message_dates and general_message_role parameters

default_list_sort_instructors parameter

Find lists by course year and term

Annotating PDFs 

Labels can now be imported into Leganto

Citation Number of Loans Field

Add or remove courses from reading lists with citations that have an approved copyright

Digitization workflow

Changes have been made to processing citations in bulk

New file upload form 

List header redesign 

Left navigation panel removed 

List status auto update when citation status changes 

Institutions can now integrate with the Learning Management System via LTI 1.3.  

Reports tab removed from Leganto 

New parameter: display_file_option 

Instructor rollover 

In Process status and resource locate 

Citation menu automatically closes 

No full display for Section notes 

Select which users can see your useful links 

We determined it would be best to start with just the Library Course Reserves Service Page.

Useful Links are accessed via the Link icon in the header.

Useful Links are defined by Library Staff.

The LER Subgroup discussed options for what we might want to include as a Useful Link:

• • Harvard Library Course Reserves Service Page?

  • Liaison contact information?

  • Links to individual Schools' course reserves information resources?

This led to a discussion about what ought to be included on the Service Page if the majority of our "how-to" content moves to Ex-Libris-provided links.

Add or remove Reading List owner/collaborator 

Reading List Complete automation 

Reading List Citation Update task 

Digital_display_in_collection 

Manually attach a citation to a specific bibliographic record 

Copying citation note 

The Leganto List Library Notes and the Leganto List Library Notes Last Update 

Share annotations 

Select Subject filter label changed to Other 

Citation Number of Loans field 

Read and Respond 

Add tag 

Initial Request for Review 

Top Panel and Scroll 

Join the Waitlist 

Cite It! Other Type 

Recent Changes tab 

List status changed to draft notification 

December 1, 2022

April 19, 2023

Behavior and Design Changes

Sorting when Exporting 

Set Default Sort 

Filter Date Field 

Receive notifications when Library-External tags are added or removed 

Uploading to CiteIt! 

Copy Internal Library Note when rolling over a course 

Automatically Create First Section When Creating a List in Leganto 

December 1, 2022

New template in effect for Spring 2023.

Reply to public annotations 

PDFs now open in a new tab 

LIBRARY REVIEW 

December 1, 2022

April 19, 2023

During our discussion of templates, we discussed how unwieldy large lists are. We discussed the possibility of having it be a default setting that all sections in the list are collapsed. This is a possibility, but requires further discussion–perhaps in consultation with Amy Deschenes. 

April 19, 2023: We decided to leave the sections as expanded.

Citation Material Types 

April 12, 2023

April 19, 2023

Citation Alma Digital Views 

Marking a link as broken 

Cite It Improvements 

Reading List name in Primo search results 

Leganto now offers the option to present the reading list name in Primo search results. The reading list name is now added to the CNO $$w. Multiple lists are divided by a semicolon (;). 

Upload a file when reporting a broken link 

Instructor Creates an Assignment By Uploading a File That Requires Copyright Approval

Cite It! Supports…

Cite It! now supports CiNii. 

Demand in Other Lists 

Use "Demand in Other Lists" to Support Purchasing Decisions. For purchase requests created from a citation, the Course Information section of the purchase request now includes a Demand in other lists, other courses link. Selecting the link opens the Manage Resource Options window, enabling you to easily view information (such as course, number of participants, tags, etc.) about this citation in other lists and courses. 

When reviewing and processing citations, library staff can view "Demand in other lists". And use it to understand which other reading lists or courses utilize the same resource. 

Archive courses in Alma 

You can now archive courses in Alma, enabling your library to reduce the amount of data you view in Alma without deleting historical information. Archived courses are still available for reference purposes, and you can view statistical data on archived courses via Alma Analytics. Courses can be archived and unarchived individually or in bulk 

send_list_on_published 

NERS: Create Brand New Courses During Rollover  

NERS Enhancement (ID #8017) Previously, when rolling over courses using the course loader integration profile, if the OLD_COURSE_CODE didn't exist in Alma, or couldn't otherwise be used for rollover, the course couldn't be rolled over and therefore the line was skipped. The new course defined in the line was not created. The course loader profile (Configuration > General > External Systems > Integration Profiles) Actions tab now includes an On rollover create new course when old course doesn't exist checkbox. When selected, in cases where the OLD_COURSE_CODE does not exist, the new course is still created. 

Cite It! now supports CiNii. 

Archive courses in Alma 

You can now archive courses in Alma, enabling your library to reduce the amount of data you view in Alma without deleting historical information. Archived courses are still available for reference purposes, and you can view statistical data on archived courses via Alma Analytics. Courses can be archived and unarchived individually or in bulk 

send_list_on_published 

April 12, 2023

April 19, 2023

We were curious if this could help with batch process of emailing the Reading List reminder to instructors.

April 19, 2023: Discovered that we are able to exclude courses marked as "no list expected" from reminder email list.

Reset Request for Review 

Leganto Libraries that are reusing reading lists can now reset the request for a review date, making it easier to monitor submitted reading lists. The Reading List Bulk Update job (Admin > Manage Jobs and Sets > Run a Job) Reset options now includes an option to Reset request for review 

DOI Enrichment of Citation Metadata 

Leganto can now automatically enrich citations containing a DOI with additional metadata. For example, a user can now only enter a DOI in the blank form and the citation metadata is enriched with additional information from CrossRef. For institutions whose AUGMENTATION profile (Configuration > General > External Systems > Integration Profiles) is configured to work with CrossRef, when a citation containing a DOI is added, any missing metadata is automatically added to the citation. 

Mark as Broken Feature 

When the mark_as_broken (Configuration > Leganto > Features > Leganto Features) is set to all, the Mark as broken link now appears even when a citation only contains hidden links, so that students can report when links are missing. For more information, see Enabling Broken Link Reporting.  

Order of Copyright Options 

You can now set the order of copyright options and enable the default setting for the File Upload Copyright Options (Configuration > Leganto > List Management > File Upload Copyright Options). For more information, see Configuring File Upload for My Collection or as Citations.  

Leganto now supports replacing citations in bulk (NERS 7747).  

For example, this feature can be used to replace citations with newer editions or to replace physical citations with electronic citations. The library can configure whether citations are replaced immediately, or whether the replacement appears to instructors as a suggestion. 

• To send as suggestion: Set the parameter replacement_suggestion_auto_replace (Configuration > Leganto > Features > Leganto Features) to false. This is the default. 
• Alternatively, to have citations replaced immediately, rather than sent to instructors for approval, set the parameter replacement_suggestion_auto_replace (Configuration > Leganto > Features > Leganto Features) to true. Once library staff has selected a new item to use as a replacement, they are presented with a confirmation screen. 
• After selecting Confirm, all the citations which were selected for replacement are linked with the MMS ID of the item chosen as the replacement item. The citation metadata and inventory update, but tags, notes, and usage information are preserved. 

Automatically publish lists without library review: 

It is now possible to have new reading lists published automatically, immediately after they are created, eliminating the need to publish reading lists individually and ensuring that all reading lists are visible to students. This feature is disabled by default. To enable, change the parameter auto_publish_on_create (Configuration > Leganto > List Management > Publishing) to Yes. When enabled, all new reading lists created in Leganto are immediately published according to the publish_default_mode on the Leganto Publishing Configuration page. 

Resource Locate facet includes not located facet

The Resource Locate facet (Fulfillment > Course Reserves > Citations) now includes a Not Located facet which accounts for all resources with the statuses Multiple Resources Located, Locate Not Run, No Resources Located, Locate Failed, and Information Incomplete. 

Auto enrich citations containing DOI

Leganto can now automatically enrich citations containing a DOI with additional metadata in bulk by checking Enrich by DOI in the Reading List Citation Update Task job (Admin > Manage Jobs and Sets > Run a Job). The default setting for this checkbox is unchecked.

Hide citations from students by status

It is now possible to hide citations with specific citation statuses from students. When the parameter hide_uncompleted_citations (Configuration > Leganto > Features > Leganto Features) is set to a specific status or multiple statuses divided by comma BeingPrepared, Complete, Declined, Inactive, InProcess, ReadyForProcessing, or a code from the Additional Reading List Citation Statuses code table, citations with those specified statuses are hidden from students. True/false values are still supported. When the parameter value is set to true, citations that do not have a status of Complete are hidden. When the parameter value is set to false, the citation appears regardless of its status. For more information, see Hiding Incomplete Citations from Students.

List Last Published added

The Leganto List Last Published By field was added to Course Reserves > Reading Lists. It displays the last publisher of the reading list.

Specify language for citation

You can now specify the language for a citation.
To enable, add a bibliographic mapping rule (Configuration > Fulfillment > Courses > Bibliographic Mapping Rules), the Primo mapping (Configuration > Leganto > Discovery > Primo Mapping) or Summon mapping.

Search for citation within reading list

You can now search for a citation within a reading list in Alma (within edit reading list > citations tab). You can search by the criteria noted here.

Search for citation within Alma reading list

You can now search for a citation within a reading list in Alma. You can search by certain criteria (see Managing Citations).

Use the customization wheel to add the Course ID to the Alma courses table display

It is now possible to use the customization wheel to add the Course ID to the Alma courses table display. Additionally, this column is included in the Excel file export. The ID column is hidden by default.

New User Experience

All customers can now begin testing and using the new user experience. See the Frequently Asked Questions page and a Known Issues page, which you can use to check the status of upcoming developments.

• New UI: Easily add bold, italic, and, underlined formatting and links when adding notes for students (formerly public notes).
• New UI: You can now export Analytics reports from Leganto. Additionally, analytics reports now include the number of loans for physical items.
• You can now configure (Configuration > Leganto > List Management > File Upload Copyright Options) that instructors must check a File Upload Copyright option when uploading a file. To present the copyright options without a pre-selected default, configure the File Upload Copyright options such that none of the options are enabled.  
• You can now filter reading lists by item status.
• You can now configure which material types can be marked as personal copies.

My Collection renamed Favorites

My Collection has been renamed to Favorites. You can now view the availability information from the brief view of the Favorites screen. You can add Favorites to lists from the Favorites menu and use the Quick Cite feature. You can also export items to a list from the Bulk actions menu.

Update citation URLs in bulk

To support bulk updates of URLS, when SourceURL is configured (Configuration > Leganto > General > Field Normalization), when Update source URL is checked, you can now update citation URLs in bulk when the Reading List Citation Update Task job (Admin > Manage Jobs and Sets > Monitor Jobs) runs.

New parameter allows students to view uploaded files not in COMPLETE status (NERS 8009). When the parameter display_not_complete_files (Configuration > Leganto > List Management > Copyright Settings) is set to true (default: false), files become available to students once the copyright status is approved rather than needing to wait for the citation status to be Complete.

New message for students when “No list expected” in reading list settings (NERS 8017). Now, when a student accesses a course from an LMS link and the course has the checkbox No list expected checked, the student receives a message indicating that this course will not have a list, so the student knows not to expect a list at a later date. If the institution wants to customize the out-of-the-box message, change the Description for Code label error.1 (Configuration > Leganto > General > Labels - New UI).

The New UI for Leganto now provides easy and flexible templates for creating sections when building new reading lists. The new templates also give the library new options for adding, updating and removing or disabling templates. The new UI now includes four out-of-the box section templates (Configuration > Leganto > List Management > Templates). The Resources  and Weeks templates are enabled by default.

Leganto's existing functionality for Parent lists has been renamed Sample lists, to better reflect that the reading list can be used as a sample set of resources for other lists. Sample lists make it easy for instructors to re-use all or some of the resources from a list that has been marked as a Sample list.

The NERS development "Offer Citation Replacement for an Existing Citation," which was originally released in April 2023, is now available in the new UI. If replacement_suggestion_auto_replace (Configuration > Leganto > Features > Leganto Features) is set to false, when relevant, a banner is displayed indicating that there are new editions available for the list. Note: The banner is only displayed for Librarians, Leganto Course Operators, and List Owners.

It is now possible to set a default citation status according to the material type of the citation. This development gives libraries more control over which citations will be sent to the library for review, and which citations can complete automatically.  To configure, first add the code or codes of the material types that you would like to have set automatically to the citation_by_material_type (Configuration > Leganto > List Management > Course Reserves Automatic Statuses) parameter. Then configure the status you would like those materials types to have when they are added to Leganto lists in citation_by_material_type_status (Configuration > Leganto > List Management > Course Reserves Automatic Statuses). The list of material type codes is available in (Configuration > Fulfillment > Courses > Citation Material Type) 

When configured, archived lists can be included in the Demand in other lists calculation that enables library staff to see which reading lists or courses utilize the same resource when reviewing and processing citations. When the parameter demand_in_other_lists_include archived_lists (Configuration > Fulfillment > General > Other Settings) is set to true (default false), archived lists are included in the Demand in other lists calculation and are displayed in the This Record In Other Lists table. When set to false, citations associated with at least one archived list are excluded from the the Demand in other lists calculation

Leganto now displays the service unavailable message for electronic services. When Display service temporarily unavailable message is set to Yes (Electronic collection > Edit Service action > Electronic Service Editor Activation tab), you can now customize the Service unavailability display message that is displayed in Leganto when a link is unavailable (Idea Exchange)

The new List Usage Overview tab was added to the Leganto Usage Dashboard. It displays data about reading lists that were used by students. It displays three reports:

• Active reading lists by academic department
• Active reading lists by month
• Active reading lists by month – top 5 departments

New UI: 

• Accessibility fixes
• You can now use the order column to configure the order in which templates appear to end users (Configuration > Leganto > List Management > Templates)
• Out-of-the-box links to video help (Configuration > Leganto > Features > Help pages - New UI) are now available for institutions that have not yet added custom video links. Additionally, you can now use the order column to configure the order in which the help links appear to end users. 

Library staff can now receive email notifications when a user marks a link as broken. The library can configure that emails are sent to one or more Alma users and/or one or more email addresses. 

To configure that email notifications are sent to Alma users, configure the mark_as_broken_email_notification (Configuration > Leganto > Features > Leganto Features) parameter, using a comma to enter multiple entries. If the mark_as_broken_user_notification parameter is populated, a copy of the letter is also available in the user's Attachments list.

To configure that email notifications are sent to specific email addresses (such as a generic helpdesk), configure the mark_as_broken_email_notification parameter, using a comma to enter multiple entries.

It is possible to have email notifications sent to both specific users and specific email addresses. When either the mark_as_broken_email_notification parameter or the mark_as_broken_user_notification parameter is configured, an email is sent to that address each time a link or file is marked as broken. When multiple users report the same link as broken, a counter is added in the Alerts tab indicating how many users have marked the link as broken.

The Leganto Link Marked As Broken Letter (enabled by default) can be customized under General > Letters > Letter Configuration.

When configured, archived lists can be included in the Demand in other lists calculation that enables library staff to see which reading lists or courses utilize the same resource when reviewing and processing citations. When the parameter demand_in_other_lists_include archived_lists (Configuration > Fulfillment > General > Other Settings) is set to true (default false), archived lists are included in the Demand in other lists calculation and are displayed in the This Record In Other Lists table. When set to false, citations associated with at least one archived list are excluded from the Demand in other lists calculation.

Prevent instructors from creating lists: Some libraries create all reading lists on behalf of instructors. For institutions whose librarians are the sole list creators, it is now possible to configure Leganto to prevent instructors from creating new lists.

Analytics: The new Reading List Sections Without Citations report is now available. It displays the reading list sections without citations. You can use this list to remove these sections, if desired.

When more than one list is linked to the same course, each list is now published to Primo in a separate $w.

Analytics: The Detailed List Usage tab was added to the Leganto Usage DV dashboard. It provides a detailed list of student usage in Leganto. For more information on the Leganto Usage dashboard, see Leganto Usage Dashboard.