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Matching rules for patron data

This documentation explains which fields in a patron data file are matched against existing patron accounts in WorldShare Circulation or Tipasa when ongoing or patron delete files are provided.

Matching order

This is the order in which data elements are matched when patron data is loaded initially and on an ongoing basis. The matching process stops after the first match is found. If no match is found, a new record is created.

Matching order Data from institution's authentication system Matched against in WorldShare Circulation Note
1 sourceSystem/idAtSource sourceSystem/idAtSource Cycles through one by one if there are multiple.
2 idAtSource barcode Cycles through all idAtSource values if there are multiple.
3 idAtSource ILL identifier Cycles through all idAtSource if there are multiple.
4 barcode barcode  
5 ILL identifier ILL identifier  
6 ILL identifier barcode  

 Note: The current matching path would be 1, 2, 4 above for WorldShare Circulation users only. Steps 3, 5 and 6 are used if the matching is for both WorldShare Circulation and Tipasa or Tipasa users only.

 

View data in the WorldShare Admin module

Library staff with the Admin role can view data by going to Admin > Account info. The idAtSource data will display in the Source System field and sourceSystem will display in the User ID at Source field.

WorldShare authentication

WorldShare authentication is the default authentication option when not using third-party authentication. For more information, contact your OCLC Implementation Manager or OCLC Support .

Data from institution's authentication system Matched against in WorldShare Circulation
Barcode (patron ID from institution) Barcode table

Third-party authentication

Third-party authentication means that institutions are using their own authentication systems for WorldShare Circulation (for example, a campus personnel system).

LDAP and CAS authentication

Matching order Data from institution's authentication systems Matched against in WorldShare Circulation Note
1
  • idAtSource (LDAP/CAS username)
  • sourceSystem (supplied by OCLC)
  • idAtSource (LDAP/CAS username)
  • sourceSystem (supplied by OCLC)

Matching operates on both fields. If only one of the fields in a combination matches, the match fails.

If there are multiple idAtSource/sourceSystem combinations per patron, matching is attempted on all combinations.

2 idAtSource (LDAP/CAS username) Barcode table  
3 Barcode (patron ID from institution) Barcode table  

Shibboleth/ADFS

Matching order Data from institution's authentication systems Matched against in WorldShare Circulation Note
1
  • idAtSource (username from institution's system)
  • sourceSystem (Shibboleth entity ID from institution's system)
  • idAtSource (username from institution's system)
  • sourceSystem (Shibboleth entity ID from institution's system)

Matching operates on both fields. If only one of the fields in a combination matches, the match fails.

 

If there are multiple idAtSource/sourceSystem combinations per patron, matching is attempted on all combinations.

2 idAtSource (username from campus system) Barcode table  
3 Barcode (patron ID from institution) Barcode table