Configuring ILLiad for copyright management


By default, ILLiad sends all incoming article requests to Awaiting Copyright Clearance whether they fall within the CONTU Rule of 5 or not. Using a simple routing rule, however, you can send requests for articles published over 5 years ago (thus exempt from the Rule of 5) straight to Awaiting Request Processing (or to your unmediated services). This eliminates having to manually clear these requests during Copyright Processing.

Note in the example below that you can change the NewTransactionStatus to one of your automated services, such as:

  • IDS Project’s ALIAS: Awaiting IDS Sending
  • RapidILL: Awaiting RAPID Request Sending
  • OCLC Direct Request: Awaiting Direct Request Sending
Rule No (this varies, but should come before all other rules for articles)
Rule Active  Yes
Process Type  Borrowing 
Transaction Status  Awaiting Copyright Clearance 
Match String  t.RequestType = 'Article' and len(t.PhotoJournalYear) = 4 and t.PhotoJournalYear < convert(varchar(4),(datepart(year,getdate()) - 5))
New Process Type Borrowing 
New Transaction Status  Awaiting Request Processing 
Rule Description Rule to bypass copyright clearance for articles exempt from the Rule of 5.


  • Last Updated Jul 13, 2016
  • Views 336
  • Answered By Angela Galvan

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