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Archive for the ‘DOCLINE’ Category

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.

DOCLINE Quarterly and Yearly Statistical Reports Now Available!

NLM has released the following DOCLINE quarterly statistical reports for April-June 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)

NLM has also released the following DOCLINE yearly statistical reports for July 2012-June 2013:

  • Ranked List of Serial Titles – Borrower (Report 1-8A)
  • Ranked List of Serial Titles – Lender (Report 1-8C)

The quarterly reports feature changes to several of the report labels in an effort to clarify the meaning and improve calculations of the statistics reported. For the lender reports, items removed from the lender for non-action are now counted in the “Not Filled” totals and fill rate percentages for more accurate reporting of lender activity. The “Days to Process” (turnaround time) calculation of how long the lender took to fill or not fill requests on average is now reported in one-hundredths of a day based upon calendar days. The Request Reports section of the DOCLINE Online Help Manual has been updated to reflect the changes.

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: Temporary Library Deactivation

Tugger the DOCLINE Mascot

The first day of summer is June 21st and vacation season has arrived! DOCLINE users are reminded that you can prevent requests from routing to your library during a closure by completing the ‘Out of Office’ request form in DOCLINE. To access this, go to “Institutions,” “Update,” then “Out of Office.” Enter the date range when requests should not route to your library, and then click on Request Approval.

It’s best to submit any request for deactivation a few days in advance of your departure to allow the RML time to review it. Please note that only one ‘Out of Office’ date range is permitted at a time; you cannot request a second deactivation period until the initial period has past. Detailed instructions for use of this feature can be found at the FAQ: DOCLINE – Temporary Library Deactivation. On the last day your library is active, please process as many requests as possible as “Filled” or “Not Filled.” At the end of the day, please receipt any new requests and process all outstanding requests as “Not Filled,” so they will immediately route to the next potential lender.

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! You can also reach DOCLINE customer support by with the “Contact Us” feature in DOCLINE and completing the “Ask a Question” form.

MLA 2013 DOCLINE Presentation Now Available for Viewing!

The presentation for the DOCLINE Users Group Meeting, given at the 2013 MLA Annual Meeting, is now available to view from the NLM DOCLINE presentations page. The presentation includes speaker notes. The “MLA 2013 DOCLINE Update” presents data highlights and preliminary analysis from the recent national survey of DOCLINE libraries, as part of the NLM strategic planning initiative exploring the future of resource sharing. The goal of the initiative was to better understand the resource sharing needs of the National Network of Libraries of Medicine, given the declining use of DOCLINE for ILL and Loansome Doc for document delivery. The results showed that DOCLINE is still a vital service! The presentation also gave a brief overview of recent and upcoming DOCLINE releases.

Libraries are invited to share their thoughts on the results presented, and any further insights into future needs regarding obtaining biomedical literature for health professionals. Comments may be sent to NLM by using the Contact Us feature of DOCLINE, or by discussing with NN/LM PSR staff.

EFTS Has A New Look!

On May 6, 2013, a new version of the Electronic Fund Transfer System (EFTS) was released. There are a number of enhancements in this version in addition to a new appearance. Over the next few weeks the EFTS staff will be blogging about these changes. To keep you in the loop with what is happening, subscribe to the EFTS-L Listserv, if you have not done so already. Landing page of the Electronic Fund Transfer System

When you go to the home page you will notice in the upper left corner, a new and more modern looking member login. Since users are now accustomed to logging in from the home page EFTS has decided to adopt the concept as well.

Note: If you are experiencing a browser error using your old bookmark, replace it with a new bookmark for the EFTS home page at https://efts.uchc.edu/.

For more information about EFTS and how to become a member, go to the About EFTS page. If you have any questions or need assistance, please don’t hesitate to call the RML at 1-800-338-7657 or e-mail us at psr-nnlm@library.ucla.edu!

DOCLINE Quarterly Statistical Reports Now Available!

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

DOCLINE Tip of the Month: E-mail Notification of Lend Requests

Question: How do I get an email notification when Lend requests route to my library?
Answer: Libraries can be alerted by email when new DOCLINE or Loansome Doc requests route to them. Users choose to be alerted for all DOCLINE requests, or only certain service levels (Normal, Rush, or Urgent Patient Care) and Loansome Doc requests.

Tugger the DOCLINE Mascot

To set up your alerts, do the following:

1. From the DOCLINE main menu, select Institutions.
2. Select Update [LIBID].
3. Click DOCLINE Options.
4. Choose “Lending Preferences.”
5. Select the type(s) of incoming requests to receive alerts.
6. Input recipient email address (use shared library account, if available).
7. Click SAVE.

Note: Some organizations’ email system security rejects incoming emails which are generated by an automated system such as DOCLINE. If your library does not receive the email alerts after turning then on, please work with your institution’s email administrators to ‘white list’ the address “docline@mail.nlm.nih.gov” or otherwise accommodate DOCLINE-generated emails.

For more information, go to the DOCLINE FAQ page. 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!

NLM ILL survey coming soon!

In early March, 2013, NLM will be inviting DOCLINE libraries to participate in a survey on interlibrary loan practices and needs of the health science libraries in the National Network of Libraries of Medicine (NN/LM) and Canada. The survey has 30 questions, with an estimated completion time of about 12 minutes. This is your opportunity to help shape resource sharing programs of the future!

NLM initiated this survey to investigate the reasons for the declining use of DOCLINE and current practices of libraries regarding resource sharing. The number of ILL requests entered into DOCLINE has decreased 46% since 2002, while Loansome Doc requests declined 68% in that same period. Your response to this survey is vitally important, and will help NLM to understand the resource sharing needs of librarians in the NN/LM and Canada, and how best to meet those needs now and in the future! The invitation email will be sent via SurveyMonkey to the address of each library’s ILL contact reported in their DOCLINE institution record. If the listed ILL contact has previously opted out of receiving emails from SurveyMonkey, please contact DOCLINE to receive a link to the survey.

Now It’s Even Easier to Donate Journals to NLM!

Since April, 2009, NLM’s Journal Donation System has made it possible for libraries to determine whether NLM needs any volumes of the print journals they plan to discard. The system was designed for DOCLINE libraries and was restricted to titles listed in their DOCLINE holdings. On January 4th, 2013, NLM launched Version 2 of the system, and enhancements now make it possible for non-DOCLINE libraries to use the system! In addition, all libraries may now offer titles not owned by NLM. The system can be accessed directly, or by searching “Journal Donation System” on NLM’s home page. Once in the system, use the “Help” link for detailed instructions. For additional assistance, contact NLM at (301) 496-0081 or NLMJournalDonation@mail.nlm.nih.gov. NLM will pay shipping for needed volumes. To donate pre-1871 journal volumes, visit the NLM History of Medicine Division web site.

Since the inception of the online donation system in April 2009, a total of 8,230 gifts have been added to the collection. NLM hopes to build on the success achieved to date with the enhancements in Version 2!