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    Glossary

    Term
    Definition
    Action
    What can be done or applied to a request. Available actions may be limited due to request status.
    For more information, see Borrowing Request Actions and Lending Request Actions.
    Activate
    An action that completes the creation of a lending partner. 
    Alma Glossary
    For more information, see Alma Glossary.
    Analytics
    Analytics are used for measuring various aspects of resource sharing. Out-of-the-box reports are available at all libraries for assessment purposes. Other reports for borrowing or lending can be created using the variables in analytics.
    API
    A means for systems to communicate.
    Assign to
    Use this action to assign the request to a staff user.
    Automatic Renewal
    A new due date is automatically rewarded. Indicates if automatic renewals are allowed for borrowing requests.
    Broker based system
     
    Borrowing policies
    Used to order the pods. Determine the order of pods based on the priority of use. 
    Cancel
    The borrowing request cannot be canceled after shipment, but the fulfillment request can (either from the patron My Account or from the staff Manage Patron Services page). If a fulfillment request is cancelled after shipment, upon receiving the item in the borrowing library, the item is immediately marked to be sent back to the lender.
    Central Discovery Index (CDI)
     
    Check Out to Patron
    Marks that the patron received a physical non-returnable item and completes the request.
    Cloud app
    Cloud apps are cloud hosted add ons. They are free and perform a variety of additional functions. They can be built by the Ex Libris team or built by the community. For more information, see Ex Libris App Center.
    Conditional Reply

    This action enables the lender to send the borrower a condition for the request. When selecting this action, you have the option to select a Conditional Reason, Date for reply, and a Note. Select Yes or No in response to the condition specified by the lender. If the response is Yes, the request status changes to Sent and the Date for Reply field is cleared. If the response is No, the status changes to Rejected by Partner and continues to the next partner in the rota.

    Controlled Digital Lending (CDL)
    The practice of lending an electronic copy in place of a physically owned copy while maintaining the "owned-to-loaned" ratio. 
    Copyright declaration
    Copyright statement that can be configured for viewing by a library user at the point of request. For more information, see Copyright Declaration.
    Copyright (mediation) rules
    Configuration for copyright management for the borrower. For more information, see Copyright Management.
    Damaged
    Send an email to the lender to report that damage occurred and set the status to Damaged communicated. Only displays when Damaged communicated is enabled in the borrowing workflow profile. For more information, see Adding Workflow Profiles.
    Data Sharing
    Configuration to enable library holdings to be discoverable by the resource sharing system. 
    Directory Member
    Libraries that have completed the steps for becoming a part of the resource sharing directory. For more information, see Contributing to the Resource Sharing Directory.
    Document delivery page
     
    Duplicate
    Create a new request based on the existing one. You can then modify the request as required on the Resource Sharing Borrowing Request page.
    When duplicating a Resource Sharing Borrowing request, the values in the following fields are copied to the new request:
    • Title
    • ISSN, ISBN (Metadata fields)
    • Author
    • Requester
    • Owner
    • Request Status
    • Requested Format
    • Delivery Location
    • Request Note
    Escape label
    Within a mediation rule, identify an escape label to override a rule after appropriate actions are applied to meet the requirements of an existing rule. For the parameters, using the if not in list statement with the escape label supports the use of the label acting as an escape label. 
    Expand Results
    An available action that includes Rapido results within the discovery scope
    Expiry
     The number of days until the request expires and moves to the next lender in rota.
    External Identifier
    A unique identifier that can be used by both lending and borrowing institutions in referencing the request. 
    External lender (what is term/ status for when request is being filled by secondary system?)
     
    Facets
    Facets are used in search results lists to filter the results
    Used for document delivery for materials owned by an institution through Rapido. 
    For circumstances where none of your partners can fill your request, the Find Partners opens the Potential Lenders list of lenders who have the requested resource and can possibly fill the request.
    General Message
    Send a general message with a borrowing request to a lender (for ISO/Mail partners) This does not include requests processed by Rapid.
    Global Title Index (GTI)
    Index of records from institutions that are Rapido members. When selecting the global index, you are actually searching in the Discovery Rapido Global Title Index + CDI.
    History
    Shows past partners and relevant request statuses for that partner
    Institution Level/ IZ
    The area of the Metadata Management System comprises local institutional data such as locally managed bibliographic records, locally activated electronic portfolios, and local physical holdings. See Introduction to Alma Inventory.
    Interlibrary loan
    The sharing of library materials between library institutions used interchangeably with resource sharing.
    Internal Identifier
    A number assigned to the request that is limited to internal uses such as searching. 
    ISO
    Communication standard for Resource Sharing. Often used for peer-to-peer requests.
    Knowledge Center
    Ex Libris website that contains documentation on training, workflows, configurations, etc. See Knowledge Center.
    Labels
    Application of labels can be done either manually or automatically to support workflows and analytics. 
    Last Resort
    The use and integration of a secondary ILS system utilized to process resource sharing requests after an attempt with a primary ILS system.
    Lending institution
     
    Lending library
     
    Letters
    Alma letters have a variety of uses that include contact with patrons, contact with other libraries, and slips. For more information, see Rapido Letters.
    Library Card
    The patron view of the patron account. 
    Loan Period
    Duration of a loan circulation.
    Locate Resource
    A non-Rapido request manually activates the Borrowing Locate process. This action only appears if the request has an assigned partner or rota. See Borrowing Locate Process.
    Lost
    Sends an email to the lender and sets the status to Lost communicated. Appears only for Rapido emails or ISO partners.
    When the request is received by the library (and not as Physical non-returnable) and has not yet been returned to the partner when Lost communicated is enabled in the borrowing workflow profile. For more information, see Adding Workflow Profiles.
    Member Attributes
    Configure the Member attributes tab from Configuration > Resource Sharing > Members. The Member attributes tab is configured for setting up the participating resource sharing library. For more information, see Consortia Resource Sharing.
    Mediation rules
    Used to establish rules for when requests should not automatically be filled and require staff mediation to advance the request to the next stage.
    NCIP
    A communication standard for Resource Sharing. Often used with external systems, such as ILLiad.
    Non-Rapido member
     
    Note to patron
    A note to customer contact.
    Output parameters
    The label to apply to requests.
    Override Local Holding
    Relevant for Document Delivery. Rapid prevents you from placing requests that you already have a holding for such as digital requests for resources that your institution owns. Use this action to override this and enable the request to be sent to Rapid.
    Participating items
    Participating items are sets of physical items used for fulfilling resource sharing requests. Participating items must be defined for every member.
    Patron Account
    The patron interface known as the library card.
    Peer to peer
     
    Permission
    User roles that are often shown to identify which user roles are needed to be able to perform a configuration, workflow, or action. 
    Physical Items Lending Policies
    For more information, see Participating Items.
    Pick from shelf
    Referencing items that need to be pulled or searched for in physical book stacks or collections. 
    Pod
    A grouping of libraries. Rapido pods are structured such that libraries in each pod abide by agreed upon terms such as loan period, cost, delivery time, renewal details, and expiry. For more information, see Rapido Pods.
    Pod priority
    Lending terms, including the renewal policy and loan period, assigned to a group of participating items.
    Pods
    A group of resource-sharing libraries that share resources under the same terms and conditions.
    Primo VE
    A patron-facing discovery interface.
    Purchase Request
    For Fulfillment Services Operators / Managers with the privilege Submit Purchase Request RS enabled, you can create a purchase request with the information in the borrowing request.
    RapidILL
    The doc del component of Rapido that provides access to the collections of nearly 600 libraries in over 20 countries. Members commit to a 24-hour lending turnaround time, with a system average of less than 10 hours. The borrowing fulfillment rate is over 95%. For non-Rapido users, RapidILL integrates with most major ILL management systems and can also be used as a standalone platform.
    Rapido Holdings Index Record
    The index that contains all Rapido libraries holdings. For more information, see Rapido Holdings Index Record.
    Rapido member
     
    Rapido Number of Renewals 
    The number of times the borrowing request was renewed.
    Rapido offers
    The discovery differentiation of an item held by a Rapido library or with known terms versus the item discovered at an institution with terms of use that are unknown to the system
    Reactivate
    Appears only when Reactivated is enabled in the borrowing workflow profile. See Adding Workflow Profiles. Select this option to reactivate resource sharing request.
    Recalculate partner
    The assessment of available partners based on current availability determine appropriate partner to send item to 
    Receive
    resource sharing
    The sharingof library materials between library institutions, used interchangibly with interlibrary loan
    Reject
    Use Reject when the lender rejected the request but for some reason, the request in the borrower's system was not updated automatically. This is primarily used for partners who work with email. If the patron is no longer interested in the request, use the cancel option as cancel enables you to choose whether to send the patron a cancellation notice or not.
    Mark a request rejected by the lending institution as Rejected. Reject is only visible if the workflow option Reject is enabled.
    Release assign
    Enables you to unassign an assigned request from a user.
    Release Notes
    Documentation regarding the monthly system updates. See Rapido Release Notes.
    Renew
    This option to renew a resource sharing borrowing request.
    This option is only available for Rapido requests if the pod’s terms allow renewal.
    Resource Sharing Agreement
    Refers to the configuration of toggling data sharing to Yes. For more information, see Data Sharing Profile.
    Resource Sharing Directory or Directory
    A catalog of libraries. 
    Resource Sharing Library
    The library configured to perform resource sharing.
    Resubmit
    Send the request to Rapid again.
    Resupply Request
    For Rapid document deliveries, after a request is completed, Rapido enables you to request a new copy of the original request in case the original request was not properly received. This action reopens the request on the borrower's side for RapidILL requests if the request is complete. This action can only be used once.
    Return

    Displays when the request is received by the library (and not as 'Physical non-returnable') and has not yet been returned to the partner. If the borrowing Workflow Profile for the partner includes the Lender check in option, the request status changes to Returned item to partner (see Configuring Workflow Profiles).

    The Resource Sharing Return Slip Letter is printed when returning a borrowing item to the lender. For more information, see Configuring Alma Letters.

    Rota
    Rota is the terminology used for the creation of a list of partners (similar to an OCLC lending string).
    A rota is a list of partners that are queried in real-time to see if they can fill a particular resource sharing borrowing request. A rota can be ordered, where the partners are queried in a specific order, or random. You can have multiple rotas, each defined by a rota template.
    Rota Assignment Rule
    Automatic rules that determine the list of potential lenders that are assigned to a borrower resource sharing request.
    Rota list
    A list of potential lending partners that are searched to fulfill the sharing request. For more information, see Resource Sharing Partners and Rotas.
    Rota Template
    Groups of potential lenders for fulfilling a borrower resource sharing request. Rota templates are assigned automatically to borrower resource sharing requests by rota assignment rules.
    Sandbox
    A test environment for exploring configurations and functionalities. 
    Scanning
    Beyond the physical act of digitizing materials on a scanner, there is the action of scanning in a barcode into various fields in the interface. Not limited to but including scanning in a barcode for shipping and receiving physical or digital materials. 
    Scope
    A term used to describe the breadth and container of discovery results. 
    Self owned
    Items requested by patrons and owned by that library can be labeled as self owned, and filled from either the lending or borrowing request of the library. 
    Send Query to Patron
    Ability to communicate with the patron using the send the Query to Patron letter. For more information, see Configuring Patron Query Types.
    Sets
    A group of requests that share criteria. For more information, see Rapido Sets.
    Show File
    Applies to digital requests. Selecting this option downloads the file.
    Status Query
    Request a status update from the lending institution. This is only applicable to Rapido and ISO partners.
    Statuses
    The value that describes a request's current state in the workflow. Unless mediated, or requiring actions, requests move automatically between statuses. Statuses are available under facets for filtering results. Some statuses are available for analytics.  For a list of statuses, see Statuses.
    Supplier
    Lending partners or vendors providing materials may be considered suppliers. 
    Upload file
    Ability to upload a file for digital requests or for any requests the library permits to be shared electronically.
    For this feature, your browser settings must be configured to allow viewing of PDF files.
    View
    Action option for viewing requested information.
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