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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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This Set is to group together print items that need their pull slips printed. Select the following filters:
Save as a new Set with the following settings:
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This Set is to group together Articles and Book Chapters that need pull slips printed. Select the following filters:
Save as a new Set with the following settings:
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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.
Save as a new Set with the following settings:
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In Process
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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:
Save as a new Set with the following settings:
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This Set is to group together items that have been printed and still need scanning. Select the following filters:
Save as a new Set with the following settings:
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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:
Save as a new Set with the following settings:
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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.
Save as a new Set with the following settings:
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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.
Save as a new Set with the following settings:
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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.
Save as a new Set with the following settings:
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Completed
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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.
Save as a new Set with the following settings:
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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
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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.
Save as a new Set with the following settings:
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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.
Save as a new Set with the following settings:
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