Alma Enhancements to Consider Chart

September 15, 2022

Agenda

Updates

• General Messages 
• Publication Statues available in ALMA

Videos and Guided Tours

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

Quick Review (see shared Word Doc)

• Behavioral and Design Changes 
• Other 

Meeting Notes

August 11, 2022

Agenda

• 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 (KY)

Meeting Notes

Present

Ryan, Carol, J, Kara, Caitlin

Notes

IMPORTANT :  Vote for which guided tour videos to use : Testing: Video Guides and Guided Tours

Discussed archive.org appearing in HOLLIS

• https://help.archive.org/help/borrowing-from-the-lending-library/
• 1-hour loan should theoretically always be possible with waitlist
• Should we rely on this?
• How does archive.org manage copyright?

Discussed guided tours in Leganto

• List templates? Should we use them?
• Use of public notes
• Can students see these videos? Should students have their own videos?
• Vote for which guided tour videos to use : Testing: Video Guides and Guided Tours

Default search in Leganto

• Can Kara turn off the checked box full-text only?
  • KY: Yes: To enable Leganto users to include results without full text in Primo Central search results, set primo_include_non_fulltext_option to default_true or default_false.
  • Configure in Leganto > Primo Integration > primo_include_non_fulltext_option > default_false

Use of tags in Leganto 

• No one says they use them and why the three we have exist is unknown
  • KY: used in two courses, could be accidents
• Who does use them?
• Are statuses better?

Enabling annotations of PDFS in Leganto

• Does anyone use it?
• Can it be turned off?

New citation statuses appeared in ALMA - Why?

KY: this might be due to differences in sandbox envi. I'm not seeing it in prod. Could be the result of other testing.

• On order
• In rialto cart
• Rialto awaiting approval

Reading List/PDFs access - Publication Statues available in ALMA

• 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.

Meeting Notes

Present

J Armstrong, Carol Kentner, Kara Young, Ronnie Broadfoot

Notes

We discussed the following information sources that instructors have available to them via Leganto/Ex Libris:

• Video Tours/Guided Tours
• Help Pages
• Useful Links
• Onboarding Screens

Video Tours/Guided Tours

• Both Video Tours and Guided Tours are now turned on in the Sandbox.
• They may be accessed by clicking on the ? icon in the header of a Reading List.
• 
• The LER Subgroup will review each video and each guide before the next synchronous meeting.
• J will create testing parameters and post these to the wiki.

Help Pages

• Help Pages are accessed via the "Help" link in the below menu.
• 
• While these help pages are customizable, the LER Subgroup decided to keep them as they are for now.

Useful Links

• 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?

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

Onboarding Screens

• Onboarding Screens are seen by instructors the first time that they access Leganto. They are turned on by default.
• You may watch a video of what these look like here:

Additional Points of Discussion

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 

• We discussed the role that this feature may have in communicating copyright information to students and instructors.
• This requires follow-up from J and Spruill. 

Select how permalinks appear in export file 

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

Automatically Create First Section When Creating a List in Leganto 

• 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