Rapido Sets

What Are Sets?

Rapido lets users save "Sets" of filters so they can organize their workflows and find requests in need of processing. Sets can be created for private use or for the entire Resource Sharing unit to use. Each user has their own setup, with different users having different active sets. It is important for staff to have certain sets active to ensure requests don't get missed and sit for days without processing. This module will show you how to manage existing sets, create new sets, and ensure you have all the recommended sets active at your institution.  

Managing Sets

Ex Libris created several default sets for Rapido. Some of these sets meet the needs of CSU libraries while other Sets aren't as useful. Thankfully, Rapido users can manage what Sets are active for themselves. Every user should make sure they have all the Sets used for their own workflows. To manage your Sets click the gear icon on the Rapido Menu in the top right corner of the Alma screen to access the Manage Sets page.

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On the Manage Sets page you can turn Sets on and off, edit their settings, or even delete them. By default all Sets are inactive.

The following default Sets will likely be useful for most Resource Sharing staff:

Borrowing

• New:
  • Awaiting Copyright Clearance
  • Awaiting Request Mediation
  • Awaiting Patron Information
• In Process:
  • Article Requests - Bad Citation

Lending

• New:
  • Requests that will expire today and tomorrow

All Rapido users should check their settings to ensure the above Sets are active. 

Creating Sets

Some Sets necessary to the CSU workflows are not included as a default Set and must be created from scratch. Thankfully, it is easy to make new Sets. To create a Set for Borrowing go to Rapido > Borrowing > All active borrowing requests. To create a Set for Lending go to Rapido > Lending > All active lending requests. You will now be in the base view of Rapido Borrowing or Lending where all active requests are accessible. From here you can refine your results and save your filters as a Set.

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To filter the requests open the Facets menu on the left side of the screen. Select the filters you want for your Set and select Save as a New Set. Name the Set and add a description to let your colleagues know the purpose of the Set. Once it is named, add the Set to the New, In Process, or Closed group to keep the Sets organized. Sets can then be marked as private or public. A private set will not appear in the Manage Sets settings for anyone except the person who made the Set, so only choose this option if the Set will not be useful for anyone else. Lastly, you can mark a Set as Permanently Active for All Users to activate it for everyone processing Rapido in your library. 

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