Marketplace Actions
When you identify a relevant offer, either via basic or advanced search, you can take further action by either sharing it with a colleague or creating a purchase request. Sharing offers via email is available to all Rialto Search users; creating a purchase request requires specific Alma permissions.
Sharing Offers via Email
You can share an offer with colleagues within your institution by sending it via email.
- Locate the desired offer.
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Select Share in Email. This action is available at the offer level (see Works vs. Offers) and can be accessed from both the brief view and the item’s Details pane.
Share in Email in the brief view
Share in Email in the Details pane - The Share in Email pop-up opens. Here, you can:
- Select recipients using the Add User option. Only users within your institution can be selected.
- Enter your message in the Description field.
- (Optional) Select Send me a copy to receive a copy of the email.
- Select Send.
If you do not have the Purchase Request Operator role, the Share in Email button is the main action when viewing an offer, instead of Create Purchase Requests. This applies to both the brief view and the Details pane.
Creating a Purchase Request
The option to create a purchase request is available only to users with the Purchase Request Operator role. For details, see Working with Purchase Requests.
- Locate the desired offer.
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Select Create Purchase Requests. This action is available at the offer level (see Works vs. Offers) and can be accessed from both the brief results view and the item’s Details pane.
Create Purchase Requests in the brief view
Create Purchase Requests in the Details pane - The Purchase Request form opens. The form is divided into two expandable sections: Resource Information and Request Attributes. Many fields across the two sections are prefilled, and some are optional (required fields are marked with a red asterisk). Fill out the form.
- After completing the form, select Save.
- A confirmation notification is displayed, and the request is submitted for review by the staff responsible for purchasing.
Although not all fields in the Purchase Request form are mandatory, providing as many details as you can helps ensure the request is processed accurately and efficiently.