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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.

      Facet sections are sorted alphabetically which enables organizing the information more efficiently. Individual Facet sections can be customized to be displayed in any order suitable for users. For more information on customizing Facets, see Facets Customization.
      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. 

      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 New Titles team. There may some overlap between the levels (one record could fall into multiple categories), so when you apply one level, other levels may be 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
      NLM classification levels. For details, see NLM 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 1U - One-user perpetual license, one (1) user can access the document.
      • Three User 3U - Three-user perpetual license, three (3) users can access the document concurrently. Users will be automatically rolled over to the next available copy if the first one or two are in use.
      • Concurrent/Non Linear Lending - Under these models, titles are not restricted to linear distribution - one patron at a time - but rather they can be lent to any number of patrons concurrently. The number of days used for each loan instance is subtracted from the total number of annual loan days set for the title - for Ebook Central usually 325.
      • Unlimited Access - Unlimited access titles can be accessed by an unlimited number of users at the same time.
      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 the  New Titles 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 (the book is downloadable by the end user) or DRM-Free (these are offers that are free from Digital Restrictions Management and do not require any restrictive technologies). 

      Here you can also filter by DDA (Demand Driven Access) available, and two other DDA models: ATO (Access to Own  - this model is an unique usage-based acquisition model for eBooks, where all spend contributes towards ownership, thus allowing customers to control budget while potentially providing access to a wider pool of titles),  and STL (Short-Term Loan - an Ebook that is made available for the required number of days (depending on the library’s preferences) at a fraction of the book's purchase price.

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

      The Edition Type facet enhances the organization and accessibility of product offerings in the system. The facet includes a diverse set of values that cater to the unique characteristics of each edition, such as:

      • Abridgment 
      • Critical Edition 
      • Limited Edition 
      • New Edition 
      • Newly Published 
      • Reprint 
      • Reprint with New Material 
      • Supplement 
      • Translation

      Edition descriptions will be seamlessly integrated into the existing edition statement line in the offering details, accompanied by relevant edition information from the publisher.

      This enhancement extends to the Quick Browse (QB) functionality, where a new field named "Edition Type" becomes available. The new field empowers users with additional filtering capabilities, allowing them to search for specific editions based on their preferences using the "In/Not In" operator, with values corresponding to those in the Edition Type facet.

      Price
      • Search results
      • Recommendation feeds
      • Lists and Curated lists
      • Purchase requests
      • Demand-driven acquisition pool
      • Selection Plans
      Enables narrowing down search results based on price, ensuring that the displayed offerings fall within specified budgets. The Price facet incorporates free-form check boxes to indicate price ranges and a clickable icon to apply the selected price range.
      • The search results do not update automatically; they only refresh when the user intentionally applies the price range facet.
      • The listed prices will not account for specific customer discounts.
      • Promotional discount - This entry is nested under the Price facet and enables search filtering of titles participating in promotions. This entry enables users to easily identify discounted titles, providing a focused view of items currently on sale. 
    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 lists, you can save the selections made to the facet selections and sorting selections for future sessions. Each page allows for unique preferences, as your goals may be different per page. 

    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. 

    Facets Customization

    Customizing Facets enables users to personalize the facets displayed on each Rialto page, tailoring the experience to their specific needs. By enabling the modification of facets, users can refine search criteria, prioritize relevant filters, and streamline the exploration of content based on individual preferences. This feature aims to enhance the efficiency and precision of search results, providing a more intuitive and customized navigation process for users.

    To customize Facets:
    1. Access any list or Market search results. To the far right, select the configuration icon (Configuration Icon in Rialto).
      The Customization pop-out is displayed.
      Customization Pop-out screen in Rialto
      Customization Pop-out
    2. Select either Facets Customization for User or Institute (if you are a Rialto administrator).
      The Facets Customization Pop-out is displayed.
      Facets Customization Pop-out screen in Rialto
      Facets Customization Pop-out
    3. Customize the Facets as follows:
      1. Drag and drop a Facet name to re-order the list according to your preference and select Apply.
      2. Drag and drop a Facet name in the Hide Facets box to hide a Facet from being displayed. Select Apply.
        Hiding a Facet does not delete a Facet. It simply hides it from being displayed. The hidden Facet is placed in the "Hide Facets" holding cell and can be re-introduced to the list of displayed Facets by dragging and dropping it into the Facet list above. Select Apply.
        Multiple Facets can be placed in the "Hide Facets" box.

        Hide Facets in Rialto
    4. You can reset the displayed Facets to the default setting by selecting Reset to default.
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