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    Searching the Rialto Marketplace

    Any user role that can access the Rialto Marketplace can perform a search in the Rialto Marketplace and place items in the Rialto Marketplace shopping cart.

    The Rialto Marketplace search enables you to search across all content types and across the entire Rialto catalog. This is the best place to start if you want to search for a known title. You can search by keywords, title, author, or ISBN. 

    If you are not searching for a particular title, but would want to see what is available in particular topics of your interest, you can create a recommendations feed and configure it to display offers in your desired topics, ranked in accordance to your preferences. For more information, see Viewing Feed Results
    Rialto Marketplace intuitively displays the search results grouped by work, where each work can be broken down to subsistent individual offers. For details, see Works vs. Offers
    Once you have selected the offers you are interested in, you can place them in the shopping cart or add them to a list.

    Rialto Marketplace also matches the titles you are searching for to titles already owned by your institution, and provides you with full holdings information, to help you make purchasing decisions on the fly. See Locating Offers that Match your Holdings

    For more information, see Search Guide.

    Searching the Marketplace

    Basic Search

    Searching the Rialto market is available from the persistent search box located at the top of every page.

    To search in Rialto Marketplace:

    Select the "Market Search" link in the Rialto menu (Market Market Market Search).
    Market Search link in menu.png

    OR Go to the persistent search box, and select the search type "Market" from the drop-down list. Your last search option is your default for the next time you log in to Alma.

    Market search type in persistent search box.png

    In the second drop-down list of the persistent search box, select the field by which to search. You can select the following options:

    • Keyword: Indicate a keyword. Rialto finds any values with the keywords in the title, author name, publication year, and series title. For example, searching for "Harry Potter Rowling 2020" finds all works with "Harry Potter" in the title and with Rowling as the author released in 2020. 

      You cannot search by a partial ISBN number. Search by a full ISBN number in conjunction with another search criteria. 

    • Title: Search by a full title or a part of title.
    • Author: Search by full name of author, or any part of the name.
    • ISBN: Search by full ISBN (10 or 13 digit). You can search for multiple ISBNs at one time (the amount of ISBNs that you can search for is limited to 256 characters in total). To do so, enter the ISBN's into "ISBN" marketplace search with a comma placed between number sets.
    For detailed instructions on using other options within the persistent search box, see Searching in Alma.
    Market search results.png
    The Marketplace search results

    Advanced Search

    The Advanced Search experience can be accessed from the side navigation panel (Market > Market > Advanced Search)

    advanced_search_side_panel.png

    or from the spyglass found next to the persistent search box (market must be selected from the persistent search box too).

    advanced_search_spyglass.png

    When the advanced search panel opens, you can perform your search using any of the conditions from our query builder, listed on the Managing Recommendations Profiles and Feeds page, under Criteria Included in the Recommendations Profile. 

    Narrowing Down your Results by Facets

    If needed, narrow down your results list using the Facets panel on the left side of the page. For details, see Working with Facets
    The display of facet values is dynamic and reflects only the values that belong to offers available in the current search results. For example, if you do not see any offers with the 'Single User' type of license in your feed, this means that Rialto did not find offers with this license type in the Marketplace catalog. 

    When No Results Were Found

    When you perform a search that fails, a No Results is displayed to remind you some of the actions that you may take to simplify your query. The text is "Try checking your spelling and the search category, or remove an active filter."

    Other suggestions for refining your search include:

    • Search with Title and Author as keywords.
    • When entering a title with punctuation into the Search box - strip punctuation, especially characters such as colons, apostrophes, etc.
    • When entering a title with diacritics and umlauts into the Search box - strip them from the words. 
    • When entering a long title, try shortening it to only a section of it. 

    Works vs. Offers

    An important part of the Marketplace search is the hierarchical grouping of the search results into Works and Offers. This eliminates duplication in the search results and logically organizes the different editions and formats of the same title together in the Detail pane.
    A Work represents one piece of intellectual content, a creative work of a certain type, across all formats, publishing years, etc. An offer is an individual purchase option of the work. Each work can have one or more offers, while each offer is associated with only one creative work. 
    For example:
    • Screenplays, movies, books, and soundtracks are all different works, since their content types are different.
    • The physical edition of a title and the electronic edition are different offers for the same work.
    • The first edition of a book and the third edition are different offers for the same work.
    When you view search results, the results are grouped by work, where each work may contain one or multiple offers. From the work you can open a Details page for each individual offer, with clear navigation to the other offers in the same work.  

    Viewing Offers of a Work

    From the Work you can easily open the full list of its offers. All the offers are displayed on the Details page. This is a split page, displaying the offer and its details side-by-side. 

    To view offer details:
    1. From the search results list, do one of the following:
      • To view all existing offers, select the work or select View all offers on the right-hand side of the offer.
      • To view a specific type of offer (print, electronic or other), select the type of the offer you'd like to view. 
      offers from work.png
      Viewing offers of a work
    2. If needed, use the Sort dropdown above the list to sort the offers by publication year or price, in ascending or descending order.
      If a customer parameter is enabled, you can sort by the ranking profiles defined in your system instead of by publication year and price. This enables you to  save time while identifying preferred materials.
      This sorting ability is disabled by default. To enable it for your institution, contact Ex Libris Customer Support.
    3. Select the desired offer to view its details.

    Identifying your Holdings in the Market

    One of Rialto most powerful features is the Holdings panel that allows you to identify marketplace offers that match the titles already owned by your institution. This helps you avoid duplicate purchases of already-owned titles and helps purchase additional copies with the certainty that these copies are the ones needed. 
    For each holdings item, the Holdings panel shows title metadata (title, author name, year published and publisher, ISBN), the shelving location and the expanded inventory information, including the total number of copies owned and the number of currently available (not signed-out) copies out of the total number. This provides an indication of how popular this title is and helps you decide if additional copies may be required. Note that the Holdings count is based on the available MMS matches, not the number of found titles. Thus the total number of any print and electronic matches that are not in use might not add up to the actual number of holdings.
    Viewing held offers:

    In the search results, select the offer that has the "In your institution" badge. The Details page opens displaying all the search results. Note, Rialto will search for holdings on the Details pages, even when the badge is not present on the work level. 

    If any offers already owned by your institution were found, the Holdings panel opens to the right, displaying all the titles already owned by your institution. 

    Depending on the number of items in the offer results, the Holdings panel may take a moment to load. This is because Rialto is searching within your holdings for any recent additions that match the search.

    holdings_view_3.png

    The following information is displayed in this panel:

    The offer is held by: Displayed:

    Your institution

    holdings in your institution link.png

    • Print items are shown even if they are not available. Select the link to see the details of the holdings record:
    • Electronic portfolios are shown only if they are active. Note: This means that if the item was purchased but not yet activated, other members in a consortia would not know that the item was purchased.

     

    The Network Zone (if applicable to your institution)

    holdings in NZ link.png

    If your institution belongs to a Network Zone, the panel also displays (in a separate section) holdings records available in associated institutions. This search pulls titles that are available in the patron-facing discovery index and may include resources from other institutions that are linked to their Institution Zone, or the Network Zone and Community Zone records.

    When the holdings record is linked to the network, you can select the link to view the record's details. The 'Held By' Details screen opens, where you can see the details of the title held by your institution:Held by screen.png

    Note that in cases where the title is available from the Network Zone to a variety of institutions, the below page opens instead. Select the Available For tab to display the list of institutions that have the availability to see the title:porfolio list for offer held by NZ.png

    If the holdings record is not linked to the NZ, the link in the Holdings panel is disabled. 



    In some cases, the "Available for" statement might appear in the Holdings panel for the specific portfolios. This means that the offer is available as part of the stated inventory network group(s). Only patrons belonging to the group (campus / library / institution in a collaborative network, or a set of these) can access the resource when searching or browsing in Discovery. For electronic holdings, you can see the "Available For" statement applied to a portfolio or inherited from the collection or service in Alma. For more information, see Configuring Distributed Access to Electronic Resources. When the "Available For" statement does not appear in the Holdings panel, this means that the offer is available to all patrons, without any limitations. 

    For e-books, the Holdings panel also displays the access model of e-books. Access model defines how many users can simultaneously access a resource and is available on each portfolio.The access models for which Rialto icons exist display as Rialto icons, and the other access models display the code of the access model, with the ability to view the short description on the model on hover. For more information about access model, see Managing Access Models.

    access model and portfolio in holdings view no highlights.png

    Suppressed Titles in Rialto Holdings

    By default, Rialto is configured to show holdings that are suppressed.  Additionally, titles with suppressed holdings can be excluded from queries used in Title Alerts, Selection Plans, etc.  Some libraries choose to suppress--rather than delete--holdings that are no longer available.  For these libraries, suppressed holdings should not display in Rialto or be factored into queries.

    Rialto can be configured to either hide suppressed holdings from the holdings view and not consider them in holdings queries. This configuration can be accessed by administrators from the new configuration page, under the Other Settings table. 

    Adding Offers to the Shopping Cart 

    Once you identified the offers you are interested in, you can place them in the Rialto Marketplace shopping cart. You can accumulate many offers in the shopping cart, but then you need to check out all of them in one action (see Adding Offers to Shopping Cart and Checking Out).

    To add offers to the shopping cart:

    1. From the search results (persistent search > Market), select the work that you are interested in. The list of individual offers of this work opens. 

    2. Select the offer you want to purchase, and select Add to Cart in the row actions list. 

      Upon clicking Add to Cart, both the work and the offer receive the "In your cart" badge. Other users will see the "In others carts" badge on these work and offer, to prevent duplicate orders. In addition, a confirmation appears in the upper-right corner of your Alma window, and a count indicator on your cart displays the total count of items currently in your cart.

      item added to cart.png

      "In your cart" badge and cart notifications

      To see the names of other users that have the offer in their carts, hover over the "In other carts" badge. 

    3. When you are ready to proceed to checkout, select the Cart cart icon.png icon to open the cart. The cart opens with the offers accumulated so far. To proceed to checkout and to purchase the offers, see Adding to Shopping List and Checking Out

    4. To return to the search results, select the back arrow icon.png Back arrow at the top of the list. 

    Adding Offers to DDA Pool

    The following roles are required to add offers to the DDA pool:

    • Purchasing Operator, Super Selector , Selector

    If your institution is subscribed to a Demand Driven Acquisition (DDA, the same as Patron Driven Acquisition, PDA) agreement with a platform (see Patron Driven Acquisition), the Rialto Marketplace displays the electronic offers eligible for DDA with the DDA icon by the title. 

    DDA icon .png

    If an offer is eligible for DDA, you can add it to the DDA program your library is running with the platform for the offer. This means that once added, the platform monitors the usage of this offer by the patrons. Offers that are accessed more than a certain number of times (the specific number is defined in the PDA agreement) are automatically purchased by your library. Till the moment of purchase, while the offer is accumulating the required number of views, the offer is considered to reside in the DDA pool

    Note that the vendor needs to approve the addition of the title to the DDA pool. This may take from several hours to a few days. In the period prior to vendor approval, the offer is marked with the "Pending DDA" badge in feeds and other lists. 

    Adding Offers to DDA

    The following roles are required to add offers to the DDA pool:

    • Rialto Administrator, Rialto Manager, Purchasing Operator, Super Selector, Selector 

    To add the offer to the DDA pool, you need to specify the ordering library and indicate the fund that will be encumbered once the offer reaches the usage threshold defined in the platform agreement and is purchased.

    In the case you are adding many offers to the DDA pool, you can speed up this process by changing the default option in the row actions list from Add to Cart to Add to DDA for the eligible offers. 

    To add an offer in the DDA pool:

    1. Select an offer that has the DDA icon by the title. The Configure DDA dropdown becomes available at the top of the list. Alternatively, you can select the Configure DDA first.   

      If you do not have one of the roles specified above, the dropdown does not appear. 

    2. Open the Configure DDA option and select the ordering library, fund, and Reporting Codes for this title, then click Apply.

      Adding Reporting Codes enhances internal reporting capabilities.
      Reporting Codes selection in Configure DDA
      Reporting Codes selection in Configure DDA
    3. For a more convenient workflow, you can select the Add to DDA action as default for the current selection. This changes the primary action button from Add to Cart to to Add to DDA. This option works only within your current list of offers. Once you leave the current list of offers, the default option changes back to Add to Cart. 
      For physical offers, the default option stays Add to Cart

      • If you do not have one of the roles specified above, this option does not appear.
      • After you apply your DDA configurations, they remain persistent across the current browser session anywhere in Rialto, on other pages as well. Clearing this selection will clear it everywhere in Rialto. If your browser times out or you sign out of Alma, you will have to repeat your selection.

      Add to DDA as default.png
      Add to DDA as the default option in the row actions list
    4. To add the offer in the DDA pool, select Add to DDA in the row actions list. 
      The offer is added in to the DDA pool, and the Pending DDA badge appears by the offer. 

    5. Once the vendor approves the addition to DDA, the badge changes to In DDA Pool:In DDA pool indication.png

    To view the list of al titles that participate in the DDA pool in your institution, see Viewing Offers in DDA Pool. 
    For removing offers from DDA, see Removing Offers from a DDA Pool

    Adding Offers to DDA Automatically

    In addition to manually adding offers to DDA, DDA-eligible offers can be added to DDA pool automatically, via Selection Plans, if these were defined by your Rialto Administrator. The Selection Plans allow library administration to create a feed of offers to be added to your DDA pool at a chosen frequency. They add a user-defined number of eligible records ('cap') to the pool. For details, see Selection Plans

    The cap on the number of records that can be added to the pool within a single session is defined by the Rialto Administrator within the Selection Plan profile.

    The frequency with which the profile runs is defined by the Rialto Administrator and it can be weekly, bi-weekly, or monthly. 

    Adding Offers to a List

    You can add a single offer to several lists. To add an offer to a list, the list must already exist in the system. For instructions on creating lists, see Working with Lists.

    To add an offer to a list:

    1. From any offer page, select a title you want to add to the list, and select Add to List in the row actions list, and select the list to which to add the offer. 

    2. Once done, the "In your lists" badge appears by the offer and also by the work (note that on the work it can mean that a single offer is included in several lists, or that several offers are each included in a different list). Other users will see the "In others lists" badge on these work and offer, to prevent duplicate work. In addition, a confirmation appears in the upper-right corner of your Alma window.

      in your list indication search .png
      "In your lists" badge on a work, displaying the lists in which offers are included  

      To see the lists in which the offer is included, hover over the "In your lists" badge.

    3. To add the same offer to another list, repeat the above step and select another list.

    4. To return to the search results, select the back arrow icon.png Back arrow at the top of the list.

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