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    Working with Facets

    The following roles are required to use the facets:
    • Rialto Manager, Purchasing Operator, Super Selector, Selector

    When viewing the Rialto Marketplace pages, you can narrow down the results list by using facets. See below for more information on these facets.  

    The Order History page features a different set of facets. They are described on the Monitoring the Order Status page.

    To narrow down your result list:
    1. On any of the pages, select the Facets panel to open it.
      facets panel .png
      The Facets panel
      To close the Facets panel again, select facet panel close.png at the bottom of the panel. 
    2. Select the values for which you want to see results.

      You can apply the facets one at a time by selecting the facet name, or you may apply multiple facets at once by selecting the checkbox next to the facet name, then clicking Apply at the bottom of the facet lists.

      The following facets are available:
      Facet Appears in Description
      Status EBA plans

      The status of the title in the EBA plan (see Working with Evidence Based Acquisition (EBA)):

      • Auto pinned
      • Manual pinned
      • Dismissed
      • In Review (indicates the pool of items that were not pinned neither dismissed)

      Format 

      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans
      The format of the offer: print, e-book, or other, which includes all the alternative formats, such as various audio and video formats, and offers that include CD-ROMs, maps, music scores, video games, etc. These options will display under the Binding facet. 
      Rule Selection Plans The Selection Plan's rule that triggered the offer to be added to the Selection Plan's feed. 

      Date Added 

      Demand-driven acquisition pool The month that the title was added to DDA ppol,
       Added by Lists Enables to facet by list contributor, to locate offers added by a specific person. 
      Added by File Lists Enables to facet by upload file name, to locate offers that were added to the list by file upload (see Bulk Search from Uploaded File).
      Added by User Demand-driven acquisition pool The user who added the title to the DDA pool. Users that were since deleted from the system appear as 'Deleted', with their ID number, to make it easier to distinguish between them. 
      Added by Selection Plan  Demand-driven acquisition pool The Selection Plan that added the title to the DDA pool. Selection Plans that were since deleted from the system appear as 'Deleted', with their ID number. 
      Binding
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      The type of binding of the offer. Rialto supports over one 120 binding options, any of which could display here, regardless of the format selected. 
      Publisher
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans

      The publisher of the offer. 

      New for April! The two toggles Reprint and Self-Published allow to refine results by publisher type as a category, and not per publisher.

      Platform 

      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans

      The electronic platform on which the offer is made available. Rialto holds all available platforms in ProQuest, and will continue to grow to provide a vendor-neutral marketplace. 

      When browsing electronic titles, "Subscribed Platforms only" is applied in the Facets panel by default. This limits the results to platforms that already have a license in place. Select this toggle off to see all electronic content existing in the Marketplace, including content that you cannot purchase or add to DDA. For such content, the Add to Cart and Add to DDA options are grayed-out. 

      Publication Year

      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans

      The year in which the offer was published. 

      The "Not Yet Published" and "Out Of Print" toggles are applied in the Facets panel by default. This includes the not-yet-published and out-of-print offers in search/feed results. Toggle these off to remove offers of these types from the search/feed results. 

      Language
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans
      The language in which the offer is available to purchase. 
      Awards Search results Awards received by the publication. This facet helps you to supply your library with the highest-quality materials.
      Reviews by Source Search results Reviews received by the publication, by reviewer. This facet helps you to supply your library with the highest-quality materials.
      Readership Level 
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans
      The readership level of the offer. Readership levels can be received from the publisher directly, or are applied by the Ex Libris Approval Treatment team. This might lead to some overlap between the levels, so when you apply one level, you might see other levels returned in your results.
      Country of Publication 
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans
      The country of publication of the offer. If needed, the city of publication can be viewed in the offer details. 
      LC Classification 
       
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      The main classes of the Library of Congress classifications. Click on a value to drill down to the next level in the hierarchy:
      LC classification.png
      The hierarchy of LC classifications
      Dewey Classification 
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      Dewey decimal classification levels. You can apply more than one Dewey call number range. You can also query for and refine your search results by numbers to the right of the decimal in the Dewey Decimal System, for more accurately results.
      NLM (National Library of Medicine) Classification 
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      NML classification levels. For details, see NML Classification.
      License 
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans
      The available e-book license types offered by the platforms: Single User, Three User, Concurrent, Unlimited, Non Linear Lending. 
      Interdisciplinary Studies 
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans
      Enter an area of study to include offers that have this as a secondary area of study, in addition to another main one. You can enter several areas of study, separated by comma (,). These values are manually assigned to offers by a ProQuest Record Enhancement team.
      Electronic Book Types 
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans
      The types of e-book titles offered by the platforms, such as Downloadable or DRN-Free. 
    3. In recommendation feeds, you can save your facet selections to the next Rialto sessions. To do this, click Save Changes. If you do not save the changes, your facet selections will not be carried over to future sessions. 

      The Save Changes option is available only on the Recommendation Feed page, because presumably on the other pages you would want to see different results on each session. 

    To clear the facet selection:
    • The facets currently used to filter your list are displayed at the top of the Facets panel. Clear the facets you want to remove.
      Your list changes to display only titles matching the current facet selections.
      refine feed by facets.jpg

    Excluding Facets

    In addition to include results by selecting specific categories, Users are able to exclude selected categories from the results within facets. Selecting the checkbox at the end of each category listed in each facet excludes the category from the results. Each excluded facet category will be displayed at the top of the facet panel with an Exclude_Facet_icon_selected.png icon.

    The exclude facets option is enabled in all pages with facets except My Feeds! The My Feeds page can already perform exclusions in the query that pertains to the specific feed.

    Exclude_Facet_Categories_selected.png

    Excluding Facets - Categories Selected

    Saving Selected Facets and Sort Selections for Future Sessions

    From search results, on the Orders Awaiting Approval page, the cart, and now New for June 2022 lists, you can save the selections made to the facet selections and sorting selections for future sessions. On the Order History page, this applies only to the facets, as there is no sorting there. 

    To save selected facets and sort selections for future sessions:
    1. Make your selections in the Facets pane and select Save facets
    2. In the Sort by control, select the desired option. 
      sticky facets and sort selections in cart and oaatl.PNG
    3. To clear all facets, select Clear all and then Save facets
      To change the selected sort selection, just change it. You selection will be remembered for future sessions. 
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