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Archive for the ‘DOCLINE’ Category

EFTS Tips

Thursday, January 22nd, 2015

Credit Card transactions can promptly be processed, provided the information we have on file is complete and accurate. Please keep in mind that when your Credit Card expires, your ‘new’ information needs to be updated with EFTS. When a new card is issued, not only the expiration date changes, but also the 3 digit verification number (located on the back of your card in the signature line) also changes. Without that proper information we are unable to process your request and consequently must ‘decline’ that request for a credit card transaction. Whenever any changes occur with your Credit Card information please print the “Credit Card Transaction” form: https://efts.uchc.edu/EftsPublic/forms.aspx fill it out with the updated information and FAX, e-mail or phone in the updated info to our office as soon as possible as to avoid any delays in processing your Credit Card transaction request.

Jola Sliwinski, EFTS Program Coordinator / sliwinski@uchc.edu

DOCLINE Training

Sunday, January 11th, 2015

Join us for the 2nd part of our 4-part DOCLINE webinar series:  DOCLINE:  Routing Tables.

You do not need to register and it’s FREE!

When:  Wednesday, January 14, 2015 / 1 pm (ET)

Where:   https://webmeeting.nih.gov/memberservices

It’s recommended that you have access to DOCLINE to take the class (the hands-on component of the class requires you to log-in to your DOCLINE account to complete the interactive exercises).

Login and enter your name.  You will receive instructions for the audio portion after entering the room.

You can earn 1 MLA CE credit for each class by participating in exercises.

For additional information about classes:  http://nnlm.gov/mcr/education/docline

You are encouraged to test your connection prior to joining the class. To test your connection, go to this web address:  https://admin.acrobat.com/common/help/en/support/meeting_test.htm

UPCOMING CLASSES (Same place and time)

January 21, 2015                  DOCLINE:  Serial Holdings

January 28, 2015                  DOCLINE:  Borrow and Lend

 

Irene Williams, Network Services Coordinator NN/LM GMR

Patricia Devine, Network Outreach Coordinator NN/LM PNR

Michelle Burda, Network and Advocacy Coordinator NN/LM MAR

Jim Honour, Wyoming/Member Services Coordinator NN/LM MCR

Closing During the Holidays?

Monday, December 22nd, 2014

The holiday season is upon us, so we’d like to remind users that you can help keep requests moving efficiently through DOCLINE by completing the “Out of Office” form which will prevent requests from routing to your library during a closure.

You can set a future ‘Out of Office’ date range and request RML approval at any time by going to the Institutions, Update, Out of Office page.  However, we do suggest you submit your request for deactivation a few days in advance of your departure to ensure time for your RML to review.  Please note only one ‘Out of Office’ date range is permitted at a time; you cannot request a second deactivation period until the present period is past. Detailed instructions for use of this feature can be found at http://www.nlm.nih.gov/services/doc_deactivate.html.

To expedite borrower’s requests through DOCLINE, please process as many requests as possible as ‘Filled’ or ‘Not Filled’ on the last day your library is active.  At the end of the day, please receipt any new requests and process all outstanding requests as ‘Not Filled’ so they will immediately route on to the next potential lender.

If you have questions, you can call your RML at 800-338-7657.  Canadian libraries should call CISTI at 1-800-668-1222.

Best wishes to all for a safe and joyous holiday season.

— The DOCLINE Team

DOCLINE Customer Service
National Library of Medicine
US: 1-888-FINDNLM (press 2)
Intl: 301-594-5983 (press 2)
http://www.nlm.nih.gov/docline

DOCLINE Training Coming in January

Monday, December 22nd, 2014

Save the date: Online DOCLINE Training Series for new DOCLINE users and those who want a refresher.

No registration is required. Class login- information to follow.

Beginning DOCLINE: January 7, 2015 / 1 PM (ET)

This class covers the bare essentials of DOCLINE where participants will have an increased understanding of the basic features of DOCLINE. The instructor will give an overview of the layout of the DOCLINE window and will provide a brief description of some of the most commonly used features and their functions.

DOCLINE Routing Tables: January 14, 2015 / 1 PM (ET)

This class will provide an in-depth look into DOCLINE Routing Tables. Participants will learn about using their Borrowing Preferences, brief explanation of copyright compliance, editing Routing Tables, M/A/N Map, setting up Lending Options, and more!

DOCLINE: Serial Holdings: January 21, 2015 / 1 PM (ET)

This class will provide an in-depth look into DOCLINE’s Serial Holdings. Participants will be provided with an introduction to the Serial Holdings database, how to add, remove, and update Holdings, how to run reports, and where to go to get additional Serial Holdings support.

New to this class using the embargo feature.

DOCLINE Borrowing and Lending: January 28, 2015 / 1 PM (ET)

This class will provide an in-depth look into DOCLINE Borrowing and Lending. Participants will learn about: using their Borrowing Preferences; the many ways to borrow; how to process request received; how to run and view reports; the different levels of requests (normal, rush, and urgent patient care) and more.

DOCLINE Training Coming in January

Monday, December 15th, 2014

Save the date: Online DOCLINE Training Series for new DOCLINE users and those who want a refresher.

No registration is required. Class login- information to follow.

Beginning DOCLINE: January 7, 2015 / 1 PM (ET)

This class covers the bare essentials of DOCLINE where participants will have an increased understanding of the basic features of DOCLINE. The instructor will give an overview of the layout of the DOCLINE window and will provide a brief description of some of the most commonly used features and their functions.

DOCLINE Routing Tables: January 14, 2015 / 1 PM (ET)

This class will provide an in-depth look into DOCLINE Routing Tables. Participants will learn about using their Borrowing Preferences, brief explanation of copyright compliance, editing Routing Tables, M/A/N Map, setting up Lending Options, and more!

DOCLINE: Serial Holdings: January 21, 2015 / 1 PM (ET)

This class will provide an in-depth look into DOCLINE’s Serial Holdings. Participants will be provided with an introduction to the Serial Holdings database, how to add, remove, and update Holdings, how to run reports, and where to go to get additional Serial Holdings support.

New to this class using the embargo feature.

DOCLINE Borrowing and Lending: January 28, 2015 / 1 PM (ET)

This class will provide an in-depth look into DOCLINE Borrowing and Lending. Participants will learn about: using their Borrowing Preferences; the many ways to borrow; how to process request received; how to run and view reports; the different levels of requests (normal, rush, and urgent patient care) and more.

Happy Thanksgiving!

Wednesday, November 26th, 2014

All of us in MAR would like to wish you and your families a very Happy Thanksgiving!

  • Barbara Epstein, Renae Barger, Michelle Burda, Sue Burke, Lydia Collins, Kate Flewelling, Missy Harvey, and Tristan Lucchetti

EFTS Tip of the Week

Sunday, October 19th, 2014

Did you know that EFTS can be used for charges other than Docline billing? You may want to collect fees for an overdue book or make payment for a subscription or any other fee based activity. As long as both libraries are in agreement that billing will be made via EFTS, you can enter data via the BUILD AN ONLINE TRANSACTION FILE and secure payment. Call our office for details… 866-561-5045.

Jola Sliwinski, EFTS Program Coordinator

866-561-5045 toll free

860-679-4561 direct

sliwinski@uchc.edu

DOCLINE Quarterly Statistical Reports Now Available!

Friday, October 10th, 2014

NLM has released the following DOCLINE quarterly statistical reports for July-September 2014:

  • Summary DOCLINE Borrower Statistics (Reports 1-1A, 1-11A, 1-1AT)
  • Summary DOCLINE Lender Statistics (Report 1-1B)
  • Detailed DOCLINE Borrower Statistics (Reports 1-2A, 1-22A)
  • Detailed DOCLINE Lender Statistics (Report 1-2B)
  • Resource Library Quarterly Report – Fill Rate (Report 2-14)
  • Loansome Doc Detailed Lender Statistics (Report 5-1A)
  • Loansome Doc Throughput Report (Report 5-1B)

Please note: Reports 1-11A, 1-1AT, and 1-22A are only distributed to libraries that have entered requests in DOCLINE for other libraries. Report 2-14 is only distributed to resource libraries.

DOCLINE statistical reports are available by going to Requests, then Reports in the DOCLINE menu. Instructions for downloading and printing reports may be found in the “Request Reports” section of the online manual (click the Help link at the top of the DOCLINE screen) or in the Reports section of DOCLINE’s FAQ page.

Input Embargo Periods in DOCLINE

Friday, October 3rd, 2014

Frustrated by the number of requests your library gets for articles that are embargoed? Now you can enter journal embargo periods in DOCLINE. Here is more information about the DOCLINE 5.0 Release http://www.nlm.nih.gov/pubs/techbull/so14/so14_docline_release.html

NLM Discontinuing Ariel Delivery: Effective 10/1/2014

Friday, September 26th, 2014

This is a reminder that effective October 1, 2014 the National Library of Medicine (NLM) will discontinue use of Ariel for delivery of interlibrary loan documents due to the diminished number of libraries using Ariel and the increasing difficulty troubleshooting Ariel transmittals.   We recommend email post-to-web (PDF) as stated in our FAQ about NLM’s ILL Delivery methods: http://www.nlm.nih.gov/services/doc_ill_nlm_pref_deliv.html

NLM will continue to deliver interlibrary loan documents by the following methods:

  • Email (PDF)
  • Post-to-Web (PDF)
  • Odyssey
  • Fax
  • Mail

If your library participates in DOCLINE, please select a new NLM Delivery Method in the Borrowing Preferences section of the DOCLINE Options page of your DOCLINE institution record. The DOCLINE FAQ on how to do so is here: http://www.nlm.nih.gov/services/doc_routing_borrow.html.

If you currently receive ILL delivery from NLM via Ariel and you are not a DOCLINE participant, please let us know your new preferred delivery method, selected from the options above. If you have any questions or wish to update us on your delivery preference, you can contact us by email at custserv@nlm.nih.gov<mailto:custserv@nlm.nih.gov>, call our ILL staff, Lalitha Kutty or Mary Wassum, at 301-496-5511, or use our webform: https://docline.gov/docline/help/contact_nlm/ill_web_form.cfm.

Sincerely,

Interlibrary Loan Unit

Collection Access Section

National Library of Medicine

Phone: 301-496-5511

Email: custserv@nlm.nih.gov