R1: The automatic login feature (remembering the User Name and Password) is not provided by the DOCLINE System. Other third party products (such as QuickDOC) do support this feature. Customers with problems will need to contact the vendor directly for any front-end system they may be using to access DOCLINE. Third party vendors have worked in the DOCLINE 2.0 Test environment to make necessary changes to their code. In the case of QuickDOC (QDPortal), customers using this third party product will have to go to the QuickDOC web site and download the QDPortal 1.1.0 Installation file.

DOCLINE 2.0 does not have a time-out feature in the programming software.

R2: The focus of the DOCLINE 2.0 release was for improving the user interface and providing enhancements requested in the areas of updating, searching, and displaying Institution records. This major development was first announced at MLA 2002 and on DOCLINE-L in June, 2002. DOCLINE 2.0 screens were shown and major enhancements outlined at MLA 2003. NLM also made their MLA presentation available on the DOCLINE Information page. NLM apologizes for any confusion regarding the features scheduled to be included in the release.

DOCLINE has always provided routing by requested delivery method. NLM is aware of the customer's strong desire to enhance DOCLINE routing by allowing libraries to indicate more than one acceptable delivery method during Borrow and to route by library group. These and other requested enhancements to the Requests and Serial Holdings modules are being considered for a future major release.

NLM has no plans to eliminate support for library groups. However, NLM would not support creation of library groups based on delivery methods, since the software already provides this functionality.

R3: This issue was reported to NLM via "Contact DOCLINE" in the week of December 8. NLM plans to remove the DOCLINE footer from the Borrower copy of Receipts and on the Receipt viewed in Status/Cancel sometime in the next few weeks.

In the meantime, to maximize the printing area for receipts, refer to the FAQ on the NLM website: "How do I prevent Receipts from printing on two pages?"

http://www.nlm.nih.gov/services/doc_print_receipt_page.html

R: Routing of requests to NLM is controlled by a new, separate setting in your Institution record. "Route to NLM" is in Borrowing Preferences, on the DOCLINE Options page.

1. Click on Institutions
2. Update
3. Click on DOCLINE Options in the sidebar navigation

Borrowing preferences are the default values that display on the Routing Instructions page while placing a request. You can change your default values during Borrow by modifying the value on the Routing Instructions page.

You can view screen shots of this and other new features linked from the DOCLINE 2.0 Release Notes, or view the Route to NLM settings directly at:

Borrowing Preferences: http://www.nlm.nih.gov/docline/routetonlm_update.jpg
Borrow: http://www.nlm.nih.gov/docline/routetonlm_routing.jpg

For additional information, please refer to the FAQ on the NLM web site:
http://www.nlm.nih.gov/services/doc_titlechange.html

DOCLINE Updates

On Saturday, December 6, 2003, DOCLINE 2.0 was released into production.

We're now calling on all DOCLINE participants to review and update the data that is stored in their DOCLINE record:

Address

1. Modify addresses to Title Case (that is, no UPPER CASE).
2. Remove references to ILL Dept from your Institution Address.
3. Add / modify Institution and Document Delivery phone numbers.
4. Modify your Billing Address (as needed) which was populated from your Document Delivery address.
5. Verify that URLs begin with "http://" and are correct.
6. Click "Save" button to update your record before moving to a new page.

People

1. Add new contact persons if you have more than one contact person for a role
2. Edit records that have two names listed to create separate records for each name
3. If a name is listed multiple times, then there was a difference in the records. For example: Mary Smith vs. Mary A. Smith. Select the preferred version of the contact record and edit it as needed, including checking off all of the contact types for that person. Delete the other forms of the contact record (Edit, Delete Person).

Membership

1. Verify information: Serial Holdings batch update authorization value, OCLC symbol.
2. Click "Save" button to update your record before moving to a new page.

Services & Fees

1. Color copy service.
2. Base fees (Reciprocal Partner and Other ILL).
3. Library Group base fees are global and cannot be modified by an individual library.
4. Copy service to international libraries.
5. Modify existing surcharge, if any. Value should be the surcharge for the service - the fee charged, in addition to the base fee.
6. Add surcharges, as needed (Select surcharge type, click Add Surcharge, enter surcharge amount, and comment to explain service and/or fee).
7. Loan services and fees.
8. Loan service to international libraries.
9. Loansome Doc service to international users.
10. If you check Provides service to international users, select "All Countries" or click Add/Delete countries to select individual countries served).
11. Review / modify all comment fields.
12. Click "Save" button to update your record before moving to a new page.

DOCLINE Options

1. Verify Borrowing Preferences, Delivery Methods and Addresses.
2. Click "Save" button to update your record before moving to a new page, including Routing Table and M/A/N Map.

DOCLINE Options

1. Remove closed libraries and non-DOCLINE libraries.
2. Add new libraries, as desired. (See Help for details on managing your Routing Table).
3. Click "Save" button to update your record before leaving your Routing Table.
4. Click "Request Approval" button once changes are complete to request RML approval.

M/A/N Map

1. Remove closed libraries and non-DOCLINE libraries.
2. Add new libraries. (See Help for details on managing your M/A/N Map).
3. Click "Save" button to update your record before leaving the M/A/N Map.

LinkOut Updates

"Upload Holdings" Feature Added to LinkOut

A new LinkOut feature allows any library (even those that are not NLM SERHOLD participants) to display their print holdings information. Libraries that currently link to their print holdings by registering their SERHOLD information with LinkOut do not need to make changes.

With the "Upload Holdings" feature, libraries can connect PubMed users with their print holdings information, including: call number; location; and a dynamic catalog link. To participate, libraries need to:

1. Register for LinkOut;
2. Prepare a text file of their holdings; and
3. Upload the text file via LinkOut's "Library Submission Utility".

Libraries interested in this new Upload Holdings feature can find registration information and file specifications in LinkOut and Library Holdings:

http://www.ncbi.nlm.nih.gov/entrez/linkout/doc/liblinkout.html#UploadHoldings

Setting Up LinkOut for Libraries, a step-by-step tutorial, is also available:

http://www.ncbi.nlm.nih.gov/entrez/linkout/doc/linktutorial.html

NLM SERHOLD libraries can continue to use the LinkOut-SERHOLD interface to display DOCLINE Serial Holdings in LinkOut:

http://www.ncbi.nlm.nih.gov/entrez/linkout/doc/liblinkout.html#LinkOutSERHOLD

A  TO THE FUTURE

Would you be interested in hosting a DOCLINE 2.0 Orientation Session or LINKOUT Presentation?

Yes? -- Please contact: