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36 results found

  1. 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 vote
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    2 comments  ·  Ordering  ·  Admin →
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  2. 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 votes
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    1 comment  ·  Ordering  ·  Admin →
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    Thank 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

  3. 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.

    1 vote
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    Thank 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

  4. 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.

    1 vote
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  5. Please enable filtering within Order History to identify ebooks which have been activated/not activated

    We want to be able to identify any titles that remain unactivated so that we can manually resolve (or report) without having to scroll through order history.

    20 votes
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    1 comment  ·  Ordering  ·  Admin →
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    Thank 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

  6. Transfer Multiple Items from Cart To List

    There is no way to mass transfer all the items in a cart onto a list. Items can only be sent from the cart to a list one at a time. I think it would be beneficial to have the ability do a bulk transfer of an entire cart to a list.

    7 votes
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    0 comments  ·  Ordering  ·  Admin →
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    Thank 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

  7. Easy access to Rialto 'Orders awaiting approval'

    Currently in Alma you can access the orders awaiting approval in the Tasks widget on the home screen. To get to Rialto orders awaiting approval there a two ways. Through the left flyout menu, taking a few clicks, or by going to settings on the Alma home screen and pinning the Task list (top Alma banner) and having Rialto show. Neither way is easy or convenient like the Tasks widget

    13 votes
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    0 comments  ·  Ordering  ·  Admin →
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    Thank 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

  8. Email Alerts for Order Rejections

    When an order is rejected, the selector should be emailed an alert instead of solely relying on the notifications section of Alma. Selectors often don't think to check notifications in Alma. There are already title alert notifications via email so this functionality should not require much development.

    4 votes
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    1 comment  ·  Ordering  ·  Admin →
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    Thank 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

  9. add an email notification option for purchase requests

    When a purchase request happens, let us add an email notification. I check email more often than Alma. Orders are a priority I need to be alerted quickly

    1 vote
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    Thank 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

  10. Assign different loan policies to an order of multiple copies

    Please allow us to assign more than one loan policy to an order for multiple copies. This feature already exists in ALMA for general ordering. The request is to extend this feature to Rialto. Currently we must assign one loan policy to an order and add a receiving note to edit the item settings on receipt.

    1 vote
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    0 comments  ·  Ordering  ·  Admin →
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    Thank 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

  11. Allow selectors to enter selection requests for materials that aren't available in Rialto.

    Allow selectors to enter selection requests for materials that aren't available in Rialto. Allow for information such as author, title, ISBN, URL, etc. to be added to acquire outside of Rialto.

    6 votes
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    1 comment  ·  Ordering  ·  Admin →
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    Thank 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

  12. 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 votes
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    Thank 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

  13. Filter on stock status

    Sort/filter a list or results page by availability/stock status of print items

    3 votes
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    The Rialto team has reviewed this idea and this work has been planned on our short-term roadmap. Thank you for your feedback and support.


    See below release notes:

    https://knowledge.exlibrisgroup.com/Rialto/Product_Materials/020Roadmap/097Rialto_2024_Roadmap#Enhanced_Collection_Development_Tools


    Best,

    Heidi Whitehead

    Rialto Product Manager

  14. 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 votes
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    1 comment  ·  Ordering  ·  Admin →
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    Hello 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

  15. Selectors not notified when title(s) rejected

    I have the roles/permissions to approve/reject titles placed in Rialto's select cart. However, when I reject titles the selector isn't notified; as far as they know, it's going ahead. I need to contact the person, list the title(s), and explain why they were rejected. I'm frankly astounded that Market doesn't do this automatically.

    5 votes
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    Thank 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

  16. Allow multiple holdings on the same import job

    Multiple copies for the same title under different library locations processed on the same import job, fail to update bib correctly.

    When multiple bib records within the same import job for the same title are imported from the system, only the first record from the file is merged with the bib record, and all subsequent records (for other libraries or locations) are matched and skipped.

    84 votes
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    3 comments  ·  Ordering  ·  Admin →
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  17. Internal item specific notes for titles on lists

    It would be great if internal notes could be added to specific items that have been added to lists, with only ppl with access to said list(s) able to see the notes. This feature would be useful for rush/reserve/replacement/special orders when the selector needs to communicate information specific to the item.

    15 votes
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  18. Add facets to Order History filters: Total Amount & Date range

    Add facets to Order History filters to include:
    Total Amount and Date range (fiscal year)

    3 votes
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    Thank 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

  19. Apply account credits/deposits from LibCentral in Rialto

    Would like the ability to apply account credits/deposits from LibCentral in Rialto purchases. At this time, in order to pay for a Rialto order with deposit funds, it requires 3 steps.

    1) Wait for invoice to generate
    2) Contact PQ customer support and request that they apply the invoice to deposit funds
    3) Wait for request to process and receive cleared invoice

    This whole series can take several business days to complete. It would save a LOT of staff time and energy on all sides to create this purchase capability in Rialto. At checkout, there should be an option to…

    3 votes
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    Hello,


    This should be supported in Rialto. You can contact customer service and they should be able to set up rules to pay your invoices via credits/deposits. Are you still having issues with this?


    Best,

    Heidi Whitehead

    Rialto Product Manager

  20. 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 votes
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    Thank 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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