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30 results found

  1. "Replace Offer" changes selector

    Our workflow is that the librarians put orders through to approval, and acquisitions staff then approves those orders. Sometimes they find an alternate "offer" that is lower priced or in stock (as opposed to shipping in 4 weeks, etc.) and use the "replace title" feature to change which offer they are approving. This replaces who the selector of record is to the staff member rather than the librarian that originally selected the title.

    Could this be fixed so that the original selector stays the "selector of record" throughout the process even in a different offer is selected? This will will…

    3 votes
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    0 comments  ·  Ordering  ·  Admin →

  2. "Buy it Now" option in Selection Plan

    We received a request for purchase from a patron for an ebook which is in our current batch of selection plan titles in review so if we do nothing it will ship, which is fine.

    My question is on the Purchase title button. I had hoped that this would act as a Buy It Now option such that with a click, Rialto would deliver immediately, the selection plan profiled "copy" of the book.

    However, It seems that Purchase Title simply moves the order to the firm order workflow, thus requiring manual (or template) entry of the ordering library, fund, report…

    4 votes
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    0 comments  ·  Ordering  ·  Admin →
    Completed  ·  AdminHeidi Whitehead (Product Manager, Ex Libris) responded

    We added a "Buy it now" capability to Rialto this year, we're calling it "Finalize Snapshot." See the release notes below:


    https://knowledge.exlibrisgroup.com/Rialto/Release_Notes/Release_Notes_2024/000Rialto_2024_Release_Notes?mon=202404BASE

  3. Recents option when adding funds

    When adding to DDA can the funds selection have a "recents" option so we can select the most used fund, rather than having to scroll down the list of funds available

    4 votes
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    0 comments  ·  Marketplace  ·  Admin →

  4. Add Reporting Codes as a drop down field when selecting item for DDA

    At the point of adding a title to DDA, a drop down field would be beneficial to input Reporting Codes so when a title is triggered this information pulls through into the POL which we wish to use to report from.

    27 votes
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    1 comment  ·  Marketplace  ·  Admin →
    Completed  ·  AdminHeidi Whitehead (Product Manager, Ex Libris) responded

    Rialto has added reporting codes for both DDA offers added to the pool from a selection plan and when manually adding a title to the DDA pool so that users can enhance internal reporting capabilities.​ This is available to folks who have migrated to the new order/invoice service for Rialto. 

    ​

    Manual DDA add settings will also now persist from page to page for the user’s session.  ​


    See release notes: https://knowledge.exlibrisgroup.com/Rialto/Release_Notes/Release_Notes_2024/000Rialto_2024_Release_Notes?mon=202404BASE

  5. interested user

    Currently I can only add up to five interested users in Rialto. If I have more than five interested users I have to go to the POL in Alma and add the additional interested users. I would like to be able to increase the number of interested users I can add in Rialto.

    1 vote
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    0 comments  ·  Ordering  ·  Admin →
    Completed  ·  AdminHeidi Whitehead (Product Manager, Ex Libris) responded

    We completed this work in July 2023. You should be able to add more than 5 interested users in the cart and orders awaiting approval. Templates would still limit to 5 interested users.


    Best,

    Heidi Whitehead

    Rialto Product Manager

  6. Separate finalizing stage from Purchase Request form page with confirmation message and link to create new request

    Currently, the finalizing stage is completed on the same page as the rest of the form. However, I believe it would be more effective if the message of finalization appeared on a different, separate page, where the patron doesn't see the request fields. This separation would provide a clearer distinction between the completion of the form and the finalization process.

    Additionally, I recommend adding a link in the finalizing stage page, that allows the user to create a new Purchase Request.

    I believe these enhancements would improve the user experience and make the process more transparent and user-friendly.

    17 votes
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    0 comments  ·  Platforms & Content  ·  Admin →

  7. Purchase details link from Market search offer list

    In reviewing an offer list and we see an entry with the flag Purchased in Rialto, how about configuring that button to go directly to the purchase details for this purchase in our Order History?

    1 vote
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    Completed  ·  0 comments  ·  Marketplace  ·  Admin →

  8. Better publisher filters in Rialto query builder

    It is difficult to exclude publishers from a DDA pool due to poor filter design in Rialto. The filters rely on keyword matching rather than controlled values. This allowed unwanted publishers' books to enter our DDA pool, and the removal process was tedious and highly error prone, taking months to complete. Rialto needs better publisher filtering so unwanted publishers do not enter the DDA pool at all. One possibility is that publisher names could be a controlled vocabulary selected via a dropdown menu. This would ensure that unwanted publishers are excluded from libraries' selection plans. This would also eliminate the…

    6 votes
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    0 comments  ·  Automatic Selection  ·  Admin →

  9. Make "In Your Institution" clearer

    It would be great if we could more clearly differentiate when we hold the current edition listed in the marketplace verses a previous edition. We don't want to see items in a feed when we already hold a current edition, but we're likely to update editions when we already hold previous editions. Right now the amount of clicking needed and the location of that information is difficult for selectors to find.

    56 votes
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    2 comments  ·  Ordering  ·  Admin →

  10. "My Lists" should include a total cost option

    We frequently need to order with a strict cap on funds. When utilizing Rialto's "My Lists" to plan purchases, it would be helpful if the list could show a "Total Cost" for items in the list. Otherwise, we need to add items to the Shopping Cart, see the total, go back to the list and adjust until we've added the proper amount of orders to the cart. Or we can do the math outside of the system. It would simplify and speed up the Rialto ordering process if "My Lists" included a "Total Cost" option.

    55 votes
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    0 comments  ·  Ordering  ·  Admin →

  11. More control over Rialto Task List

    We have our eBook Central DDA set up as a selection plan in Rialto. On our Alma task list, there is always the task "Selection plans awaiting review". Even when I review the selection plan, the task still stays there. We would like to be able to remove the "Selection plans awaiting review" from the Task List.

    6 votes
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    1 comment  ·  Administration  ·  Admin →

  12. Remember Configure DDA settings

    If possible, it would be good if a default settings could be remembered for the 'Configure DDA' (i.e. remember ordering library and fund code), so you don't have to keep configuring it if adding titles using the same library/fund.

    3 votes
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    0 comments  ·  Ordering  ·  Admin →

  13. Upgrade ProQuest Ebook Central Licenses within Rialto

    It is currently not possible to upgrade ProQuest ebook licenses within Rialto. Instead, users must go to LibCentral to do this. We should be able to do this in Rialto.

    36 votes
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    2 comments  ·  Marketplace  ·  Admin →

  14. Working with lists in Rialto

    Make it easier to view the various iterations of a work when working within the Rialto list environment. Right now you can only view in the list the work iteration that exactly matches your ISBN. You have to click on the iteration, then "see other iterations" to view the other iterations. It would be great if the list feature could display multiple iterations like a general marketplace search does.

    14 votes
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    1 comment  ·  Marketplace  ·  Admin →

  15. "In your lists" tag hyperlinked to take you directly to the list in question.

    When looking at a record in Alma that flags up as "In your lists," it would be really helpful if the "In your lists" tag is hyperlinked to take you to the list in question so that comments can be added etc. At the moment it doesn't even tell you which list it is in, and to get to them you have to go to the My Lists link and look for it.

    72 votes
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    2 comments  ·  Marketplace  ·  Admin →
    Completed  ·  AdminHeidi Whitehead (Product Manager, Ex Libris) responded

    This is now completed with the April, 2024 release. Clickable links adjacent to badges are now present within offer details to allow users to more easily navigate through Rialto. ​

    ​

    Upon clicking a badge:​

    • "In your cart" - redirects to the user's cart, with a focus on the selected item.​
    • "In your lists" - navigates to the pertinent list, highlighting the selected item.​
    • "Purchased in Rialto" - leads to the order history, centered on the selected item.​


    Read more in our release notes: https://knowledge.exlibrisgroup.com/Rialto/Release_Notes/Release_Notes_2024/000Rialto_2024_Release_Notes?mon=202404BASE

  16. Improve accuracy and currency of availability information for titles

    We frequently get notification of orders being cancelled despite them showing as available for purchase. It seems that the availability information is not as up to date as it could be and the result is a lot of time wasted in manually cancelling POLs in Alma. Please provide more up to date information on the actual availability of titles.

    37 votes
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    0 comments  ·  Marketplace  ·  Admin →

  17. Alma suppressed titles - show as held by institution

    We'd like the ability to customize so that suppressed titles do not show as "in our institution". Right now, if you exclude titles from your institution, you don't get new editions in our feeds. So is there a way that new editions can be differentiated?

    14 votes
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    1 comment  ·  Ordering  ·  Admin →
    Completed  ·  AdminHeidi Whitehead (Product Manager, Ex Libris) responded

    This was completed with two releases. One, suppressed titles was fixed in January, 2023. See release notes: 

    https://knowledge.exlibrisgroup.com/Rialto/Release_Notes/Release_Notes_2023/000Rialto_2023_Release_Notes?mon=202301BASE


    The second release was for New Editions for held titles, this came out prior to May, 2020 when we started publishing release notes. 


    If I am incorrect on this idea being completed, please let me know. 


    Best, 

    Heidi Whitehead

    Rialto Product Manager  


  18. Automatic template updates at Fiscal Rollover

    Automatic updates for templates with new funds for the upcoming fiscal year. Currently, only those who created the templates can update the funds, which can create some logistical issues.

    48 votes
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    0 comments  ·  Ordering  ·  Admin →

  19. Tick box to indicate a title is intended duplicate

    Include a tick box to indicate that an item is an intended duplicate.

    Currently staff members have to add a vendor note to indicate this, this feature is available with other vendors e.g. Oasis.

    31 votes
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    1 comment  ·  Ordering  ·  Admin →

  20. Add tracking numbers to Rialto order history

    Add (shipping) tracking numbers to the order history details panel.

    'Shipped to customer' is already one of the statuses - add a tracking number and link so that we can track the shipments.

    26 votes
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    3 comments  ·  Marketplace  ·  Admin →
    Completed  ·  AdminHeidi Whitehead (Product Manager, Ex Libris) responded

    When provided by the carrier, Rialto will display the tracking URL for physical shipments. The tracking number and link appear within the order details for a physical item on the order history page.​

    ​
    Tracking will appear for all orders going forward, the change is not retroactive.


    See release notes: https://knowledge.exlibrisgroup.com/Rialto/Release_Notes/Release_Notes_2024/000Rialto_2024_Release_Notes?mon=202404BASE

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