GETTING THE BEST OUT OF DOCLINE
MLA 3CE

There are 3 seats still available for the onsite DOCLINE class in St Petersburg, Fl later this month.  If you are interested in attending, please send PJ Grier a email with your contact information.  Placement will be made on an “as received” basis.

The class will run from 10AM to 1:15PM on December 13, 2010 and will be hosted by All Children’s Hospital, 501 Sixth Ave. South, St. Petersburg,  FL  33701.

A question came up last week on the MLA Hospital Libraries Section
discussion list about best practices for DOCLINE, specifically when to
mark a request filled (ANSWER: Mark an ILL request as “filled” only
after it has actually been sent).

The NN/LM has a guide for DOCLINE Best Practices, found at:
http://nnlm.gov/rsdd/docline/bestpractices.html

The practices are intended to make the system work smoothly and
optimally for everyone.

Announcing DOCLINE Onsite Training Class: The Southeastern Atlantic (SE/A) Regional Medical Library (RML) plans to offer an onsite DOCLINE training (of approximately 3.5hours) class sometime in early December 2010; provided there is sufficient interest. The class will cover record administration, SERHOLD, request/lend and routing tables (including library groups), while incorporating recent DOCLINE 4.5 improvements.

Please go to this link: http://www.surveymonkey.com/s/7RZ7YQS to complete a short survey that will assist the RML in determining a central location, date and course design for the proposed DOCLINE training class.

Although the class will be available to any NN/LM current DOCLINE® user, priority will be given to SE/A network members with “active” DOCLINE accounts.

It is important to let us know your interest in the class by registering your input at: http://www.surveymonkey.com/s/7RZ7YQS. The survey will remain open from now through October 31, 2010.

The DOCLINE Team will be hosting a webinar to highlight the features introduced in DOCLINE 4.5.  We will present an overview of the features in a live demonstration and conclude with a Q & A session.  Come see What’s New in DOCLINE presented by a member of the DOCLINE Team.

There will be two sessions of the What’s New in DOCLINE 4.5 webinar – each session will present the same information.

Friday, September 10, 2010   2:00 – 3:00 PM Eastern Time

OR

Wednesday, September 15, 2010  4:00 – 5:00 PM Eastern Time

There is no need to register.   We will start promptly at the top of the hour.  You can login up to 15 minutes prior to the start of the class.  Once connected to the webinar, teleconference instructions will be provided.

To access the class, go to the following web address: https://webmeeting.nih.gov/doctrain/

You are encouraged to test your connection prior to joining the class. To test your connection, go to:

https://admin.acrobat.com/common/help/en/support/meeting_test.htm

If you are unable to attend the sessions, information about DOCLINE 4.5 can be obtained at one of the resources below:

Release Notes:  http://www.nlm.nih.gov/docline/docline_rel_info_v4_5.html

Weekly DOCLINE training classes: http://nnlm.gov/mcr/education/docline.html

Your Regional Medical Library:  https://docline.gov/docline/help/contact_nlm/contact_RML.cfm

If you have any questions, please contact NLM via the Contact Us link in DOCLINE.

DOCLINE Customer Service

National Library of Medicine

US: 1-888-FINDNLM (press 3, then press 1)

Intl: 301-594-5983 (press 3, then press 1) https://docline.gov

DOCLINE and Loansome Doc will be unavailable from 5:00 PM Saturday, September 4, 2010 to approximately 5:00 PM Eastern Time Sunday, September 5, 2010, while our database software is being upgraded. Our apologies in advance for any inconvenience this may cause DOCLINE libraries or their patrons.

DOCLINE will be unavailable on Monday, August 23, 2010 from 7:00 am to approximately 8:00 am Eastern Time for minor software maintenance.

DOCLINE 4.5 introduces many new features requested by our users.  We want to highlight a few of the changes, and to point out some possible Institution record changes for libraries to consider now that DOCLINE 4.5 is available.

Require patron name during borrow

If your library wants DOCLINE to require the patron name on your borrow requests, go to Institutions, Update, DOCLINE Options.  In the Borrowing Preferences area, select Yes for “Require Patron Name” and click SAVE.  Some libraries want to ensure a patron name is on the request so that when the article is received from the lender, they can match it up to their local records.

Lend screen – default option

When users go to Lend, DOCLINE displays the Batch Lend screen by default. To change which Lend update screen displays, go to Institutions, Update, DOCLINE Options.  In the Lending Preferences area, select Batch or Single and click SAVE.

Batch Lend allows lenders to quickly process a set of requests with the same action and delivery method or rejection reason at one time.  Single Lend allows lenders to select requests from a list of pending requests, to process a set of requests with differing actions, delivery methods, or Type and Form values.

Do Not Route To

The Do Not Route To list may be used to prevent requests from routing to individual libraries in Library Groups in a Routing Table, Resource Libraries, or “All Other Libraries”; or to temporarily prevent requests from routing to lenders listed individually in Routing Table cells. This can be accomplished by adding the LIBID to the Do Not Route To list, either on individual requests during the Borrow process, or adding to the default list of Do Not Route To LIBIDs in the Borrowing Preferences, Serial Routing section of the Institution record.

Note:  Users wanting to permanently prevent requests from routing to libraries listed individually in their Routing Instructions should remove the LIBIDs from their Routing Table or M/A/N Map rather than using the Do Not Route To list.  NLM cannot be added to the Do Not Route to list – instead, if you do not wish requests to route to NLM, deselect the route option “NLM”.

The “Do Not Route to” feature should be used with care – it overrides all other routing settings – libraries listed in your Routing Table, Resource Libraries, “All Other Libraries”, and Route to LIBID (prefix).

Odyssey users:

DOCLINE 4.5 adds support for a new delivery method – Odyssey, a 3rd party vendor system for electronically delivering materials.  If you use Odyssey, please make the following changes to your Institution record by going to Institutions, then Update.

On the Address page:  add your Odyssey address to the Document Delivery Address section

On the DOCLINE Options page, in the Borrowing Preferences area, indicate Odyssey as either your preferred Network Delivery Method, or one of your acceptable Network Alternate Delivery Method(s).  Remove Odyssey information from the Comments to Lenders field.   In the Lending Preferences area, select “Yes” for Odyssey to indicate that your library will deliver articles via Odyssey.

Status searching

As of today, DOCLINE will begin retaining completed requests in the system for 150 days. It will take until January before we reach 150 days worth of completed requests.  For example, DOCLINE still has 40 days of requests today, tomorrow will be 41 days and so on.  As the number of days grows, we recommend that libraries use the optional date filters when searching for retired or filled requests to limit the number of requests displayed to the filled/retired date range in which you are interested.

Barcodes on Receipts:

At the request of multiple users, we removed the automatic display of the barcode on receipts for Firefox users.  To display the barcode on receipts, Firefox and Internet Explorer users need to download a barcode font.  See the instructions at:  http://www.nlm.nih.gov/docline/doclinebarcodes_withheader.html

Please contact your Regional Medical Library with any questions about the new functionality. Canadian libraries can contact CISTI for DOCLINE assistance and training.  Within DOCLINE, click the Contact Us link and then select Contact Your RML.

We hope that you benefit from these user requested enhancements!

DOCLINE 4.5 Release Notes are available at: http://www.nlm.nih.gov/docline/docline_rel_info_v4_5.html

Since NLM announced the end of support for Internet Explorer 6 (IE6) with DOCLINE in July 2009, we have seen a dramatic decrease in the use of IE6. Thanks to the 600+ libraries that successfully upgraded their browsers.  With the upcoming release of DOCLINE 4.5 on Wednesday, August 11, 2010, we strongly encourage that the remaining Internet Explorer 6 users update their browsers to Internet Explorer 8 or Internet Explorer 7, or to install Firefox 3.6.x.

We have heard that some library’s institutions are using other software applications that still require Internet Explorer 6.  We understand the difficult position this poses for our libraries. We hope that in working with your local IT departments, you can negotiate a browser upgrade on one or more PCs in the library for DOCLINE use; or to install Firefox 3.6.x as an alternative to an Internet Explorer upgrade at this time.

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 and Loansome Doc will be unavailable this Sunday, August 8, from 10:00 AM to approximately 11:30 AM Eastern Time while we perform system maintenance in preparation for the upcoming release of DOCLINE 4.5.

See the Release Notes for information about DOCLINE 4.5 at http://www.nlm.nih.gov/docline/docline_rel_info_v4_5.html

Our apologies in advance for any inconvenience this maintenance period may cause our users.

By Colette Becker, web developer
Updated by Network Access Coordinator, PJ Grier on July 30, 2010

Today, within the Southeastern Atlantic Region there are approximately 73 users with DOCLINE IDs and Passwords that have not upgraded their browsers to Internet Explorer 7 (IE7), Internet Explorer 8 (IE8) or Firefox 3.X. To those of you who have already upgraded, thank you, as this is an improvement since the last reminder notice in May of this year.  It is particularly important that these remaining users make the transition before the release of DOCLINE 4.5, which is soon planned, as NLM stopped providing technical support for IE 6 last summer.

See original article at: http://nnlm.gov/sea/newsletter/?p=3071