[Workflowtoolkit-l] Routing rules for textbooks in Borrowing

[Campbell, Heather]

I finally got a message "This file is damaged."  Stephanie- could
someone check into this?

 

________________________________

From: workflowtoolkit-l-bounces at geneseo.edu
[mailto:workflowtoolkit-l-bounces at geneseo.edu] On Behalf Of Jennifer
Acker
Sent: Tuesday, February 23, 2010 10:27 AM
To: 'ILLiad Best Practices Workflow Toolkit'
Subject: Re: [Workflowtoolkit-l] Routing rules for textbooks in
Borrowing

 

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/OCLCILLiadNe
wsletterFall2004.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/

 

Registration for the  2010 ILLiad International Conference: Exploring
Trends in Resource Sharing is now open.  Pre-Conference is March 24 and
the Conference runs March 25 and 26.  The conference is open to everyone
with an interest in Resource Sharing.  Learn more at
https://www.atlas-sys.com/conference/
<https://www.atlas-sys.com/conference/> 

 

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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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