IDS Workflow Toolkit

Routing Rules

What is it?

Each time the status of a request is changed by the ILLiad Client, the system runs a query to cycle through any rules that exist in the Routing table in the ILLiad Customization Manager and determine if any active routing rules should be applied to that request.

How does it help?

Routing is one of the most powerful functions of the ILLiad system. By using routing rules, you can change default ILLiad processes by having the system automatically skip or add steps to the basic ILL process.

Getting started

Enabling Routing

Routing must first be turned on before the system will apply any of the routing rules to transactions during processing. This is done in the ILLiad Customization Manager. To turn on routing:

1. Open the ILLiad Customization Manager
2. Navigate to System | Routing
3. Select the RoutingOn key
4. Set the value to Yes
5. Click Save

Creating Routing Rules

You can create routing rules in the ILLiad Customization Manager under System | Routing | Routing:

If you have a Shared Server setup, it is important to exercise caution when creating routing rules to ensure that the rule is applied only to the desired site/s. For example, if you want a particular routing rule to apply solely to your main site, ILL, and not to your shared server sites, ABC and XYZ, you must specify this in the routing rule by adding NVTGC = 'ILL' as a condition in the rule's match string.

1. Click New Record.

2. Fill out the following values:

   RuleNo	Type in the number you want to have assigned to the routing rule. Each routing rule must have a unique ID. Configuring Routing Rule Priority Routing rules in ILLiad are processed in the order specified by the RuleNo value. When the status of a request changes, ILLiad will evaluate the rules configured in the Routing table to determine if any routing rules are a match for that request, beginning with the rule that has the lowest RuleNo value. The first rule that matches the request will be used for processing, and any remaining rules in the Routing table will be skipped.
   RuleActive	Enter Yes to activate this rule, or No to keep the rule inactive.
   ProcessType	Enter the Process Type (Borrowing, Lending, or Doc Del) to which the given rule will apply.
   TransactionStatus	Enter the Transaction Status to which the rule will apply. This value may be any legitimate ILLiad status, including any Custom Queues.
   MatchString	The query string for the routing rule. See further explanation below in Creating Match Strings.
   NewProcessType	Enter the new Process Type (Borrowing, Lending, or Doc Del) to which the transaction will be routed. It is possible to route transactions back and forth between the Borrowing and Doc Del Process Types. Lending transactions cannot change Process Type.
   NewTransactionStatus	Enter the new Transaction Status to which the request will be routed. This value may be any legitimate ILLiad status, including any Custom Queues.
   RuleDescription	Enter text that describes what the rule is intended to do.

3. Click Save.

Examples of routing rules