Example Routing Rules

Advanced TransactionStatus Matching

For transaction statuses with variable content (such as dates or codes), you can use wildcard characters like % and _ directly in the TransactionStatus field. For detailed information and examples, see Using Wildcards in TransactionStatus Field in the Configuring Routing Rules documentation.

Basic Routing Rules

Borrowing - Faculty Requests

In this example, you want to send all requests received from faculty members to a special queue called Awaiting Faculty Request Processing.

For this routing example to work properly, you would also have to create a custom queue named Awaiting Faculty Request Processing.

RuleNo	1
RuleActive	Yes
ProcessType	Borrowing
TransactionStatus	Awaiting Request Processing
MatchString	u.Status = 'Faculty'
NewProcessType	Borrowing
NewTransactionStatus	Awaiting Faculty Request Processing
RuleDescription	This rule moves all faculty requests into an Awaiting Faculty Request Processing queue.

Lending - OCLC Collections Data

In this example, you want to send all lending requests with data in the Collections tab to a special queue called Awaiting EJournal Processing.

For this routing example to work properly, you would also have to create a custom queue named Awaiting Faculty Request Processing.

RuleNo	2
RuleActive	Yes
ProcessType	Lending
TransactionStatus	Awaiting Lending Request Processing
MatchString	t.TransactionNumber in (select distinct TransactionNumber from OCLCCollectionData)
NewProcessType	Lending
NewTransactionStatus	Awaiting EJournal Processing
RuleDescription	This rule moves any incoming lending request with Collections data to a new custom queue.

Borrowing - Cancelled by Customer

In this example, you want to send all requests cancelled online by patrons to the queue Cancelled by ILL Staff.

RuleNo	1
RuleActive	Yes
ProcessType	Borrowing
TransactionStatus	Cancelled by Customer
MatchString	t.ILLNumber is NULL
NewProcessType	Borrowing
NewTransactionStatus	Cancelled by ILL Staff
RuleDescription	All requests that are cancelled by the patron online and haven't yet been ordered are automatically routed to Cancelled by ILL Staff.

Compound Routing Rules

WIth compound Routing Rules, you are able to use multiple values in the Match String. These values can come from different tables: Transactions, Users, Tracking, Notes, and LenderAddresses.

To connect these values into a query, use connectors such as AND and OR.

Borrowing - Skipping Copyright Processing

In this example, you want to send all requests that are older than 5 years straight to Awaiting Request Processing, bypassing Awaiting Copyright Clearance.

RuleNo	1
RuleActive	Yes
ProcessType	Borrowing
TransactionStatus	Awaiting Copyright Clearance
MatchString	t.RequestType = 'Article' and len(t.PhotoJournalYear) = 4 and t.PhotoJournalYear < convert(varchar(4),(datepart(year,getdate()) - 5))
NewProcessType	Borrowing
NewTransactionStatus	Awaiting Request Processing
RuleDescription	Bypasses Copyright Clearance for articles older than 5 years

Borrowing - Copyright Duplicates

In this example, you will check all new article requests against all requests made in the last x number of days to find duplicates from a specific patron.

RuleNo	3
RuleActive	Yes
ProcessType	Borrowing
TransactionStatus	Awaiting Copyright Clearance
MatchString	t.PhotoArticleTitle in (select PhotoArticleTitle from Transactions where CreationDate >= GETDATE()-540 and TransactionNumber <> t.TransactionNumber and Username = t.Username) *In this match string, it will check all articles from the past 540 days. If you wanted to check for the last 30 days, change 540 to 30. If you wanted to check for a year, put 365, etc.
NewProcessType	Borrowing
NewTransactionStatus	Awaiting Duplicate Review
RuleDescription	Check new articles for duplicate requests

*To use this example rule, you would need to create a custom queue called Awaiting Duplicate Review

Lending - Skip Shipping Labels for Priority Shipping

In this example, you want to skip printing shipping labels for any priority shipping requests.

RuleNo	4
RuleActive	Yes
ProcessType	Lending
TransactionStatus	Awaiting Shipping Label Printing
MatchString	t.RequestType = 'Loan' and l.PriorityShipping = 'Yes'
NewProcessType	Lending
NewTransactionStatus	Item Shipped
RuleDescription	Skips Loan shipping labels for addresses marked Priority Shipping in Lending.

Routing Rules Across Modules

Using routing rules, you can send requests from one module to another. This is only available in Borrowing and Document Delivery, requests cannot be routed from Lending to Borrowing or Document Delivery.

Doc Del to Borrowing - Not Found Items in Doc Del

In this example, you want to send all requests that were not found in your library to a special Borrowing queue called Awaiting Unfilled Doc Del Processing.

For this routing example to work properly, you would also have to create a custom queue named Awaiting Unfilled Doc Del Processing.

RuleNo	5
RuleActive	Yes
ProcessType	Doc Del
TransactionStatus	Doc Del Item Not Found
MatchString	t.RequestType = 'Article' or t.RequestType = 'Loan'
NewProcessType	Borrowing
NewTransactionStatus	Awaiting Unfilled Doc Del Processing
RuleDescription	Moves Doc Del items that are not found back to Borrowing

Borrowing to Doc Del - Items Available in Library

In this example, you want to send requests received with a library call number to a special queue called Awaiting In Library Processing.

This rule will allow the request to bypass Borrowing and go straight to Document Delivery.

For this routing example to work properly, you would also have to create a custom queue named Awaiting In Library Processing.

RuleNo	10
RuleActive	Yes
ProcessType	Borrowing
TransactionStatus	Awaiting Document Delivery Processing
MatchString	t.CallNumber is not NULL
NewProcessType	Doc Del
NewTransactionStatus	Awaiting In Library Processing
RuleDescription	Moves transactions that are in your library straight to Doc Del to be processed.