Welcome to MDMLG

Subject: Announcing DOCLINE 2.7
To: DOCLINE-L@LIST.NIH.GOV


NLM is very pleased to announce the upcoming release of DOCLINE 2.7 in late March 2006. The new version of DOCLINE contains key enhancements requested by DOCLINE users in the NN/LM. DOCLINE 2.7 introduces routing by library group, requesting by service level (rush and urgent patient care), limiting routing to EFTS participants, routing by multiple delivery methods, searching serial holdings by delivery method, and a new appearance and functionality for serial holdings searching.

Testing of the new release is on-going at NLM. The Regional Medical Libraries will be assisting NLM with testing in the coming weeks. As always, the new version will be available to 3rd party ILL vendors for testing their software against the new DOCLINE prior to its release.

The actual date of the DOCLINE 2.7 release will be announced in early March as testing is completed. Release Notes, including screen shots are available at
http://www.nlm.nih.gov/docline/docline_rel_info_v2_7.html.

Key features of the release are briefly described below. Additional documentation will be made available as the release date approaches. Please send any questions that you may have about the functionality described below or items listed in the Release Notes to us via Contact Us forms in DOCLINE. We will be sure to incorporate the requested information in our upcoming documentation for the release.

Routing Table Maintenance

When DOCLINE 2.7 is released, the Library Group(s) that each library belongs to will be added to their Routing Table Workspace. Libraries can add a Library Group from their Workspace to any cell of their Routing Table, just as they currently do with an individual library. Each Library Group will occupy one row in a cell. The routing algorithm continues to be random, so NLM recommends placing a Library Group
alone in a single cell.

Since we expect that borrowers will have preferred lenders within a library group, the software allows for a 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.

The Regional Medical Libraries will be providing assistance and guidance to each region on how best to structure their Routing Tables given the new functionality and the region's standards and practices

See http://www.nlm.nih.gov/docline/release_note_images/v2_7/routing_table.jpg


Routing by Library Group

During routing, DOCLINE will randomly select up to a maximum of 20 libraries per cell to which requests will route - libraries that also match the other routing instructions. Based upon 20 years experience, we know that a request does not need to route to more libraries to be filled, but needs more libraries to which it has the possibility to route. Routing by library group widens the available pool of
libraries to which a request may route. Routing by Library group applies only
to routing on your serial routing table, not the M/A/N Map.


Multiple Delivery Methods

DOCLINE 2.7 adds the ability to specify one or more acceptable alternate delivery methods. Libraries will continue to indicate a single preferred delivery method, as well as the NLM Delivery Method. However, they will now be able to specify multiple alternate delivery methods. The default delivery methods are indicated in a library's Borrowing Preferences (Institutions / Update / DOCLINE Options) and can be
modified with each request. See http://www.nlm.nih.gov/docline/release_note_images/v2_7/borrow_preferences.jpg

During routing, cell by cell, DOCLINE will route first to libraries that hold the year or volume of the title requested and that support your preferred delivery method, and then route to libraries that support one of your alternate delivery method(s). For example, if your preferred network delivery method is Web PDF and your alternate delivery methods are Email PDF and Ariel, the algorithm would first route to cell 1 libraries that deliver via Web PDF, then try to route to cell 1
libraries that support Email PDF OR deliver via Ariel. If the request had to go to cell 2, it would first route to cell 2 libraries that deliver via Web PDF, and then try to route to cell 2 libraries that deliver via Email PDF OR deliver via Ariel, and so on.

See http://www.nlm.nih.gov/docline/release_note_images/v2_7/routing_deliv.ppt

The preferred delivery method continues to be shown in the Ship to: area of the receipt. The alternate delivery methods are displayed in the body of the receipt. To avoid confusion and since some libraries use automated systems, NLM recommends using only the alternate delivery method field to indicate borrower's delivery instructions, and not to use the comments field to indicate delivery preferences.

See
http://www.nlm.nih.gov/docline/release_note_images/v2_7/receipt1.jpg

A separate delivery method option is still available for requests routing to NLM. For ILL service from NLM, the preferred methods of delivery are Web (PDF) and Email (PDF).

Service Level Requesting

DOCLINE 2.7 introduces the ability to request Rush processing and Urgent Patient Care processing. Rush is defined as same day delivery. Urgent Patient Care is defined as "process and ship immediately." If a borrower selects Rush or Urgent Patient Care service, then the request would only route to libraries that indicate they provide that level of service (Institutions / Update / Services & Fees) and match the other routing instructions. Rush and Urgent Patient Care requests will
display a separate "awaiting RECEIPT" message on the lenders Home page. Rush and Urgent Patient Care service level requests are also indicated on the Receipt.

Limiting Routing to EFTS Participants

DOCLINE 2.7 adds a new EFTS only routing option on the Routing Instructions page. If selected, the request will only route to participants of the Electronic Fund Transfer System (EFTS). If a borrower is an EFTS participant, the receipt will continue to indicate this. If the borrower selects the Route to EFTS only option, then the receipt will indicate "Bill via EFTS only" in the Bill to: section of
the Receipt.

EFTS is a transaction-based electronic billing system developed by the University of Connecticut Health Center for ILL and document delivery charges.

See the EFTS FAQ for more information:
http://www.nlm.nih.gov/services/doc_efts.html

For an overview of the new routing, see the FAQ at:
http://www.nlm.nih.gov/services/doc_new_routing.html

Serial Holdings Update/View

DOCLINE 2.7 combines the Serial Holdings Add/Update and Search/View search screens. By default the My Library box is checked. To search for holdings for libraries in addition to your own, add filters by checking one of the popular search filters such as My Library Groups, My Region, My Routing Table, Not My Routing Table, My State/Province, or My Region. Other filters include Volume(s) Owned, Year(s) Owned, and LIBID(s) where individual LIBID(s) can be entered separated by either a space or a comma.

Libraries can further refine their search by clicking on the Additional Filters link. Libraries can limit their search results by selecting from a list of Delivery Methods, Membership Information, and Interlibrary Loan Information, Holdings Formats, Location, and individual Library Groups. Links at the top of the page will take you to the desired section of the page. See http://www.nlm.nih.gov/docline/release_note_images/v2_7/serhold_filters.jpg

Maria and the entire DOCLINE Team

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)
http://www.nlm.nih.gov/docline