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One of the new features in Rapido is the ability to make Borrowing and Lending sets. Sets are essentially saved groups of filters in Alma. You can easily make your own sets and/or use the out of the box sets in Rapido.

Creating Sets

To create a Set from scratch go to Rapido → Borrowing or Lending → All active borrowing requests or All active lending requests. You will now be in the base view of Rapido Borrowing or Lending where all requests are accessible. From here you can refine your results and save your filters as a Set.

To filter the requests open the Facets menu. Select the filters you want for your set and select Save as a New Set. Name the Set, put it in a group, and save it to make a Set.

Managing Sets

To manage your Sets click the gear icon on the Rapido Menu to access the Manage Sets page.

On the Manage Sets page you can turn Sets on and off, edit their settings, or even delete them. By default all Sets are inactive. The following default Sets will likely be useful for most Resource Sharing staff:

Borrowing

New
- Awaiting Copyright Clearance
- Awaiting Request Mediation
- Awaiting Patron Information
In Process
- Article Requests - Bad Citation

Lending

New
- Requests that will expire today and tomorrow

Recommended New Sets

The following Sets are likely to be used by the most Resource Sharing Staff in the CSU:

Lending

Go to Rapido → Lending → All active lending requests to make the following Sets. To make it easier to make a Set activate Include Zero Values to make it possible to select filters without any current active requests.

New

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title	Print Pull Slips

This Set is to group together print items that need their pull slips printed.

Filters:
- Activity Status:
  - Active
- Status:
  - Being Processed
  - Created Lending Request
- Request Reported:
  - No
- Requested Format:
  - Physical

Set Settings:
- Set Name:
  - Pull Slips (Physical)
- Group:
  - New
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Article/Book Chapter Pull Slip

This Set is to group together Articles and Book Chapters that need pull slips printed.

Filters:
- Activity Status:
  - Active
- Status:
  - Being Processed
  - Created Lending Request
- Request Reported:
  - No
- Requested Format:
  - Digital
- Inventory Type:
  - Physical

Set Settings:
- Set Name:
  - Article Scanning
- Group:
  - New
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Locate Failed

This set will group together requests where the Alma locate processed failed. Items in this Set need to the locate process run by clicking the ellipses (…) and Locate Resource.

Filters:
- Activity Status:
  - Active
- Status:
  - Locate Failed

Set Settings:
- Set Name:
  - Locate Failed
- Group:
  - New
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	RapidR Reject eBooks

This set is only for libraries who have decided to reject requests for physical copies of eBooks that appear due to an issue with the RapidR Pod. Libraries may instead prevent these requests by updating RapidILL Harvesting Sets.

Filters:
- Activity Status:
  - Active
- Status:
  - Being Processed
  - Created Lending Request
- Requested Format:
  - Physical
- Inventory Type:
  - Electronic

Set Settings:
- Set Name:
  - RapidR Reject eBooks
- Group:
  - New
- Private:
  - No
- Permanently Active for All Users:
  - ☑

In Process

Expand

title	Print In Process

This Set is to group together items that have been printed and are currently being searched. If items remain in this set after everything is shipped, they may need to be reprinted and searched. Select the following filters:

Filters:
- Activity Status:
  - Active
- Status:
  - Being Processed
  - Created Lending Request
- Request Reported:
  - Yes
- Requested Format:
  - Physical

Set Settings:
- Set Name:
  - Print In Process
- Group:
  - In Process
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Article/Book Chapter Scanning

This Set is to group together items that have been printed and still need scanning. Select the following filters:

Filters:
- Activity Status:
  - Active
- Status:
  - Being Processed:
  - Created Lending Request
- Request Reported:
  - Yes
- Requested Format:
  - Digital
- Inventory Type:
  - Physical

Set Settings:
- Set Name:
  - Article Scanning
- Group:
  - In Process
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Article/Book Chapter Downloading

This Set is to group together items that need to be downloaded and sent through RapidILL. You may print these, but it is not necessary. Select the following filters:

Filters:
- Activity Status:
  - Active
- Status:
  - Being Processed:
  - Created Lending Request
- Requested Format:
  - Digital
- Inventory Type:
  - Electronic

Set Settings:
- Set Name:
  - Article Downloading
- Group:
  - In Process
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Expired

This set will group together requests that have expired in Alma but have not automatically moved on. These items need to either be immediately processed or rejected.

Filters:
- Activity Status:
  - Active
- Status:
  - Expired
Set Settings:
- Set Name:
  - Expired
- Group:
  - In Process
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Lost By Borrowing Patron

This set will group together all requests that the Borrowing Library has marked as Lost. Items in this Set need you to add a lost item fee by clicking the ellipses (…) and Lost.

Filters:
- Activity Status:
  - Active
- Status:
  - Lost
- Update Date:
  - Older

Set Settings:
- Set Name:
  - Lost By Borrowing Patron
- Group:
  - Processing
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Lost and Fee Communicated

This set will group together all requests where you have sent the lost item fee to the Borrowing Library. When the Borrowing Library pays the fee change the request status to Request Completed for items in this Set. This version of the Set is for all items owned by libraries outside the CSU.

Filters:
- Activity Status:
  - Active
- Status:
  - Lost and Fee Communicated
- Pod:
  - Select all pods except California State Network

Set Settings:
- Set Name:
  - Lost and Fee Communicated
- Group:
  - Processing
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Completed

Expand

title	Lost CSU

This set will group together all requests where you have sent the lost item message to the Borrowing CSU Library. Before you make this Set you will need to make a Label for lost CSU items. I recommend the Label Lost_CSU.

Filters:
- Activity Status:
  - Active
- Status:
  - Lost and Fee Communicated
- LabelPod:
  - Lost_CSUCalifornia State Network

Set Settings:
- Set Name:
  - Lost CSU
- Group:
  - Completed
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Borrowing

Go to Rapido → Borrowing → All active lending requests to make the following Sets. To make it easier to make a Set activate Include Zero Values to make it possible to select filters without any current active requests.

In Process

Expand

title	Conditional

This set catches the requests where the Lending library has specified conditions to loan. You can accept the conditions here.

Filters:
- Activity Status:
  - Active
- Status:
  - Conditional

Set Settings:
- Set Name:
  - Conditional
- Group:
  - Processing
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Physical (4+ Days)

This set lets you see physical items that have been at a partner longer than the standard expiration date. This could be for multiple factors including: Lending Library doesn’t have expiry enacted or a bug in the system.

Filters:
- Rapido Indicator:
  - Yes
- Activity Status:
  - Active
- Status:
  - Request Sent To Partner
- Requested Format:
  - Physical
- Update Date:
  - 4-7 Days Ago
  - 8-30 Days Ago
  - Older
- Rapido Indicator:
  - Yes

Expand

title	Digital (4+ Days)

This set lets you see Digital items that have been at a partner longer than the standard expiration date. This could be for multiple factors including: Lending Library doesn’t have expiry enacted or a bug in the system.

Filters:
- Activity Status:
  - Active
- Status:
  - Request Sent To Partner
- Requested Format:
  - Digital
- Update Date:
  - 4-7 Days Ago
  - 8-30 Days Ago
  - Older
  Rapido Indicator:
  - Yes

Expand

title	Returned Today

This set will show all the requests that were returned by the patron today. The purpose of this set is to make it easy to find items that need a return label printed.

Filters:
- Activity Status:
  - Active
- Status:
  - Returned Item To Partner
- Supplied Format:
  - Physical
- Update Date:
  - Today

Set Settings
- Set Name:
  - Returned Today
- Group
  - Processing
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Returned Yesterday

This set will show all the requests that were returned by the patron yesterday. The purpose of this set is to make it easy to find items that need a return label printed.

Filters:
- Activity Status:
  - Active
- Status:
  - Returned Item To Partner
- Supplied Format:
  - Physical
- Update Date:
  - Yesterday

Set Settings
- Set Name:
  - Returned Yesterday
- Group
  - Processing
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Returned 1-3 Days Ago

This set will show all the requests that were returned by the patron 1-3 days ago. The purpose of this set is to make it easy to find items that need a return label printed on Mondays.

Filters:
- Activity Status:
  - Active
- Status:
  - Returned Item To Partner
- Supplied Format:
  - Physical
- Update Date:
  - Yesterday
  - 2-3 Days Ago

Set Settings
- Set Name:
  - Returned 1-3 Days Ago
- Group
  - Processing
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Lost Communicated

This set will group together all requests where you have sent the lost item fee to the Lending Library. When they respond with a fee the request will disappear from this set and appear in the Lost Fee Amount Received Set. If items are in this set too long you may want to consider emailing the Lending Library.

Filters:
- Activity Status:
  - Active
- Status:
  - Lost Communicated

Set Settings:
- Set Name:
  - Lost Communicated
- Group:
  - Processing
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Lost Fee Amount Received

This set will group together all requests where the Lending Library has sent a fee in General Message. Items in this Set need the fee added to the Patron account.

Filters:
- Activity Status:
  - Active
- Status:
  - Lost Communicated
- General Messages:
  - Active General Messages

Set Settings:
- Set Name:
  - Lost Fee Amount Received
- Group:
  - Processing
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Expand

title	Lost Cleanup

This set is for cleaning up requests after configuring the automatic lost charging.

Filters:
- Activity Status:
  - Active
- Status:
  - Loaned Item To Patron
- Due Date:
  - 8-30 Days Ago
  - Older

Set Settings:
- Set Name:
  - Lost Item Cleanup
- Group:
  - Processing
- Private:
  - No
- Permanently Active for All Users:
  - ☑

Versions Compared

Old Version 23

New Version Current

Key

Creating Sets

Managing Sets

Recommended New Sets

Lending

New

In Process

Completed

Borrowing

In Process

Page Comparison

Versions Compared

Old Version 23

New Version Current

Key

Creating Sets

Managing Sets

Recommended New Sets

Lending

New

In Process

Completed

Borrowing

In Process