Maintaining Your DOCLINE Routing Table
One of the key components of the DOCLINE software is the automated routing of requests. The routing algorithm matches citation and delivery requirements against the serial holdings and service options of the preferred lenders in the borrowers’ routing table. In order for routing to work most efficiently, holdings must be accurate and routing table and borrowing preferences should reflect current needs. Please take a few minutes to review and update serial routing tables to ensure optimal routing of requests, and take note of the following suggestions.
- Delete closed libraries from your routing table. DOCLINE does not automatically remove closed libraries from routing tables since they sometimes return to operation, and also to allow borrowers to know about the closure of one of their preferred lending partners. While DOCLINE will automatically skip these libraries in routing, removing closed libraries from your routing table will allow you to add more libraries that are currently offering service.
- Consider adding your library groups to your routing table. Adding library groups to your routing table frees borrowers from editing their routing table as library group membership changes. Additionally, placing a large library group like FreeShare into your Routing Table widens the available pool of libraries where requests may route. The routing algorithm is random, so NLM recommends placing a library group alone in a cell. Since borrowers have some preferred lenders within a library group, DOCLINE allows for an individual library to be added to a routing table that also exists in the routing table as part of a library group. A request would only route to the library once. If you plan to put individual libraries from a library group and also the library group in your routing table, place the individual libraries in a lower numbered cell than the library group.
- Evaluate lender performance. See the 1-2A Detailed DOCLINE Borrower Statistics report to review lender performance, e.g., fill rate, days to process. Unless the library fills a particular collection or service need, consider deleting libraries with a low fill rate or a turnaround time that doesn’t meet your users’ expectations.
- Talk to your Regional Medical Library (RML) for advice! We can provide assistance and guidance on how best to structure Routing Tables, given DOCLINE functionality and the region’s standards and best practices. We can also assist you with identifying potential lending partners.
Remember that you can SAVE changes and continue making modifications at a later time. Once all changes have been made, click REQUEST APPROVAL. Detailed instructions for editing your Routing Table can be found by clicking Help in the DOCLINE menu, and then navigating to “Updating your Institution” and then “Managing your Serials Routing Table.”