Creating Lending Sets

Directions 

In this section please check all your Lending Sets and make sure all the correct filters are saved. Correct any Sets with missing filters and add any Sets missing at your institution. After you complete this assignment you should have all the custom Sets necessary to catch and organize all the Lending requests at your institution. 

Lending Sets

The following CSU-created Sets should be active in your Institution Zone. Please make sure all Sets are active and that they have the correct filters selected. If you need to add a missing filter to an existing Set, add the filter, click Apply, and Save Changes.

If a Set is missing at your library, add it by going to Rapido > Lending > All active lending requests. Select all the filters needed for the Set, click Apply, and Save as a New Set. 

Print Pull Slips

This Set is to group together print items that need their pull slips printed.

• Filters:
  • Activity Status: Active
  • Status: Being Processed and Created Lending Request
  • Request Reported: No
  • Requested Format: Physical
• Save Set As:
  • Set Name: Print Pull Slips
  • Group: New
  • Private: No
  • Permanently Active for All Users: (Check)

Article/Book Chapter Pull Slips

This Set is to group together Articles and Book Chapters that need pull slips printed.

• Filters:
  • Activity Status: Active
  • Status: Being Processed and Created Lending Request
  • Request Reported: No
  • Requested Format: Digital
  • Inventory Type: Physical
• Save Set As:
  • Set Name: Article/Book Chapter Pull Slips
  • Group: New
  • Private: No
  • Permanently Active for All Users: (Check)

Locate Failed

This set will group together requests where the Alma locate processed failed. Items in this Set need to the locate process run by clicking the ellipses (…) and Locate Resource.

• Filters:
  • Activity Status: Active
  • Status: Locate Failed
• Save Set As:
  • Set Name: Locate Failed
  • Group: New
  • Private: No
  • Permanently Active for All Users: (Check)

RapidR Reject eBooks

This set is only for libraries who have decided to reject requests for physical copies of eBooks that appear due to an issue with the RapidR Pod. Libraries may instead prevent these requests by updating RapidILL Harvesting Sets.

• Filters:
  • Activity Status: Active
  • Status: Being Processed and Created Lending Request
  • Requested Format: Physical
  • Inventory Type: Electronic
• Save Set As:
  • Set Name: RapidR Reject eBooks
  • Group: New
  • Private: No
  • Permanently Active for All Users: (Check)

Print In Process

This Set is to group together items that have been printed and are currently being searched. If items remain in this set after everything is shipped, they may need to be reprinted and searched. Select the following filters:

• Filters:
  • Activity Status: Active
  • Status: Being Processed and Created Lending Request
  • Request Reported: Yes
  • Requested Format: Physical
• Save Set As:
  • Set Name: Print In Process
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Article/Book Chapter Scanning

This Set is to group together items that have been printed and still need scanning. Select the following filters:

• Filters:
  • Activity Status: Active
  • Status: Being Processed and Created Lending Request
  • Request Reported: Yes
  • Requested Format: Digital
  • Inventory Type: Physical
• Save Set As:
  • Set Name: Article/Book Chapter Scanning
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Article/Book Chapter Downloading

This Set is to group together items that need to be downloaded and sent through RapidILL. You may print these, but it is not necessary. Select the following filters:

• Filters:
  • Activity Status: Active
  • Status: Being Processed and Created Lending Request
  • Requested Format: Digital
  • Inventory Type: Electronic
• Save Set As:
  • Set Name: Article/Book Chapter Downloading
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Expired

This set will group together requests that have expired in Alma but have not automatically moved on. These items need to either be immediately processed or rejected.

• Filters:
  • Activity Status: Active
  • Status: Expired
• Save Set As:
  • Set Name: Expired
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Lost By Borrowing Patron

This set will group together all requests that the Borrowing Library has marked as Lost. Items in this Set need you to add a lost item fee by clicking the ellipses (…) and Lost.

• Filters:
  • Activity Status: Active
  • Status: Lost
  • Update Date: Older
• Save Set As:
  • Set Name: Lost By Borrowing Patron
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Lost and Fee Communicated

This set will group together all requests where you have sent the lost item fee to the Borrowing Library. When the Borrowing Library pays the fee change the request status to Request Completed for items in this Set.

• Filters:
  • Activity Status: Active
  • Status: Lost and Fee Communicated
  • Pod: Select all pods except California State Network
• Save Set As:
  • Set Name: Lost and Fee Communicated
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Lost CSU

This set will group together all requests where you have sent the lost item message to the Borrowing CSU Library.

• Filters:
  • Activity Status: Active
  • Status: Lost and Fee Communicated
  • Pod: California State Network
• Save Set As:
  • Set Name: Lost CSU
  • Group: Completed
  • Private: No
  • Permanently Active for All Users: (Check)