Creating Borrowing Sets

Directions 

In this section please check all your Borrowing 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 Borrowing requests at your institution. 

Borrowing 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 → Borrowing → All active lending requests. Select all the filters needed for the Set, click Apply, and Save as a New Set. 

Conditional

This set catches the requests where the Lending library has specified conditions to loan. You can accept or reject those conditions within this Set.

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

Physical (4+ Days)

This set lets you see physical items that have been at a partner longer than the standard expiration date. This could be for multiple factors including: Lending Library doesn’t have expiry enacted or a bug in the system.

• Filters:
  • Rapido Indicator: Yes
  • Activity Status: Active
  • Status: Request Sent To Partner
  • Requested Format: Physical
  • Update Date: 4-7 Days Ago and 8-30 Days Ago and Older
• Save Set As:
  • Set Name: Physical (4+ Days)
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Digital (4+ Days)

This set lets you see Digital items that have been at a partner longer than the standard expiration date. This could be for multiple factors including: Lending Library doesn’t have expiry enacted or a bug in the system.

• Filters:
  • Activity Status: Active
  • Status: Request Sent To Partner
  • Requested Format: Digital
  • Update Date: 4-7 Days Ago and 8-30 Days Ago and Older
• Save Set As:
  • Set Name: Digital (4+ Days)
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Returned Today

This set will show all the requests that were returned by the patron today. The purpose of this set is to make it easy to find items that need a return label printed.

• Filters:
  • Activity Status: Active
  • Status: Returned Item To Partner
  • Supplied Format: Physical
  • Update Date: Today
• Save Set As:
  • Set Name: Returned Today
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Returned Yesterday

This set will show all the requests that were returned by the patron yesterday. The purpose of this set is to make it easy to find items that need a return label printed.

• Filters:
  • Activity Status: Active
  • Status: Returned Item To Partner
  • Supplied Format: Physical
  • Update Date: Yesterday
• Save Set As:
  • Set Name: Returned Yesterday
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Returned 1-3 Days Ago

This set will show all the requests that were returned by the patron 1-3 days ago. The purpose of this set is to make it easy to find items that need a return label printed on Mondays.

• Filters:
  • Activity Status: Active
  • Status: Returned Item To Partner
  • Supplied Format: Physical
  • Update Date: Yesterday and 2-3 Days Ago
• Save Set As:
  • Set Name: Returned 1-3 Days Ago
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Lost Communicated

This set will group together all requests where you have sent the lost item fee to the Lending Library. When they respond with a fee the request will disappear from this set and appear in the Lost Fee Amount Received Set. If items are in this set too long you may want to consider emailing the Lending Library.

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

Lost Fee Amount Received

This set will group together all requests where the Lending Library has sent a fee in General Message. Items in this Set need the fee added to the Patron account.

• Filters:
  • Activity Status: Active
  • Status: Lost Communicated
  • General Messages: Active General Messages
• Save Set As:
  • Set Name: Lost Fee Amount Received
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)

Lost Item Cleanup

This set is for cleaning up requests after configuring the automatic lost charging.

• Filters:
  • Activity Status: Active
  • Status: Loaned Item To Patron
  • Due Date: 8-30 Days Ago and Older
• Save Set As:
  • Set Name: Lost Item Cleanup
  • Group: In Process
  • Private: No
  • Permanently Active for All Users: (Check)