Sample Direct Request Routing Rules for the OCLC Automated Request Manager

This article compiles a few sample routing rules to help you learn how to efficiently use ILLiad with OCLC’s Automated Request Manager (ARM) to reduce your processing times and streamline your workflows. For more information on configuring these rules, and to learn how to set up ILLiad for use with the OCLC ARM system, see Unmediated OCLC Direct Request.

Sample Rule #1: Send Only Requests Without Notes

This rule lets you automatically route only those requests without any associated notes to "Awaiting Direct Request Sending." This allows you to hold back any requests that may require specialized processing indicated in the Notes field for review before sending:

Sample Rule #2: Send Only Requests with a Specified Value in the Notes Field

This rule lets you automatically route only those requests with some specific value entered in the Notes field to "Awaiting Direct Request Sending." In the following example, the “XYZ” located in the match string is the value we want to specify:

Sample Rule #3: Send Only Requests that Return Unmatched from Rapid

This rule lets you automatically route only those requests that had first been sent to Rapid, but have returned to the “Awaiting Request Processing” status after failing to find any local or Rapid holdings:

To specify that this rule apply only to specific sites, you can edit the match string like this:

• u.NVTGC in ('SYMBOL1', 'SYMBOL2', 'SYMBOL3') and t.ISSN > '' and t.RequestType = 'Article' and t.LendingString = 'RAPID'

Just change “SYMBOL1,” “SYMBOL2,” and “SYMBOL3” to the symbols of those sites for which you want the rule to apply. You can also add or remove symbols as needed.

Sample Rules #4-5: Patron-Based Decision Making

Any patron-based decisions you'd like the system to make when using ILLiad with the OCLC ARM should be set up as routing rules in ILLiad, as ILLiad keeps patron data separate from WorldShare ILL. The following examples are routing rules for direct requests that would apply only to users with certain characteristics in ILLiad.

Send Requests Only from Cleared Faculty Members

This rule will automatically route only those requests that are submitted by cleared users with “Faculty” status in ILLiad to “Awaiting Direct Request Sending”:

Send Requests Only from Users with a Fulfilled Request in the Past Year

This rule will automatically route a request to “Awaiting Direct Request Sending” only if the user who submitted the request has had at least one fulfilled request in the past year:

Sample Rule #6: Configure Direct Request Sending by OCLC Number

The default routing rule used by Direct Request references only the ISBN and ISSN fields. You can modify that default rule to use the match string below to also route requests by OCLC Number (the ESPNumber field) to "Awaiting Direct Request Sending":