Recommended Borrowing Mediation Rules

The following Borrowing Mediation rules are the most commonly used rules in the CSU. You are not required to use any particular rule, but they will help keep Rapido organized and streamline workflows. 

The Enrich From Global Title Index rule stops unfilled requests before they are exported to a secondary Resource Sharing program, like ILLiad or WorldShare, so staff can see if a different record for the same item has available Rapido partners. This rule helps keep more requests in Rapido to improve fill rates and get the item for the patron faster. 

Borrowing Mediation Rule Editor

Name: Enrich From Global Title Index
Description: Stops requests from automatically going to ILLiad or WorldShare so another record can be used.

Input Parameters

Output Parameters

Labels: Enrich
Action: (Leave Blank)

This version of the Missing Metadata rule, or rules, stops a request missing the metadata you specify so staff can find the missing metadata and fix the request to avoid a Bad Citation message from a Lending Library. You can make the rule stop if a single metadata field is empty or if a whole bunch of fields are missing. 

Borrowing Mediation Rule Editor

Name: Missing (Metadata)
Description: Stops requests missing a (metadata) from processing so staff can fix the request. 

Input Parameters

Output Parameters

Labels: Missing_(Metadata)
Action: (Leave Blank)

This version of the Missing Metadata rule, or rules, cancels a request missing the metadata you specify and sends an email to the patron asking them to resubmit with the missing information. You can make the rule stop if a single metadata field is empty or if a whole bunch of fields are missing. Since it cancels the request it is recommended to use it to stop a whole bunch of missing metadata fields with the All In List Operator. 

Borrowing Mediation Rule Editor

Name: Missing (Metadata)
Description: Stops requests missing a (metadata) from processing so staff can fix the request. 

Input Parameters

Output Parameters

Labels: Missing_(Metadata)
Action: Cancel Request
Cancellation Reason: Cannot Be Filled
Cancellation Note: (Write a message to be added to the email whenever this rule is activated.)

The Send to Lending rule automatically sends a request to your own library as the Lending Library. This is how we process scan requests for our own patrons. The rule was formerly called Document Delivery, but Document Delivery means something different in Rapido than it did in ILLiad. 

Borrowing Mediation Rule Editor

Name: Send to Lending
Description: Sends a request owned by the library to Lending for processing.

Input Parameters

Output Parameters

Labels: Owned
Action: Fill Locally

This rule is to be used in conjunction with the Copyright Mediation Rule called Requested More Than (X). The rule cancels requests with the More Than (X) label added by the Copyright Mediation Rule, which stops requests for more than (X) number of chapters from a specific book for a specific patron.

Borrowing Mediation Rule Editor

Name: Cancelled More Than (X)
Description: Cancels requests after a patron requests more than (X) chapters from the same book. 

Input Parameters

Output Parameters

Labels: Cancelled_More_Than_(X)
Action: Cancel Request
Cancellation Reason: Cannot be fulfilled
Cancellation Note: (Write a message to be added to the email whenever this rule is activated.) Example: You've exceeded the maximum allowed number of two chapters and copyright guidelines. To proceed, please resubmit a request for a physical copy of the material. If you need assistance, feel free to contact us.

This rule stops physical Borrowing requests while the library is closed for an extended period of time so the requests can be processed when staff return. Once the library reopens, the rule must be de-activated before staff can process the requests. This rule is most commonly used during winter break when the library is closed for 1 to 2 weeks, but it can also be used if the library is closed due to natural disaster, pandemic, or renovations.

Borrowing Mediation Rule Editor

Name: Extended Closure
Description: Stops physical Borrowing requests while the library is closed for an extended period of time so the requests can be processed when staff return.

Input Parameters

Output Parameters

Labels: Closed
Action: (Leave Blank)