Click here to view the monthly release and maintenance schedules.
Rialto Ordering and Invoicing for Electronic Orders
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
- 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
- Invoice Paid
- Not Yet Published
Search and Auto-Suggest for Apply Templates
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.
Date Last Sold
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.
Allow Duplicate Checkbox Added to Cart
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 the cart values with known holdings 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. 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.
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)."
Exclude Network Holdings for Selection Plans
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.
Faculty Title Alerts
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.
Title Alerts: Archive and Delete
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.
Lists can be manually archived from the list itself, or from the list history.
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 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 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.
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.
To aid in validating the results, Author Affiliation now displays in the offer details (when available)
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.
For more information see, Saving Selected Facets and Sort Selections for Future Sessions.
List of Lists View - Display Number of Items in a List
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.
Activate/Deactivate Rules in a Selection Plan
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).
For more information see, Selection Plan Management.
Control Interested User Options
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.
|Parameter||The option it controls||Default value of parameter|
|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.
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 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.
For more information, see: Working with Facets.
Bulk Upload - Results Display
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
Clicking the 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.
For more information, see Bulk Search from Uploaded File.
In Testing: Title Alerts
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.
See Institution-level Cart and Orders Awaiting Approval Task List Customizations, Institution-level Customizations of the Orders Awaiting Approval Task List, and Personalized and Institution-level Cart Customization.
Publisher Toggles for Reprint & Self-Published
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.
See Working with Facets.
Matching Method for Upload to List
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.
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.
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.
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
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
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.
Duplicating Selection Plan Rules
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
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.
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.
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.
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.
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.
Purchase Request Link When Adding to List
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.
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.
Duplicating a Cart Template
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
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
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
New Filter for Publication Type in the Query Builder
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.
Default POL Types Instead of Hard-coded POL Types
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.
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 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.
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.
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.
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
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.
Templates Sorted in Alphabetical Order
Now the list of cart templates is sorted alphabetically to enable customers with a large number of templates finding the right template quickly.
Saved Page Display Preference
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.
See Rialto Page Views.
Bulk Upload Enhancements
- A tooltip now indicates the required file type and structure:
- 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).
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.
Testing displays the matching results for the current rule + the base query on the results panel that opens when you select Test.
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] ". This provides a better experience for users by reducing clicks and eliminating redundancy for E-only users.
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.
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
"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", so that it can apply to all libraries with existing ProQuest standing orders.
"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.
"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.
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
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.
"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.
"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.
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.
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.