July 2025 Release

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Additional Metadata Included in Exports

July 2025 Rialto idea exchange Idea ExchangeNGS-12761 NGS-12691

Additional metadata is now included in exports of DDA and My List data. These exports now now include the following fields for each record:

Title
Author
Publication Year
Publisher
Binding
Material
ISBN13
Classification
Platform
License
Price
Discounted price
Expiration date
Language
Edition
ISBN 10
Provider Platform ID
Dewey Classification
Subject
LC Subject
Upgrade Available
Currency
Converted From Currency
Availability – NYP, OOP, Available
Author Affiliation
Book Type
Format
Genre
Geographic Area (called "Regional focus" in the Query Builder)
Geographic Area Code
Interdisciplinary Subjects
Readership
Series Title
Series Type

DDA exports also include the following fields:

Date Added to Pool
Fund Name
Fund Code
Ordering Library Name
Ordering Library Code
First Reporting Code
Second Reporting Code
Third Reporting Code
Fourth Reporting Code
Fifth Reporting Code

In addition, My Lists exports also include a Comments field, which contains the text and date of each comment and the name of the user who added it.

For additional information about exporting records, see Exporting Rialto Record Lists.

Copy-Paste for Profile Rules

July 2025 Rialto Idea Exchange NGS-13469

Rules that are defined for a profile using Query Builder, such as rules included in a Selection Plan or a Title Alert, can now be copied and pasted into the same or other profiles. Rules can be copied individually or as groups that include the logical relationships between the rules. The copied rules can be pasted into a selection plan or other profile, or they can be pasted into a text file for transmission to other environments.

To copy a rule, hover over the rule, and then, when the controls appear to its right, select Copy rule ( Copy Rule Group icon. ). To copy a group of rules, above the group, select Copy group ().

Copy Group button above a group of rules in the configuration of a Selection Plan.

Copy Group Button Above a Group of Rules

You can paste a copied rule or group of rules below any existing rule or group of rules in a profile. To paste them below an existing rule, hover over the rule, and then, when the controls appear to its right, select Paste ( Paste Rule-Group icon. ). To paste them below an existing group of rules, above the existing group, select Paste ().

Note that if you want to replace existing rules with the rules you are pasting, you must do this in two steps: first paste the copied rules, and then use the Remove rule / Remove group ( Remove Rule button for deleting a group of rules. ) option to delete the existing rules. If the rule you want to delete is the top-level group of the profile, hover over the group to display the editing controls, and then select the Remove rule button.

Pasted rule group below the original group; select Remove Rule to delete the group.

Copied Group of Rules Pasted Below the Top-Level Group, with the Remove Rule Option Shown

Copied rules are formatted in JSON and can be viewed and saved by pasting them into a text file. The JSON can later be copied from the file and pasted into a profile, as described above.

Copy of a rule in XML.

Copy of a Group of Rules Pasted into a Text Editor

For additional information about using the Query Builder to create profiles, see Managing Recommendation Profiles and Feeds.