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Archive for the ‘DOCLINE’ Category

DOCLINE Quarterly Statistical Reports Now Available!

NLM has released the following DOCLINE quarterly statistical reports for January-March 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.

DOCLINE Tip of the Month: Electronic Fund Transfer System (EFTS)

Tugger the DOCLINE Mascot

Question: What is EFTS?

Answer: The Electronic Fund Transfer System or EFTS is a transaction-based electronic billing system developed by the University of Connecticut Health Center for interlibrary loan and document delivery charges. It has been operational in New England since 1996 and is available at “https://efts.uchc.edu.”

In the Pacific Southwest Region, over 65% of DOCLINE libraries are EFTS participants. All DOCLINE libraries are encouraged to join. DOCLINE provides an EFTS Transaction File Builder to create the transaction file of charges to upload to EFTS for billing borrowers. EFTS reduces the need to create invoices and to process reimbursement checks for interlibrary loans between participants. It also provides monthly detailed transaction reports, the ability to handle differential charges (such as additional rush or fax charges), the ability to vary charges to members of special groups, and the ability to handle non-DOCLINE transactions.

EFTS also:

  • Reduces interlibrary loan associated costs and improves cash flow
  • Assists with collection development monitoring
  • Reduces human error and increases efficiency
  • Provides management reports
  • The National Library of Medicine is committed to working with the University of Connecticut Health Center EFTS staff to expand the system on a national basis to DOCLINE libraries.

The University of Connecticut Health Center has an EFTS FAQ available. If you have any questions or need assistance, please don’t hesitate to call us at 1-800-338-7657 or e-mail us at psr-nnlm@library.ucla.edu!

DOCLINE Tip of the Month: Canceling a “Borrow” Request

Tugger the DOCLINE Mascot

Question: How do I cancel a DOCLINE request after it’s been submitted?

Answer: To cancel a request:

1. Log in to your DOCLINE account.
2. Select Requests from the DOCLINE main menu.
3. Select Status/Cancel.
4. Retrieve your request by entering the request number, patron name or email address under Request # or Patron, and click SEARCH, or under Define Search Limits, enter the date range you wish to search and click SEARCH.
5. Once the request(s) are displayed, select the checkbox(es) next to the request number for those you wish to cancel.
6. Click Cancel under Actions for Selected Requests.

Note: If the request has been received by a lender, the Cancel action will be marked “pending.” If the lender updates the “pending cancellation” request as “Not Filled,” the request will then be canceled.

Also, requests with the following statuses will be canceled immediately:

New – new request entered by borrower, but not yet received by a lender.
Rerouted Online – request was not filled by first lender, and rerouted to the next potential lender.
Rerouted TTA – rerouted because of DOCLINE time-triggered actions after first potential lender did receipt or act upon the request.

If you have any questions or need assistance, please don’t hesitate to call us at 1-800-338-7657 or e-mail us at psr-nnlm@library.ucla.edu!

DOCLINE Annual and Quarterly Statistical Reports Now Available!

NLM has released the following DOCLINE quarterly statistical reports for October-December 2013:

  • 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 Summary Statistics (Report 5-1B)

Please note NLM has made several enhancements to some of the reports. The Summary DOCLINE Lender Statistics report (1-1B) now includes the library’s fill rate to give libraries more feedback on their lending activities. Requests a library rejects as well as those removed for non-action are counted in the Not Filled percentage calculation. The percentage values are rounded to nearest hundredth in order to present more precise fill rates. Lastly, Report 5-1B was renamed “Loansome Doc Summary Statistics” and was enhanced to provide a more complete picture of a library’s Loansome Doc request activity. Counts for the number of requests received, filled, transferred and filled, transferred and not filled, and removed for non-action were added. NLM also added percentages for requests filled, not filled, and transferred.

The release of a new version of DOCLINE occasionally reveals problems with a user’s browser settings. If you are experiencing a problem in DOCLINE, please first check your browser settings and then also clear your browser cache.

NLM has also released the following DOCLINE yearly statistical reports for January-December 2013:

  • Ranked List of Serial Titles – Borrower (Report 1-8B)
  • Ranked List of Serial Titles – Lender (Report 1-8D)
  • Summary DOCLINE Borrower Statistics (Report 1-1AY)
  • Summary DOCLINE Lender Statistics (Report 1-1BY)
  • Detailed DOCLINE Borrower Statistics (Report 1-2AY)
  • Detailed DOCLINE Lender Statistics (Report 1-2BY)

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.

DOCLINE Tip of the Month: E-Pub Ahead of Print

Tugger the DOCLINE Mascot

What is e-pub ahead of print? It means that the article is being listed electronically on the publisher’s web site in advance of the journal release. It may not be available to your library until the print version of the journal is published. Borrowers in DOCLINE requesting e-pub ahead of print material should remember to choose “Electronic” under “Fill from Physical Format” on the Delivery and Routing portion of the Routing Instructions screen. DOCLINE will automatically default requests to “fill from electronic format” for Epub ahead of print articles if every article on the DOCLINE Citation page is Epub ahead of print. If multiple articles are requested at once with a mix of epub and non-epub status, DOCLINE will default to fill from “Any format” for all citations. The NLM DOCLINE team recommends ordering epub ahead of print citations together in a batch to optimize the routing of the requests.

Lenders in DOCLINE may receive requests for e-pub ahead of print articles but may not be able to fill them. Those who subscribe to the electronic copy but whose license prohibits interlibrary loan for the specific request due to a condition of the license agreement (e.g., delivery method, time embargo, etc.), should update the request as Not Filled for the reason “LIC – License Restriction.” In other words, use LIC in those cases where you would have been able to provide ILL from a subscription under copyright law, but not under your publisher’s license restrictions. The rejection reason of “Lacking” indicates that the title is owned, but the lender is missing the requested issue. Lacking should only be used when missing back issues, and not the latest issue(s). If you only subscribe to the print copy and have not yet received the issue being requested, you should update the request as Not Filled for the reason “NYR – Not Yet Received.”

Make sure to update DOCLINE with the most accurate rejection reason. The NLM DOCLINE team reviews the system-wide statistics to help determine what is working in the system, and what areas may benefit from changes. For a list of definitions for all rejection reasons, see the DOCLINE Online Help and search for “rejection reasons.” You can also go to the DOCLINE FAQ page.

NLM’s Emergency Access Initiative Activated for the Philippines

The National Library of Medicine announces the activation of the Emergency Access Initiative (EAI) in support of medical efforts in the Philippines and surrounding areas following the devastating typhoon. The EAI is a collaborative partnership between NLM and participating publishers to provide free access to full-text articles from over 650 biomedical serial titles and over 4,000 reference books and online databases to healthcare professionals and libraries affected by disasters.

The EAI serves as a temporary collection replacement and/or supplement for libraries affected by disasters that need to continue to serve medical staff and affiliated users. It is also intended for medical personnel responding to the specified disaster. EAI is not an open access collection; it is only intended for those affected by the disaster or assisting the affected population. If your library is working with a library or organization involved in relief efforts in the Philippines or other affected areas, please let them know of this service.

NLM thanks the participating publishers for their generous support of this initiative: American Academy of Pediatrics, American Association for the Advancement of Science, American Chemical Society, American College of Physicians, American Medical Association, American Society of Health-Systems Pharmacists, ASM Press, B.C. Decker, BMJ, EBSCOHost, Elsevier, FA Davis, Mary Ann Liebert, Massachusetts Medical Society, McGraw-Hill, Merck Publishing, Oxford University Press, People’s Medical Publishing House, Springer, University of Chicago Press, Wiley, and Wolters Kluwer.

Sample journal titles:

  • Accident and emergency nursing
  • Annals of internal medicine
  • Archives of surgery
  • Burns
  • Depression and anxiety
  • Disaster medicine and public health preparedness . Environmental toxicology and pharmacology . International journal of cardiology . International journal of infectious diseases . JAMA : the journal of the American Medical Association . Journal of emergency medicine . Journal of traumatic stress . Lancet . New England journal of medicine . Surgery

Sample book titles:

  • Merck manual of diagnosis and therapy
  • Public health & preventive medicine
  • Trauma
  • Handbook of critical care
  • Human virology
  • Infectious diseases: the clinician’s guide to diagnosis, treatment and prevention . AHFS drug information

Online databases:

  • Cochrane database of systematic reviews . DynaMed . Essential Evidence Plus

For questions regarding the Emergency Access Initiative, please email custserv@nlm.nih.gov or call 1-888-346-3656 in the United States, or 301-594-5983 internationally.

DOCLINE Support for Internet Explorer 7 Ending

DOCLINE will be ending support for Internet Explorer 7 (IE 7) on November 30, 2013. There may be challenges of different browser version requirements from multiple systems in library environments but NLM must move forward with current browser standards. Microsoft will end support for Windows XP and IE 7 in April, 2014.

DOCLINE may continue to work with IE 7, however, NLM staff will not test new versions of DOCLINE or Loansome Doc with it. Also, NLM will not fix any future issues that are identified as being present only in IE7. Libraries should begin talking to their local IT departments about upgrading their browsers to at least Internet Explorer 9.

Users upgrading their browsers or using a new PC should modify their browser settings for use with DOCLINE. See http://www.nlm.nih.gov/docline/system_requirements.html#browser.

DOCLINE Quarterly Statistical Reports Now Available!

NLM has released the following DOCLINE quarterly statistical reports for July-September 2013:

  • 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.

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.”

DOCLINE Tip of the Month: Browser Requirements and Latest News

Tugger the DOCLINE Mascot

NLM now supports Internet Explorer 10 for DOCLINE and Loansome Doc. Browser settings for Internet Explorer 10 are similar to previous versions of IE.

DOCLINE will be ending support for Internet Explorer 7 as of November 30, 2013, due to NLM’s development schedule and limited resources for testing. [Microsoft recently announced the end of support for Windows XP and Internet Explorer 7 as of April 2014.] NLM understands the challenges of different browser version requirements from multiple systems in library environments, but must move forward with current browser standards.

DOCLINE may continue to work with IE7, however, NLM staff will not test new versions of DOCLINE or Loansome Doc with Internet Explorer 7, nor will they fix any future issues that are identified as being present only in IE7. Libraries should begin talking to their local IT departments about upgrading their browsers to at least Internet Explorer 9.

The latest release of Firefox has introduced a security change that is causing issues with using LocatorPlus and PubMed from within DOCLINE. If you upgrade to Firefox 23, you will need to follow these steps to use PubMed or LocatorPlus within DOCLINE:

  1. Open a New Tab
  2. Type “about:config”
  3. Click “I’ll be careful, I promise!” button
  4. Type “security.mixed_content.block_active_content” in the Search box
  5. Double-click the “security.mixed_content.block_active_content” row in the results to change value to “false”
  6. Close tab
  7. Close Firefox and then re-launch

Login to DOCLINE and you should be able to use Requests, Borrow/PubMed and Borrow/LocatorPlus.

DOCLINE users upgrading their browsers or using a new PC should modify their browser settings for use with DOCLINE. For more information, go to DOCLINE’s System Requirements.