Direct Request Enhancer

What this Rule Does:

  • Looks for failed Borrowing Loan Direct Request Attempts.  These will have a note “1. Request Matched Profile [Name of your Direct Request Profile]” and then a reason that a direct request couldn’t be produced, such as “2. No lenders or not enough lenders.”
  • When failed direct requests are identified, Direct Request Enhancer will:
    • Query the isxn API from OCLC to get alternate OCLC numbers, some of which will be associated with the same edition.  These OCLC numbers are then sorted by how closely associated they are with the original OCLC #, and the number of holders.
    • OCLC numbers with the format of electronic book will then be removed.
    • Direct Request Enhancer then will check to see if you own the new OCLC # and it is available.  If not available or owned, the request will then be resent through Direct Request, which will use your custom holdings and direct request profile settings.
    • If the first alternate OCLC # is not successful via direct request, Direct Request enhancer will then re-try other alternate OCLC #’s up to 20 times, or there is a success. 
    • Each time an OCLC # is requested, a note is inserted indicating the original OCLC # and the alternate OCLC # tried.

Why would you want to use this Rule?

  • This rule will turn requests that currently require staff intervention into automated direct request that require no staff mediation, saving staff time and providing faster service to patrons.
  • Patrons may find low-holdings OCLC records in Worldcat or Worldcat Discovery, and this will allow you to find the best OCLC record to use without staff intervention.
  • Electronic book requests failing direct request can be identified and automated.
  • This rule methodically looks for first the closest match (exact edition,etc) and then moves through closest editions, and can also identify if your library owns the next closest edition.
  • Use a Custom Search in ILLiad in “Notes” for “2. No lenders or not enough lenders.” for borrowing loans, and you can determine how many requests will be potentially automated.

What is needed to use this Rule?

  • Be an active user of IDS Logic
  • If a shared server, the code for what NVTGC you would like the rule to run on.
  • Use of Borrowing Availability Service is highly recommended.

What’s Configurable?

  • If the user indicates that they will not accept an alternate edition, this rule can be set to ignore these requests.  Alternatively, the rule will proceed and try to find alternate OCLC #s, which may lead to alternate editions.
  • If the user enters any information about the edition in the request form, this rule can be set to ignore these requests.
  • Maximum number of alternate OCLC Numbers to try can be set from 1 to 20.  The lower the number, the more likely that Direct Request Enhancer will only find alternate OCLC #’s associated with the exact same edition as the request.