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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 RapidoBorrowing 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 RapidoLending 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

 Print Pull Slips

This Set is to group together print items that need their pull slips printed. Select the following filters:

  • Status

    • Being Processed

    • Created Lending Request

  • Request Reported

    • No

  • Requested Format

    • Physical

Save as a new Set with the following settings:

  • Set Name

    • Pull Slips (Physical)

  • Group

    • New

  • Private

    • No

  • Permanently Active for All Users

 Article/Book Chapter Pull Slip

This Set is to group together Articles and Book Chapters that need pull slips printed. Select the following filters:

  • Status

    • Being Processed

    • Created Lending Request

  • Request Reported

    • No

  • Requested Format

    • Digital

  • Inventory Type

    • Physical

Save as a new Set with the following settings:

  • Set Name

    • Article Scanning

  • Group

    • New

  • Private

    • No

  • Permanently Active for All Users

 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.

  • Status

    • Locate Failed

Save as a new Set with the following settings:

  • Set Name

    • Locate Failed

  • Group

    • New

  • Private

    • No

  • Permanently Active for All Users

In Process

 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:

  • Status

    • Being Processed

    • Created Lending Request

  • Request Reported

    • Yes

  • Requested Format

    • Physical

Save as a new Set with the following settings:

  • Set Name

    • Print In Process

  • Group

    • In Process

  • Private

    • No

  • Permanently Active for All Users

 Article/Book Chapter Scanning

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

  • Status

    • Being Processed

    • Created Lending Request

  • Request Reported

    • Yes

  • Requested Format

    • Digital

  • Inventory Type

    • Physical

Save as a new Set with the following settings:

  • Set Name

    • Article Scanning

  • Group

    • In Process

  • Private

    • No

  • Permanently Active for All Users

 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:

  • Status

    • Being Processed

    • Created Lending Request

  • Requested Format

    • Digital

  • Inventory Type

    • Electronic

Save as a new Set with the following settings:

  • Set Name

    • Article Downloading

  • Group

    • In Process

  • Private

    • No

  • Permanently Active for All Users

 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.

  • Status

    • Expired

Save as a new Set with the following settings:

  • Set Name

    • Expired

  • Group

    • In Process

  • Private

    • No

  • Permanently Active for All Users

 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.

  • Status

    • Lost

Save as a new Set with the following settings:

  • Set Name

    • Lost By Borrowing Patron

  • Group

    • Processing

  • Private

    • No

  • Permanently Active for All Users

 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.

  • Status

    • Lost and Fee Communicated

Save as a new Set with the following settings:

  • Set Name

    • Lost and Fee Communicated

  • Group

    • Processing

  • Private

    • No

  • Permanently Active for All Users

Completed

 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.

  • Status

    • Lost and Fee Communicated

  • Label

    • Lost_CSU

Save as a new Set with the following settings:

  • Set Name

    • Lost and Fee Communicated

  • Group

    • Completed

  • Private

    • No

  • Permanently Active for All Users

  • No labels