Configuring Request Forms

Introduction

Rapido enables users to fill out various request forms so that they can provide additional information when requesting an item with the Full Display or Services page in the discovery. The displayed request types are based on the inventory type of the record and display logic rules.

In addition, Rapido enables you to create links in the Main Menu that open the Resource Sharing blank request form.

The following table lists the mapping tables that enable you to customize the various request forms:

Request Configuration Mapping Tables
Rapido Link	Request Form
Resource Sharing Request	Resource Sharing Form Customization (see Configuring the Resource Sharing Request Form) – This page contains the following sections, which enable you to configure various aspects of the Resource Sharing Request form: Resource sharing request fields – This section configures the general fields, which apply to book and article requests. This section enables you to specify the order of fields, show/hide fields, and indicate which fields users must populate. Book request – This section configures the fields associated with book requests. This section enables you to specify the order of fields, show/hide fields, and indicate which fields users must populate. Article request – This section configures the fields associated with article requests. This section enables you to specify the order of fields, show/hide fields, and indicate which fields users must populate. Delivery fields – This section configures the fields associated with the delivery of the book or article. This section enables you to specify the order of fields, show/hide fields, and indicate which fields users must populate. In addition, some of the fields enable you to specify a default, which may be useful when hiding a field. The Copyrights field enables the Copyrights dialog box that appears after a user submits a resource sharing request. The following mapping codes are associated with the labels in the Copyrights dialog box: AlmaResourceSharing.copyright.title, AlmaResourceSharing.copyright.message, AlmaResourceSharing.cancel, and AlmaResource.agree. The Resource Sharing Labels code table (see Configuring Display Labels) enables you to modify the labels that are displayed on the Resource Sharing Request form and the Copyrights dialog box.

Configuring Resource Sharing Blank Request Forms

For resource sharing requests, you can decide which fields to display to the end users, indicate whether a field is required, and provide a default value for some fields.

To configure the Resource Sharing Request form:

On the Resource Sharing Request Form page (Configuration > Discovery > GetIt Configuration > Resource Sharing Request), select Customize to enable the form to be customized. You only need to do this the first time.
In the Resource sharing request fields section, select the following fields for each of the general request fields:
- Mandatory – Select this checkbox if the user must specify this field on the request form.
- Visible – Select this checkbox if you want this field to appear on the form.
In the Book request section, select the following fields for each of the book-related fields:
- Mandatory – Select this checkbox if the user must specify this field on the request form.
- Visible – Select this checkbox if you want this field to appear on the form.
In the Article request section, select the following fields for each of the article-related fields:
- Mandatory – Select this checkbox if the user must specify this field on the request form.
- Visible – Select this checkbox if you want this field to appear on the form.
In the Delivery fields section, select the following fields for each of the delivery-related fields:
- Mandatory – Select this checkbox if the user must specify this field on the request form.
- Visible – Select this checkbox if you want this field to appear on the form.
- Default – Specify a default value for the field if necessary. An empty field indicates that there is no default value for the field. Note that this field does not apply to all fields.
Select Save to save your changes to the mapping table.

Book Chapter Requests

Out-of-the-box, book chapter, and specific page range requests require users to select the digital fulfillment option to let the library staff know that this is not a request for the entire book from the lending library. If the Specific Chapter or Pages field is enabled and users select the I only need a specific chapter or pages checkbox, the Digital option is automatically selected in the Format field, and the Chapter and Pages fields are visible to enable users to specify the pages or chapter needed for digitization.

Specify Chapter Information

Adding a Description to a Form

Each request form enables you to add a message to the top of the form, which may include HTML formatting. If you add HTML formatting, you must let the system know by prefixing the text in the code's description with {include_HTML}. For example:

{include_HTML}<p class="descText">This is demo content.</p>

Example Digitization Request Form with a Formatted Description

Currently, the inline style attribute is not supported. We recommended adding CSS to your view's customization package.

To add a message to the top of the form:

Open the code table and customize its description.

Code Table	Code	Default Description
Resource Sharing Labels (Configuration > Discovery > Display Configuration > Labels)	almaResourceSharing.formDescription	Form Description

Open the configuration page of the request form that you want to modify:
- Resource Sharing Request Form – Configuration > Discovery > GetIt Configuration > Resource Sharing Request
Make the Form Description field visible to users and indicate whether it is mandatory.
Save the changes to the form.

Adding a Generic Field to a Form

To each request form, you can add a generic checkbox to gather additional information from the user to pass to the library.

Generic Checkbox (Default Text)

This information is returned in the Comment field using the following format:

<generic checkbox label>: <true or false>

If the Comment field already contains text, this field's information is appended to it.

To add a generic checkbox to a form:

Open the associated code table and customize the description of the genericCheckBox code.

Code Table	Code	Default Description
Resource Sharing Labels (Configuration > Discovery > Display Configuration > Labels)	almaResourceSharing.genericCheckBox	Generic Field

Open the configuration page of the request form that you want to modify:
- Resource Sharing Request Form – Configuration > Discovery > GetIt Configuration > Resource Sharing Request
Make the genericCheckBox field visible to users.
Save the changes to the form.

Adding Autofill for Blank Resource Sharing Requests

When requesting articles with a blank Resource Sharing Request Form, users can automatically fill in the following fields based on a specified DOI or PMID: Article Title, Journal Title, Author, Volume, Issue, ISSN, Pages, Start Page, End Page, and Publication Year.

If this functionality is enabled, the system will display an Auto fill button next to the DOI and PMID fields (if visible). Selecting a button automatically populates the fields associated with that DOI or PMID. If the user has already entered a field, it is not overwritten by the autofill action.

Resource Sharing Request Form with Autofill Capability Enabled

This functionality requires the Augmentation integration profile to be configured in Rapido. In addition, you must enable the following field pairs in the Discovery configuration to make the buttons visible on the form: DOI / DOI Auto Fill and PMID / PMID Auto Fill.