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Version: ILLiad 10.0 (Pre-release) 🚧

EDU Delivery Method Routing

EDU decides per transaction whether to deliver via direct Odyssey or OCLC Article Exchange. This article covers the inputs, the decision tree, and the trusted-sender flag. For the transaction updates that follow a send, see the EDU Administrator Guide.

What EDU looks at​

To make the choice, EDU checks three things:

  • The borrowing library's Odyssey address (its OdysseyIP in ILLiad) — where a direct Odyssey send would go, if the library has one.

  • Whether that library prefers Article Exchange (its OverrideOdyssey flag).

  • Whether Article Exchange is turned on for your site — which requires all five of these OCLC customization keys to be filled in:

    • OCLCILLAuthorization
    • OCLCILLPassword
    • OCLCWebServiceV2APISecret
    • OCLCWebServiceV2APIKey
    • ILLiadWebPlatformConfig

    (EDU checks this at startup, names any missing keys in the log, and remembers the result for 5 minutes.)

Decision tree​

  1. If Article Exchange is not enabled (any of the five keys missing) → use Odyssey.
  2. Else if the lender's OdysseyIP is null/empty → use Article Exchange.
  3. Else if the lender's OverrideOdyssey == true → use Article Exchange.
  4. Else → use Odyssey (direct peer transmission).

EDU records how each document was actually sent, so the transaction history shows the real method — "Document sent via Article Exchange" or "Document sent via Odyssey" — rather than always saying "Odyssey."

Trusted-sender flag​

EDU can mark a send as Manual (rather than trusted/automatic) so the receiving library reviews it before processing. It does this when either the Disable Trusted Sender checkbox is checked for that row (in manual mode), or the borrowing library's address has DisableTrustedSender set. The final automatic-vs-manual decision is made by the receiving library's Odyssey Manager.