230 results found

1. 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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2. Add ability to sort/filter citations by date created/modified in Leganto

   In Alma we can sort and filter citations on a reading list by date but it isn't currently possible to do this in Leganto.

   We only check new citations on reading lists when reviewing, and use the Leganto interface to do our checks. This means staff have to sort and filter the list in Alma and then click "View in Leganto" one at a time, which isn’t an efficient use of staff time and can be frustrating on long lists with many new citations.

   We would like the option to view the citations on a list by date last modified or created, and the option to filter the citations by date last modified.

   We wouldn’t want this to be a permanent re-organisation of the reading list but instead a temporary view for library staff. We also wouldn’t need citations to appear in their respective sections.

   In Alma we can sort and filter citations on a reading list by date but it isn't currently possible to do this in Leganto.

   We only check new citations on reading lists when reviewing, and use the Leganto interface to do our checks. This means staff have to sort and filter the list in Alma and then click "View in Leganto" one at a time, which isn’t an efficient use of staff time and can be frustrating on long lists with many new citations.

   We would like the option to view the citations on a list by date last modified… more

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3. Make Primo's related records indicator available for Leganto

   When setting the "primo availability for citations added from primo" parameter to false, related records are displayed for citations in Leganto.

   In theory this is great - for books and their ebook version as those are more or less the same thing.

   Where it gets problematic are cases where a textbook and its corresponding exercise book are related. Leganto just mixes the inventory without giving any indication that not all holdings are for the actual title (screenshot).

   Primo has a good solution for this - they added a header after the 'real' inventory and listed the related inventory below that. As the View It window in Primo and the availability in Leganto are both taken from Alma, we would like Ex Libris to add the Primo Indicator for Leganto, too.

   When setting the "primo availability for citations added from primo" parameter to false, related records are displayed for citations in Leganto.

   In theory this is great - for books and their ebook version as those are more or less the same thing.

   Where it gets problematic are cases where a textbook and its corresponding exercise book are related. Leganto just mixes the inventory without giving any indication that not all holdings are for the actual title (screenshot).

   Primo has a good solution for this - they added a header after the 'real' inventory and listed the related inventory below that.… more

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4. Allow multiple tags to be added to a Leganto Questions response

   Currently you can only add one tag per response to a Leganto Question. We would like to be able to add multiple tags per response to improve messaging for our users.

   As an example, we use Leganto Questions to ask if a print book is key/essential reading, and add a "Key reading" tag if it is. If a print book is key reading on a list we will also start a process to buy an ebook, and we'd like to add a second tag to reflect this.

   This change would help academic staff to see which items on a list are outstanding, especially if items have been added by other colleagues.

   Currently you can only add one tag per response to a Leganto Question. We would like to be able to add multiple tags per response to improve messaging for our users.

   As an example, we use Leganto Questions to ask if a print book is key/essential reading, and add a "Key reading" tag if it is. If a print book is key reading on a list we will also start a process to buy an ebook, and we'd like to add a second tag to reflect this.

   This change would help academic staff to see which items on a list… more

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5. Improving the in-list searching in Leganto

   When searching for a specific citation in Leganto, there are instances where no results are returned. We recently noticed this happening if the search is mis-spelled, shortened or if a special character is used. This happens even if the special character is in the title of the item.
   It appears to be a very specific search, almost working like a Ctrl+F function rather than being flexible. We use the in-list search function a lot, so it would be great if this could be more flexible to allow for these types of instances.

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6. Reading list comments - alerts removed if comments are deleted

   We receive notification when a comment has been made to a reading list, in both Alma in the Recent Changes tab and in the Reading List Notification (bell).
   However, if the comment is subsequently deleted by the student or instructor no notification is given. We have wasted time searching for comments that do not exist. It would be great to know a comment has been deleted.

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7. 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

   29 votes

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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.

8. Information displayed in Recent Changes of Reading List

   When I delete a citaiton from the reading list, I can see the information about the deleted citaiton from the "Recent Changes" tab of the Reading List in Alma, but I can't see any information other than Title.
   It would be nice to have more detailed citation information (such as ISBN, ISSN and MMS ID) to identify what citations have been removed.

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   14 votes

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9. Can course codes information be sorted from newest to oldest when using Manage Course Association/Rollover a list

   In Leganto, an instructor needs to look up a course when trying to ‘Manage course association’ or ‘Rollover’ a list to a course; however, the course codes information is listed in order from oldest to newest.

   The sorting is inconvenient for them as, in most cases, instructors tend to locate the latest course. We think it will help the instructors if the course information should be default in the order from the most recent course.

   12 votes

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10. Improve searching for citations in Leganto list view

    Searching for citations in Leganto can sometimes show inaccurate and unexpected results.

    For example, if someone tries to use "" to search for an exact phrase, it won't bring up results because "" isn't supported as a search operator. Or, if a book title has a )/?/-/./( in it, including that character in your search won't bring up the book. There is also no support for partial matching on words, e.g. "manage" won't bring up "management".

    This causes confusion for users if they don't understand why results are being affected and can't find resources. We would like searching to be updated to better support users' search behaviour.

    Searching for citations in Leganto can sometimes show inaccurate and unexpected results.

    For example, if someone tries to use "" to search for an exact phrase, it won't bring up results because "" isn't supported as a search operator. Or, if a book title has a )/?/-/./( in it, including that character in your search won't bring up the book. There is also no support for partial matching on words, e.g. "manage" won't bring up "management".

    This causes confusion for users if they don't understand why results are being affected and can't find resources. We would like searching to be… more

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11. Add a librarian/reviewer field to Reading List in Alma

    We would like to have a possibility to add information about librarian/reviewer (a person who is responsible for processing the list) or list coordinator (someone who distributes/assigns lists to reviewers in a particular department) to reading list in Alma. It should be an editable field, available for rollover, and visible in Analytics in Course Reserves Subject Area.

    In the future this information can be used to configure the following auto-assign-workflow: when the list owner sends a list to the library, the list changes its status to Ready for processing, Reviewer/Coordinator is activated as an assignee, and a message about auto-assign is generated and sent out.

    We would like to have a possibility to add information about librarian/reviewer (a person who is responsible for processing the list) or list coordinator (someone who distributes/assigns lists to reviewers in a particular department) to reading list in Alma. It should be an editable field, available for rollover, and visible in Analytics in Course Reserves Subject Area.

    In the future this information can be used to configure the following auto-assign-workflow: when the list owner sends a list to the library, the list changes its status to Ready for processing, Reviewer/Coordinator is activated as an assignee, and a message about auto-assign… more

    40 votes

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12. Quick Notifications to All Faculty

    During the pandemic, we've undergone numerous changes to reserve and library policies and it is cumbersome right now to quickly reach out to all list owners. We want to be able to use Leganto to push notifications quickly and easily to all users to alert them to policy changes.

    2 votes

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13. Allow Leganto to display different general messages to different user groups

    Leganto February 2021 release included an Ideas Exchange introducing:
    “Two new parameters allow you to define when and to whom the value in the general message parameter will display…The new generalmessagerole parameter allows you to specify that the value in the general_message parameter will display only for the user role indicated”

    The University of New South Wales welcomes this enhancement. We believe that the ability to display a different message simultaneously in both Leganto Instructor and Student environments improves this communication functionality further.
    This provides the benefit of varying the wording of messages aimed at differing target groups.

    Do other members of the Community also see a need for this?”

    Leganto February 2021 release included an Ideas Exchange introducing:
    “Two new parameters allow you to define when and to whom the value in the general message parameter will display…The new generalmessagerole parameter allows you to specify that the value in the general_message parameter will display only for the user role indicated”

    The University of New South Wales welcomes this enhancement. We believe that the ability to display a different message simultaneously in both Leganto Instructor and Student environments improves this communication functionality further.
    This provides the benefit of varying the wording of messages aimed at differing target groups.

    … more

    45 votes

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14. Importance tags - limit to one per citation

    We use importance tags to inform our purchasing, but often encounter citations which have been given multiple tags. We would find it useful to be able to configure the system to allow only one importance tag per citation.

    49 votes

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15. Add a campus facet in list overview

    We would like "Campus" to be a facet in the Reading list overview in Alma.

    4 votes

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16. Merge reading lists in Leganto

    Being able to easily merge content from different list to one list - without Section text/info and notes. E.g. relevant if you want to get a complete picture of all of the literature being used a one semester/programme

    6 votes

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17. Report of instructors having opted in or out for notifications

    In Leganto, instructors can opt in or out to receive email notifications on events. In order to know to what degree we can rely on these for communications (and under what circumstances we need to approach the instructor by other means) we would like to create a report in Analytics (or in Alma) to see which instructors have opted in or out.

    44 votes

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18. Assign citation tasks to others

    Tasks in the reading list tasklist have a "Reassign" option, but this isn't available for tasks in the citation tasklist.

    Some of our tasklists are for specific functionalities, but others might be either a copyright request or a short loan request - these are dealt with by different teams. Our copyright person needs to be able to work through the list and assign a task to herself if it's copyright-related, but also to assign a task to a short-loan person if it's for them. (And vice versa.) This would let her clear her own view of the list so it's easy to tell what's new.

    Tasks in the reading list tasklist have a "Reassign" option, but this isn't available for tasks in the citation tasklist.

    Some of our tasklists are for specific functionalities, but others might be either a copyright request or a short loan request - these are dealt with by different teams. Our copyright person needs to be able to work through the list and assign a task to herself if it's copyright-related, but also to assign a task to a short-loan person if it's for them. (And vice versa.) This would let her clear her own view of the list so it's… more

    8 votes

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19. Limit the number of times an importance tag can be used on a reading list

    We would find it very useful to set a limit on the number of times a tag can be used on a list – for example to configure tags so that only one item per reading list can be tagged as Core. We use this tag to flag items requested for our eTextbook Programme and this would help us avoid the issue of multiple Core-tagged items.

    30 votes

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20. Enable the system to give you an alert if you suppress an item on a reading list

    It would be good to know when you are suppressing an item that is on a reading list so you know either not to suppress it or replace it with another copy if one is lost or missing. Similar to when you withdraw or delete an item

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