An optional Allow Duplicate checkbox can be enabled for use in the Cart and Order's Awaiting Approval. When enabled, a checkbox is displayed at the top of all cart values and when checked "allows" items with holdings to be submitted in the order. If a cart item has a holding attached to it and the user did not select the checkbox, a message appears to let the user know the order may not go through after a final holdings check. If you are part of a consortia, Network Zone holdings will also be included in the check.

On cart confirmation, after all holdings have been identified, you are prompted to check the box to allow the order to proceed or remove the item from the cart. 

This feature can be enabled or disabled by system administrators from Other Settings table on the Rialto Configuration page. 

Select the fund that will be encumbered. Within the dropdown you can type in the fund name or the fund code, or expand the directory to find the correct one.

Optionally, indicate the name(s) of the patron (institution staff or students) who requested this offer. If you have permissions to access the "Users" menu within Alma, you may also search the interested users field by email address (full address must be entered). 

By default, Rialto will respect your Alma configurations for interested user notification preferences. The default selection of interested user notification options can be defined by the institution in the configuration menu (Configuration Menu > Acquisitions > General > Other Settings). 

Also, If the cart offer was added due to a purchase request, Rialto will reflect the notification method entered there. 

However, once in the cart you can make any modification to the interested user notification types, or add additional interested users. When selecting the interested user, the notification actions can be assigned as follows:

• For electronic items, the "Notify when available" option is selected by default. The system will notify the interested user when the item available.
• For physical items, the "Notify when received" is selected by default, but not "Place on hold". You can select it, if needed. 
• Select notify upon cancellation to send your interested user a message if the order has been cancelled. 

See When is a notification sent to interested users for more information on Alma notifications for interested users. 

For information on interested users in PO lines, see Interested users. 

• if you are a selector, select Internal Note and write any notes about the ordered item to the approver. These notes are not sent to the vendor. 
• If you are an approver, select Note to Vendor and write any notes about the ordered item to the vendor.

  Note to Vendor is a note for ProQuest to review during order processing. This is typically used for print titles. Keep in mind that for ebooks this will delay automatic activation. 

• For physical materials, select Receiving Notes and write any notes you want to populate the "Receiving Note" field in the order line. This note will be visible when receiving the item in Alma.

• No physical processing applies to the order, because the order goes directly to your institution, skipping the processing facility.
• An expedited shipping fee might apply to the order, if configured as part of the Terms of Use. You will see it on the invoice. For details, see Configuring Terms of Use.
• Displaying/Not Displaying of this option is controlled by the following customer parameter:  rialto_rush_checkout_enabled.

Selecting an option from this category allows the selection staff to assign a unique value for acquisitions to filter by on the Orders Awaiting Approval Task List. For more information, please watch the cart routing training. 

• A message indicating that no match has been found, and a new record will be created on checkout for the cart item 

or

• A match to a record already present in the institution zone, available within the community zone, or network zone (depending on library configurations and holdings). 

Rialto will search for records based on title, author, and ISBN from the record as a whole. When a community zone match is found, we will use provider identifiers (when present) to match against the correct collection. The match retrieval also depends on the format of the item in the cart and the record. Rialto will respect matching electronic and print records respectively.

When this feature is enabled, Rialto also prevents brief record creation at the time an offer is added to the cart. 

Enabling or disabling this feature is handled through the customer parameter: "rialto_enable_create_or_match_mms_on_checkout" in Configuration > Market > General > Other Settings. By default, the parameter is set to true.

When an offer in the cart has matched to the Institution or Network Zones, a "Relink" option will be present. If no match has been found a "Manual Link" option is present. When either link is selected, a large sliding panel will open allowing for a repository search. If a match was found in the cart, the panel will display all other record options found within the corresponding zone, so that the approver can quickly locate other options. If no match was found in the cart, then the approver can search the repository for a matching record. 

For example:

• If a match to a record is already present in the institution zone or network zone (depending on library configurations and holdings), users can relink the cart item to an alternate MMS ID during checkout by selecting the Relink button.

• Selecting the Relink button opens the Repository Search in a sliding panel.
• Select the item (Title) to relink to a different MMS ID and click Select.
  The Title is successfully linked to the MMS ID.

• When a record match is not found for a cart item, the purchaser is presented the option to "Manually Link" the cart item to a MMS ID

• The same Repository Search will open where the user can search for an MMS ID to link the cart item to. 

• When a match is not found or selected, a new record is created upon checkout.