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Version: ILLiad 9.2 (Current)

ARM Matching: Use Patron Department Instead of Patron Notes when using max cost considerations

Issue​

OCLC sends values into the 'Patron Notes' field for max cost functionality (format: MC:45.00), which means you cannot use 'Patron Notes' as the ARMMatchField when using ARM automation with max cost because it interferes with ARM matching logic. Instead of going to ARM manual review like other direct requests, it sends it to a queue called 'Awaiting MC:35.00 ARM Manual Review' (or similar, with the specific max cost amount).

Solution​

Switch ARMMatchField to patrondepartment for reliable ARM matching.

Note: You should use this value or a different value accepted by OCLC for ARM matching (see OCLC Service Configuration), but it needs to be a value you don't already have designated for OCLC mapping.

Implementation​

  1. Update ARMMatchField: Set customization key to patrondepartment (lowercase, no spaces, no 's' - use singular form for the expected value)

  2. Critical Warning: Other field values can be supported for use - see OCLC ARM configuration for more details, or remove patron department from Workform Mapping (if not in use) to avoid it from preventing requests from sending

  3. Update ARM Rules: Modify existing rules to match on patron department values instead of patron notes

  4. Test: Send a test request to verify proper routing