To manage a course’s reading list, you must have one of the following roles:
- Course Reserves Operator/Manager attached to a course department
- Fulfillment Services Operator/Manager attached to a course department
After adding courses, you can manage the reading lists for the courses. A reading list is blank until you add content to it. A typical reading list includes textbooks, additional books, book chapters, journal articles, newspaper articles, or Web sites. Each item on the list is called a citation.
For information on citations, see Managing Citations.
You access reading lists on the Reading Lists Task List page, either by selecting Actions > Reading list for a specific course on the Courses page or through the Alma main menu (Fulfillment > Course Reserves > Reading Lists). This page has Assigned and Unassigned tabs (see Assigned to Me, Unassigned, and Assigned to Others Tabs). You can also open this page by clicking one of the following tasks in the task list (see Tasks in the Task List):
- Reading lists - unassigned (<count>) - View the Unassigned tab
- Reading lists - assigned to me - Ready for processing (<count>) - View the Assigned to Me tab, with the Status filter set to Ready for processing
- Reading lists - unassigned - citation with new note (<count>) - View the Unassigned tab, with the Alert filter set to Citation has a New Note
- Reading lists - assigned to me - citation with a new note (<count>) - View the Assigned to Me tab, with the Alert filter set to Citation has a New Note
Reading List Task List Page
The fields on this pages are as follows (note that not all columns appear by default; select the columns to appear in the list in the Columns dropdown):
- Code - The reading list code
- Status - The reading list status The status does not affect whether the reading list is published in Primo.
- Name - The reading list name
- Academic Department - The course's academic department
- Start Date - The course's start date
- End Date - The course's end date
- Assignee - The user assigned to manage this reading list. (This column is only useful in the Assigned to Others tab.)
- Owner/s - The reading list's owners; ownership is relevant only to Leganto customers (see Configuring Reading List Ownership)
- Due Back Date - The default due back date for th citations on the reading list. This value is inherited from the course.
- Alerts - Alerts about the reading list, if any
On the Reading Lists Task List page, reading lists are managed based on personal assignment (Assigned to Me or Unassigned tabs) and not by their respective courses. To manage reading list assignments, see Releasing and Reassigning a Reading List. Note that only managers can view and reassign reading lists that are assigned to others.
Reading lists can have multiple owners and collaborators. Ownership of a reading list is relevant only in Leganto. For more information, see Managing Reading List Owners and Collaborators.
A reading list can have multiple sections. Sections can be managed only using Leganto. Reading lists created in Alma or using the Alma Web service API have a single default section.
Reading lists can be exported into your course management system using the Alma Web services. For information the relevant Alma Web services, see https://developers.exlibrisgroup.com/alma/apis/courses.
If Leganto is enabled for your institution, instructors can use Leganto to create the reading lists. For more information, see the Leganto Product Overview. After creating the lists, instructors send them to the library for processing. Librarians can use the Alma interface described here to make changes to the lists.
In general, you manage reading lists using the Status and Alerts filters. For more information on these filters, see Managing Citations.
You can define one or more reading lists for a course, based on the reading list material identified by the course instructor. Each reading list is generally specific to a particular topic.
To add a reading list:
- On the Courses page (Fulfillment > Course Reserves > Courses), select Actions > Reading List for the course to which you want to add a reading list. The Course’s Reading List page appears. Course’s Reading List Page
- Click Add Reading List. The Add Reading List dialog box appears. Add Reading List Dialog Box
- Enter the reading list information. A description of the fields appears in the following table:
Add Reading List Fields Field Description Code (Required) The reading list code Name (Required) The reading list name Owners The list is created without any owners. For more information, Managing Reading List Owners and Collaborators. Status The reading list's initial status:
- Being prepared
- Ready for processing
- Being processed
Due back date The due back date for the course's resources. The default date is the course’s end date. For details on managing a course’s due back date, see Managing Reading List Due Back Dates
- Click one of the following:
- Add – Add the reading list and leave the dialog box open to configure additional reading lists.
- Add and Close – Add the reading list and close the dialog box.
- The new reading list appears in the Course’s Reading List page.
You can create a copy of a reading list and modify it, as needed.
To duplicate a reading list:
- On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), select Actions > Duplicate for a reading list. The Edit Reading List page appears. A lists's copyright clearance is reset when it is duplicated.
- Modify the reading list as needed. The fields on this page are described in Adding a Reading List.
When you view a reading list, you cannot make changes to it.
For information on accessing and managing reading lists, see the introductory section in Managing Reading Lists.
To view a reading list:
On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), click the relevant tab and select Actions > View for a reading list. The Edit Reading List page appears, containing details of the reading list.
For details on editing a reading list, see Editing a Reading List.
Once the reading list has been created, you can add the required reading material to it. You can select from resources in the repository, or use the system to suggest and locate an item. You can then edit a reading list to modify the material on the list.
- You can edit only reading lists that are unassigned or assigned to you.
- When you edit a reading list that is unassigned, it becomes assigned to you.
- While you edit a reading list, the reading list is locked and cannot be edited by other library staff.
To associate a reading list with a course or remove the association:
On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), select Actions > Associate this list with a course, select or search for the new course in the pop-up window, and click Change Course Association.
Course Association Pane
To remove a course association, select Actions > Remove associated course.
To edit a reading list:
On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), click the reading list or select Actions > Work on. The Edit Reading List page appears.
Edit Reading List Page
On this page you can manage the reading list using the following actions:
- Edit the reading list parameters, including the Code, Name, Status (the reading list status), and (the default) Due Back Date. The reading list parameter fields are described in Adding a Reading List.
- Manage citations, as described in Managing Citations.
- If your institution has Leganto enabled, you can perform the following Leganto-related tasks (for more information, see Leganto Administration Guide):
- New for May Edit the reading list's visibility. The reading list is visible to students only between the indicated dates (if the list's Publication Status is not Draft). If you enter only a start/end date, then the list is visible only after/before the indicated date.
- Manage Leganto owners or collaborators in the Owners tab (see Configuring Reading List Ownership).
- Edit the reading list's Publication Status for Leganto (this is not the reading list status, but whether and how the list is visible to students in Leganto). The statuses are:
This setting does not affect the reading list's publication status in Primo.
- Draft - The list is not visible to students
- Course Students - Course students (only) can view the list and access the course materials (electronic citations and uploaded files)
- All Students Restricted - All students can view the list as a syllabus, but only course students can access the course materials
- All Students Full - Anyone with a permalink can view the list and access the course materials
- Anyone Restricted - Anyone with a permalink can view the list as a syllabus, but only course students can access the course materials
- Anyone Restricted, All Students Full - Anyone with a permalink can view the list as a syllabus; all students can access the course materials
- Anyone Full - All students can view the list and access the uploaded or electronic citations
- Open this reading list in Leganto - click View in Leganto.
- Add, edit, or delete notes in the Notes tab, as follows:
- To add a note, type your note in the Note field and click Add. The note appears in the list of notes on the page. Select the relevant option in the drop-down at the top of the page (Activate Notes or Dismiss Notes) to either assign notes as active or to dismiss displayed notes. Notes received from a peer member are automatically labeled as Active. Dismissed notes are excluded from the Activate Notes facet, but are still included with their respective requests (they are not deleted).
- For information concerning editing, deleting, and locating notes, see Notes Tab.
- To add a note, type your note in the Note field and click Add. The note appears in the list of notes on the page.
- In the Attachments tab, add, update, or delete attachments for the reading list. For details, see Attachments Tab.
After modifying the Edit Reading List page as required, click Save.
An item shelved at a temporary location can be assigned a due back date either from the Change Item Information tab (see Changing Item Information) or by the bulk items update job (see Change Physical Items). However, when a reading list is attached to a course and an item is moved to a temporary location, the item’s due back date is derived from the course’s end date.
When a due back date arrives, an automatic job picks up items shelved at temporary locations and places a restore request on them. This triggers a process that moves the items back to their permanent location. (Note that at this stage, the descriptive record may be suppressed from publishing or deleted.)
The following procedure describes the process of managing the due back date when a reading list is attached to a course:
- The reading list’s due back date is by default identical to the course’s end date. The due back date can be modified in the Add Reading List dialog box. For details on the fields displayed in the Add Reading List dialog box, see the Add Reading List Fields table in Adding a Reading List.
- Citations are created in the reading list (see Managing Citations).
- If a move request is generated to temporarily move an item linked to a citation and the item moves to the specified location, the item automatically inherits the reading list’s due back date and is labeled with it.
- An automatic job picks up all temporarily moved items and places a Restore request to restore the items to their permanent location when the due back date arrives. For details on this job, see Viewing Restore Request Jobs.
If a reading list citation is linked to an item with a due back date earlier than its own due back date, the Actions > Update move expiry option on the List of Items page advances the item’s due back date to the due back date of the citation’s reading list.
- The due back date of Item A is March 1
- The due back date of Citation B is April 1
- Citation B is temporarily linked to Item A
When selecting Actions > Update move expiry on the List of Items page (see Managing Citation Fulfillment Options), the due back date of Item A updates to April 1.
Reading lists are assigned to Course Reserves Operators/Managers or Fulfillment Services Operators/Managers. You can release an assigned reading list that is assigned to you. This removes the reading list from your tasks.
Only a manager (Course Reserves Manager or Fulfillment Services Manager) can view or reassign a reading list assigned to someone else. Operators can only view and reassign reading lists that are unassigned or assigned to them.
To release an assigned reading list:
On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), select Actions > Release assignment.
The reading list is moved to the Unassigned tab.
To reassign a reading list:
- On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), select Actions > Reassign for a reading list. The Assign to dialog box appears. Assign To Dialog Box
- In the Assign to drop-down list, select the user to whom you want to assign the reading list.
- To notify the new assignee of the reading list task assignment, select Send as e-mail.
- Click Assign To. The name of the new assignee for the reading list appears in the Assignee column.
You can permanently delete a reading list. If you delete a reading list while the course is active, any citation requests that were fulfilled are canceled. Requests that were fulfilled remain at the circulation desk until they are due back.
To delete a reading list:
- On the Reading Lists Task List page (Fulfillment > Course Reserves > Reading Lists), select Actions > Delete for a reading list.
- In the Confirmation Message dialog box, click Confirm. The reading list is deleted from the Course’s Reading List page.