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DOCLINE Update. Medical Library Association 2005 San Antonio, Texas Maria Elizabeth Collins National Library of Medicine, NIH/HHS. Agenda. Today’s DOCLINE Recent enhancements Changes currently in progress Upcoming development plans. DOCLINE Today. 3,260 libraries participating
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DOCLINE Update Medical Library Association 2005 San Antonio, Texas Maria Elizabeth Collins National Library of Medicine, NIH/HHS
Agenda • Today’s DOCLINE • Recent enhancements • Changes currently in progress • Upcoming development plans
DOCLINE Today • 3,260 libraries participating • Nearly 1.4 million serial holding records • 2.7 million ILL Requests in FY04 • Fill Rate is 91.84% • Average number of routes is 1.23 • Marked shift to electronic delivery • Licensing issues and ejournals • epub ahead of print articles • Costs … budgets … $$$
Recent Key Enhancements • Lend - Ability to indicate delivery method in batch lend • Truncated journal title search • LD – prompt users for email address • Alert users when citation is ‘ahead of print’
DOCLINE 2.5 • Loansome Doc redesign • Improved interface • Decrease learning curve • Reduce customer service calls • Add patron and library requested enhancements • Serial Holdings in MARC 21
Loansome Doc Enhancements • Allow libraries to edit their LD patron records • Display library specific information to user during registration • Email registration confirmation to user • Login ID will be user’s email address • Password reset mechanism • Warn user requesting duplicate articles • Alert user to library’s holdings during order
Data purge • Deletion of LD patrons inactive for 2 years • Clean up of LD patron records • Duplicate records • Multiple records (one user -> many libraries) • Admin records (multiple users -> one account)
ISO ILL protocol status • DOCLINE 2.3 released Nov 2004 • ILLiad’s DOCLINE interface is pending • Other vendors invited to test with DOCLINE: • Relais • ILL Manager (RLG) • VDX (Fretwell-Downing) • Testing environment available to vendors since Dec 2004 • Informal testing – April 2005 • Formal testing with NLM scheduled for Summer 2005
2005 Development Goals • Improve Routing • Add “Other” libraries to Refer On • Expand options for items requested via electronic delivery methods • Searching Serial Holdings by delivery method • Routing by library group
Adding “Other” to Refer On • Library Level • RML, Resource Library, PAL, Other • Special libraries, federal libraries, international libraries: Canada, Mexico • 742 libraries • 3,200 titles held only by Other libraries • Routing Logic: Up to 20 libraries from • Resource Libraries, PALs, the “Four”, Other
Network Delivery Methods 40 Day Snapshots
Delivery Formats b/w print color print b/w pdf color pdf b/w tiff color tiff Delivery Methods Ariel email fax mail web Level of Service normal : process and ship in turn, in normal workflow rush : same day service express : process and ship immediately Electronic Delivery & Routing
Routing Profile Preferred Delivery Method (1) Alternate Delivery Methods (multiple) Preferred Format (1) Alternate Formats (multiple) Routing Algorithm preferred OR alternate delivery methods AND preferred OR alternate formats AND level of service AND holdings Electronic Delivery & Routing
Electronic Delivery & Routing • “Special Handling” Messages • New Home message for color, rush, and express • Receipt • Preferred format and delivery method in the "ship to" area • Alternate format & method in body
Routing by Library Group • What is the goal? • How should it work?
Library Groups • 156 library groups • 954 libraries belong to 1 library group • 801 libraries belong to 2 library groups • 523 libraries belong to 3 library groups • 269 libraries belong to 4 library groups • 389 libraries belong to 5-8 library groups
Library Groups • 51 library groups have less than 15 • 47 library groups have 15-24 libraries • 30 library groups have 25-49 libraries • 15 library groups have 50-99 libraries • 4 library groups have 100-250 • 2 library groups have more than 250 • BHSL = 410 • FreeShare = 1,229
DOCLINE Team Members Available… • NLM Booth • Monday, 10am – 12pm • Tuesday, 2pm – 4pm