Rialto
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18 results found
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Retaining Rialto information when ordering from a different vendor
If a selector finds an item in the Rialto market and submits an order for approval but one of our approvers decides it is better to order from a different vendor, we'd like a way of retaining the entered information (funds, notes, interested users, etc.) while redirecting the order to the non-Rialto vendor. I understand that the information does not disappear from Rialto when an order is rejected, but it would be great if the system allowed us to carry the information over to a POL with a different vendor.
2 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Amy Copeland
Senior Product Manager
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Push selections back to selectors with note
We want approvers to be able to push selections back to selectors with a note. This would speed communication regarding selections without having to use separate emails to address concerns.
9 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Circulation info under library activity
In the title alerts it shows that there is library activity, and I can see if we have an older edition of that title. It would be very helpful to be able to see the circulation information for the title we already have within the title alert. It helps us decide if it is worth purchasing a new edition, and I currently have to navigate out of Rialto to check our catalogue then try to navigate back to where I was on my list
3 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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1-click Bulk assign orders awaiting approval
Allow users to Select All in orders awaiting approval and enable a button or link to "Assign to me" Right now the only way to assign to yourself an order awaiting approval is to "interact somehow" with an individual title. I want to bulk assign all of the orders awaiting approval to me. We have multiple people approving orders. It should be as easy to assign orders as it is to unassign.
1 vote -
Allow for the removal, suppression, or the ability to null out the "Available Balance" in Rialto templates.
My institution would like a way to remove or otherwise alter the Available Funds amount show in individual selector templates. Selectors know the full collection budget but are allocated spending goals that allows us to account for over and under spending on the admin side. Having the full amount shown could cause confusion since the amount varies based on our different campuses that share the CD budget at varying amounts for each campus and, in some cases, assigned selector areas.
1 voteThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Streamline Rialto related workflows for purchase request initiated order approvals, by Selector assignment redesign
When initiating a Rialto Market Order via a Purchase Request, there is an unexpected assignment of the order to the Selector after Sending for Approval.
This causes an additional unnecessary step navigating through a popup for our staff who are Approving the order, requiring them to change assignment from the Selector to the Approver, before they can Confirm approval.
This additional step only occurs when the starting point is a Purchase Request and does not happen when the starting point is the Market.The expected workflow for the Selector:
Acquisitions > Purchase Requests > Manage Purchase Requests > Unassigned >…1 voteThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Allow libraries to toggle the 'Approve and order' option in the 'Manage Purchase Requests' workflow
We’ve recently discovered that our librarians, despite only having the selector role in Rialto, and thus not being able to directly place orders, are still creating POLs in Alma by selecting the ‘Approve and order’ option in the ‘Manage Purchase Requests’ workflow.
In our case, a few dozen POLs were created that had no vendor, fund code, shelving location, no platform or access model for eBooks, and no format or edition for print titles. Getting all of this after the fact from the librarians then editing the POLs is quite cumbersome and undoes a lot of the efficiency Rialto otherwise…
1 voteThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Allow Alma library relationships to control purchasing via Rialto
We want our staff to have Rialto roles that are scoped only to our National library, and don't want to have to give them Rialto roles that have any other scope. We want them to be able to order electronic books for the National Library, as well as physical books for the other libraries in the institution, but we only want them to be able to do all this while logged into our Acquisitions Department (which is granted to them via the Work Order Operator role having the Acquisitions Department associated).
We have Library relationships set up in Alma Configuration…
5 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Improve the ability to run concurrent fiscal years in Rialto
We generally run concurrent fiscal years in Alma for a short time while completing orders and invoices in one year and begin renewing resources and paying invoices in the next fiscal. When placing a manual POL in Alma a dropdown appears to choose a fund for either fiscal year. But in Rialto the POL defaults to the new fiscal year even if a cart template for the old fiscal year is used. Please align Rialto ordering with Alma and give the choice of using either fiscal year fund.
5 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Have weekly order status reports list ALL outstanding orders and indicate those with an updated status from the previous week.
I receive a report each Tuesday but it only shows orders with a change to the status. It would be more useful to me to have a report showing all open orders and some sort of indicator (or sorted in such a manner) that orders that have been updated (or added) since the previous week are included. I find some orders sit for weeks or months with no action and complete report of all titles would help me to keep better tabs on it.
4 votes -
Snag bibliographic records without holdings
Because we import our own OCLC records for print items, we must first add a Holding to each record before adding the title to the Rialto cart, otherwise Rialto will not snag that record.
It would be convenient if Rialto could snag records without holdings, and for the purchase process to create the holding(s) instead, as with non-Rialto orders.
4 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Multiple selectors
Librarian selectors like that they can see if a title they would like to order is already awaiting approval. However, they would like to be able to go to the orders awaiting approval and add their name as an additional selector on that item to give it "weight/priority" to order by the Rialto manager. Could there be a way to add additional selector names as a +1 on orders awaiting approval?
3 votesHello Amanda,
Would the ability to add comments to orders awaiting approval cover this request? You could post a comment, tag the approver, they'd receive an email letting them know you've posted a note.
Thank you for your suggestion.
Best regards,
Heidi Whitehead
Rialto Product Manager
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Improve matching between format of order and format of bibs in Network Zone
Matching routines between Rialto and Alma focus on the ISBN as a match point, primarily using 020$a and 020$z, but also using 775$z and 776$z. When a Rialto institution is in a consortium using a Network Zone, and the NZ is configured as the repository for records to be added, this match method may result in false matches between records of different formats.
For example, a title selected in Rialto for a one-time print book purchase may be matched on a bibliographic record for the electronic version based on the ISBN found in a 776$z. The 776 field identifies an…
10 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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List Functionality Enhancements
enhance list functionality by allowing lists to be archived, by allowing users to change the default sorting on the list of lists to sort by title; allow sorting by title within a list so that Print and Electronic duplicate titles appear together; allow users to be notified when a list is shared with them (either via email or Alma popup)
21 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Trouble with one-time orders when invoice line total price is lower than the PO Line total price
For Rialto one-time orders, if the invoice line total price is lower than the PO Line total price, Alma does not update the order and invoice correctly. Alma does not release the remaining encumbrance, nor does it update the Invoice Status to Fully Invoiced and the POL status to Closed. You can run three Alma jobs to release the encumbrance and fix the statuses, but we believe 1) Alma should do this automatically instead of requiring customers to run jobs or 2) Ex Libris should offer the ability to release the encumbrance just like it does now with continuous orders.
18 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Allow Super Selectors to duplicate order templates
The Super Selector role can create order templates. Super Selectors should also be able to duplicate order templates to save time in creating their own since order templates often share many of the same field entries.
16 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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Have more control over the Shelving Library/Location drop down list
Currently the Shelving Library/Location drop down list cannot be changed and it appears to be in order of when a library was created in Alma.
We would prefer the order to be either:
-alphabetical order
-alphabetical order, with the logged in users home library at the top (as is the order when placing requests in Alma fulfillment).
This would make it easier for selectors to find the library they want to order for.We would also like the ability to exclude libraries from this list. Currently our eResources library displays.
19 votesWe will take a look at the out-of-order library list in Shelving Library/Location. This appears to be a defect--in the future you can report these to Support directly if you'd like.
Regarding hiding libraries, you can scope your user roles to the relevant ordering library/libraries and it will only show libraries and locations that that ordering library has "Acquire For" relationships with. See: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/020Fulfillment_Infrastructure/010Libraries
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Hide vendor notes from selectors
Remove the ability for selector roles to be able to add vendor notes, as this can delay orders and notes tend to be added by approvers.
18 votesThank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.
Best,
Heidi Whitehead
Rialto Product Manager
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