Q. Patron Authentication: Getting Started


Getting started

In the Customization Manager, go to System|Routing|Routing. From your list of routing rules, select the rule with the description “Default Direct Request Rule.”

Append the following to the end of the MatchString:


and u.Cleared = ’Yes’



This will send all ‘Unclear’ customer requests into your Awaiting Request Processing queue for staff to process once authentication has occurred.

More information

ILLiad Documentation: Clearing Customer Authenication


ILLiad Documentation: PatronAuthenticationMethods


ILLiad Documentation: LDAP Authentication


ILLiad Documentation: The ILLiad Database Manager





Deleting records using the Database Manager is permanent. Always backup your data first. If you are hosted by OCLC, then contact them if you are considering deleting patron records.


  • Last Updated Jul 13, 2016
  • Views 31
  • Answered By Angela Galvan

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