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    Administration Overview

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    For information about Leganto, see Introduction to Leganto, Before beginning to work with Leganto, see Pre-Administration Tasks.
    This guide presents the tasks available to administrate Leganto. This guide is intended for the persons who will be administrating Leganto. Both Alma and Leganto must already be installed in your institution. All administration tasks described in this document require a valid login to Alma and are performed in Alma. Your Alma user must have the permissions presented in each section to perform the tasks in that section.
    Administration tasks include:
    • Leganto and Alma share the same database, including user and reading list information. Therefore, many of the management tasks you must perform in Leganto are the same as the management tasks that you would perform in Alma.
    • For example, to create a Leganto user, you must create an Alma user and assign the user the Instructor and/or Patron role. You can have Alma automatically add the Instructor role to instructors assigned to courses imported using the course loader integration profile, but the users must already exist in Alma. See Adding Users. See User Management and Circulation Desk Operations sections for more information on user blocks, loan management, and so on. Note that you must have the relevant user roles to perform the activities in these areas of Alma.
    • To manage courses, reading lists, and citations, see the sections Courses and Reading Lists Workflow, Managing Courses, Managing Reading Lists, and Managing Citations.
    • Reading lists created in Leganto appear in Alma. Reading lists with an assigned owner appear to that owner, and can be found (when published), in Leganto. Changes made to a list in either interface are immediately reflected in the other, although a user may have to refresh the screen to view them.
    • You can schedule the job that emails instructors when notifications are waiting for them in Leganto on the Fulfillment Jobs Configuration page (see Configuring Fulfillment Jobs).

    Introduction to Leganto

    Ex Libris Leganto is an online solution for creating, fulfilling, and viewing course reading lists for instructors, librarians, and students.
    Instructors and librarians can collaboratively create and process reading lists for students. Instructors and/or librarians collect the citations. Instructors can make requests to the librarians who hold, acquire, license, and digitize the citations. Students can easily view and access the citations related to their courses.

    Leganto's Key Features

    Leganto's key features include:
    • Create or copy reading lists that are optionally divided into sections, by chronology or by citation type.
    • Associate lists with courses.
    • Add citations from the library or from other scholarly sources, online bookstores, or many websites.
      You can also import citations in RIS format from a reference management solution, such as RefWorks, or (when enabled) upload citations in Microsoft Word or Excel format and send them directly to the library for processing.
    • View information about each citation: availability, status, other reading lists that contain this citation, and how many users have commented on, viewed, or liked the citation. You can sort, search for, or refresh the citations.
    • View recommendations for related articles that you may want to add to the list (when enabled).
    • Add public tags or notes for students or private tags, notes, or requests to send to librarians.
    • Collaborate with peers to enrich reading lists and keep them up to date.
    • When you are done editing a list, and the library is done fulfilling all of the citations, you can publish the list to your students or to the general public.
    • Additional management tasks: edit, copy, delete, export, or print reading lists, sections, or citations. You can also bookmark reading lists for easy, future access.

    Terminology

    • A course can be associated with multiple reading lists. A reading list does not have to be associated with a course.
    • A reading list can have multiple sections. Sections divide a list into logical or chronological groups, for example by course weeks or by mandatory versus supplementary material. Leganto imports reading list information from a course management system (CMS), such as Moodle or Blackboard.
    • A section can have multiple citations. Citations are book chapters, books, journal articles, videos, or any other material that the instructor wants to include as a resource for the students. Each citation is described by multiple metadata fields.
    • Citations available for, or in, a reading list can also be collected in your personal repository, called My Collection. An item in My Collection is referred to as an item. The same item in a reading list is referred to as a citation.
      Citations in reading lists are copies of (not links to) items in My Collection. In this way, you can have multiple occurrences of the same citation in a section or a reading list, and editing a reading-list citation (for example, requesting a specific material type or changing the metadata) does not affect the item in My Collection.

    Reading List and Citation Statuses

    When you create a new reading list, its initial status is Being Prepared. After you send the list to the library for processing, the list and the citations on it are assigned the status Ready for Processing.
    A librarian can trigger different workflows in Alma to handle citation requests, for example: clear copyrights, acquire a physical copy, photocopy or scan a physical copy or parts of it, or subscribe to an electronic version.
    A reading list has one of the following statuses:
    • Being Prepared - The initial status when an instructor creates a list and is preparing it. The librarian will not process the list at this stage.
    • Ready for Processing - The instructor sent the reading list, or any citation on the list, to the library for processing.
    • Being Processed - A librarian began working on the citations in the reading list.
    • Complete - The librarian finished preparing the reading list. All citations are available to students.
    • Inactive - The reading list is no longer relevant.
    A citation has one of the following statuses:
    • Being Prepared - The initial status.
    • Ready for Processing - The instructor sent the citation (or the entire list) to the library for processing.
    • In Process - A librarian began working on a citation.
    • Complete - The librarian finished preparing the citation and it is ready.
    • Declined - The library was unable to fulfill the request.

    Notifications

    Leganto generates notifications about events. These notifications appear in Leganto and, when configured, may be sent by email to the user. The notifications available to the instructor include:
    • The user was added as a collaborator
    • A citation was added to a list
    • A citation was marked as Complete
    • A citation was declined
    • A student suggested a citation for a list
    • A librarian sent a message about a list
    • A comment was added to a citation
    • A list was published
    • A list, section, or citation was deleted
    The notifications available to a student include:
    • A citation was added to, or removed from, a list
    • A citation's due date was changed
    • A public note was added to a list
    • A comment was added to a citation
    • A public tag was added to a section or citation

    Pre-Administration Tasks

    Leganto must be enabled by Ex Libris Support for you to configure it. Contact Ex Libris to enable Leganto.
    Ex Libris works with you to configure your system before you start to use it, including migrating legacy data (users, courses, readings lists, and/or citations) from any existing course management system.
    If you would like to migrate legacy data at a later time, contact Ex Libris support for assistance.
    For information on working with Leganto in a sandbox environment, see Alma Sandbox Environments.
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