When searching for materials in Primo, patrons often are presented with multiple records for the same item but with different holdings. If patrons select a record with a Rapido Offer tile with listen loan periods and delivery times listed the request will go to a Rapido partner, but if they select a tile with no listed terms the request will be pushed to ILLiad. Staff will then process the request in ILLiad and may end up requesting from the same partners who would have filled the request in Rapido if the patron had simply selected a different record in Rapido. The find partner workflow will stop requests from automatically going to ILLiad so staff can attach the request to a different record and process the request in Rapido instead.
Borrowing Mediation Rule
The Find Partner workflow uses a Borrowing Mediation Rule to stop requests from automatically going to ILLiad so they can be processed in Rapido first. To add the Borrowing Mediation Rule go to Configuration → Resource Sharing → Rapido Rules → Borrowing Mediation Rules. Select Add Rule to make the Borrowing Mediation Rule. The rule uses the following settings:
Borrowing Mediation Rule Editor
Name: Find Partner Rule
Description: Stops requests from automatically going to ILLiad so another record can be used.
Input Parameters:
Name | Operator | Value |
|---|---|---|
Partner | In List | (Your ILLiad as Last Resort Partner) |
Labels | Not In List | ILLiad (or Approved) |
Output Parameters
Labels: Find_Partner
Action: (Leave Blank)
This rule will stop all requests trying to go to ILLiad as the Partner of Last Resort so staff can attach them to a different Global Title Index record to request from additional Rapido partners first. If the request still cannot be filled, it can be pushed to ILLiad by adding the escape parameter label. Most libraries are using an ILLiad label, but any label works as long as you add it to the Borrowing Mediation Rule under Labels → Not In List.
Workflow
The Borrowing Mediation Rule will now stop requests trying to go to ILLiad for mediation. These requests will appear in your Awaiting Mediation set and will have the Find_Partner label from the Borrowing Mediation Rule Output Parameters and they will be at the Ready to be Sent status.
To attach the request to a record with potential partners click the ellipses (…) and select Enrich from Global Index.
After selecting Enrich from Global Index you will see a screen with the current information being searched in the Global Index for the request. Click the blue search text to edit the search. Some of the information in the search may be specific to the record currently being used to request the item. Since we want to use a different record for the same item we can delete some information that may not be listed in every record. Hover over a search item you want to delete and click X and Search.
Results matching the new search will now appear. Check the box next to a record you want to try and then click select.
Information from the new record will now be added to the request. Click Recalculate Partner to try this record. A few things may happen at the next step.
Successfully Attached to a Rapido Partner
If the record you chose had Rapido partners with an available copy of the item the request will automatically go to that partner. Nothing left to do except wait for the item to arrive in the mail.
Request Still in Mediation
If the request still appears in the Awaiting Request Mediation set the selected record did not have any Rapido partners with an available copy. Click the ellipses (…) and Enrich from Global Index to try a different record until a Rapido partner is found or you feel all potential partners have been exhausted.
Push to ILLiad
Once you feel no Rapido partners are able to fill the request it is time to try partners outside of Rapido. Add the label you configured as the escape label in the Borrowing Mediation Rule and refresh the page. The request should be sent to ILLiad.
