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    Leganto Integration

    Being layered within Alma, Rialto enables libraries that use Leganto to view reading list and course information throughout the system, enabling for more streamlined workflows across products. 

    Rialto supports the ability to:

    • View reading list information within search results
    • Purchase a title directly from a reading list or citation
    • View reading list information within facets on cart pages

    View Reading List Information Within Search Results

    All Rialto users, when viewing marketplace results, will know when a title is on an active or future reading list. Similar to the holdings display, reading lists are searched in real time with market title information, and matching citations are displayed within a new Courses section in the holdings area. The Courses section includes:

    • Linked citations (with MMSIDs) and unlinked "Book" citations (only metadata including ISBN).
    • All "active" and "future" courses the citation appears in:
      (active courses have a start date in the past and end date in the future; future courses have start and end dates in the future).
      • Citation Status
      • Number of participants in the course
      • Tags attached to each citation (configurable per institution).
      • Link out to the citation that opens in a panel on the page. 

    reading_list_in_panel.png

     

    Individual offers with reading list citations display a "Reading List" badge once added to a cart or a list, via the library activity link.

    reading_list_badge.png

    As the title identified from a market search is not directly linked to any citation, once a title has been purchased, library staff with permissions to edit citations will need to take action on the related citation(s). To search the market directly from a citation or reading list item (for full workflow) see Searching and Purchasing from Reading Lists/Citations.

    Searching and Purchasing From Reading Lists/Citations

    The following roles are required to search reading and citation lists:

    • Course Reserves Operator/Manager attached to a course department
    • Course Reserves Viewer (read-only access)
    • Fulfillment Services Operator/Manager attached to a course department

    Users with access to modify reading and citation lists in Alma course reserves have the option to search the marketplace directly from the lists and place an order, without having to break their workflow. Similar to searching from a purchase request, a new button "Search in market" displays for each citation. 

    When the search button is selected, the catalog of available titles in the Rialto marketplace are searched using the information provided (title, author, and/or ISBN). On page load, when the title is available, your are then presented with the available offers. To aid in selection, the course information is present, as well as the holdings panel that displays any local or network zone holding matches.

    When the desired offer is identified, selecting the Link and Add to Cart ensures the record is linked when purchased. The item is placed in your cart, and a badge appears on this offer throughout the marketplace so that other users are aware it is being worked on by another staff member.

    Searching Reading and Citation Lists

    To search a Reading or Citation List:

    1. For Reading List - Select Fulfillment > Reading Lists. In the Reading Lists Task List page, select the Unassigned tab. Select an entry you want to work with. In the elliptical drop menu, select Work On. In the Edit Reading List page, continue to step 2.

      For Citation Lists - Select Fulfillment > Citations. In the Edit Citations page, continue with step 2.

    2. Select Search in market in the row actions. You are taken to the Rialto Market search. If Search in market does not appear as a main action, you can access it from the ellipses, or configure it to display as a main action from the cog on the page.  

      Search in market button in the Edit Reading Lists page

      Edit Reading List page
      .pngRialto displays all the works found that match the request.
    3. Select the work to see all the existing offers of this work that are available for purchasing. 

      If no matching works were found, modify the search and try matching by keywords in the search box. 

    4. You can narrow down your results list using the Facets panel on the left side of the page. For details, see Working with Facets.

      The facet values that appear in the facets list are displayed dynamically and reflect only the values that belong to offers available in the list. For example, if you do not see any offers with the 'Single User' type of license in your Facets list, this means that you do not have offers with this license type in the offers list. 

    5. The Purchase Request panel displays the purchase request information. If the purchase request was created via a reading list (see Managing Reading Lists), the course details will also display in the Purchase Request panel. Additionally, the holdings panel opens to display any holdings that match the offer found in the marketplace.

    6. Select the offer that you prefer, and choose one of the two actions - Link and add to cart, or link and add to list.
      • Link and Add to Cart - The offer is linked to the Purchase Request and is also added to your shopping cart.
      • Link and Add to List - The offer is linked to Purchase Request and is moved to the list (either to an existing list or you can create a new list). This allows you to manage the requests in a list and not from the Purchase Request screen.  When the Purchase Request is linked to the list, it becomes assigned to the user who added it to a list, with a status "Request status: In Rialto User List" (see Working with Purchase Requests).
        • Both options will then cause a "Linked Reading List" badge to display on that offer. 
    7. To proceed with submitting the cart for approval and with purchasing the offers contained in it, see Submitting Cart for Approval

    When a Rialto offer is linked to a reading list citation, the reading list citation is updated to reflect the current processing status:

    • In Rialto Cart (when the title is in a cart or awaiting order approval)
    • On order (when the order has been placed)
    • Complete (when the item has been received or activated)
    • Rejected (when the cart item was rejected by a Rialto Manager)
    • Cancelled (when the order was cancelled)

    When a Rialto offer is linked to a reading list citation, the reading list citation no longer displays the Search in Market action.  Instead, it displays a Linked to market offer label.  Clicking this label re-runs the search and enables the user to select a different offer to link the citation to.

    Reading List Information in Cart Facets

    On cart pages (personal carts and the Orders Awaiting Approval page) when an offer is tied to a reading list citation, the following information appears in the facets:

    Facets that may appear when an offer has been submitted from a purchase request
    Created from reading list Displays the count of offers that are associated with a reading lists.
    Requester Displays the requester's name from a reading list with the count of offers they have requested.
    Processing Department If created from a reading list, displays as well as the count of offers the processing have requested.
    Academic Department If created from a reading list, displays the number of offers per department requested.
    Course Campus If created from a reading list, displays the count of offers requested per campus.
    Course Year If created from a reading list, displays the count of offers requested per course year.
    Course Term  If created from a reading list, displays the count of offers per course term.
    Citation Tag  If created from a reading list, displays the count of offers per citation tag used.
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