[Workflowtoolkit-l] Routing rules for textbooks in Borrowing

Tue Feb 23 10:26:58 EST 2010

I was able to get to http://www.atlas-sys.com/products/illiad/newsletter/

Then  Fall 2004 was down the page a ways. I tried to open the file but it
was taking awhile.

Jennifer Acker

From: workflowtoolkit-l-bounces at geneseo.edu
[mailto:workflowtoolkit-l-bounces at geneseo.edu] On Behalf Of Campbell,
Heather
Sent: Tuesday, February 23, 2010 10:00 AM
To: ILLiad Best Practices Workflow Toolkit
Subject: Re: [Workflowtoolkit-l] Routing rules for textbooks in Borrowing

I can't get this file to open.  If anyone else was able to open it, could
you please cut and paste the article into an e-mail and send it to me?

  _____  

From: workflowtoolkit-l-bounces at geneseo.edu
[mailto:workflowtoolkit-l-bounces at geneseo.edu] On Behalf Of Stephanie Spires
Sent: Tuesday, February 23, 2010 9:37 AM
To: ILLiad Best Practices Workflow Toolkit
Subject: Re: [Workflowtoolkit-l] Routing rules for textbooks in Borrowing

Hi Heather,

I was just reading over your routing dilemma and it reminded me of a
newsletter article that Kevin at Atlas wrote awhile back - well more than
awhile back - in 2004.  But if you find any problems with your current setup
you might want to have a look at his article in
http://www.atlas-sys.com/products/illiad/Newsletter/archive/OCLCILLiadNewsle
tterFall2004.pdf on compound routing rules.  The compound rules are
certainly more complex in that a table has to be created and included in the
database and referenced in the rule.

Just wanted to throw that out there to you in case you need it later.

_________________________________________________________

Stephanie Spires

Custom Services and Training Manager

Atlas Systems - a company promoting library excellence through efficiency

phone: 757-467-7872 x301     fax: 757-467-7875

sspires at atlas-sys.com

http://www.atlas-sys.com/

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in Resource Sharing is now open.  Pre-Conference is March 24 and the
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From: workflowtoolkit-l-bounces at geneseo.edu
[mailto:workflowtoolkit-l-bounces at geneseo.edu] On Behalf Of Campbell,
Heather
Sent: Tuesday, February 23, 2010 9:13 AM
To: jgrnwood at olemiss.edu
Cc: ILLiad Best Practices Workflow Toolkit
Subject: [Workflowtoolkit-l] Routing rules for textbooks in Borrowing

<sniff> No one would answer my question.. Definitely, not feeling the love
here, folks. 

We ended up paying over $1200 for a missing textbook this past year, so we
needed a better way to identify textbook requests. So----- I looked at the
rules I had and figured I could adapt one for the purpose. I called the
HelpDesk with questions I had about how this would work.

First some rules of thumb not covered in the documentation:

*	If you use Direct Request and want these rules to act on requests
before Direct Request steps in, your Direct Request rule has to come at the
end of all the rules. 
*	Rules that you want to run after the other rules can be put at the
end of the rules. The rules go active in numerical order but you don't have
to number the rules 1, 2, 3. . You can have rules 1-20, then rule 100, then
rule 300. (Our Direct Request rule is #200).
*	If you use the "like" type instead of "=", you have a keyword search
of the requests. So if you have a publishing company like Thomson that may
publish with combinations of Thomson and other names (Thomson-Wadsworth,
Thomson Educational, et al), the rule will pick up on all requests with the
word Thomson in t.LoanPublisher.
*	I hoped to have one rule dealing with this, but there's a character
limit for what you can have in a routing rule.  So I copied the same routing
rule, then changed the number and publication name, and moved on to the next
one on my list. It didn't take long for me to get through the list.
*	Of course, avoid any rules with using the keyword University by
itself.  

My Borrowing clerk preferred that there be a special cancellation queue for
textbook requests so I made a custom queue to be used with these rules. My
clerk and I recognize that we may snag some requests for non-textbook
requests in our queue.  For example, I've already given her heads up that,
while Lippincott may publish textbooks now, this was not always the case.

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