Staff documentation needs (reuse ExLibris content)
Processing physical reserves when faculty member put request into Leganto
Processing physical reserves when faculty member hasn’t put request in
Processing physical reserves when faculty member is not using of using Canvas
Only option to see reserves is Summon
Managing copyright clearance
Managing faculty personal copies
Managing broken links
Default behavior for different types of citations
You can expect 4 different types of citations to be submitted by faculty. This is the terminology that Ex Libris uses.
Physical - physical material (books, scores, physical DVDs). These default to being created as BeingPrepared. That is the status prior to ReadyForProcessing.
Digitization Request - these citations occur when a faculty member finds a physical item and requests that it be digitized using Leganto’s built-in form. These will be created as ReadyForProcessing, meaning that they are ready for library staff to take action.
Electronic - these represent electronic materials held in our Alma instance. These records have an MMS ID, and when you view them in Alma, you will see an “electronic” tab for holdings, like the example below. These will commonly, for us, be eBooks. These will be created as Leganto citations with a status of Completed, meaning that no library staff action is necessary to make them visible to students.
PC or CDI citations - these are citations from CDI (CDI stands for “Central Discovery Index.”) For our purposes, CDI is essentially what drives the appearance of articles in Summon. You won’t see these with an MMS ID or article title search in Alma. These will be created as Leganto citations with a status of Completed, meaning that no library staff action is necessary to make them visible to students.
There are also digital citations that can be created, but are not yet in use at Duke. (Digital refers to citations held in Alma Digital, which is not yet implemented.)
Process when a new reading list comes in from a faculty member via Leganto
If a reading list is brand new, it will appear as an Unassigned task when it first arrives in Alma. You can view it via the Tasks widget on your home page:
To assign a reading list:
Click Unassigned from the tasks widget to view the list of tasks.
From the More actions menu, choose View in Leganto
From the Leganto view of the list, choose List info
Under the “Description” field, you should see where the faculty member wants the reserves to be held.
Return to the Alma view of the reading list. From the More actions menu, select Reassign.
From the Reassign box, select the person who should work on the list. Include an explanatory note, and click Send as email so a notice is generated.
Lilly or Bishop’s House: David Felton
Music: Sarah Griffin
Perkins or any other library listed: Jeremy Martin
If no library location is indicated:
TBD - this process needs to be determined. You’ll need to contact the faculty member to find out where they want their reserves to go.
Jeremy Martin (he/him/his) David Felton Sarah Griffin