292 results found

1. Multiple assignees per list

   Some institutions would like the possibility to have several assigned librarians per lists.
   "We have many lists common to several campuses, and it will only increase in the future. In order to have a local overview, the campus libraries would like to be able to see the lists that are relevant to their campus. As of today this is difficult, as one one librarian can be assigned a list. We need to rely on manual processes (forwarding lists, and having manual overviews over which lists are for multiple campuses). This is difficult to maintain."

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2. Add "Uploaded file" as availability option in questions

   Currently we can have a question appear based on whether a citation is held in print, electronically, or in the digital collection. It would be useful to also have the option of having the question appear based on whether the user has uploaded a file to the item.

   Example use case: we configure a question "EU" and it appears when the item has Electronic holdings and the user has also Uploaded the file. This lets us confirm whether they really need both methods, and make sure that copyright clearance is dealt with, which we haven't been able to make work smoothly in these cases.

   Currently we can have a question appear based on whether a citation is held in print, electronically, or in the digital collection. It would be useful to also have the option of having the question appear based on whether the user has uploaded a file to the item.

   Example use case: we configure a question "EU" and it appears when the item has Electronic holdings and the user has also Uploaded the file. This lets us confirm whether they really need both methods, and make sure that copyright clearance is dealt with, which we haven't been able to make work… more

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3. Automatic status depending on file upload and copyright clearance

   We've configured Leganto so when a file is uploaded the copyright status goes to Waiting for Approval, and the citation status shows as In Process. On the other hand when an instructor creates a citation which has a full text link available, the citation will automatically be Complete. This covers the simple cases: a citation with only a link is ready for students to use immediately, and a citation without a link needs the instructor to upload a file which they then need to request copyright clearance for.

   But it doesn't support our copyright requirements for more complex cases. Eg if they create an item with a full text link and also upload a file, the citation still shows as complete due to the full text link - so the instructor isn't prompted to request copyright clearance and students can access the file even though we're not fulfilling our obligations to report on it. Similarly if they add a book that's in the library it goes to ReadyForProcessing, and if they then also upload a file to the citation the status doesn't change.

   From another angle, it would be useful to show a different citation status when a) a file has been uploaded and the lecturer has to request copyright clearance and b) the lecturer has made the request and it's pending clearance.

   So it would be useful to add parameters to the Course Reserves Automatic Statuses table to allow libraries to optionally specify:

   1) a status to apply to a citation when a file is uploaded that over-rides other parameters (though I suppose it shouldn't override citationuploadedfile. Btw this parameter sounds like it should do what I want, but is actually only for "new citation with uploaded file that has no copyright declaration")

   2) a status to apply when a copyright clearance request goes to 'pending clearance'

   We've configured Leganto so when a file is uploaded the copyright status goes to Waiting for Approval, and the citation status shows as In Process. On the other hand when an instructor creates a citation which has a full text link available, the citation will automatically be Complete. This covers the simple cases: a citation with only a link is ready for students to use immediately, and a citation without a link needs the instructor to upload a file which they then need to request copyright clearance for.

   But it doesn't support our copyright requirements for more complex cases. Eg… more

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4. The ability to ask multiple questions and answers on one citation

   We currently have a question setup in Leganto. To ask whether a piece of reading is mandatory or supplementary. We were testing asking a question about Print only items needing to be digitized. However, we found out that you can only ask one question for one citation. It would be good to have the ability to have more than one question for one citation being created.

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5. Support Local Resource Types in Library Search faceting

   Provide the option to include Local Resource Types in Leganto’s Library Search facets.

   We have created Alma Local Resource Types for use in Primo. However, those resource types are not reflected in Leganto’s Library Search resource type facets. As a result users have no way to limit by those local resource types.

   For example, we have created a local resource type printbook, and all remaining ebook items that don’t fit the local printbook criteria remain in the default book facet. Leganto users can limit by the default “Book” resource type which actually contains our ebooks, but cannot limit by our “Print book” local resource type, so they have no way to filter to just physical book materials.

   The limited resource type faceting results in a reduceduser experience for faculty using the library search in Leganto.

   Provide the option to include Local Resource Types in Leganto’s Library Search facets.

   We have created Alma Local Resource Types for use in Primo. However, those resource types are not reflected in Leganto’s Library Search resource type facets. As a result users have no way to limit by those local resource types.

   For example, we have created a local resource type printbook, and all remaining ebook items that don’t fit the local printbook criteria remain in the default book facet. Leganto users can limit by the default “Book” resource type which actually contains our ebooks, but cannot limit… more

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6. Additional copyright rule parameters

   Currently we can create a copyright rule with a parameter "Publisher" so we could automatically block or approve copyright clearance requests based on the publisher.

   The copyright licensing body in New Zealand provides a list of titles excluded from the licensing scheme. Some of these are defined by publisher, but others are defined by title specifically, by ISBN, or by author. It would be useful for us to create rules based on title, ISBN, or author to block our other copyright rules from automatically clearing copyright in these cases.

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7. Automatically update reading list code in Alma

   When a list is 'rolled over', the new 'course' created in Alma has the correct code from the LMS e.g. Canvas. The correct code also appears in the 'reading list' in Leganto. However, in Alma the reading list copies the code from the previous year and adds a (1) to the end.
   As an example:
   In Alma the course code is: LAWU9CH202223AutumnA
   In Leganto the code is LAWU9CH202223AutumnA(2022/23)
   but in the Reading List in Alma it says LAWU9CH39_2020(1)(1)

   It would be much clearer for the reading list in Alma to automatically follow the same format as the course or Leganto when the list is rolled over.

   When a list is 'rolled over', the new 'course' created in Alma has the correct code from the LMS e.g. Canvas. The correct code also appears in the 'reading list' in Leganto. However, in Alma the reading list copies the code from the previous year and adds a (1) to the end.
   As an example:
   In Alma the course code is: LAWU9CH202223AutumnA
   In Leganto the code is LAWU9CH202223AutumnA(2022/23)
   but in the Reading List in Alma it says LAWU9CH39_2020(1)(1)

   It would be much clearer for the reading list in Alma to automatically follow the same… more

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8. Allow configuration of the "Most Common" items types displayed at Add Item in Leganto

   When adding items in the Leganto user interface, the material type list is long, but a small number of material types are given prominence as "Most common". For the purposes of assisting instructors to correctly add certain item types (extracts, Eoffprints, etc, it would be very useful to be able to add items to this list or configure what appears. The most common is much larger and clearer and so for lesser used but important material types it can prove difficult for instructors to find them causing extra work and more unnecessary queries for library staff.

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9. Restrict Tags to specific Material Types

   It would be really great if tags could be restricted to specific material types.
   We are using tags that are e.g. only applicable for books and e-books but not websites etc. but still show up for those types, too.

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10. Automatic purchase request needs to be triggered automatic with a scheduled job

    Currently the Automatic Purchase request process in Alma. Is not Automatic. Staff have to go into a citation and re-save it for the automatic process to be triggered. Or we have to run the Process and Enrich Citations job to trigger the automatic purchase request.
    It would be better if this process was ran as a scheduled job like the active courses process. Rather than staff accidently triggering a purchase request by just re-saving a citation that they are working on.
    It would be also good that automatic purchase requests do not have to be assigned a staff member to work. As these are automatic requests rather than by a specific user.

    Currently the Automatic Purchase request process in Alma. Is not Automatic. Staff have to go into a citation and re-save it for the automatic process to be triggered. Or we have to run the Process and Enrich Citations job to trigger the automatic purchase request.
    It would be better if this process was ran as a scheduled job like the active courses process. Rather than staff accidently triggering a purchase request by just re-saving a citation that they are working on.
    It would be also good that automatic purchase requests do not have to be assigned a staff member to… more

    9 votes

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11. Publish electronic records without inventory as e-book and not physical book

    We are a consortium, and we have a certain number of e-book records without inventory in our network zone. Deleting these records is not an option for us for various reasons.

    The expected Alma behavior for such records if there is no inventory is to publish as physical. It applies to both Primo and Leganto.

    Use case: an instructor uses the expanded search to check for newer edition of a book they have previously used in a reading list. They add what seems to be a newer physical edition from 2020. In reality, the record is an e-book published as such in 2020, but it has the same content as the 2018-edition, hence no newer edition has been released.

    The first issue is that because of the expected behavior, the user is presented with incorrect information.

    A second issue is that the library will potentially waste a lot of time trying to track down a 2020-edition that doesn't exist.

    As a result, we would like the expected behavior to be changed so that electronic records are shown as such, regardless of the inventory.

    We are a consortium, and we have a certain number of e-book records without inventory in our network zone. Deleting these records is not an option for us for various reasons.

    The expected Alma behavior for such records if there is no inventory is to publish as physical. It applies to both Primo and Leganto.

    Use case: an instructor uses the expanded search to check for newer edition of a book they have previously used in a reading list. They add what seems to be a newer physical edition from 2020. In reality, the record is an e-book published as… more

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12. Set default citation statuses in RIS import

    When we add an item manually, a resource locate is run and a default citation status is added based on our configuration. But when we import items in a batch (eg via RIS import), these actions don't take place.

    This means that items all import as "Being Prepared" instead of being automatically marked as "Complete" (if we have full-text online available) or being flagged for our attention (in other cases). We don't have a workflow to deal with this - due to low staffing we have to rely on automation - so we can't promote this batch import functionality to lecturers in the meantime.

    When items are imported via batch (including RIS import or other batch import processes) the same jobs should run as for manual items, that is:
    * resource locate
    * automatic citation status calculation
    * questions might be an exception - I can see it could be a bit trickier as it would need to prompt the user for potentially every item imported and would need to make it clear which citation each question is associated with. So this would be a "nice-to-have".

    When we add an item manually, a resource locate is run and a default citation status is added based on our configuration. But when we import items in a batch (eg via RIS import), these actions don't take place.

    This means that items all import as "Being Prepared" instead of being automatically marked as "Complete" (if we have full-text online available) or being flagged for our attention (in other cases). We don't have a workflow to deal with this - due to low staffing we have to rely on automation - so we can't promote this batch import functionality to… more

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13. Lock/hide courses

    When instructors associate a course to their list, they can choose between all the courses they are an instructor on, including previous years. With very similar names, if not identical, they often choose the wrong one. This is not always easy to discover. It would help if it was possible to lock all courses previous to a chosen year & semester/date so that they don't appear in the list or at least, so that they cannot be associated.

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14. Hide misleading 'Available in Formats' status in Search Results

    When searching Summon, via 'Add Items', it shows eBooks as available just because an ebook exists, and not necessarily because we own it - this can be misleading. It updates once the item is added to the Reading List, but should only show formats that are available or not show any format detail at all until the book has been added. In the example shown, we only own a print copy - but the results make it look like we own the e.

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15. Import citation directly from Endnote

    Please add function for instructors and students to add citations to Leganto's reading list and My Collection from Endnote.

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16. Reset X when searching for items in list should reset results to all citations

    When using "Search for item in this Reading List", if a term returns a subset of citations, clearing the search term using the X ("Reset") icon in the search box does not return the user to the full list. It only clears the term out of the search box, leaving the limited results. The user has no intuitive path back to the full list, so they often click the back button at the top of the window and exit the list entirely.

    Conversely, if the search term returns no results, clicking the X icon does return the user to the full list as expected. This should be the default behavior regardless of the search results.

    When using "Search for item in this Reading List", if a term returns a subset of citations, clearing the search term using the X ("Reset") icon in the search box does not return the user to the full list. It only clears the term out of the search box, leaving the limited results. The user has no intuitive path back to the full list, so they often click the back button at the top of the window and exit the list entirely.

    Conversely, if the search term returns no results, clicking the X icon does return the user to the… more

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17. Add a refresh option (or auto-refresh) to My Collection when adding an item to a list

    Currently if you try to add an item to a reading list using the Add item/My collection option in the right-hand pane, there is no refresh option (unlike in My Collection proper which does have at least a refresh button. If users add items using cite it or push to my Collection from Primo, the list is not updated automatically and so it appears that the My Collection is not correctly updating.
    Adding a refresh would ensure the option shows all added resources as soon as they are available.

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18. Citations' Sticker price

    In a webinar recently, the trainer talked about being able to add a sticker price to a Leganto citation. This would allow the ability to generate a more accurate report on savings for students. However, currently this has to be manually entered for every citation. I know eventually we will be able to use the API to add this data, and even though that's better, it's not a great way to utilize the system. My idea is this:
    1) within Alma, citations have an assigned sticker price;
    2) in Leganto, when Instructors pull from these citations, they get that sticker price that was entered into Alma;
    3) this provides a centralized location for all citations and makes it easier to manage

    In a webinar recently, the trainer talked about being able to add a sticker price to a Leganto citation. This would allow the ability to generate a more accurate report on savings for students. However, currently this has to be manually entered for every citation. I know eventually we will be able to use the API to add this data, and even though that's better, it's not a great way to utilize the system. My idea is this:
    1) within Alma, citations have an assigned sticker price;
    2) in Leganto, when Instructors pull from these citations, they get that sticker… more

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19. Add a simpler method of updating the number of participants on courses (in bulk)

    Although the API and Course loader options exist, the mandatory requirement to have a course ID and Course Name using the full CL template and the unwieldiness of the course loader profile SFTP etc for non technical staff suggests that it would be beneficial to add a simpler method for staff to manually update course participant numbers in bulk (i.e. a simple upload of 2 columns Course ID and Number of participants). Appreciate campus functionality, but for situations where no enrolment loader is possible, but regular updates are possible it would save much manual entry to just be able to have a simpler 2 column option within Alma/Leganto.

    Although the API and Course loader options exist, the mandatory requirement to have a course ID and Course Name using the full CL template and the unwieldiness of the course loader profile SFTP etc for non technical staff suggests that it would be beneficial to add a simpler method for staff to manually update course participant numbers in bulk (i.e. a simple upload of 2 columns Course ID and Number of participants). Appreciate campus functionality, but for situations where no enrolment loader is possible, but regular updates are possible it would save much manual entry to just be able to… more

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20. Use the “Course Reserves Automatic Statuses” regardless of rollover type when recalculating citation status

    Idea based on SalesForce case 00938590

    TLDR: Use the “Course Reserves Automatic Statuses” regardless of rollover type when recalculating citation status.

    In Leganto, there are two ways of initiating a rollover:

    A: Directly in the Leganto interface by staff or instructors
    B: Via a Course Loading Integration Profile in Alma

    When a rollover is initiated through the Leganto interface, it follows certain rules set in the system (Configuration Menu > Leganto > List Management > Instructor Rollover Operations). If «Citation statuses» is set to “Recalculate”, the rollover process treats all the citations as if they were new and consults the options set in the “Course Reserves Automatic Statuses” table. This can result in a variety of statuses for the citations in the newly rolled over list. This is a key step in the course making process for a lot of institutions.
    However, when using the Course Loading Integration Profile to rollover multiple courses at once, choosing “Recalculate” does not result in the same process. The “Course Reserves Automatic Statuses” table is still consulted, but only citation statuses marked as “Complete” are considered, the rest are given “Ready for Processing” regardless of parameter value.
    The justification for this seems to be that when an instructor initiates a rollover, he/she would still need to send the list to the library for review as a separate action, which is what normally marks everything that isn’t “Complete” as “Ready for Processing”. This gives the instructor the opportunity to check the citations, update them and treat them as if they were new before sending the list to the library for review. When using the integration profile, the thought process seems to be that this middle step is rendered unnecessary because the library is the one initiating the process, and therefore any citations can go straight to “Ready for Processing”. This is NOT accurate or compliant with our workflow. When we do a rollover using the integration profile, we are still relying on instructors to go through the reading list after the fact before they send it to the library. Any number of changes can still be made after the rollover is done – the resulting list is just a template for the new semester. IT IS NOT considered ready for processing by the library – the instructor is still expected to check that resources are still needed, valid and up to date. This is harder to do when the statuses are binarily applied as either “Complete” or “Ready for Processing”. This also makes it harder for the library to assess the progress of reading lists and to keep accurate statistics.
    The goal for this Ideas Exchange is to normalize the behavior between these two modes of rollover, so that “Recalculate” behaves the same way regardless of mode. If a rollover is initiated and “Recalculate” is selected, we want it to accurately consult the “Course Reserves Automatic Statuses” table and apply the statuses chosen here.

    Documentation:
    https://knowledge.exlibrisgroup.com/Leganto/Product_Documentation/Leganto_Online_Help_(English)/Leganto_Administration_Guide/Configuring_Leganto_UI_Elements/Configuring_Automatic_Approval_of_Imported_Resources_in_Leganto
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/040Fulfillment/010Courses_and_Reading_Lists/Configuring_Course_Loading

    Idea based on SalesForce case 00938590

    TLDR: Use the “Course Reserves Automatic Statuses” regardless of rollover type when recalculating citation status.

    In Leganto, there are two ways of initiating a rollover:

    A: Directly in the Leganto interface by staff or instructors
    B: Via a Course Loading Integration Profile in Alma

    When a rollover is initiated through the Leganto interface, it follows certain rules set in the system (Configuration Menu > Leganto > List Management > Instructor Rollover Operations). If «Citation statuses» is set to “Recalculate”, the rollover process treats all the citations as if they were new and consults the… more

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    AdminJessie Ransom (Leganto Product Manager, Ex Libris) responded

    Changing the status back from Accepted. Please continue to vote on the idea as your votes will help us prioritize the development. Thank you.