Resource sharing using Rapido is based on several elements, including a Primo VE CDI enabled discovery and an active RAPID ILL account. This page focuses on the back-office elements that have to do with the resource sharing and fulfillment aspects of the workflow.
Library processing of Rapido requests, on both the borrower side and lender side, is based on standard resource sharing workflows and requires the resource sharing and fulfillment configurations that make the library processes possible. Working with Rapido enables you to maintain the local resource sharing configurations such as partner records and locate profiles that support managing a resource sharing process with a non-Rapido partner. If you expect to manage resource sharing transactions with non-Rapido partners then the resource sharing configurations that are detailed in the Configuring Resource Sharing document are relevant. The following are exceptions:
- Sending Borrower Request rules (replaced by Rapido Mediation Rules)
- Additional Requested Media (Rapido uses different request forms)
- Configuring Primo Request Form Type by Genre (Rapido uses different request forms)
The following sections focus on specific configuration requirements for Rapido. More information may be found in the relevant sections of the Ex Libris Customer Knowledge Center.
Rapido Members and Resource Sharing Libraries
Use the Resource Sharing > Configuration > Members to configure Rapido members.
Adding a Resource Sharing Library
Rapido requires a minimum of one member to support borrower or lender requests. Multiple members are supported.
When adding From New Resource Sharing Library, ensure Is resource sharing library is selected. For more information on creating libraries, see Adding Libraries and Configuring Resource Sharing Libraries.
Editing an Existing Resource Sharing Library
More than one member is used when there are multiple campuses that manage their resource sharing operations separately from one another or libraries that run their resource sharing operations independently.
Like any library, the resource sharing library must also have a valid calendar. Note that:
- The ISO Symbol is only required if the resource sharing library is also used for resource sharing transactions with non-Rapido partners. It is not required if the resource sharing library only communicates (as borrower or lender) with Rapido partners.
- The locate process related parameters are not required if the library only communicates (as borrower or lender) with Rapido partners:
- Borrowing setup
- Cancel request on locate failure
- Automatic activate locate profile
- Lending setup
- Automatic location of resources
- Ignore electronic resources
- Automatic creation
- Locate by fields
- Borrowing setup
Use the Borrowing Policies to set the pod priorities. Use to drag and drop according to the order of priorities for borrowing requests.
Locally managed pods are checked when Locally Manage Rapido Pod is selected in Fulfillment > Resource Sharing > Rota Templates.
New for January! Configure the following fields to include these terms in all offers:
- Delivery Time
- Loan Period
- Check availability and only show terms for available resources
If Check availability and only show terms for available resources is selected, the terms only appear if the item is available.
You can also associate the pod with a Rapdio member.
Add exceptions to override the default borrowing policies.
Assigning POD Priorities at the lZ Level
For some institutions, it might be relevant to set the POD priority at the IZ level rather than at the member level. To do so, from Resource Sharing > Configuration > Institutional Borrowing Policy, select Use Institutional Borrowing Policies. Define your Default Borrowing Policies and Save. Using this feature overrides the settings in the individual member's policies (Resource Sharing > Configuration > Members).
Configuring Borrowing Request Inactive Filters
- General System Administrator
- Fulfillment Administrator
Resource sharing libraries must have a library Fulfillment Unit.
Resource Sharing Allowed must be enabled in the Fulfillment Unit Rules.
The rules determine:
- Resource sharing eligibility
- Request limits
- Allow pickup locations
- Personal delivery
For more information, see Supporting Personal Delivery for Requests.
To manage resource sharing lending requests, you must have a Repository Manager role.
Use the Settings > Resource Sharing > Members > Physical Items Lending Policies to edit the lending policies.
Add Participating Items to specify the terms for each type of item.
The Participating Items are sets of Physical Items used for fulfilling resource sharing requests. Participating Items must be defined for every member.
Physical items are only available for lending when Supplies physical items is checked.
Participating Items sets must be linked to the pods that are assigned to a member.
Add Physical Lending Policy
Use the add physical lending policies to make an item available to a borrower who is not part of a pod. This enables other Rapido users not in a pod to receive offers based on your set criteria.
After entering the lending policy terms, requests for physical items that meet your terms will be able for lending.
The copyright rules must be activated to activate copyright management on the borrower side of the request.
The rs_borrower_copyright_management parameter (Fulfillment > General > Other Settings) must be set to true.
The Rule of Five is an out-of-the box rule and is disabled by default. When enabled, the rule causes the sixth digitally requested request that is placed within the same calendar year for the same material (that has been published within the last five years) to automatically be marked as copyright approved. The request is still sent, but the copyright status is reportable in Analytics.
Configure the copyright rules from Settings > Resource Sharing > Rapido Rules > Borrowing Copyright Rules.
When adding a rule, the following parameters are available by default:
- Number of Requests in Calendar Year — How many times a resource is can be requested in a given year.
- Request Type — Electronic or Digital.
- Total Copyright Work Percentage — Up to what percentage of a resource can be requested for Electronic and Digital.
- Years Since Publication Date — When a resource was published.
- Number of Requests Per User on Specific Resource — This parameter determines how many requests a user is allowed to make for a resource. For articles, this is determined by ISSN, volume, and issue (if any of these are empty the rule will be skipped). For books, this is determined by ISBN.
- Time Span (In Months) Since Request Date — The amount of time that needs to pass before a resource can be re-requested.
Rapdio can only calculate the total work percentage if the total number of pages is known and the page fields are populated. Without this information, the rule will be skipped. This case mostly occurs for requests placed via the blank form Resource Sharing requests and not from a Rapido offer, since the Rapido offer includes all the metadata.Copyright Parameters
Select to enable Copyright Clearance to automatically approve or reject the copyright clearance request.Copyright Clearance
Use the Settings > Resource Sharing > Request Forms > Resource Sharing Copyright Declaration to create the copyright declaration that is attached to the Primo request form. No declaration is mandatory on the request form if the relevant text is not configured using this link.
Staff users that access resource sharing task lists must have the following roles:
- Fulfillment Administrator (institution scope). This role is required in order to access the Fulfillment and the Resource Sharing configuration menu.
- Fulfillment Services Manager/Operator (scope of the resource sharing library) This role is required in order to access the borrower and lender task lists.
- The role must be in the scope of the resource sharing library that the user requires access to. An institution-level scope does not affect this access.
- Only a Repository Manager role can delete a set of participating items.
To place requests, patrons must be assigned a patron role and have an assigned Resource sharing library or a default patron resource sharing library. If this is not defined in the patron's user information, Alma uses the "ill_item_creation_lib_code" customer parameter to chose the Resource sharing library.
Set the Fulfillment > General > Other Settings menu as follows:
The ill_item_creation_lib_code parameter can be used to assign a default library. If this is configured, then the user record does not have to be updated with a resource sharing library.
- rs_disable_lending_auto_assign – true. This prevents lending requests from being automatically assigned to the staff member that updates them
- rs_keep_rejected_request_active – This determines your policy regarding requests that have been rejected by the lender. Use this parameter to determine whether the borrowing or lending requests should remain active when rejected and should continue being processed as an active request, for example in order to process with a broker system.
- None — This is the default setting. The request is completed and is no longer included in the active requests queue.
- Borrowing, Lending, Both — The request remains in the active requests queue of the appropriate task list so the staff has the option to work on the request.
- rs_default_digitization_department. This is the digitization department that is assigned automatically created digitization requests if the rs_auto_request_lending parameter is on.
- check_patron_duplicate_borrowing_requests – true. This prevents patrons from requesting a resource that they already have an active request for.
Self Owned Resources
To prevent Rapido offers for self-owned resources, add the below Display Logic Rules:
- Hide service Resource Sharing Request with Ownership by the institution = true — hides the Rapido offer when there is physical inventory
- Hide service Resource Sharing Request if exists service Full Text — hides the Rapido offer when there is electronic inventory
Setting check_self_ownership_serial to false enables request placement when the local resource is a serial. Mediation rules are used to ensure the exact issue that the patron is requesting is indeed not locally held.
If check_self_ownership_serial is set to true, and one of the below Display Logic Rules is enabled, journal offers will not be presented for journals you own or have available.
- Hide service Resource Sharing Request with Ownership by the institution = true
- Hide service Resource Sharing Request with Availability by the institution = true
Any borrowing request created in Rapido is automatically sent to a matching lender, either based on a Rapido offer or based on locally managed rota templates. Use the Resource Sharing > Rapido Rules > Borrowing Mediation Rules to establish rules for when requests should not automatically be filled and require staff mediation to advance the request to the next step.
Mediation rules are created with an ‘exit criteria’, which is the condition that allows the request to be sent after meeting the rules criteria. For example, consider the below rule for managing requests that have been placed for resources that are owned by the library:
- Any request that meets the criteria of ‘Self Ownership=true’ is stopped for mediation.
- An ‘exit criteria’ rule requires that there is no ‘SELF_OWNED_APPROVED’ label.
The result of this rule is that requests are stopped for mediation (i.e. the status is ‘ready to be sent’) even when there is a known potential lender. In order to allow the request to continue on its lifecycle, the operator removes the ‘SELF_OWNED’ label (that is automatically assigned by the rule) from the request and adds a ‘SELF_OWNED_APPROVED’ label instead.
Use the Resource Sharing > Borrowing Mediation Rules to add labels to control your mediation rules.
Labels are automatically created based on mediation rules. Each rule's Output Parameter determines when manual intervention is required for handling a request.
For mediation rules such as Missing article/book metadata there are two optional operators:
In List — requires all selected fields to be filled to send the request without mediation.
All In List — will not stop for mediation if at least one field is filled in so that the users can send requests to lenders even if only one field is populated.
Available Mediation Rules
Below are the various mediation rules available:
- Converted from hold request
- Missing article metadata fields
- Missing books metadata fields
- Needed by date
- Rapido request
- Request with note
- Request status
- Requested format
- Requests created from blank form
- New for January! Self Owned And Available
- Self ownership
- Statistical category of requester
- Supplying Pod
- User group
- Years since publication date
Non-Signed in Users
This rule enables every user to receive an offer when not logged in. When clicking the offer, the login screen appears. The login action reloads the full view page with the Rapido offer. If the rule prevents the user from receiving this request, no offer is presented.
We recommend configuring Rapido scopes (Discovery > Display Configuration > Configure Views).
The first scope is the initial search including your local catalog + CDI full text activations with filter by availability (My library catalog).
The second scope is that CentralIndex not filtered by availability which includes the Rapido index for Rapido customers (Beyond my library).
Rapido holdings are included in the first CentralIndex scope defined as not filtered by availability.
EasyActive and FullyFlexible
EasyActive – all collections are automatically searchable in discovery and do not require a proactive search activation by the library staff.
FullyFlexible – beyond the activation of your own library holdings, the institution controls which collections are searchable in your discovery.
Either option can be used with Rapido.
EasyActive exposes more content beyond your library collections than FullyFlexible. This enables patrons to create resource sharing requests directly from their search results rather than needing to use the blank form for their request. This avoids unnecessary errors in their requests and provides patrons with clear visibility for the request such as delivery time for Rapido offers.
Displaying Rapido Offers in Primo
You can configure the location of the Rapido offer on the Primo full view record, for example, to set it to be right below the How to Get It section.
Set this in the Full Record Services section of Discovery > View Configuration, by changing the location of the ‘rapidoOffer’ row from its out-of-the-box location at the end of the section.
Rapido Holdings Index Records
The Rapido Holding Index contains the index of all Rapido library holdings. The record displayed is a single anonymized record. The index does not include records suppressed by the institution and external data sources. Additionally, only records that are included in the inclusion criteria below are included in the index.
Exclude records from the Rapido holdings index by using the Suppress from External Search option (see https://youtu.be/ZQSlvkTJaIY). For Rapido, configuration of Z39.50 s not relevant.
Use at least one of the following criteria:
External system number (035)
LCCN + brief title + year
LCCN + fuzzy title + year
LCCN + full title + pagination
OCLC + brief title + year
OCLC + fuzzy title + year
OCLC + full title + pagination
ISBN + brief title + date
ISBN + fuzzy title + date
ISBN + full title + pagination
IncorrectISBN + full title + date
IncorrectISBN + full title + pagination
Full title + main entry + date + pagination
Full title + main entry + date + fuzzy pagination
Full title + date + publisher + pagination + [main entry]
Full title + date + publisher + fuzzy pagination + [main entry]
Full title + date + pagination + [main entry]
Full title + date + fuzzy pagination + [main entry]
Full title + date + publisher + [main entry]
LCCN + brief title
OCLC + brief title
ISSN + brief title
Full title (not in common serials list) + place of publication + country of publication + Main entry conditional
Full title (not in common serials list) + date + place of publication + main heading (conditional) + ISSN conditional
Full title (not in common serials list)+ date + main entry
Full title (can be in list of common titles) + date + main entry + place of publication
Fuzzy title (not in list of common titles) + date + main entry + place of publication
Records in the Rapido Holding Index
Below is an example from a full record in the Rapido holdings index (including a Rapido offer). The Source of the record is Global Title Index, the owning library is not included, and the information is not available for the patrons.
You can configure Rapido labels (Discovery > Labels > Prima Rapido Labels). Each new tile begins with rapido.tiles.xxx.
<!--Physical - best offer -->
<ref:codeValue codeValue="Get a physical copy" code="rapido.tiles.physical.best_offer.line_1" />
<ref:codeValue codeValue="Delivered in" code="rapido.tiles.physical.best_offer.line_2.first_part" />
<ref:codeValue codeValue="Days" code="rapido.tiles.physical.best_offer.line_2.second_part" />
<ref:codeValue codeValue="Keep for" code="rapido.tiles.physical.best_offer.line_3.first_part" />
<ref:codeValue codeValue="days" code="rapido.tiles.physical.best_offer.line_3.second_part" />
<!--Physical - no best offer -->
<ref:codeValue codeValue="Request a " code="rapido.tiles.physical.no_best_offer.line_1" />
<ref:codeValue codeValue="physical copy " code="rapido.tiles.physical.no_best_offer.line_2" />
<ref:codeValue codeValue=" " code="rapido.tiles.physical.no_best_offer.line_3" />
<!--Digital - best offer -->
<ref:codeValue codeValue="Get a digital copy" code="rapido.tiles.digital.best_offer.line_1" />
<ref:codeValue codeValue="Delivered in" code="rapido.tiles.digital.best_offer.line_2.first_part" />
<ref:codeValue codeValue="Hours" code="rapido.tiles.digital.best_offer.line_2.second_part" />
<ref:codeValue codeValue="by email" code="rapido.tiles.digital.best_offer.line_3" />
<!--Digital - no best offer -->
<ref:codeValue codeValue="Request a " code="rapido.tiles.digital.no_best_offer.line_1" />
<ref:codeValue codeValue="digital copy " code="rapido.tiles.digital.no_best_offer.line_2" />
<ref:codeValue codeValue=" " code="rapido.tiles.digital.no_best_offer.line_3"/>
<!--Digital Chapter - best offer -->
<ref:codeValue codeValue="Need a chapter?" code="rapido.tiles.digital_chapter.best_offer.line_1" />
<ref:codeValue codeValue="Delivered in" code="rapido.tiles.digital_chapter.best_offer.line_2.first_part" />
<ref:codeValue codeValue="Hours" code="rapido.tiles.digital_chapter.best_offer.line_2.second_part" />
<ref:codeValue codeValue="by email" code="rapido.tiles.digital_chapter.best_offer.line_3" />
<!--Digital Chapter - no best offer -->
<ref:codeValue codeValue="Request a " code="rapido.tiles.digital_chapter.no_best_offer.line_1" />
<ref:codeValue codeValue="digital chapter " code="rapido.tiles.digital_chapter.no_best_offer.line_2" />
<ref:codeValue codeValue=" " code="rapido.tiles.digital_chapter.no_best_offer.line_3" />
<!--Journal - no best offer -->
<ref:codeValue codeValue="Request an " code="rapido.tiles.journal.no_best_offer.line_1" />
<ref:codeValue codeValue="article from this journal " code="rapido.tiles.journal.no_best_offer.line_2" />
<ref:codeValue codeValue=" " code="rapido.tiles.journal.no_best_offer.line_3" />
Rapdio Offer Fields
You can configure the Rapido form (Settings > Resource Sharing > Rapido Request Forms Customization) by enabling or disabling any of the fields.
Presenting Rapido Tiles
Rapido enables you to configure when to present specified Rapido tiles and when to hide them. Select Configuration > Fulfillment > Discovery Interface Display Logic > Display Logic Rules > New > Add Rule to select which services to hide when the Offer has no known terms and set the value to True.
No Rapido offers are shown for external resources.
To hide the Rapido offers to be added to the representations coming from Alma you can use the Display Logic Rules as in the following example:
Rapdio enables you to hide the HOW TO GET IT section so that if this feature is not used by your institution, you can remove it. To hide this section, from Resource Sharing > General > Other Settings set rapido_hide_how_to_get_it_section to false. By default, this setting is set to true.
Show HOW TO GET IT
Hide HOW TO GET IT
When set to true (default) (rapido_note_to_lender Resource Sharing > General > Other Settings)notes are sent to both the borrowing and lending institution. When set to false, notes are only sent to the borrowing institution.
Use the No Rapido Offer Message to alert users which offer is restricted from borrowing. Configure the offer message from Settings > Resource Sharing > Configuration > No Rapido Offer Message.
Enter the text to alert users that an item is not available for borrowing.
Self Ownership Check
The check_self_ownership_serial parameter (Fulfillment > General > Other Settings) determines whether requesting are allowed for articles without checking local ownership.
Set this to 'false' so that article requesting is always allowed without checking the local physical inventory first.
Alma cannot determine whether the exact coverage of the requested article is in your physical holdings. Therefore, setting this parameter to 'false' allows the patron to request the article. We recommend mediating these requests in order to first verify local availability using the Self Ownership parameter of the mediation rules.
The Document Delivery Page
Document Delivery requires configuration for integration with RapidILL. See RapidILL Based Resource Sharing Workflow.
The document download page that Alma displays when a patron clicks an email link using your institution’s CNAME (e.g. instituitonA.alma.exlibrisgroup.com) and not the classic link (e.g. https://ap01-.alma.exlibrisgroup.com...TITUTIONA_INST) link. This requires intervention from your IT department if you have not authorized the CNAME URL before.
The document download page uses the logo that is defined in your General > Alma Logo and Color Scheme menu as the login page logo.
Note to Patron
Use the Settings > Resource Sharing > Request Forms > Note to Patron to include notes to patrons when placing their requests in the request forms.
Configuring Patron Queries
- Old system: Patron query templates are a basic means of configuring patron letters. You can enter multiple letters and configure the fields in the letters. You cannot edit the initial structure of the letter, but – if configured – you can edit the letter before it is sent.
This system is deprecated and will be removed in an upcoming version.
- New system: Patron query types use Alma’s flexible XSL style sheet letter configuration system for each query, which is more flexible. You can define up to thirty types of letters that will be sent when a user selects to send a query to a patron, for example, a welcome letter, a response to a request, and so forth.
- General System Administrator
- Fulfillment Administrator
- Add a patron query template (see Adding Patron Query Templates)
- Edit a patron query template (Modify the column values in the Mapping Table Rows section).
- Delete a patron query template (select Delete).
- Open the PatronQueryTemplates Mapping Table (Configuration Menu > Fulfillment > Resource Sharing > Patron Query Templates).
- Select Add Row. Enter a name for the template in the Name field.
- In the Subject field, enter a subject. You can use the variables %reqId% and %reqName%; these will be replaced with the borrowing or lending request’s external ID or the patron’s name, respectively.
- In the Header field, enter a header, such as “Dear Sir/Madam:”.
- Enter additional lines in Query Line 1, 2, and 3. These fields are substituted into the Query to Patron Letter. For more information, see Example Letter Customization: Query to Patron Letter.
- In the Edit if Single field, enter True if the message will be open for editing, or False if the message will be sent directly to the patron without any opportunity for editing.
- Select Add Row. The template appears in the list of templates.
- Select Customize.
- General System Administrator
- Fulfillment Administrator
- Add a patron query type (see Adding Patron Query Type)
- Edit a patron query type (Modify the column values in the Mapping Table Rows section)
- On the Patron Query Types Code Table Page (Configuration Menu > Fulfillment > Resource Sharing > Patron Query Types), enable the relevant patron query types.
Patron Query Types Code Table
- You can modify the enabled entries' descriptions. Note that the Description column's text appears in the drop-down of query types (after selecting Send Query to Patron for a Borrowing request), and the code enables you to map the exact text to be used for each query type.
- You can select enabled entries as templates for the Send Query to Patron email and can modify the entries on the Query to Patron Letter Code Table page.
- Select Save when you are done.
Cost to Patron
Configure the Cost to Patron to charge a patron based on their user group.
The cost is only effective once the borrowing library receives the item.
Expand the Cost to Patron section and select Add Cost to Patron.
Add the groups and their cost.
Assign the cost to a POD for a selected member.
Display Alerts in Lending Requests
Alerts can be attached to a lending request during the main steps of a request's workflow.
The alerts show the progress of the request (In Process, Canceled, or Completed). The following alerts are currently supported and can be configured in Configuration > Resource Sharing > Manage Rapido Alerts:
- Move Request in Process
- Move Request Cancelled
- Move Request Completed
- Digitization Request in Process
- Digitization Request Cancelled
- Digitization Request Completed
Digitization Request Cancelled and Move Request Cancelled are enabled by default.
Downloading Electronic Resources
New for January! Rapido includes the ability to select the license fields to be added to the screen rather than using the Primo screen for this flow. (Resource Sharing > Configuration > Manage Download Electronic Resource)
The following are out-of-the-box and can be deleted if they are not needed:
- Interlibrary loan print or fax
- Interlibrary loan secure electronic transmission
- Interlibrary loan electronic
- Interlibrary loan record keeping required indicator
- Interlibrary loan note
Each license field that is enabled appears in the right pane.
To configure letters, you must have one of the following roles:
- General System Administrator
- Letter Administrator
The following letters (Configuration > General > Letters > Letters Configuration) are used by Rapido throughout the different flows:
- Borrower Overdue Email Letter — Sent by the lending institution to the borrowing partner when a resource is overdue. When sent using ISO protocol, the request on the borrowing side is automatically marked as overdue.
- Externally Obtained Letter — Sent to patrons; contains a URL for a requested article obtained through the CCC GetItNow service.
- Ful Damaged Email Letter — Sent to the lending partner to notify them that a resource sharing item has been damaged.
- Ful Lost Email Letter — Sent to the lending partner to notify them that a resource sharing item has been lost
- Ful Outgoing Email Letter — The borrowing request sent to a partner with profile type Email.
- Ful Renew Email Letter – only if working with email partners — Indicates that a resource sharing request has been renewed. Sent to partners automatically when a resource sharing borrowing request is sent to a partner whose Type = Email.
- Lending Recall Email Letter– only if working with email partners — Sent to the borrowing partner when an item is recalled and must be returned.
- Query To Patron Letter —
- Sent to patrons when the user selects Send Query to Patrons from a resource sharing request. See Peer-to-Peer Resource Sharing.
- This letter is only used when the institution is using patron query types; see Configuring Patron Queries.
- To configure, see Example Letter Customization: Query to Patron Letter.
- Borrower Receive Email Letter– only if working with email partners — Sent to the lending institution when the loaned item has been received at the borrowing institution.
- Borrower Return Email Letter– only if working with email partners — Sent to the lending institution when the borrowing institution has returned the loaned item.
- General Message Email Letter– only if working with email partners — An email sent to the resource sharing partner to alert them of a new general message that has been entered on the request.
- Lender Email Letter
- Resource Sharing Return Slip Letter — Printable when returning a borrowing item to the lender. You may include a printable barcode image on this letter. Printing the letter will take place if:
- Scanning in an item triggers a return (including Managing Patron Services and Return Items menu option)
- Using the Return option in the task list (see Workflow Actions)
The letter is not relevant for NCIP transactions
- Interested In Letter — Informs someone who is registered as “interested in” about a change in a PO line status. For details on interested users, see the description in Find PO Lines for Receiving Fields in Receiving Physical Material.
- ARTEmail message — For working with the British library.
- Document Delivery Notification Letter — When a patron has requested digital material and the send method on the request is Attach Documents - Link, this notification is sent to patrons to provide links to the file. See Attaching Digitized Items To Be Sent To a Patron.
- Resource Sharing Shipping Slip Letter — Sent to a user when the user selects the Ship Item link for a lending request and then selects Automatically Print Slip = Yes on the Shipping Items page. You can include a printable barcode image on this letter.
- Resource Sharing Receive Slip Letter — A slip that prints automatically when the Automatic Print Slip option is selected on Receiving Items. You can include a printable barcode image in this letter.
- Lending Requests Report Slip Letter — A slip that is printed out by library staff for the selected requests in the lending task list that lists the availability of the items so that they can be taken off the shelf and shipped to the requester.
- Lending Recall Email Letter — Sent to the borrowing partner when an item is recalled and must be returned. Not used in Rapido but is used in Peer to Peer. In Rapido a general message is being used for sending recall.
- Lender Will Supply Email Letter – only if working with email partners — Sent to the borrowing partner when the status of a resource sharing request changes to Will Supply.
- Lender Ship Email Letter — Sent to the borrowing partner to indicate that the requested item has been shipped.
- Lender Renew Response Email Letter — Sent to the borrowing partner when the lending partner responds to a renewal request.
- Lender Reject Email Letter – only if working with email partners — Sent to the borrowing partner when the lending partner has rejected a lending request.
- Lender Checked-In Email Letter – only if working with email partners — Sent to the borrowing partner when an item was checked in at the lending institution.
- Ful Incoming Slip Letter — A slip that is printed out by library staff from the Resource Sharing Lending Requests Task List when they need to retrieve an item from the shelf to be shipped to a borrower (see the print slip description in Receiving Physical Material). You may include a printable barcode image in this letter.
- Ful Borrowing Info Letter — Sent to patrons; indicates whether a loaned resource sharing item was successfully renewed. See Managing Resource Sharing Borrowing Requests.
- Borrower Claim Email Letter — For peer-to-peer partners, the letter is sent when the Automatic Claim field is enabled on the borrowing request and the value of the Time to Claim (days) is reached. See Resource Sharing Partners.
- Change Rapido Request Terms Letter — A letter that will notify the patron if the terms that were defined by the previous lender were changed when the request is moved to a new lender.
- Resource Sharing Request Confirmation Letter — Rapdio sends a confirmation email when a request is placed.
For more information, see Configuring Alma Letters
Setting Up Rapid
To enable Rapido document delivery setup, you need to define Rapid as a partner and load your holdings by using the Alma Holdings Harvest for RapidILL.
Configuring RapidILL as a Resource Sharing Partner
Configure RapidILL as a resource sharing partner from the Resource Sharing Partner page (Fulfillment > Resource Sharing > Partners > Add a Partner).
For the Profile Type and System Type, select RapidILL. Enter the form details as described at Resource Sharing Partners.
On the Parameters tab, for the Default Library Owner, select the library to be used when creating lending requests. Lending requests received from RapidILL are created in the Resource Sharing Library that you select. Enter the form details on the Parameters tab as described at RapidILL Parameters.
If you are using the RapidR integration, select Enable Rapid Returnables Integration For Rapido. This enables you to manage borrowing and lending requests from your RapidoR network via Rapido. By selecting this checkbox, a Rapid Returnables pod is added to your list of participating Pods and you need to define its priority on the Borrowing Policies tab of the resource sharing member.
Configure the following parameters located at Configuration > Fulfillment > General > Other Settings as follows:
|rs_keep_rejected_request_active||Borrowing||Keep rejected resource sharing requests active as a borrowing request to keep it open if it is rejected by RapidILL|
|borrower_document_delivery_maximum_views||2||The maximum number of times patrons are able to access the link for RapidILL document delivery.|
|borrower_document_delivery_send_automatically||true||Whether the email to the patron is sent automatically when a document is received on the borrower side.|
|The number of days after which the digital file is deleted.|
Integrating Rapido and ILLiad
Alma institutions who are “Lenders Only” can specify whether they are managing resource sharing from Alma or ILLiad. If ILLiad is selected (Configuration > Resource Sharing > Members) the lending request for this institution is created and can be managed from ILLiad.
When a request status changes from being calculated to presenting the Lending library details, the Lending library information and contact details are also available in the right pane.
Integrating Rapido and Reshare
Rapido enables you to push user borrowing requests to Reshare (Fulfillment > Resource Sharing > Partners). Rapido can check whether the resource is found in the ReShare network without your users needing to leave their known discovery system. Additionally, your users do not need to enable Rapido to search for the resource they need via the various resource sharing options that your institution supports.
Enter the ReShare credentials on the Parameters tab.