Rapido 2024 Release Notes

Main Features

Article Galaxy Cloud App: Purchases When Price is Unknown

May 2024 Rapido Idea Exchange URM-189681

When accessing the Article Galaxy cloud app, a green check  indicates that the cloud app has recently been updated. When hovering over the green check, a tooltip explains that the app has been updated.

New version indicator

The latest version enables users to request articles whose price is currently unavailable.

Price unavailable - Request anyway

OCLC API Integration Fields

May 2024 Fulfillment and Resource Sharing URM-184846

You can now set up a Tipasa or WorldShare partner as an ISO 18626 partner (Fulfillment > Resource Sharing > Partners) and manage peer-to-peer resource sharing communication with this partner. This enables direct communication with a Tiapsa/Worldshare partner from within Alma.

ISO 18626 Profile Type

For more information, see Tipasa, WorldShare ILL, and Relais Parameters.

Create Invoices for Partners

April 2024 Rapido URM-194998 URM-213237 URM-213024

This feature enables lending institutions  to send invoices directly to borrowers for requests that include fees using the Send Invoice to Partner job, (Inactive by default) (Configuration > Resource Sharing > General > Rapido Jobs Configuration). 

You can specify which partners should be emailed invoices (default All). The partners available in the list are partners with at least one lending request attached to them with a processing fee. The Job processing start date is the last date the job ran. If the job has not run, the Job processing start date defaults to today's date.

Rapido Jobs Configuration - Send Invoice to Partner job

The Send Invoice to Partner job report can be accessed from Admin > Manage Jobs and Sets > Monitor Jobs > History tab with a list of how many invoices were sent successfully and the reason for those that failed, along with the name of the invoices that failed and why.

When the Send Invoice to Partner job runs successfully, the Partner Invoice Letter (Configuration > General > Letters > Letters Configuration) is emailed to relevant partners detailing the costs for the request.

Partner Invoice Letter

Invoices are also viewable on the new Resource Sharing Partner Attachments tab (Fulfillment > Resource Sharing > Partners). Attachments can also be added manually.

Attachments tab

The invoice status is displayed in the right pane Request costs in the following fields:

• Invoice Sent Date — The date the invoice was sent to the partner.
• Invoice Number — The invoice number that contains this request charge information.
• Invoice Printed — An indication if an invoice was already created for this request.

When the section is open for editing, the library staff can update the invoice number and the invoice printed indicator.

Request costs

Invoices can also be sent in bulk by selecting multiple requests and selecting the Lending Request Send Invoice action.

Send Invoices in bulk action

A message is displayed indicating which invoices were sent. 

Successful invoices are invoices that were sent successfully. Failed invoices are invoices to partners without an email address. Skipped invoices are for requests that are not relevant because there are no charges for those requests or an invoice was already sent.

Confirmation message

Requests can also be faceted by Invoice Printed.

For more information, see Configuring Rapido Jobs.

Conditional Terms of Use for Digital Requests

February 2024 Fulfillment and Resource Sharing URM-205914

Lenders filling digital requests can now indicate whether the supplied document has terms of use.  If shipping terms of use are applied, the request requires manual handling by the borrowing staff. Terms of use can indicate requirements such as supplying the document as a physical non-returnable printout for copyright compliance. This new option enhances copyright control by enabling the lender to specify to the borrower that the document cannot be shared with the patron. As a lender, you can enable the relevant terms from Configuration > Fulfillment > Resource Sharing > Shipping Terms of Use. By default, only the NONE term is enabled.

Shipping Terms of Use

When a term of use is selected, an alert is added to the request indicating that The request has a loan condition, and the Shipping Terms Of Use condition appears on the right pane Request information.

Loan condition alert

Request information Shipping Terms Of Use

For more information, see Conditional Terms of Use for Digital Requests and Shipping Items Digitally.

Resource Sharing Off Time Updates

January 2024 Fulfillment and Resource Sharing URM-131586

Previously, Rapido users needed to update both Alma and RapidILL when setting their library off times. Now, when the parameter rs_update_rapid_with_lending_offtime (Configuration > Fulfillment > General > Other Settings) is set to true (default false), when updating the Organization Unit Details Inactive dates range in Alma (Configuration > General > Libraries > Add a Library or Edit Library Information > Summary tab > check Temporarily inactive for lending), the date range in RapidILL is automatically updated with the data configured in Alma.

• The start date must be less than one year in the future.
• The duration cannot be longer than 30 days.
• Setting this configuration to true means that the configured inactive dates override the dates submitted using RapidILL webpages.
• The temporarily inactive checkbox remains selected after the date range until it is manually deselected. 

Inactive dates range

For more information, see Disabling Lending Hours in Rapido and Disabling Lending Hours.

Self Registered User Partners

January 2024 Rapido URM-205034

When configured (Configuration > Resource Sharing > Configuration > Borrower Self Registration), you can now create a corresponding partner for self registered users. When Create Corresponding Partner is checked, when creating a self registered user, the corresponding partner is automatically created and added to the Resource Sharing Partner list (Fulfillment > Resource Sharing > Partners). The Self Registered checkbox and New Request Alert checkboxes are automatically on the newly created partner indicating that the partner was automatically created when the self registered user was created. This enables institutions such as net lending institutions to manage all resource sharing requests from the partner perspective consolidating all the resource sharing activity.

Resource Sharing Partner - Self Registered and New Request Alert options

For more information, see Self Registered User Partners.

Lending Request Price Fields for Net Lenders

January 2024 Rapido URM-207885

Lending Requests now include Request costs on the right pane of a request.

Lending Request costs

For more information, see Configuring Shipping Cost Lender Rules and Applying Shipping Costs.

Net Lender Copyright Billing Settings

January 2024 Rapido URM-196895

To assist with copyright billing, the Resource Sharing Partner (Fulfillment > Resource Sharing > Partners) now includes an Enable Direct Charge Functionality checkbox (default unchecked). When checked, library staff can set the partner who is responsible for the Copyright Payment when payments apply. The field enables the lender to define if their partner has explicitly requested the lender to pay the copyright fee on their behalf and bill them for it or to choose to handle the fee on their own.

Additionally, when the Enable Direct Charge Functionality checkbox is checked, library staff can check the Use Consolidated Billing checkbox to consolidate billing for the most active customers so that billing will occur monthly.

Copyright Payment and Use Consolidated Billing

For more information, see Configuring Copyright Billing Settings.

Maximum Request Costs for Net Lenders

January 2024 Rapido URM-196896

Due to the wide variance of possible fees (including copyright fees and page overage fees), the Resource Sharing Partner (Fulfillment > Resource Sharing > Partners) now includes an Enable Direct Charge Functionality checkbox (default unchecked). When checked, library staff can configure a Maximum Request Cost to apply to borrowing requests. This field enables the lender to apply fees up to the maximum cost that the borrowing partner accepts without additional approval. If no value is added to the maximum request cost field, no limit is applied to the requests.

Enable Direct Charge Functionality

The lending rules only apply to Rapido digital requests or non-Rapido physical and digital requests. Physical Rapido requests apply the policy terms. See Adding a Physical Lending Policy.

When changes are made to a request, the lending rules only apply when the changes are saved.

If a request is received that exceeds the maximum borrowing cost allowed, an alert is added to the request. 

Alert: Request Cost Exceeds Maximum Borrowing Cost Allowed

If the REQUEST_COST_EXCEEDED alert is manually removed (by selecting Remove Alerts), the Override Max Cost checkbox is automatically checked, and the Override Max Cost Amount is set to 0. A zero amount in the Override Max Cost Amount field indicates that there is no maximum cost.

Override Max Cost

If the lender proceeds to ship the request, and the request exceeds the maximum request cost, a confirmation message is displayed confirming that the request should still be filled. When selecting Confirm, the alert remains on the request.

Confirmation Message to proceed with a request that exceeds the maximum request cost

For more information, see Configuring Maximum Request Costs.

Additional Enhancements

• May 2024 Fulfillment and Resource Sharing SF: 06753758 URM-170011

  To ease the finding of a particular facet, facets can now be searched by entering your search text in the Find specific facet search box.

  
  Search facets

  Additionally, the facets can be customized by selecting the settings icon .

  

  Customization settings

  Select Facets Customization.

  

  Facets Customization

  Check or uncheck the facets to include/exclude from the facets list and select Apply. The selected facets are displayed/hidden from the Facets list.

  

  Apply Facets Customization

  For more information, see Facets.

• April 2024 Fulfillment and Resource Sharing URM-188966 SF: 06664346
  When a Rapido request originates from a Primo VE search, the permalink is now visible in the record Permalink field. 

  

  Permalink
• April 2024 Rapido URM-207190
  Automatic resend functionality checks for requests that have been updated to filled without an attached file. If a request is updated again to be filled without the file, the request will move to a new lender.
• April 2024 Analytics and Insights URM-212308
  The following fields were added to Lending Requests (Resource Sharing) > Rapido Attributes to display information concerning the lending requests invoice:
  • Rapido Invoice Creation Date – the date the invoice was created
  • Rapido Invoice ID – the ID of the invoice
  • Rapido Invoice Printed – indicates if the invoice is printed (Yes / No)
• March 2024 Rapido
  Currently, there are situations in which duplicate partners exist for the same library. Rapido cannot identify which partner record to utilize when creating and updating requests associated with the partners which have duplicate records. This can result in a lack of request updates. In order to eliminate duplicate partners, partners records can now be merged into a combined partner.

  NZ partners and NGRS partners can be merged into but not merged from.

  When a duplicate partner exists, the duplicate partner can be merged into the correct partner and all requests associated with the duplicate partner are transferred to the correct partner.

  Additionally, the Resource Sharing Partner List now includes a Rapido Partner column to indicate if a partner is a Rapido partner in addition to an ISO partner. Additionally, the list now includes a Notes column indicating when a partner has a note. The Notes column is hidden by default and can be enabled from the Settings icon . 

  
  Rapido Partner indicator and Notes columns

  To merge the partners (Fulfillment > Resource Sharing > Partners), select the partner you want to keep and select ... > Merge.

  
  Merge action

  Select the partners you want to merge into the partner you want to keep and select Merge.

  
  Merge Partners

  A job is submitted to merge the partners and a notification appears when the job is complete.

  Job submitted successfully message	Job completed message

  When the job completes, a note is added to the Notes tab indicating that the merge was successful as well as is the Merge Partners Job History (Admin > Manage Jobs and Sets > Monitor Jobs). The borrowing/lending library then updates to the merged into partner.

• March 2024 Analytics and Insights URM-198123
  The following fields were added to Borrowing Requests (Resource Sharing) > Borrowing Request Details and Lending Requests (Resource Sharing) > Lending Request Details:
  • Base Fee Amount – the baseline fee that the lender charges per request
  • Copyright Fee Amount – the copyright cost assigned to the request
  • Page Overage Fee Amount – the fee that is assigned when the requested page count is greater than the page count included in the base fee
  • Service Level Fee Amount – the fee that the lender charges per the service level assigned to the request. The service level is provided by the borrowing institution in the request information.
• March 2024 Analytics and Insights URM-208842
  The following fields were added to Borrowing Requests (Resource Sharing) and Lending Requests (Resource Sharing) > Partner:
  • Billing Address Line1
  • Billing Address Line2
  • Billing City
  • Billing Contact Email
  • Billing Contact Name
  • Billing Country
  • Billing Postal Code
  • Billing State Province
  • Copyright Payment Responsibility – whether the borrower or lender is responsible for the copyright payment
  • Direct Charge Indicator – indicates if the Enable Direct Charge Functionality checkbox is selected, which enables you to set whether the borrowing or lending partner is responsible for the Copyright Payment when payments apply. For more information, see Configuring Copyright Billing Settings.
  • Maximum Request Cost – the maximum cost the requesting partner accepts without additional approval
  • Use Consolidated Billing – indicates if consolidate billing is configured with the partner so that all billing is consolidated into one monthly bill

  For more information, see Partner.

• February 2024 Rapido URM-207190
  Staff can now change the owning library and pickup location after a request is created. When selecting the Convert request type action, the Owner and Requested Pickup Location fields are now editable.

  If the Owner only contains one option, the field is not editable.

  When changing the Owner, the Requested Pickup Location updates accordingly.   If a value is set for the rapido_default_digital_request_owner (Configuration > Resource Sharing > General > Other Settings) parameter (empty by default), that value is added to the Requested Pickup Location. If the value of the Requested Format is changed to Digital, the Owner automatically updates to the default digital owner.
  
  Editable Owner and Requested Pickup Location fields

  For more information, see Associating Pickup Locations with Resource Sharing Members and Converting a Borrowing Request Type.

• February 2024 Fulfillment and Resource Sharing URM-195923
  Long addresses on the patron Library Card PERSONAL DETAILS tab are now displayed on multiple lines. 
  
  PERSONAL DETAILS - Long Address
• February 2024 Fulfillment and Resource Sharing URM-181532
  To better manage requests, notes can now be activated or dismissed from the task list right pane.
  
  Activate/dismiss notes
• February 2024 Fulfillment and Resource Sharing URM-159646SF: 05319596 06448628 06672584   Idea Exchange
  Rapido now handles the check in of items in temporary locations that were shipped when fulfilling a lending resource sharing request. When checked back in, the item is now restored to the temporary location where it was previously shelved. This enables libraries to ship items or fulfill resource sharing requests even if they are shelved at temporary locations.
• February 2024 Rapido URM-196899
  When enabled, the Level Of Service field can now be displayed on request forms.

  This feature is only relevant for lender-only institutions.

  
  Level Of Service options
  When LEVEL_OF_SERVICE_PHYSICAL or LEVEL_OF_SERVICE_DIGITAL (Configuration > Resource Sharing > Request Forms > Rapido Request Forms Customization) codes are enabled (disabled by default), the values set in the Level of Service table (Configuration > Fulfillment > Resource Sharing > Levels of Service) are displayed on the request form. Additionally, library staff can select a Default Value for the Level of Service.
  
  Level of Service codes

  The Level of Service information appears on the right pane in the Request information.

  
  Request information Level of service

  For more information, see Defining a Default Level of Service.

• February 2024 Rapido URM-198725
  Billing fields can be enabled or disabled on the Self Registration Form Customization. The Enable direct charge functionality must be checked on the Borrower Self Registration form (Configuration > Resource Sharing > Configuration > Borrower Self Registration) for the Enable Direct Charge Functionality section to be visible on the corresponding partners created by self registration. Additionally, the field names can modified as necessary.
  
  Self Registration options

  When a Maximum Request Cost is added to the self registration form, these fields are then populated on the user's Resource Sharing Partner (Fulfillment > Resource Sharing > Partners) details.

  
  Maximum Request Cost field

  When the contact billing address is different than the contact address, users can deselect the Use contact address as billing address on the self registration form and then enter the relevant details for the billing address.

  
  Contact billing fields

  For more information, see Enabling Direct Charge Functionality.

• February 2024 Rapido URM-198746
  When a note is configured on the discoveryOrganizationSelfRegistrationMessage.html or discoveryIndividualSelfRegistrationMessage.html (Configuration > Resource Sharing > Request Forms > Note to Patron) files, you can now include a note to the patron on the Self Registration form for individuals or organizations.

  Multiple languages are supported for the message.

  
  Note to patron

  For more information, see Configuring Messages to Users.

• February 2024 Rapido URM-198745
  The Rapid partner is now viewable from the task lists. When rapido_show_rapid_partner (Configuration > Resource Sharing > General > Other Settings) parameter is set to true (default), the Rapid Partner field is displayed in the Request information on the right pane. Additionally, requests can be faceted using the Rapid Partner facet.

  This functionality is especially useful if more than one Rapid Partner is defined.

  
  Request information Rapid Partner

  For more information, see Rapid Partner Visibility.

• February 2024 Fulfillment and Resource Sharing URM-206639
  To enable third party integrations to better support and manage requests, the Pickup Location, library Name, and library ID are now automatically transferred when sending WorldShare and Tipasa requests. Additionally, when Send requester information (Fulfillment > Resource Sharing > Partners > Parameters tab) is checked, other patron details such as their email address, username, first name, and last name are also included when sending the request.
  
  EXPORT TO THIRD PARTY Send requester information

  For more information, see Integrating Rapido and Tipasa and Integrating Rapido and WorldShare.

Resolved Issues