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Comment: notes for 01/08/25 meeting

Alma Enhancements to Consider Chart

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Alma Enhancements to Consider Chart


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January 8, 2025

Present: Kara Young, Spruill Harder, J Armstrong, Caitlin Elwood

Agenda

FOLLOW-UPS FROM PREVIOUS DISCUSSIONS 

  • Confusing Message on Courses Without a List (Resolved)
    • Kara changed the message to "This course currently has no reserve list. If you have any questions, contact your instructor."
  • Tags (Resolved)
    • Kara added the tags Caitlin requested
    • Caitlin likes the tags very much
    • We should ask other processors what tags they want
  • DRP Books Marked Complete In Error (Resolved)
    • Kara fixed and DRP books are no longer automatically marked complete. They are "Ready for Processing"
  • Private Note Being Used Incorrectly by Teaching Staff (Resolved)
    • It now says "Private note (visible on to you)"
  • Description Field Being Used Incorrectly by Teaching Staff (Resolved)
    • It now says "Do not enter reserve requests in this field”
  • Public Note Does Not Communicate Changes to Library Staff (Resolved with Caveats)
    • Leaving as is
    • May use an analytics report to get this information
  • Cancelled Work Orders (Resolved)
    • Kara fixed
  • Restore at End of Semester (In Process)
    • When restoring HD items, the books ask to be sent to Widener before being sent to HD
    • Does this actually matter because HD runs a script on the books they receive? 
    • Spruill will send Kara list of barcodes to test issue

NEW DISCUSSION TOPICS 

  • LTI 1.3 (In Process)
    • No visual changes; changes mostly in features we do not use.
    • Kara says rolling over lists may be in issue.
    • J will create project pages for this
  • LTI 1.3 (In Process)
    • No visual changes; changes mostly in features we do not use.
    • Kara says rolling over lists may be in issue.
    • J will create project pages for this
  • Future Meetings
    • Where to store PDFs
    • ALMA Workflows Project
      • Denise - Reserves Sequester/Seats
      • Caitlin - Automatic Work Orders to Correct Libraries
      • J - Make Jira tickets


May 3, 2023

Agenda

FOLLOW-UPS FROM PREVIOUS DISCUSSIONS 

NEW DISCUSSION TOPICS 

  • 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


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.
      • 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: 
  • 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

  • In Attendance: Ronnie, Caitlin, Ryan, Carol, J, Kara
  • IMPORTANT: If we did not create the PDF, we do not have to remediate it

...

  • 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

  • Videos and Guided Tours–how are they going so far?
  • In Attendance: Kara, J, Spruill, Carol, Caitlin, Ronnie, Ryan

...

  • What statuses do you use while processing?
  • Section and section templates

September 15, 2022

Agenda

Updates

  • General Messages 
  • Publication Statues available in ALMA

...

  • Pre-meeting work:
  • During the meeting, we will discuss our findings and decide on next steps.

...

Update of text labels for linksFeb-21
New filter menu in LegantoFeb-21
general_message_dates and general_message_role parametersFeb-21
Annotating PDFs Mar-21
Add Items menu highlights the multiple options for adding citationsMay-21
Internet Explorer is no longer a supported browser for LegantoMay-21
Create an annotation shape without adding a commentMay-21
List header redesign Jun-21
Left navigation panel removed Jun-21
Instructor rollover Jun-21
Citation menu automatically closes Jun-21
No full display for Section notes Jun-21
Share annotations Aug-21
Top Panel and Scroll Oct-21
Join the Waitlist Oct-21
Behavior and Design ChangesNov-21
Uploading to CiteIt! Nov-21
Reply to public annotations Dec-21
PDFs now open in a new tab Dec-21
LIBRARY REVIEW Dec-21

Meeting Notes

Present

J, Ronnie, Caitlin, Kara, Ryan

...

For next time: check out  (see shared Word Doc) and comment on the new enhancements.

  • What statuses do you use while processing?
  • Section and section templates

August 11, 2022

Agenda

Meeting Notes

Present

Ryan, Carol, J, Kara, Caitlin

...

  • All Students Restricted (PUBLIC) – All students can view the list as a syllabus, but only course students can access the course materials.
  • Course Students (RESTRICTED) – Course students (only) can view the list and access the course materials (electronic citations and uploaded files).
  • Anyone Restricted (OPEN_TO_WORLD) – Anyone with a permalink can view the list as a syllabus, but only course students can access the course materials.
  • All Students Full (REGISTERED) – All students can view the list and access the uploaded or electronic citations.
  • Anyone Full (FULL) – Anyone with a permalink can view the list and access the course materials.
  • Anyone Restricted, All Students Full (PARTIAL) – Anyone with a permalink can view the list as a syllabus; all students can access the course materials.
  • Draft (DRAFT) – The list is not visible to students.
  • Archived (ARCHIVED) – Not visible in Leganto, cannot be found by searching in Leganto, and is not rolled over by a course rollover, but continue to appear in Analytics. The list becomes unassigned. You can unarchive the list on the Reading List Tasks List page (see Editing a Reading List).
  • Published (in filter on Reading List Tasks List page, only) – Published matches all reading lists that are not Draft, Archived, or Deleted.
  • Active (in filter on Reading List Tasks List page, only) – Active matches all reading lists that are not Archived or Deleted.
  • Deleted (DELETED; in filter on Reading List Tasks List page, only) – A deleted, but not purged, list. A deleted list is not visible in Leganto, cannot be found by searching, is not rolled over by a course rollover, and does not appear in Analytics.


July 14, 2022

Agenda

  • Pre-meeting work:
    • Review the below enhancements and comment on the shared Word Document. (I will move these 5 to the top so they are more easily located within the larger list.)
    • As you have time, look through the rest of the enhancements and mark those that you think are not necessary to review. (e.g., because they have no action associated with them.) 
  • During the meeting, we will discuss our findings and decide on next steps.

...

  • While this enhancement is a new standard feature and did not require discussion, it did motivate some thoughts about our creating new templates for instructions and library staff. 
  • J will solicit ideas for templates, and we can test creating them in the Sandbox.
  • 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. 

June 30, 2022

Agenda

  • Kick-off meeting