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    Rialto 2022 Release Notes

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    Click here to view the monthly release and maintenance schedules.

     

    Fund Available Balance 

    December 2022 RialtoNGS-7802

    Rialto users can now view fund balance details on cart offers and orders awaiting approval that includes the sum of orders not yet approved. Previously, the available balance did not account for any unapproved orders (cart items, title alerts, orders awaiting approval) with the same fund applied.

    After applying a fund, Rialto displays the available balance, and the projected balance (the available balance less the summed total of items pending approval under that fund). The projected balance can be expanded to show the following for the applied fund:

    • Available balance: the current available balance for the fund
    • Total amount pending approval: submitted selections awaiting approval using the fund
    • Total for items in the cart: total amount in the cart using the fund
    • Projected balance: balance after pending approvals and cart total have been subtracted from the available balance from this fund.  

    This information is also included in the fund summary at cart confirmation.

    fund_available_balance.png

    Fund Available Balance

    Rialto Menu Option for Advanced Search 

    December 2022 RialtoNGS-7801

    Users can now access the advanced search experience for Rialto from the side navigation. Select Market > Advanced Search to begin. 

    advanced_search_in_side_navigation.png

    Advanced search from side navigation
    See "Searching the Rialto Marketplace" for additional information.

    Search List of Lists 

    December 2022 RialtoNGS-4918

    Rialto users are now able to search for a preferred list, enabling them to quickly find the list they need to take action on. New search options were introduced to search the lists of lists by:

    • List name (for user created lists and curated lists)
    • List description (for user created lists)

    search_list_name.png

    List of Lists

    The results returned are the lists that match the search, not specific offers within the lists.

    Owned by Others Label Revision

    December 2022 RialtoNGS-7915

    The text label, "Owned by others" or "Owned by Me" that applies to Title Alerts is revised. The modified label now reads as, "In others' title alerts" or "In my title alerts".

    JSTOR DDA Now Available in Rialto

    November 2022 Rialto  idea exchange Idea Exchange

    JSTOR’s Demand-Driven Acquisition (DDA) program is now available in Rialto to further streamline your acquisition experience.

    New to the Rialto Marketplace: Unebook 

    November 2022 Rialto

    Librarians can now acquire 20,000 sought-after ebooks from Unebook through the Rialto marketplace. Unebook is the e-distributor for all books, monographs and content published by members of the Spanish Association of University Presses (UNE) and other independent and institutional academic presses from Spain and Latin America. Unebook’s ebook collection primarily focuses on Humanities and Social Sciences content in Spanish.

    Unebook is one of a growing roster of digital marketplace platforms available through Rialto. Acquiring these works directly through Rialto enables librarians to consolidate ordering and invoicing within a single system, saving time and steps.

    Please contact Rialto customer support to enable the new platform, if you are unable to purchase.

    Rialto in Alma Task Widget

    November 2022 Rialto  idea exchange Idea Exchange NGS-7843

    Rialto users are now able to view tasks alongside other tasks in the Alma Tasks dashboard widget and Tasks header. The new Rialto section is displayed in the Alma Tasks dashboard widget and in the Tasks list from the alma header.

    task_widget.png

    Rialto in the Alma task widget

    The new tasks are as follows:

    • Orders awaiting approval (all orders)
      • This field displays the total count of orders awaiting approval, ignoring assignment values and any personal saved facets you may have previously applied
      • On click, this link navigates to the Orders Awaiting Approval page without saved facets
      • Available within the widget to users with the Rialto Manager role
    • Orders awaiting approval (assigned to me)
      • This field displays the count of orders awaiting approval that are assigned to you
      • On click, this link navigates to the Orders Awaiting Approval page with the Assigned to me facet selected
      • Available within the widget to users with the Rialto Manager role
    • Orders awaiting approval (saved facets)
      • This field displays counts of orders awaiting approval with your previously saved facets applied
      • On click, this link navigates to the Orders Awaiting Approval page with your previously saved facets applied
      • Available within the widget to users with the Rialto Manager role
    • Selection plans awaiting review
      • This field displays the count of active selection plan snapshots that may require your review
      • Available within the widget to users that are able to review selection plans 
    • Title alert lists
      • This field displays the count of all title active alert lists assigned to you
      • Available within the widget to all users with title alert access 

    Publisher Lists 

    November 2022 Rialto idea exchange Idea ExchangeNGS-7770

    Rialto now enables administrators to create a list of publishers for other staff to include or exclude from queries. These publisher lists can be applied across multiple selection plans, title alerts, or recommendation feeds. Administrators can create one or more lists of publishers. List creation and modification can be accessed by selecting Publisher Lists from the side navigation under Profiles and Rankings.

    publisher_list_in_navigation.png

    Publisher List page link from side navigation

    publisher_list_create.png

    Publisher Lists page (Manage Publishers)

    The query builder contains a new option Publisher Lists, where all other Rialto users can elect to include or exclude a list from results. 

    publisher_list_in_query_builder.png

    Publisher lists in the query builder

    The list of publishers will be consulted at the time that the query is executed (not only when saving the query).  If the list changes between executions, the most recent list will be used.

    Platform in Order History and Orders Awaiting Approval

    November 2022 Rialto  idea exchange Idea Exchange-4588

    So that users can quickly identify orders by platform, Rialto now supplies users a platform facet to refine orders by from the Order History and Orders Awaiting Approval pages. A platform column with values is also present on export from these pages. 

    platform_order_history.png

    Order History Screen

    Rialto Order Updates in Reading List Citation Alerts

    November 2022 RialtoNGS-7822

    Reading and citation list users are now able to monitor the progress of a Rialto order created from a reading list when viewing that reading list or citation. Rialto linked orders are now updated on the citation as follows:

    • Rialto Order Placed (when the order has been submitted)
    • Rialto Order Complete (when the item has been received or activated)
    • Rialto Order Rejected (when cart item was rejected from orders awaiting approval)
    • Rialto Order Cancelled (when the order is cancelled)

    As many of you already know, Rialto development periodically needs to take a "back seat," and maintenance, cloud infrastructure, and other important tasks need to be handled in order to ensure that Rialto meets the highest standards of performance and high availability. The October 2022 release is devoted to such tasks.

    View All Offers on Feeds Page and Lists

    September 2022 RialtoNGS-7388

    Rialto now enables users to view all offers in a work, and all holdings, without having to exit their current workflow by navigating to another page. When users elect to view all offers in a work, a new panel opens with the offer list for that work (including all badges and information, but no facets). When users select an offer, the full panel displays the offer information.

    View_all.png

    Viewing Offers and Holdings 

    This new behavior can be found when selecting "view all" within the offer details on offers from the Feeds page, Curated Lists, Lists, Cart and Orders Awaiting Approval pages. 

    Additional modifications were made to the Feeds page to support the new "view all" panel. See Feeds page online help

    Search Interested User Field by Email Address

    September 2022 RialtoNGS-4073

    Users are now able to search the interested user field by email address wherever the interested user field appears within Rialto. This enables a more unique means to locate and add users other than by name.

    search_by_email.png

    Search Interested Users by Email

    The full email address must be entered for the search to work.

    Only library staff with permissions to access Alma user information are able to search by email. 

    Searching and Purchasing from Citation and Reading Lists

    September 2022 Rialto idea exchange Idea Exchange

    In testing: Users with access to modify reading and citation lists in Alma course reserves now have an 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 request on a list.

    reading_list_search_button.png

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

    reading_list_search.png

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

    Reading_list_badge.png

    Now the user can continue to checkout, or use the back arrow within the page heading to return to their list and continue to add to the cart. 

    If you are interested in testing this feature, please contact customer support to enable it.

    Automatically Cancel Orders in Alma 

    September 2022 Rialto idea exchange Idea ExchangeNGS-4645

    In testing: Orders cancelled by Rialto now can now automatically cancel the associated PO line in Alma and mark the cancellation reason as "Vendor canceled". Bibliographic records without inventory are deleted according to the manual cancellation logic (for instance, only if they are not linked to another inventory). This follows the standard metadata handling when canceling orders, including handling Institution, Network, and Community Zone situations.

    This functionality is disabled by default and is optional per institution. Please contact customer support to enable it.

    Request Order Cancellation 

    September 2022 Rialto idea exchange Idea ExchangeNGS-2977

    Rialto now enables users to cancel orders from the order history. For any order that is still in process, users are able to cancel the order from the "Cancel Order" button on the order history page.

    cancel_button.png

    Cancel Button

    Upon selecting the button, users are presented with the following confirmation dialogue: "Are you sure you want to request cancellation?" Cancel order requests will be processed automatically as long as the offer is eligible to be cancelled.

    Cancel_confirmation.png

    Cancel Confirmation

    Users can view the cancellation request from the Order History screen. After the cancellation is confirmed, a notification is sent that the order is canceled.

    Rialto Ordering and Invoicing for Electronic Orders

    August 2022 RialtoNGS-????, NGS-????, NGS-????

    Starting in August, we are beginning to move all Rialto libraries to the new ordering and invoicing system for electronic orders. This process is planned through the rest of the year and we will notify you 4 weeks in advance of your move date. These changes will improve your experience in the following ways:

    • Reduced invoice quantity
      • Ability to combine all platform orders in a single invoice
      • Ability to include Ebook Central orders with Rialto orders in a single invoice  
    • Standardized invoice format aligned with ProQuest products
    • Improved ability for ProQuest to proactively manage provider-related ordering issues
    • Invoices available in Alma at the same time as the PDF
    • Prepaid deposit accounts
    • Option to automatically update Alma invoice as PAID when PQ receives payment

    Print orders are not impacted by these changes and you will continue to receive invoices as you do today.

    The following invoicing options are available with the new ordering system: 

    • Frequency can be daily, weekly, or monthly
    • The following fields can be used to combine or separate your invoices
    • Platform
    • Fund
    • Purchase type
    • Ebook Central transactions can be included in your Rialto invoices. This is typically used for DDA, extended access, or upgrade purchases directly in LibCentral

    By default, we will send as few invoices as possible. Invoices will be sent weekly, combining platforms and funds within a single invoice. 

    Deposit accounts are now available for any orders using the new ordering system. They have the following benefits:

    • Self-serve using the ProQuest Invoice Portal
    • Real-time balance tracking, including orders not yet invoiced
    • Ability to add funds to your account at any time
    • Ability to manage which transactions can be paid using the deposit, including Ebook Central transactions

    Over the coming months, all pub-direct platforms will be moving to the new ordering system. Until each platform is moved, invoicing will continue as it was prior to the August release. Once the platform is moved, the above invoicing and deposit functionality will be available.

    With the release of the new ordering system, you will see a change in order statuses for your Rialto orders. You may see the following statuses:

    • Order Received
    • Sent to Provider
    • Fulfilled by Provider
    • Access MARC sent
    • Invoiced
    • Invoice Paid
    • Cancelled
    • Not Yet Published

    Search and Auto-Suggest for Apply Templates

    August 2022 Rialto idea exchange Idea ExchangeNGS-6979

    Rialto now enables libraries to quickly and efficiently search for templates and apply them to the Cart or Orders Awaiting Approval. The enhanced search feature uses predictive text to the Apply Templates function that enhances search efficiency and reduces time spent searching.

    Screen Shot 2022-07-22 at 10.11.15 AM.png

    Apply Templates search function

    Date Last Sold

    August 2022 RialtoNGS-6874

    Users are now able to see the date a title in the market was "Last sold" which adds a better inclination for the title's availability (a title sold more recently is more likely to be easily sourced). The Last sold field will be displayed in the offer details with the date of the last sale.

    When an offer has no date of the last sale, "Unknown" will be displayed in the field.

    Offer details displaying date last sold field

    Date Last sold field displayed in offer details 

    Allow Duplicate Checkbox Added to Cart

    August 2022 Rialto idea exchange Idea ExchangeNGS-7070

    In testing: An optional Allow duplicate checkbox is ready to be enabled for use in the Cart and Order's Awaiting Approval. When enabled, a checkbox is displayed at the top of all cart values and when checked "allows" items with holdings to be submitted in the order. If a cart item has a holding attached to it and the user did not select the checkbox, a message appears to let the user know the order may not go through after a final holdings check. Note, if you are part of a consortia, Network Zone holdings will be included in the check. On cart confirmation, when holdings have been identified, the user is prompted to check the box to allow the order to proceed or remove it from the cart. 

    Screen Shot 2022-07-22 at 1.02.34 PM.png

    "Allow duplicate" checkbox

    Please contact Rialto customer support to enable the "Allow duplicate" feature. 

    New Filters for Publisher values

    August 2022 Rialto

    There are now two fields present in the query builder (used in advanced search, recommendation feeds, title alerts, and selection plans) for you to use to better refine your results when including or excluding publishers. The new fields are "Publisher (contains)" and "Publisher (exact)." The "Publisher (contains)" field allows for you to enter free text for a name value, and when used in a search, will either include or exclude all related values that contain the name entered. The "Publisher (exact)" field requires for you to select an exact name after entering text, and when used in a search, will either include or exclude all the values that fall under the exact text selected. Previously, the publisher field was performing an exact search, so all profiles that utilized the publisher field have been replaced with "Publisher (exact)."

    new_publisher_fields.png

    New Publisher fields

    Exclude Network Holdings for Selection Plans

    August 2022 RialtoNGS-7456

    Rialto now allows universities that are part of a consortia to exclude network holdings from all list results in selection plans. This exclusion process executes both when drawing up the list of plan results for review and when executing the purchase/add to Demand Driven Acquisitions (DDA) actions.

    NZ_exclusion.png

    Network holdings optional exclusion on Selection Plan configuration screen.

    Faculty Title Alerts 

    July 2022 Rialto NGS-7199, NGS-7231, NGS-7237

    Ready for initial testing: Similar to Title Alerts, Faculty Title Alerts is a new feature in Rialto that enables library staff to auto generate lists of titles to be sent to faculty for review. Faculty receives an email notification when a new list is ready. A link inside navigates them to a limited display within Rialto, where they can view and approve the suggested titles from the most recent. Faculty can utilize the internal note field to include pertinent information for ordering. To further streamline purchasing, each offer has cart fields assigned which are pre-configured by library staff when creating the title alert. These cart fields are not visible in the faculty list view, but carry over along with any notes after being submitted. 

    Once faculty have submitted a list for approval, library staff may make edits to the cart fields, and then submit either the title for approval (Selectors) or immediately approve the title (Purchasing operators or Rialto managers) from a new Review faculty-recommended titles page.

    For more information, see Faculty Title Alerts.

    Faculty_View_w_Comments.png

    Review Faculty Recommended Titles

    Title Alerts: Archive and Delete

    July 2022 Rialto NGS-7229

    To prevent Title Alert lists from becoming cluttered, a new Archive action is introduced. Archiving a list run removes it and its contents from being displayed when viewing all titles, and when viewing the list history (unless filtered to display statuses other than "Active"). Faculty are not able to view archived lists, and the Title Alerts badge is removed from all offers when viewing them elsewhere within Rialto.

    Archiving can be performed manually, and will also take place automatically. By default, all list runs are set to archive after six months from their creation date. Archive frequency can be adjusted within the Title Alert configuration screen. 

    Title Alerts Configuration Screen

    Lists can be manually archived from the list itself, or from the list history. 

    Manually archiving the title alert list

    An archived list can be restored if needed from the list history, or the list itself. 

    All archived lists are now deleted one year from their archived date. 

    Title Alerts

    June 2022 Rialto NGS-118

    Title Alerts is a feature in Rialto that enables staff to create lists of titles for review according to a user-defined query and ranking. Differing from recommendation feeds, title alerts create a finite set of titles drawn up at predefined intervals—weekly, biweekly, or monthly. Users can optionally be emailed when new alerts are created.

    Title_alerts.png

    Title alerts may also be:​

    • Managed by individual staff members or shared between multiple staff.

    • Reviewed individually or as a merged list of all alerts. 

    For more information, see Title Alerts.

    Author Affiliation

    June 2022 Rialto NGS-1224

    Rialto now enables selectors a simple way to search for works by authors affiliated with their institution, so that they can purchase material written by their institution's staff. Author Affiliation is now present as a searchable value withing the Query Builder. Select the Author Affiliation field in the Query Builder, and enter the institution name in the search box.

    Author_Affiliation_QB.png

    To aid in validating the results, Author Affiliation now displays in the offer details (when available)

    Author_affiliation_details.png

    For more information see, Managing Recommendation Profiles and Feeds.

     

    Saved Context When Navigating Across Pages  

    June 2022 Rialto

    Now when users browse across multiple pages, when navigating back to the previous page their context will not be lost. E.g.: You are several pages deep in a list, and then click to view all offers in a work group from a "related activity" link. Previously, when navigating back to the list, you were placed on the first page of the list. Now, when navigating back to the list you are taken back to the page you were last on, focused on the offer you viewed in detail. 

     

    Stored Preferences for Lists

    June 2022 Rialto

    Now users can save applied facets in the Facets panel for lists, so that preferred facets are applied on page load in future sessions. Sort selections are also stored, independent of the facet save action, and will remain applied at the page level. This reduces time and clicks when pages reload. 

    stored_preferences_lists.png

    For more information see, Saving Selected Facets and Sort Selections for Future Sessions.

     

    List of Lists View - Display Number of Items in a List

    June 2022 Rialto NGS-4229

    Users are now able to view the total number of items in a list, at a glance, from the List of Lists view, so that they can quickly identify lists that may need attention. On the List of Lists page view, users are presented with a new column for the Number of items in the list. Each row under the column displays the current number of items in the given list.

    List_item_count.png

     

    Activate/Deactivate Rules in a Selection Plan

    June 2022 Rialto NGS-6710

    Selection plan rules have a new Active/Inactive status. Rules may be toggled to inactive. Inactive rules will not retrieve results, and will have no impact on plan results when generating snapshots or on subsequent plan runs while inactive. Inactive rules will also not exclude matched results for later runs.

    A rule's status of Active or Inactive is reflected in the list of rules (alongside name and description).

    inactive_active_rules.png

    For more information see, Selection Plan Management.

    Control Interested User Options

    May 2022 Rialto NGS-6745

    Beginning in May, Rialto will begin to rely on Alma configurations for interested user notification preferences. So, if your institution has configured notification settings for interested users within Alma, Rialto will respect those settings when adding items to the cart through any workflow.

    The default selection of interested user notification options can be defined by the institution in the configuration menu (Configuration Menu > Acquisitions > General > Other Settings). The following customer parameters pertaining to interested users are incorporated by Rialto:
    Parameter The option it controls Default value of parameter
    po_line_hold_item_for_interested_users Hold Item False
    po_line_notify_interested_users_upon_receiving_activation Notify user upon receiving/activation True
    The parameter below is not incorporated in the interested users options in Rialto:
    po_line_notify_interested_users_upon_cancelation Notify upon cancelation False

    For more information on the interested users options, click here.

    Excluding Facets

    May 2022 Rialto NGS-6351

    Previously in Rialto, within the facets found on many pages, users were able to focus or include results by selecting specific categories. Now, in addition to including, 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

    For more information, see: Working with Facets

    Bulk Upload - Results Display

    May 2022 Rialto NGS-6120

    The display of results for completed bulk uploads has been enhanced. The results are now grouped and displayed in three possible result counts, as described below:

    • Exact ISBN match
    • Alternate version
    • Skipped  

    Bulk_Upload_Display_Results.png

    Bulk Upload - Display Results

    Clicking the upload file icon.png button downloads a list of all the ISBNs that were in the uploaded file, alongside their upload status and message, in a .xlsx file.

    The download icon now appears only by the file name and not alongside the individual result tiles.

    Search_Results_Bulk_Upload_XLSX.png

    Results - Bulk Upload

    For more information, see Bulk Search from Uploaded File

    In Testing: Title Alerts

    May 2022 Rialto NGS-6120

    Title Alerts is a new feature in Rialto that will allow staff to create lists of titles for review according to a user defined query and ranking. Differing from recommendation feeds, title alerts create a finite set of titles drawn up at predefined intervals—weekly, biweekly, or monthly. Users can optionally be emailed when new alerts are created.

    Title alerts may also be:​

    • Managed by individual staff members or shared between multiple staff.

    • Reviewed individually or as a merged list of all alerts. 

    • Marked “done” to indicate that they’ve been reviewed​

    If interested in becoming an early tester, please contact your Rialto Customer Success Manager.

    New to the Rialto Marketplace: John Benjamins e-Platform 

    April 2022 Rialto NGS-6431

    Librarians can now acquire 4,000 sought-after ebooks from John Benjamins e-Platform through the Rialto marketplace as of April 4th. John Benjamins is an independent academic publisher specializing in content related to Language and Linguistics, Translation Studies, Cognitive Science, Philosophy, and more. Through the John Benjamins e-Platform, all ebooks are available in a DRM-free, unlimited-user model.

    John Benjamins e-Platform is one of a growing roster of digital marketplace platforms available through Rialto. Acquiring these works directly through Rialto enables librarians to consolidate ordering and invoicing within a single system, saving time and steps.

    Please contact Rialto customer support to enable the new platform, if you are unable to purchase.

    Configuring Institution Mandatory Cart Fields 

    April 2022 Rialto NGS-6494

    The Rialto Administrator can now configure Cart and Orders Awaiting Approval fields as mandatory for order submission, to ensure that certain fields are required with orders by selection and acquisition staff.

    Set Institution Mandatory fields.png

    See Institution-level Cart and Orders Awaiting Approval Task List CustomizationsInstitution-level Customizations of the Orders Awaiting Approval Task List, and Personalized and Institution-level Cart Customization.

    Publisher Toggles for Reprint & Self-Published

    April 2022 Rialto NGS-6120

    New toggles now appear under the Publisher facet: Reprint and Self-Published. Now staff can refine search results, lists, and feeds by publisher type as a category and not per publisher.

    publisher and self published toggles.png

    See Working with Facets

    Matching Method for Upload to List

    April 2022 Rialto NGS-6290

    Now you can select how titles match when uploading to a list, so that you have a better expectation for the outcome of the upload. The possible options are:

    • Exact match to list
      • Only adds a title to the list when it has the same ISBN as the loaded file
      • When multiple offers (e.g., different licenses) exist for an ISBN, the added offer is determined by the selected ranking profile.
    • Best version of a title
      • The ISBN match occurs, then the best offer is determined from the matched work (even when the ISBN is different) by the selected ranking profile.

    matching method on upload list.png

    See Searching in Bulk by Uploaded File.

    Stored Preferences for Search Results

    April 2022 Rialto
    Now users can save applied facets in the Facets panel for search results, so that preferred facets are applied on page load in future sessions. Sort selections are also stored, independent of the facet save action, and will remain applied at the page level. This reduces time and clicks when pages reload. 

    Saved search facets will also apply when searching the market from a purchase request, and vice versa. 

    saved_search_prefrences.png

    See Saving Selected Facets and Sort Selections for Future Sessions

    Advanced Search (Beta) in Rialto Marketplace

    April 2022 Rialto NGS-4492
    Users can now perform advanced searches on any field available in the Query Builder and see results that match all filters in that search. This is the beta version, and additional fields will be introduced soon to support more granular searching.
    Advanced search Market.png

    See Using Advanced Search.

    Bulk Action for 'Create New List'

    April 2022 Rialto NGS-6514

    A new bulk action Create New List now appears on all screens where offers can be added to lists. 

    Continuing the development from March 2022, this option allows you to create a new list from multiple offers at once (see Creating a New List from an Offer). Upon list creation, the selected offers are added to the new list. 

    Enabling/Disabling Cart Templates within the Template Editor

    April 2022 Rialto NGS-6329

    You can now see whether a template is enabled from the Template Editor, while creating/editing the template. When you enable/disable a template via this checkbox, the state of the template is reflected in the toggle in the right pane. 

    In addition, all templates that are created are now enabled by default.

    Default Settings for Interested User in a Cart Template

    April 2022 Rialto NGS-6414

    When adding a interested user to a cart template,  the "Notify when received" value is now selected by default, saving staff additional clicks. You can clear this selection in the template if you choose to. You can also apply or clear the "Place on hold" option as needed. 

    Last Run Date added to Selection Plan List

    April 2022 Rialto

    On the Selection Plan page, users can now see the date that an active plan last ran, so that you know at a glance when the last automated action took place.

    last run on SP.png

    Duplicating Selection Plan Rules

    April 2022 Rialto NGS-6493/span>

    Now users can create a new Selection Plan rule by duplicating an existing rule. This will help to save time and eliminate errors when preforming complex queries exist within rules.

    Profile Captured on Selection Plan History

    April 2022 Rialto NGS-6353

    Now Rialto Administrators can see the query and rules that informed a Selection Plan run when viewing the details from a plan's History. This allows users to track how Selection Plans changed over time.

    To support this, the action Associated Profile Configurations was introduced. 

    associated profile configurations.png

    This information is available only for the runs running from the day of the April 2022 release and on. It is not available for runs that run prior to that date. 

    See Viewing the query and rules for historical runs of the plan and Managing Rialto User Roles.

    Switch to the New Orders Awaiting Approval Task List and Cart

    March 2022 Rialto
    In the March release, all users will be switched to the updated Orders Awaiting Approval and Cart pages. These screens were first released in May and October of 2021, and were previously hidden by a customer parameter, requiring enablement by support. Going forward, all current and newly-onboarded institutions will be using the newer screens. 

    Stored Preferences on the Orders Awaiting Approval Page and Cart

    March 2022 Rialto NGS-5754
    Now users can save applied facets in the Facets panel on the Orders Awaiting Approval Task List and Cart pages, so that preferred facets are applied on page load in future sessions. Sort selections are also stored, independent of the facet save action, and will remain applied at the page level. This reduces time and clicks when pages reload. 

    sticky facets and sort selections in cart and oaatl.PNG

    See Saving Selected Facets and Sort Selections for Future Sessions

    Query Builder Enhanced Display

    March 2022 Rialto NGS-6269

    The Query Builder was enhanced with a more convenient and user-friendly value selector for multi-select fields (such as 'LC Classification', 'Dewey', 'Collection (Beta)' and 'NLM Classification'). This selector provides more room for the longer headings, enables searching for particular terms, and features the Cancel button that brings you to the main screen if you want to quickly cancel the selections you were making. 

    Creating a New List from an Offer 

    March 2022 Rialto NGS-1364

    Staff can now create a new list from an offer, to group the offers they are interested in by a category of their choice on the fly. Upon list creation, the selected offer is added to the list. This is possible on all screens offers can be added to lists. 

    creating a new list from offer list.PNG

    Once the list has been created, you can open it in the My Lists page, provide a description for it, and to share the list with other users. 

    See Creating a List from an OfferRejecting Offers.

    March 2022 Rialto NGS-6258

    A new row action "Link and add to list" was added to offers after searching in the market from the Manage Purchase Request page. Now when you add an offer from a Purchase Request to a list, the purchase request remains linked so that the information is not lost if you choose to manage the request from a list and not the Purchase Request screen. 

    Once the Purchase Request is linked to the list, the "Purchase Request" badge displays on the item, and the Details panel opens on click.

    purchase request link to list.PNG

    Just like when linking and adding to a cart, 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 Purchase Requests).

    The Purchase Request closes automatically when the offer is purchased.

    See Ordering from Purchase Requests.

    Duplicating a Cart Template

    March 2022 Rialto NGS-6327

    Now you can create a new cart template by copying another and making changes to it, in order to save time when creating many templates at once. The new template is created with the name of the previous template + "copy". All other cart values are taken from the source template

    Offer Details Enhanced

    March 2022 Rialto NGS-6253, 6119, 6198

    On the offer Details pane, the following information has been added:

    • Book Type - This will display the type of offer you are evaluating for purchase (map, workbook, dissertation, etc.), so that you can make a more informed decision within Rialto, and do not need to search elsewhere for this information. 
    • Reprint - This is a yes/no field that will indicate when we are aware if a title is a reprint or not.
    • Pagination - This will display the number of pages in the book.
    • ISSN - When part of a series, the ISSN will display here.
    • Illustrations - This will display when books have illustrations, tables, or other visuals.
    • Size - For physical materials, this displays the dimensions of the offer.
    • LC Card Number - when known, the number will display here.

    Modified fields on the Details page:

    • Downloadable - this display will reflect whether the full text, or a chapter in an offer is downloadable. When the title is not downloadable, this shows as "Not available."
    • DRM free - when an item is not DRM free, we now display "Not available" on the line.

    Order History Contains Submitted Cart Values

    March 2022 Rialto NGS-6324

    You can now see additional purchasing information on offers in the Order History page, so you are aware of the values submitted to acquisitions/ProQuest.

    The following information displays under "Purchase Details":

    • Item policy
    • Reporting codes
    • Interested Users
    • Cart Routing
    • Shelf Ready values
    • Notes

    Order history contains submitted cart values.PNG

    New Filter for Publication Type in the Query Builder

    March 2022 Rialto NGS-6119

    A new filter for Publication Type was introduced in the Query Builder. This allows you to exclude or include titles that are known to be reprints or self published, so that you can better refine your feeds and Selection Plans to produce optimal results.
    publication type in query builder.png

    See Managing Recommendation Profiles and Feeds.

    Default POL Types Instead of Hard-coded POL Types

    March 2022 Rialto NGS-5094

    The Rialto Administrator can now control what PO line type is created automatically by Rialto orders, in order to align with institutional policies and Analytics support.

    Today, Rialto creates orders of type "Electronic Book - One Time" and "Print Book - One Time" for all orders based on their material types. Some institutions use alternative POL types (typically "Electronic Title - One Time" and "Physical - One Time", because they provide more flexibility in accommodating non-book materials). When the POL types are disabled, now the customer-defined default order line types are used instead.

    See Enabling/Disabling PO Line Types

    Gale eBooks Available in the Rialto Marketplace for US & Canada

    February 2022 Rialto

    More than 15,000 ebooks from the Gale eBooks platform will be enabled for acquisition through the Rialto marketplace on February 7th, 2022, for libraries in the United States and Canada. This expansion of Rialto offerings is important now more than ever before, as librarians meet the demands from students and faculty for ebooks and other digital media for remote learning. Please contact Rialto customer support to enable the new platform, if you are unable to purchase.

    Gale eBooks cover multidisciplinary subject areas that serve a broad range of needs for academic libraries. Acquiring these works directly through Rialto enables librarians to consolidate ordering and invoicing within a single system, saving time and steps.

    Automatic Enabling of Features

    February 2022 Rialto

    Several new features that previously required assistance from Rialto support to activate are now active by default for all Rialto accounts:

    • Sorting by Ranking - Ranking profiles can now be used to sort offers in the same work (from search) and lists. See Searching the Rialto Marketplace and Working with Lists
    • Notifications - To help staff stay informed, users can now opt into receiving Rialto specific notifications. Notifications display in a new panel accessed from the main navigation. Users have the option to receive pop-up notifications, and/or email messages for all available notification types.  See User Notifications in Rialto for notifications, and Configuring Letters for the email configuration. 

    Online Help Enabled for All Rialto Pages

    February 2022 Rialto

    Online help is now available for all Rialto pages. 

    To open online help, select the Help icon.png icon on the main toolbar, and then select one of the below options:

    • Help for This Page - To open the help page specifically for the Rialto page you have open. 
    • Browse Online Help - To browse online help for all Ex Libris Products.

    Rialto help for this page.png

    For details, see The Alma User Interface

    Saving Facets on the Order History Page

    February 2022 Rialto NGS-4648
    Now users can save applied facets in the Facets panel on the Order History page so that preferred facets are applied on page load of future sessions. This reduces time and clicks when viewing the page.

    saved_facets_order_history.png

    See Saving Selected Facets for Future Sessions

    DDA/STL/ATO Facets

    February 2022 Rialto NGS-802

    Facets for DDA, ATO and STL Acquisition models were added under Electronic Books Types, so that Selectors can readily locate the type of content they want to purchase.
    DDA STL ATO Facets.png

    This will appear in facet panels where offers with these are returned for Search, Feeds, Lists, Selection Plans, DDA pool, and EBA pools. 

    Additional Information for Cart Confirmation Lines

    February 2022 Rialto NGS-5665

    Purchasers can now see the an overwritten call number on offer lines in the Cart Approval screen on the new Cart and Orders Awaiting Approval Task List so that they can confirm cart value applications at glance, without having to navigate away from checkout.

    call number on offer details.png

    Templates Sorted in Alphabetical Order 

    February 2022 Rialto NGS-6282

    Now the list of cart templates is sorted alphabetically to enable customers with a large number of templates finding the right template quickly. 

    alpha_template_sort.png

    See Cart Template Management

    Saved Page Display Preference

    February 2022 Rialto NGS-6038

    Now when viewing listed offers, your display preference is saved per page (Search, Lists, Order History, etc.) after adjusting the panel divider between listed offers and offer details. Future page visits will default to your adjustments per page.

    preferred_display_per_page.png

    See Rialto Page Views

    Bulk Upload Enhancements 

    February 2022 Rialto NGS-5092
    Improvements were made to the bulk upload workflow:
    • A tooltip now indicates the required file type and structure:
      list_upload_tool_tip.png
    • Increased maximum size for file upload, from 70 KB to 30 MB
      • an upload progress bar will display for smaller files under 13 KB.
      • a banner will display on the page for files larger than 13 KB.
      • When uploading files with a large amount of ISBNs, the upload is done by job that runs in the background to prevent timeouts and allow you to continue working with Rialto while the file loads.
    • Pop-up notifications for:
      • Upload completed successfully.
      • Upload failed (file too large or wrong format/file type).
      • Upload aborted (this will appear given Support had to intervene and cancel a large file upload).

    See Bulk Search from Uploaded File.

    Selection Plan - Testing Tab Added

    February 2022 Rialto NGS-5765

    The Test tab, added to the Selection Plan configuration page, allows for individual testing of plan rules to ensure each rule is well-formed. This new action enables testing a Selection Plan base query in conjunction with the ranking profile and a rule, in order to make sure that the combination retrieves the desired results. 

    This test runs only against one selected rule, meaning that it does not exclude results from any preceding rules. For a holistic rules results display, create a Snapshot.

    test tab on selection plan.png

    Testing displays the matching results for the current rule + the base query on the results panel that opens when you select Test.

    See Selection Plan Management.

    Selection Plan - Default Rule Modified

    February 2022 Rialto NGS-5744
    The default rule available for Selection Plans was changed to  "[Available X weeks ago] [less than or equal to] [52]". This provides a better experience for users by reducing clicks and eliminating redundancy for E-only users.
    new default Selection Plan rule.png

    Enhanced Display for Listed Offers

    January 2022 Rialto NGS-5659

    The Offers list was enhanced to display existing information in a clearer way, allowing for improved scanability when evaluating many listed offers.

    listed_offers.png

    Fields that were modified:

    • Icons now appear for Electronic and Physical items instead of the actual words.
    • Icons appear for ATO- and STL-eligible items.
    • Icon appears for items included in a collection. 

    Additional Information in Offer Details

    January 2022 Rialto NGS-5827
    Now Offer Details display additional metadata when provided by the publisher. Elements on the page were rearranged to enhance readability. 

    New fields that were added:

    • "DRM free", "DDA", "ATO", and "STL" all display as "Available" or "Not Available" for enhanced eligibility.
    • "Part of a series" and the series name
    • "Publication date" 
    • "Added to Rialto"  - the date the title was added to the marketplace

    Details pane 2.0 Jan.png

    "In Oasis plan" Badge Renamed to "In ProQuest Plan"

    January 2022 Rialto NGS-5884
    The "In Oasis Plan" badge was renamed to In ProQuest Plan badge.png "In ProQuest plan", so that it can apply to all libraries with existing ProQuest standing orders.

    See List of Rialto Badges.

    "Purchased in Rialto" Badge Removed from Work Search Results

    January 2022 RialtoNGS-5879
    The "Purchased in Rialto" badge was removed from the work search results because it was doubled with the "In Your Institution" badge and added visual noise to the page.  The badge continues to display for offers.

    See List of Rialto Badges.

    "Sent to Approval Date" Added to Order History Page

    January 2022 RialtoNGS-4325
    In the Order History page, the date on which the item was sent to approval is now displayed with the date with the date it was ordered.
    Order history selection and order dates.png

    Note that if another user performed the action (not you), the user card with the user's name is displayed alongside the date.

    Orders Awaiting Approval Enhancements

    Search Added 

    January 2022 RialtoNGS-4720
    Now you can search the Order Approval page by ISBN and title. This allows the Approver to get to the desired order quickly and without paginating the list.
    search optons on Orders Awaiting Approval page.png

    "Date Added" Displayed on Offers 

    January 2022 RialtoNGS-5951
    Now the date on which an order was submitted for approval is displayed on the Orders Awaiting Approval page. This allows you to determine at a glance the offers you should take action on by recency.
    date added to Order approval task list.png

    "Reject and Move to List" Option Added

    January 2022 Rialto NGS-4931
    Now Approvers can remove offers from the Orders Awaiting Approval page by rejecting and adding to a list through the new action "Reject and move to list." This means that Approvers do not need to navigate away from the page to continue their workflow, and Selectors are aware offers are not going to be purchased directly.

    Reject and move to list option.png

    When rejecting and adding to a list, the Approver now receives the confirmation popup to select a reject reason. This reject reason carries forward as a comment on the item that is now included in the list. The default text in comment is “Order rejected by [user] on [date]: [reject reason]”. The Approver can edit this comment as needed. 

    rejection comment on the rejected item.png

    This option replaces the "Move to list" option. 

    See Rejecting Offers.

    "Add to Selector Cart" Renamed "Add to Order List"

    January 2022 RialtoNGS-4932

    The action "Add to Selector Cart" on the Orders Awaiting Approval page was renamed "Add to Order List". The confirmation text for this action was rephrased from "Item added to selector cart" to "Item added to order list". This is to reflect the fact that this action adds a new order owned by the Approver.

    add_to_orders_list.png

    See Replacing Offer with Another Offer.

     

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