Iframe | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
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:
BorrowingLending
Go to Rapido → Borrowing Lending → All active borrowing 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.
Missing Information Set
To make a Set for items needing mediation due to missing information select the following filters as your labels:
Labels
Missing_Article/Chapter_Title
Missing_Book_Title
Missing_ISBN
Missing_ISSN
Missing_Journal_Title
Status
Ready to be sent
Save as a new Set with the following settings:
Set Name
Missing Information
Group
New
New
Expand | ||
---|---|---|
| ||
This Set is to group together print items that need their pull slips printed.
|
Expand | ||
---|---|---|
| ||
This Set is to group together Articles and Book Chapters that need pull slips printed.
|
Expand | ||
---|---|---|
| ||
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.
|
Expand | ||
---|---|---|
| ||
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.
|
In Process
Expand | ||
---|---|---|
| ||
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:
|
Expand | ||
---|---|---|
| ||
This Set is to group together items that have been printed and still need scanning. Select the following filters:
|
Expand | ||
---|---|---|
| ||
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:
|
Expand | ||
---|---|---|
| ||
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.
|
Expand | ||
---|---|---|
| ||
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.
|
Expand | ||
---|---|---|
| ||
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.
|
Completed
Expand | ||
---|---|---|
| ||
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.
|
Borrowing
Go to Rapido → Lending 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.
Select Copy (Physical) Set
This Set groups items together that need to be attached to a specific volume or copy prior to printing the pull slip. Printing the pull slips without this step creates pull slips with information for every volume or copy of the requested item. This version of the set is for Physical Items. Select the following filters:
Status
Created lending request
Requested Format
Physical
Save as a new Set with the following settings:
Set Name
Select Copy (Physical)
Group
New
In Process
Expand | ||
---|---|---|
| ||
This set catches the requests where the Lending library has specified conditions to loan. You can accept the conditions here.
|
Expand | ||
---|---|---|
| ||
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.
|
Expand | ||
---|---|---|
| ||
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.
|
Expand | ||
---|---|---|
| ||
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.
|
Select Copy (Digital) and Fill Electronic Set
This Set groups items together that need to be attached to a specific volume or copy prior to printing the pull slip. Printing the pull slips without this step creates pull slips with information for every volume or copy of the requested item. This version of the set is for Digital Items.
Currently this Set also contains all the Article and Book Chapter requests to be downloaded and delivered. A future update will add a filter necessary to make this a separate Set. For now the two Sets are combined. Select the following filters:
Status
Created lending request
Requested Format
Digital
Save as a new Set with the following settings:
Set Name
Select Copy (Digital) and Fill Electronic
Group
New
Expand | ||
---|---|---|
| ||
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.
|
Expand | ||
---|---|---|
| ||
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.
|
Expand | ||
---|---|---|
| ||
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.
|
Print Pull Slips Set
This Set is to group together items that need their pull slips printed. Select the following filters:
Status
Being Processed
Requested Format
Physical
Save as a new Set with the following settings:
Set Name
Pull Slips (Physical)
Group
New
Expand | ||
---|---|---|
| ||
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.
|
Print Pull Slips (Scanning) Set
This Set is to group together items that need their pull slips printed. Select the following filters:
Status
Being Processed
Requested Format
Digital
Save as a new Set with the following settings:
Set Name
Pull Slips (Digital)
Group
New
Expand | ||
---|---|---|
| ||
This set is for cleaning up requests after configuring the automatic lost charging.
|