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    Working with Lists

    The following roles are required to work with lists:

    • Create, edit, share, and delete lists: Purchasing Operator, Super Selector, Selector 
    • Add offers to lists and create lists from offers: Purchasing Operator, Super Selector, Selector 
    • View all offers in a list: Purchasing Operator, Super Selector, Selector 
    • Add offers from the list to the virtual shopping cart: Rialto Manager, Purchasing Operator, Super Selector, Selector
    • Add offers to the DDA pool: Purchasing Operator, Super Selector , Selector

    Each user creates and views his or her own private lists. If desired, users can share their lists with other users of the institution, in which case the list becomes a collaborative list that all users can view, add offers to, and remove offers from, as well as manage the list users.

    For more information, see List Guide.

    You can manage your lists from the My Lists page (Market > My Lists > My Lists). 

    My lists page.jpg

    My Lists page
    Managing lists includes:

    Creating Lists

    To create lists:

    1. On the My Lists page (Market > My Lists > My Lists), select Create New List.  The List Name Placeholder page opens.
    2. On the right-hand side, enter the name and description for your list and click Save to save your changes. You are returned to the My Lists page. 

    Adding Offers to a List 

    You can add a single offer to several lists.

    To add an offer to a list:

    1. From the search results or the recommendation feed, select the offers you want to add to the list, and select Add to List in the row actions list. Then select the list to which to add the offer.

      The list must already exist in the system. For instructions on creating lists, see Creating Reading Lists.

    2. Once done, the "In your lists" badge appears by the offer and also by the work. (The badge on the work is the same whether it is a single offer included in several lists, or several offers each included in a different list). To see the lists in which the offer is included, hover over the badge.

      in your list indication .png
      "In your lists" badge on a work
    3. To add the same offer to another list, repeat the above steps, select Add to List and select the other list.

    4. Optionally, you can leave leave comments on individual offers, to record why you modified the list and have better communication with other list members. You can reply to others' comments, modify and delete your comments, and also see who left the comment and when. Comments will appear within the Offer Details panel.

      Note that the comments are a feature of lists only, and they do not appear on the item where it appears elsewhere, such as in the cart, feeds, etc. 

    5. To return to the search results or the recommendation feed, select the back arrow icon.png Back arrow at the top of the list. 

    Creating a List from an Offer

    You can create a new list from an offer. This allows you to group the offers you are interested in by a category of your choice, on the fly. Upon list creation, the selected offer is added to this list. This is possible on all screens where offers can be added to lists. 

    Once the list is created, you can open it in the My Lists page, provide a description for it, and to share with other users (see Sharing Lists with Other Users). 

    To create a list from an offer:

    1. From the search results or the recommendation feed (or any other page), select the offer you want to add to the list, and select Add to List in the row actions list.

    2. Select Create New List at the bottom of the dropdown. 
      creating a new list from offer list.PNG

    3. Provide the name for the new list and click Add
      The offer is added to the list, and the "In your lists" badge appears on the offer.  

    Sharing Lists with Other Users

    Now users can share their lists with other selected staff, so that they can have awareness of items in each other's lists, or can collaborate on area-overlapping offers to be purchased. All list members can see, add to, and remove offers from the shared list, as well as add and remove list members.  

    Once a list has been shared, all list members will see the shared list in their My Lists page with the 'Shared' visibility:

    My lists page with shared list indicated.jpg

    To share a list:
    1. On the My Lists page (Market > My Lists > My Lists), select the desired list, and select Edit in the row actions list. The List page opens.
    2. Expand the List right-hand panel to see its information.
    3. To share the list, click Add User. To find the desired user, type the sign '@' and then the two first characters of the user's name. Rialto will display all relevant users in the system. 
      shared list right panel.jpg

    List Actions

    Editing lists includes modifying name and description, adding offers to another list, moving offers between lists, and removing offers from lists. 

    In a shared list, all changes made by one user are immediately shared with the other list collaborators. 

    To work with lists:

    1. On the My Lists page (Market > My Lists > My Lists), select the list you want to edit. The list page opens. The page displays the name and description of the list, and the offers associated with it.
    2. You can do the following on the page:
    To: Do:
    Modify name and description

    Modify the name and description. Then click elsewhere on the page to save your changes. 

    Add offer to another list
    • Select the relevant offer, then select Add to List in the row actions list and select the list. 

    Rialto adds the offer to the other list. Open the other list to see this offer there, as well as in the current list. 

    Move offers between lists
    • Select the relevant offer, then select Move to List in the row actions list and select the list. 

    Rialto removes the offer from the current list and adds it to the other list. Open the other list to see the offer there. 

    If you still see the offer in the current list, refresh the screen. 

    Sort and filter offers within the list

    If your list is long, you can do the following: 

    • Filter the list by author, ISBN, title, or keywords. 
    • To save time while identifying preferred materials, sort the list by publication year or price. 
      OR, sort by the ranking profiles defined in your system instead of by publication year and price.

      This sorting ability is disabled by default. To enable it for your institution, contact Ex Libris Customer Support.

    • Narrow down the list by 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 list. For example, if you do not see a certain value in your facets list, this means that you do not have offers with this value in your list. 

    Remove offers from list
    • Select the relevant offer, then select Remove from List in the row actions list. 

    Rialto removes the offer from the list.  

    Adding Offers from List to the Shopping Cart

    Once you selected the offers of the work that you are interested in, you can place them in the virtual shopping cart. You can accumulate many offers in the shopping cart, and then check out all of them in one action.

    Checking out the offer does not automatically remove it from the list. Remove such offers from the list manually to avoid multiple purchases of the same title. 

    To add offers to the shopping cart:

    1. From the My Lists page (Market > My Lists > My Lists), select the offers you want to purchase.

    2. Once you selected the offer, select Add to Cart in the row actions list. 

      Upon clicking Add to Cart, the title receives the "In your cart" badge. 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.

    3. Repeat this for as many offers as you need to add to cart. 

    4. When you are ready to proceed to checkout, select the cart icon.png Cart icon to open the cart. The cart opens with the titles accumulated in it so far.  

    5. To proceed to checkout and purchasing of the offers, see Adding to Shopping Lists and Checking Out Orders.

    Adding Offers to DDA Pool

    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. New for August! 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 case you are adding many offers of a single work in 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 Library and Fund dropdown becomes available at the top of the list.  

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

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

    3. For a more convenient workflow, you can select the Add to DDA action as default for 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 New for August! 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. 

    Deleting Lists

    The number of lists can easily get too long. To make it easier to use them, you can remove the unneeded and unused lists.

    You can delete a list that contains offers; this just means that Rialto removes the list's tag from the offers in your search results or recommendation feeds. You can delete lists one at a time.

    In a shared list, when one of the list members deletes a list, it is deleted only for that member. The other list members continue to use the list. The list is only truly deleted when the final user deletes it.

    To delete a list:
    • On My Lists page (Market > My Lists > My Lists), select Remove in the row actions list. The list is deleted. The tag with the list's name is removed from all offers that were tagged with it.

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