Rialto Selection Plans
The Rialto Selection Plans subject area allows you to make reports about the Rialto Selection Plans and Rules and answer the following business questions:
- What selection plans are available?
- What are the selection plan rules?
- What was budgeted for each rule/selection plan?
- What is the history of the selection plans and rules?
- What is the Cap for the rules?
- How many titles are allowed for DDA?
- What is the cash limit for Purchases?
- What funds are used in the Selection Plans?
Rialto Selection Plans – Star Diagram
Field Descriptions
Rialto Selection Plans – Field Descriptions
Rialto SP and Rialto Run Measures
The Rialto SP and Rialto Run Measures table is a fact table that displays details about current select plans.
Field | Description | Additional Information |
---|---|---|
Rialto Num of Selection Plans | The total number of selection plan created. | This includes selection plans that are active, inactive, or were removed. |
Rialto Num of SP Rules | The total number of rules found within the selection plans. | |
Rialto Run Added to DDA | The total number of titles added to the DDA pool from selection plans. | |
Rialto Run Cash Encumbered | The total amount spent from titles purchased (with a purchase rule) from selection plans. | |
Rialto Run Num of Items Added to List | The count of titles added to a selection plan slip from selection plans. | |
Rialto Run Num of Items Purchased | The count of titles purchased (with a purchase rule) from selection plans. | |
Rialto Run Num of Items Skipped | The number of items that were captured on a snapshot but not either added to the DDA pool, purchased, or added to a selection plan slip on the day the finalization ran. | Typically titles are skipped when their held status changes from snapshot to finalization, or the user dismisses it from the snapshot before the plan finalizes. |
Rialto SP Details
The Rialto SP Details table is a dimension table that displays details about the status and conditions of current selection plans.
Field | Description | Additional Information |
---|---|---|
Rialto SP Active | Indicates if the plan is currently active or not. | |
Rialto SP Create Date | The date the selection plan was created. | |
Rialto SP Lifecycle | The lifecycle of the selection plan. | Possible values are: active, inactive, and deleted (For deleted, the information will still be available) |
Rialto SP Name | The name of the selection plan. | |
Rialto SP Review Day | The day that the selection plan snapshot will finalize. | |
Rialto SP Review Period | The amount of time that the user set as the review period. | |
Rialto SP Status | The current state of the selection plan snapshot. | Possible values are: Not Yet Reviewed, In Review, Generating, Finalizing |
Rialto SP Cap | The limit of items added to a DDA pool or the total amount allowed to be spent from a purchasing rule. |
Rialto SP Rule Details
The Rialto SP Rule Details table is a dimension table that displays details about the current selection plan rules.
Field | Description | Additional Information |
---|---|---|
Rialto SP Rule Enabled | The rules that are enabled for active selection plans. | |
Rialto SP Rule Fund Code | The fund codes that are used for the rules. | |
Rialto SP Rule Lifecycle | The lifecycle of the rule. | Possible values are active, inactive, and deleted (For deleted, the information will still be available) |
Rialto SP Rule Name | The rule names for selection plans. | |
Rialto SP Rule Num of Items | The number of items per rule (top level). | |
Rialto SP Rule Type | The rule operation type. | Possible values are: Purchase, Add to DDA, Send to Selection Plan Slip |
Rialto SP History Details
The Rialto SP History Details table is a dimension table that displays details about the history of selection plan runs.
Field | Description | Additional Information |
---|---|---|
Rialto SP History Name | The name of the selection plan. | |
Rialto SP History Review Day | The date that the plan the selection plan snapshot was finalized. | |
Rialto SP History Review Period | The amount of time that the snapshot was in the review period. | |
Rialto SP Rule History Cap | The total amount of money spent for purchase rules. |
Rialto SP History Rule Details
The Rialto SP History Rule Details table is a dimension table that displays details about the history of selection plan rules.
Field | Description | Additional Information |
---|---|---|
Rialto SP Rule History Enabled | The rules that were active at the time that the selection plan snapshot was finalized. | |
Rialto SP Rule History Fund Code | The fund code that was used at the time that the selection plan snapshot was finalized. | |
Rialto SP Rule History Name | The name of the selection plan rules. | |
Rialto SP Rule History Num of Items | The number of items per rule (historic rules for selection plans that ran). | |
Rialto SP Rule History Type | The rule operations at the time the snapshots was finalized. | Possible values: Purchase, Add to DDA, Send to Selection Plan Slip |
Rialto SP Rule Library
The Rialto SP Rule Library table is a dimension table that displays details about the library that manages acquisitions.
Field | Description | Additional Information |
---|---|---|
Library Code (Active) | The code of active (not deleted) libraries. | |
Library Name (Active) | The library name of active (not deleted) libraries. | |
Library City | The city of the library. | |
Library Country | The country of the library. | |
Library Postal Code | The postal code of the library. | |
Library State Province | The state or province of the library. | |
Library Address Line 1 | The first line of the address of the institution. It usually includes the building number and the street name. |
Rialto SP Rule Funds
The Rialto SP Rule Funds table is a dimension table that displays details about
Field | Description | Additional Information |
---|---|---|
Fund Area Code | The codes defined in the Fund Types table and attributed to funds, for example: Endowed, Gift, General, Grant, Income, and ResourceSharing. | |
Fund Area Description | The description defined in the Fund Types table for the Fund Area Code (Fund Type). | |
Fund Code | The fund or ledger code. | |
Fund Currency | The default unit of currency for the ledger. | |
Fund Description | The description of the fund. | |
Fund External Id | The fund ID in external/legacy systems. | |
Fund Fiscal Period Id | The ID of the fiscal period to which this fund applies. | |
Fund Ledger Id | The ID of the fund ledger. | |
Fund Ledger Name | The name of the fund ledger. | |
Fund Note | Notes that are relevant to the fund. | |
Fund Owner Code | The code of the owning institution or library (see also Fund Owner Name). | |
Fund Owner Name | The name of the owning institution or library. | |
Fund Status | Indicates if the fund is in status active, draft or inactive. It applies to Ledgers, Summary Fund and Allocated Fund. | |
Fund Type | One of the following fund types:
|
|
Parent Fund Code | The code of the parent fund in the Path hierarchy. | |
Parent Fund ID | The unique ID of the parent fund in the Path hierarchy, | |
Parent Fund Name | The name of the parent fund in the Path hierarchy. |
Rialto Run Details
The Rialto Run Details table is a dimension table that displays details about the Rialto run.
Field | Description | Additional Information |
---|---|---|
Rialto Run Status | The status of the Rialto run. | |
Rialto Run ID | The ID of the Rialto run. |
Rialto SP Run Date
The Rialto SP Run Date table is a dimension table that displays details about the date that the selection plans ran.
Field | Description | Additional Information |
---|---|---|
Rialto Run Fiscal Year | The fiscal year of the date in string format such as 2012. | |
Rialto Run Fiscal Year Key | The fiscal year of the date in number format such as 2012. | |
Rialto Run Month | The month of the date in month description format such as February. | |
Rialto Run Month Key | The month of the date in number format such as 2 for February. | |
Rialto Run Year | The year of the date in string format such as 2012. | |
Rialto Run Year Key | The year of the date in number format such as 2012. | |
Rialto Run Date Filter | Used to filter report results by date. | Possible values:
|
Rialto Run Date | The date the run occurred in a date format such as 2/29/2014. |