DOCLINE UpdateDOCLINE UpdateMedical Library Association 2005Medical Library Association 2005

San Antonio, TexasSan Antonio, Texas

Maria Elizabeth CollinsMaria Elizabeth CollinsNational Library of Medicine, NIH/HHSNational Library of Medicine, NIH/HHS

AgendaAgenda Today’s DOCLINEToday’s DOCLINE Recent enhancementsRecent enhancements Changes currently in progressChanges currently in progress Upcoming development plansUpcoming development plans

DOCLINE TodayDOCLINE Today 3,2603,260 libraries participating libraries participating Nearly Nearly 1.4 million1.4 million serial holding records serial holding records 2.7 million2.7 million ILL Requests in FY04 ILL Requests in FY04 Fill Rate is Fill Rate is 91.84%91.84% Average number of routes is Average number of routes is 1.231.23 Marked shift toMarked shift to electronic delivery electronic delivery Licensing Licensing issues and ejournalsissues and ejournals epubepub ahead of print articles ahead of print articles Costs … budgets … Costs … budgets … $$$$$$

Recent Key EnhancementsRecent Key Enhancements Lend - Ability to indicate delivery Lend - Ability to indicate delivery

method in batch lendmethod in batch lend Truncated journal title searchTruncated journal title search LD – prompt users for email addressLD – prompt users for email address Alert users when citation is ‘ahead of Alert users when citation is ‘ahead of

print’print’

DOCLINE Fill RatesDOCLINE Fill Rates

71.45

17.18

3.497.05

0.83

83.07

10.51

2.922.23 0.57

91.84

3.352.67

1.93 0.21

Epub Prefixed Overall

FilledBRMCANNOTEXP

DOCLINE 2.5DOCLINE 2.5 Loansome Doc redesignLoansome Doc redesign

– Improved interfaceImproved interface– Decrease learning curveDecrease learning curve– Reduce customer service callsReduce customer service calls– Add patron and library requested Add patron and library requested

enhancementsenhancements Serial Holdings in MARC 21Serial Holdings in MARC 21

Loansome Doc Loansome Doc EnhancementsEnhancements

Allow libraries to edit their LD patron Allow libraries to edit their LD patron recordsrecords

Display library specific information to user Display library specific information to user during registrationduring registration

Email registration confirmation to userEmail registration confirmation to user Login ID will be user’s email addressLogin ID will be user’s email address Password reset mechanismPassword reset mechanism Warn user requesting duplicate articlesWarn user requesting duplicate articles Alert user to library’s holdings during orderAlert user to library’s holdings during order

Out With The OldOut With The Old

Loansome Doc LoginLoansome Doc Login

Data purgeData purge Deletion of LD patrons inactive for 2 Deletion of LD patrons inactive for 2

yearsyears Clean up of LD patron recordsClean up of LD patron records

– Duplicate recordsDuplicate records– Multiple records (one user -> many Multiple records (one user -> many

libraries)libraries)– Admin records (multiple users -> one Admin records (multiple users -> one

account) account)

Plans for the futurePlans for the future

ISO ILL protocol statusISO ILL protocol status DOCLINE 2.3 released Nov 2004DOCLINE 2.3 released Nov 2004 ILLiad’s DOCLINE interface is ILLiad’s DOCLINE interface is

pending pending Other vendors invited to test Other vendors invited to test

with DOCLINE:with DOCLINE:– RelaisRelais– ILL Manager (RLG)ILL Manager (RLG)– VDX (Fretwell-Downing)VDX (Fretwell-Downing)

Testing environment available Testing environment available to vendors since Dec 2004to vendors since Dec 2004

Informal testing – April 2005Informal testing – April 2005 Formal testing with NLM Formal testing with NLM

scheduled for Summer 2005scheduled for Summer 2005

2005 Development Goals2005 Development Goals Improve RoutingImprove Routing Add “Other” libraries to Refer On Add “Other” libraries to Refer On Expand options for items requested Expand options for items requested

via electronic delivery methodsvia electronic delivery methods Searching Serial Holdings by delivery Searching Serial Holdings by delivery

methodmethod Routing by library groupRouting by library group

Adding “Other” to Refer OnAdding “Other” to Refer On Library LevelLibrary Level

– RML, Resource Library, PAL, OtherRML, Resource Library, PAL, Other Special libraries, federal libraries, Special libraries, federal libraries,

international libraries: Canada, Mexicointernational libraries: Canada, Mexico 742 libraries742 libraries 3,200 titles held only by Other libraries3,200 titles held only by Other libraries Routing Logic: Up to 20 libraries fromRouting Logic: Up to 20 libraries from

– Resource Libraries, PALs, the “Four”, OtherResource Libraries, PALs, the “Four”, Other

Network Delivery MethodsNetwork Delivery Methods

19.79

4.5310.66

64.17

22.22

14.811.05

50.56

23.5927.15

10.75

36.6

0

10

20

30

40

50

60

70

MLA 03 MLA 04 MLA 05

ArielEmail PDFEmail TIFFFaxMailWeb PDFWeb TIFF

40 Day Snapshots

Electronic Delivery & Electronic Delivery & RoutingRouting

Delivery FormatsDelivery Formats– b/w printb/w print– color printcolor print– b/w pdfb/w pdf– color pdfcolor pdf– b/w tiffb/w tiff– color tiffcolor tiff

Delivery MethodsDelivery Methods– ArielAriel– emailemail– faxfax– mailmail– webweb

Level of ServiceLevel of Service– normalnormal : process and : process and

ship in turn, in normal ship in turn, in normal workflowworkflow

– rushrush : same day : same day serviceservice

– expressexpress : process and : process and ship immediatelyship immediately

Electronic Delivery & Electronic Delivery & RoutingRouting

Routing ProfileRouting Profile– Preferred Delivery Preferred Delivery

Method (1)Method (1)– Alternate Delivery Alternate Delivery

Methods (multiple)Methods (multiple)– Preferred Format Preferred Format

(1)(1)– Alternate Formats Alternate Formats

(multiple)(multiple)

Routing AlgorithmRouting Algorithm– preferred preferred OROR

alternate delivery alternate delivery methods ANDmethods AND

– preferred preferred OROR alternate formats alternate formats ANDAND

– level of service ANDlevel of service AND– holdingsholdings

Electronic Delivery & Electronic Delivery & RoutingRouting

““Special Handling” Special Handling” MessagesMessages– New Home message New Home message

for color, rush, and for color, rush, and expressexpress

ReceiptReceipt– Preferred format and Preferred format and

delivery method in the delivery method in the "ship to" area"ship to" area

– Alternate format & Alternate format & method in bodymethod in body

Routing by Library GroupRouting by Library Group What is the goal?What is the goal? How should it work?How should it work?

Library GroupsLibrary Groups 156 library groups156 library groups

– 954 libraries belong to 1 library group954 libraries belong to 1 library group– 801 libraries belong to 2 library groups801 libraries belong to 2 library groups– 523 libraries belong to 3 library groups523 libraries belong to 3 library groups– 269 libraries belong to 4 library groups269 libraries belong to 4 library groups– 389 libraries belong to 5-8 library groups389 libraries belong to 5-8 library groups

Library GroupsLibrary Groups 51 library groups have less than 15 51 library groups have less than 15 47 library groups have 15-24 libraries47 library groups have 15-24 libraries 30 library groups have 25-49 libraries30 library groups have 25-49 libraries 15 library groups have 50-99 libraries15 library groups have 50-99 libraries 4 library groups have 100-2504 library groups have 100-250 2 library groups have more than 2502 library groups have more than 250

– BHSL = 410BHSL = 410– FreeShare = 1,229FreeShare = 1,229

DOCLINE Team Members DOCLINE Team Members AvailableAvailable……

NLM BoothNLM Booth– Monday, 10am – 12pmMonday, 10am – 12pm– Tuesday, 2pm – 4pmTuesday, 2pm – 4pm

Questions & AnswersQuestions & Answers