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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">In doing some testing, we were able to do so.
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Specifically, I placed a request from an Antioch College user for a Heidelberg item (or at least one that showed as being available in Primo).
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Antioch College has a mediation rule that says to mediate requests if the patron includes a note, unless it has the “NOTE_REVIEWED” label.
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><img width="741" height="443" style="width:7.7187in;height:4.6145in" id="_x0000_i1027" src="cid:image002.png@01DB940E.3F17A9D0"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">After placing the request, it showed up with the “PATRON_NOTE” label specified in the mediation rule:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><img width="572" height="273" style="width:5.9583in;height:2.8437in" id="Picture_x0020_1" src="cid:image001.png@01DB940D.82D9F750"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">When I remove the “PATRON_NOTE” label and change it to the “NOTE_REVIEWED” label, it updated the request and sent it to Heidelberg. On Antioch’s end, it shows as “Request
sent to partner” now. And on Heidelberg’s end, it shows under the lending requests (although it shows as “Locate failed,” which is a different problem).<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">The problem with your rule is that you have no way for the rule to be bypassed, i.e., if it has a label that says “NOTE_REVIEWED.”
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Also, I’m pretty sure you don’t need the “Fill locally” in the action setting, since you might receive requests with a note for materials you don’t own.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Give those changes a try and let us know if you still have problems getting those rules to work.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Thanks!!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Matt<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:12.0pt;color:black">From:
</span></b><span style="font-size:12.0pt;color:black">opal_migration_leads <opal_migration_leads-bounces@opal-libraries.org> on behalf of Marshall, Lauren via opal_migration_leads <opal_migration_leads@opal-libraries.org><br>
<b>Date: </b>Thursday, March 13, 2025 at 11:30</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="font-size:12.0pt;color:black">AM<br>
<b>To: </b>opal_migration_leads@opal-libraries.org <opal_migration_leads@opal-libraries.org><br>
<b>Cc: </b>Marshall, Lauren K. <lmarshall@jcu.edu><br>
<b>Subject: </b>[opal_migration_leads] labels for resource sharing?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Hi all - <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Has anyone had any luck creating mediation rules to automatically apply labels under certain circumstances (like a patron note is present, e.g.)? We feel like we're doing exactly what was described, but it
is not working. Is this the correct set up???<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Thank you! Lauren and Adam<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt"><img width="454" height="255" style="width:4.7291in;height:2.6562in" id="_x0000_i1025" src="cid:ii_m87i86hy0"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">----------------------<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt"><br>
Lauren K. Marshall, MS, MLIS<o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:12.0pt">she/her/hers</span></i><span style="font-size:12.0pt"><br>
Collections Analyst | C</span><span style="font-size:9.5pt">ataloging & Metadata Department</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Grasselli Library and Breen Learning Center<br>
John Carroll University<br>
1 John Carroll Blvd.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">University Heights, OH 44118<o:p></o:p></span></p>
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