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During the winter holidays all CSU libraries close so students, faculty, and staff can enjoy a much needed holiday break. While the CSU is closed, so are most other libraries in the United States. Since all the libraries are closed, most Rapido requests will go straight to trying to go to ILLiad or WorldShare as the partner of last resort. To prevent this, you can set a Borrowing Mediation Rule to stop requests from being sent out until you return from break, a Set to keep track of these requests, and Labels in Primo to alert patrons of delays.

Borrowing Mediation Rule

A simple Borrowing Mediation Rule will stop the requests from automatically processing. To make the rule go to Alma Configuration → Resource Sharing → Rapido Rules → Borrowing Mediation Rules and select +Add Rule. Fill out the following fields to make the rule:

  • Name: Holiday Closures

  • Description: Stop requests till after the Winter Holidays

Name

Operator

Value

Requested Format

In List

Physical

Borrowing Owning Library

In List

(Select your Resource Sharing Library)

  • Labels: Holiday

  • Action: -

Since leaving the Action blank stops requests from processing (I don’t know why its not “stop processing” instead of -), this rule will stop all physical items for mediation. If you also want to stop article requests, do not add the Requested Format part of the rule.

Set

Now that you have a rule with a Label in place you can make a Set to catch all the requests with that Label. Go to Alma → Rapido → Borrowing → All Active Borrowing Requests and add the following facets:

  • Include Zero Values: Active

  • Labels: Holiday

Click Apply and then Save as a New Set. Fill out the following settings in the pop up for the Set.

  • Set Name: Holiday Closures

  • Description: Set to catch all Physical Borrowing Requests over the Winter Holidays.

  • Group: New

  • Private: No

  • Permanently Active for All Users: ☑️

All requests with the Holiday Label will be stopped to process after the Winter Holidays.

Primo Labels

You might want to let patrons know the requests will be delayed. You can add several Primo Labels to let them know to expect delays. To add Primo Labels go to Alma Configuration → Discovery → Display Configuration → Labels. Chance the drop down to Description and search Rapido Labels. Click the ellipsis and select Edit. Search the following codes and update them:

Code

Description

rapido.tiles.physical.no_best_offer.line_1

Request a physical copy from another library. (Expect delays until January due to Library closures)

rapido.tiles.physical.best_offer.line_1

Request a physical copy from another library. (Expect delays until January due to Library closures)

nui.ngrs.physical.getcopy

Request a physical copy from another library. (Expect delays until January due to Library closures)

That should add the message to all physical Rapido tiles. You do not need to use the exact wording above, use whatever Description fits your library’s style.

Return Workflow

Once you return from the holidays you will want to do the following:

  • Change the Primo Labels back to normal

  • Turn off the Borrowing Mediation Rule

  • Process the requests in the Set

To turn off the Borrowing Mediation Rule go to Alma Configuration → Resource Sharing → Rapido Rules → Borrowing Mediation Rules and set the rule to inactive. Once the rule is inactive you can process the requests. Go to the Holiday Closures Set in Rapido and click the Ellipsis (…) next to each request and select Recalculate Partner. If the rule is inactive the request will go through as if the request was just placed. Once all the requests are processed you can deactivate the Set and return to normal workflows.

  • No labels