Fall Issue
Volume 4 - Issue 3

In This Issue:
  
ILL ADVISED


DOCLINE System Updates

DOCLINE 2.3 Release Notes

Level 2 Serial Records

SearchBuilder

Quarterly Statistics Reports

Placing Temporary HOLD Requests

New Members of the NER







DOCLINE ® SYSTEM UPDATES

DOCLINE Release 2.3

DOCLINE ® 2.3 was released into production on November 13, 2004.

The following release notes were posted to the NLM web site.

DOCLINE 2.3 gives libraries using "OCLC ILLiad resource sharing management software" the option to use the ISO / ILL Protocol to communicate between ILLiad and DOCLINE.

A. Requests Module
Borrow: Requests routed to ISO libraries are automatically received.
Receipts: If the borrowing library is an ISO library, the DOCLINE receipt will include an ISO transaction number (e.g. "ISO Borrower Ref # 1114".)
B. Help
Help screens and FAQs were added or modified for new features or changes to DOCLINE.
C. Loansome Doc User
Changed email address to become a required field during registration and user account updates, in preparation for planned migration to email address as LD user's login name.
Added prompt for email address during ordering if no email address is in user record.
D. ISO ILL Protocol
(for libraries using OCLC ILLiad)
Libraries can choose to use the ISO ILL Protocol to communicate between ILLiad and DOCLINE 2.3. These libraries use the DOCLINE interface to: [1.] update their institution record; [2.] search institutions; [3.] view the current status of requests; [4.] view routing history; [5.] update and search serial holdings; and [6.] view DOCLINE reports.
Borrow: Borrow requests are sent directly from the ILLiad client to the DOCLINE server for processing and routing. DOCLINE does not need to be open to send requests.
All patron administration and request management, such as unfilled and overdue processing, can be done from the ILLiad client.
Lend: Lending requests that arrive in the ILLiad client are automatically receipted in DOCLINE. DOCLINE does not need to be open to receive or complete requests. DOCLINE will send alerts to the ILLiad client for requests that have not been acted upon or have expired.
Status: ISO Libraries will have an "ISO Status" screen to view the current status of pending requests and to view the routing history of their requests.






Level 2 Serial Records

Just a reminder that NLM and the NN/LM have established the goal to eliminate all encoding level 2 serial holdings from DOCLINE by the end of this calendar year. Encoding level 2 holdings are serial holdings that do not indicate either volumes or years. The majority of the encoding level 2 records were created many years ago in the old SERHOLD system.

NLM is requesting that libraries upgrade all Level 2 holdings to Level 3 by adding volume "and / or" year data to their DOCLINE serial records by the end of 2004.

LEVEL 2 HOLDINGS THAT ARE NOT UPGRADED
BY DECEMBER 31, 2004, WILL BE DELETED!

For an FAQ page link about serial title changes and encoding levels:

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





SearchBuilder

Just a reminder to all DOCLINE users of the extensive institution record search capabilities that are now available with DOCLINE SearchBuilder. Libraries can search by a combination of key data elements, including: library group, delivery methods, rush service, provision of color copies, copy charges base fee, number of holdings, region, etc.

To search by the above criteria (as well as others), select "Institutions" on the DOCLINE navigation bar and then select the blue 'More Search Options' button.

Select the desired Search Field to query (such as , Library Group). Then select or enter the search term (such as, "EFTS") and click 'Add to Search'.

To limit your search results, press one of the buttons in the Filters box (Delivery Methods, Membership Information, or Services). Check one or more search limits to apply to the search (e.g. "Fills Rush Requests") and click 'Add to Search'.

Click the Search button to see the results.

For more information on searching for institution records based on multiple criteria, select 'Help', then navigate to 'Institution Search'. See 'Finding institutions that match multiple search criteria'.

There is also a good online tutorial that can be found at:

http://nnlm.gov/train/tutor/docline/





Quarterly Statistics Reports

NLM has released DOCLINE quarterly statistical reports for April-June 2004, and report 1-8A, the Ranked List of Serial Titles Requested (July 2003 - June 2004.)

The July - September 2004 Loansome Doc quarterly reports 5-1A, 5-1B were released on October 28, 2004.







Placing Temporary HOLD Requests

The NN/LM Regional Offices provide temporary deactivation of DOCLINE accounts for short time periods, such as vacation, conference attendance, etc.

A DOCLINE Hold can be requested for three or more consecutive working days. Please complete and submit the electronic, found at the following e-mail address:

http://nnlm.gov/libinfo/docline/dochold.html







RING IN NEW MEMBERS OF THE NER

Let's welcome new members to the NER - libraries that have joined the NN/LM network since the last issue of the NER'estah newsletter!

Aeris Therapeutics MAUJZF Woburn, MA
Amherst Town Library NHUJZL Amherst, NH
Bunker HIll Community College MAUJHX Boston, MA
Chlemsford Public Library MAUHZH Chelmsford, MA
Jacob Edwards Library MAUJZO Southbridge, MA
Lubec Memorial Library MEUJZN Lubec, ME
Nashua Public Library MHUJZM Nashua, NH
North Shore Community College MAUFOY Danvers, MA
Richards Memorial Library MAUJZK N. Attleboro, MA
Warwisk Public Library RIUJZI Warwick, RI
Wicasset Public Library MEUJZJ Wicasset, ME



HELP? ADVICE? QUESTIONS?

Please contact Mark at the RML:
508-856-5964 -or- mark.goldstein@umassmed.edu.

NLM | NN/LM | NER


Comments to:
Rebecca.Zenaro@umassmed.edu
University of Massachusetts Medical School
222 Maple Avenue Shrewsbury, MA 01545
Phone:  800-338-7657
508-856-5979
Fax:  508-856-5977