The following roles are required to work with lists:
- Create, edit, share, and delete lists: Purchasing Operator, Super Selector, Selector
- Add offers to lists: 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).
- Creating lists
- Adding offers from list to the shopping cart
- Editing lists, including modifying name and description, adding offers to another list, moving offers between lists, and removing offers from lists
- Sharing lists with other users
- Once the list was created, adding offers to the list from My Lists page, search results, or recommendations feed
- Adding offers to DDA pools for electronic offers
- Deleting lists
To create lists:
On the My Lists page (Market > My Lists > My Lists), select Create New List. The List Name Placeholder page opens.
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:
From the search results or the recommendation feed, select the offers you want to add to the list, and 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.
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 lists" badge on a work
To add the same offer to another list, repeat the above steps, select Add to List and select the other list.
To return to the search results or the recommendation feed, select the Back arrow at the top of the list.
Sharing Lists with Other Users
Now users can share their lists with other selected staff, so that they have can 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:
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.
Expand the List right-hand panel to see its information.
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.
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:
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.
You can do the following on the page:
|Modify name and description||
Modify the name and description. Then click elsewhere on the page to save your changes.
|Add offer to another 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||
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:
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||
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:
From the My Lists page (Market > My Lists > My Lists), select the offers you want to purchase.
- 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.
Repeat this for as many offers as you need to add to cart.
When you are ready to proceed to checkout, select the Cart icon to open the cart. The cart opens with the titles accumulated in it so far.
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.
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.
Adding Offers to DDA
To add the offer in 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:
Select an offer that has the DDA icon by the title. The Configure DDA Library and Fund option becomes available at the top of the list.
Open the Configure DDA Library and Fund option and select the ordering library and fund for this title, then click Apply.
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.Add to DDA as the default option in the row actions list
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 In DDA Pool badge appears by the offer:
Adding Offers to DDA Automatically
In addition to manually adding offers to DDA, DDA-eligible offers can be added to DDA pool automatically, via DDA feeds, if these were defined by your Rialto Administrator. The feeds run weekly and add an user-defined number of eligible records ('cap') to the pool. For details, see Managing DDA Profiles.
The cap on the number of records that can be added to the pool within a single session is defined by the Rialto Administrator in the DDA profile.
The frequency with which the profile runs is defined in the system and cannot be modified.
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.
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.