Rialto Selection Plans

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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.png

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.

Rialto SP and Rialto Run Measures
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.

Rialto SP Details
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.

Rialto SP Rule Details
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.

Rialto SP History Details
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.

Rialto SP History Rule Details
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.

Rialto SP Rule Library
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

Rialto SP Rule Funds
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: Ledger Summary Allocated
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.

Rialto Run Details
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.

Rialto SP Run Date
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: Current Academic Year (determined according to your country. For more information, see Current Academic Year. Current Fiscal Year Current Month Current Year Last 3 Months Last 30 Days Last 365 Days Last 7 Days Older than 30 Days Older than 60 Days Older than 7 Days Older than 90 Days Previous Complete 12 Months Previous Complete 24 Months Previous Complete Two Years Previous Fiscal Year Previous Month Previous Year Two Fiscal Years Ago Two Years Ago
Rialto Run Date	The date the run occurred in a date format such as 2/29/2014.

Institution

The shared Institution dimension allows the Network Zone to view reports according to institution. If an analytics report is run from the Network Zone in a collaborative network implementing a Network Zone, all member institutions are included in the report for Institution Code and Institution Name. If an analytics report is run from an institution that is not part of a collaborative network implementing a Network Zone, only the single institution from which the report is run is included in the report for Institution Code and Institution Name.

Reports involving data across a collaborative network implementing a Network Zone may take longer to run than reports within one institution.

This dimension is available in every subject area. It contains the following fields:

Institution
Field	Description	Additional information	Data Type	Data Size
Institution Code	The code of the institution.	Configured from: Configuration > General > Add a Library or Edit Library Information > Summary tab. The label in Alma is Code located on the right pane.	VARCHAR	50
Institution Name	The name of the institution.	Configured from: Configuration > General > Add a Library or Edit Library Information > Summary tab. The label in Alma is Organization unit name.	VARCHAR	255
Institution Address Line 1	The first line of the address of the institution. It usually includes the building number and the street name.	Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma is Address Line 1.	VARCHAR	1000
Institution City	The city of the institution.	Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma is City.	VARCHAR	255
Institution State Province	The state or province of the institution.	Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma is State/Province.	VARCHAR	320
Institution Country	The country of the institution.	Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma is Country.	VARCHAR	320
Institution Postal Code	The postal code of the institution.	Configured from: Configuration > General > Add a Library or Edit Library Information > Contact Information tab. This is taken from the address configured as the Preferred address. The label in Alma is Postal code.	VARCHAR	200
Institution Timezone	The timezone of the institution.	The timezone is set during implementation.	VARCHAR	255
Data Available As Of	When the institution data became available in analytics.	Displayed at the bottom of the main Analytics menu.	VARCHAR	255
Data Updated As Of	When the institution data was taken from the Alma database.	Displayed at the bottom of the main Analytics menu.	VARCHAR	255