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Archive for the ‘DOCLINE’ Category

DOCLINE maintenance & DOCLINE 5.1

Wednesday, December 10th, 2014


NLM announces the upcoming release of DOCLINE 5.1 on December 11, 2014. The latest version of DOCLINE will allow libraries to turn off checking LinkOut as the source for embargo periods during routing for all titles.   The global on/off setting is only displayed for LinkOut participants. Additionally, we have added a new summary count of holdings by format and by type of embargo (e.g., LinkOut, manual, none).

To learn more about the upcoming changes, including screenshots, see the Release Notes:

The Regional Medical Libraries and CISTI have been testing the new version over the past two weeks. They can answer any DOCLINE questions and provide assistance to libraries in their regions.   The vendors (Clio, ILLiad, QuickDOC, and Relais) were given the opportunity to validate their software against DOCLINE 5.1.

We plan to release DOCLINE 5.1 the morning of Thursday, December 11, 2014.

DOCLINE-New Quarterly Reports available

Wednesday, October 8th, 2014

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

*1-1A, 1-11A, 1-1AT – Summary DOCLINE Borrower Statistics

*1-1B – Summary DOCLINE Lender Statistics

*1-2A, 1-22A – Detailed DOCLINE Borrower Statistics

*1-2B – Detailed DOCLINE Lender Statistics

*2-14 – Resource Library Quarterly Report – Fill Rate

*5-1A – Loansome Doc Detailed Lender Statistics

*5-1B – Loansome Doc Throughput Report

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 quarterly 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 at

If you have any questions, please complete the relevant form found under Contact Us in DOCLINE.

DOCLINE: Embargo Tip

Thursday, October 2nd, 2014

The serial holdings record in DOCLINE should be marked ‘currently received’ for any title that your library is subscribed to and receiving issues. The embargo period is used by the routing algorithm to help determine whether an ILL request should route to the lender.


PMIDs are required for DOCLINE to check LinkOut data and to consistently identify dates to compare against the embargo period for a title. If a citation exists in PubMed, it is best to order via Requests/PubMed, or Requests/UniqueKey entering the PMID.


For more specifics about how citations and embargoes are evaluated for routing, please see the DOCLINE 5.0 release notes at

or the NLM Tech Bulletin article, here:


When reporting a potential issue, please use the “Report a Problem” form found under Contact Us in DOCLINE. The form gathers information that is useful to us in investigating the issue.

Rescheduled DOCLINE Training

Thursday, August 28th, 2014

Originally scheduled for August 27th, this DOCLINE-Serial Holdings training has been rescheduled for Wednesday September 3, 2014.


DOCLINE: Serial Holdings –   Wednesday,   August 27, 2014 Wednesday September 3, 2014

When: 1 p.m. Eastern Time



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.)

The classes are FREE. To login all you need do is key in your name and Enter as a guest. You will receive instructions for the audio portion after entering the room.   Captioning will be provided.

You may receive 1 MLA CE credit for each class you take.


We start promptly at the top of the hour. PLEASE arrive on time!

You can join the class and call-in 15 minutes before the class begins.


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


Questions to Jim Honour<> 307-766-6537

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