DOCLINE Version 2.0

Sneak Preview

October 6, 2003 Slide 2 of 41

DOCLINE Version 2.0

A new look and feel Before the end of the year Major changes to DOCUSER (the institutional

record) Redesign of REQUESTS, SERHOLD, and

Loansome Doc to follow

October 6, 2003 Slide 3 of 41

Why Version 2.0?

DOCLINE libraries’ needs and wants– Many enhancement requests– More than 170 programming changes made since

Web DOCLINE was implemented

Changes in browser technology Systematic review of every DOCLINE screen

began last fall

October 6, 2003 Slide 4 of 41

Goals of Redesign

Improve usability Increase user efficiency Decrease learning / re-learning curve Eliminate inconsistencies

October 6, 2003 Slide 5 of 41

Goals of Redesign, continued

Increase visual appeal Improve help documentation Utilize newer technology Add requested enhancements

October 6, 2003 Slide 6 of 41

Major enhancements:

New search limits My State, My Region, My Routing Table Not My State, Not My Region, Not My

Routing Table Contact / people editing Easier routing table maintenance

October 6, 2003 Slide 7 of 41

Major enhancements:

Ability to list more than one person per role Ability to list more than one role per person Overhaul ILL charges Billing address (Bill to) Increase number of M / A / N Map cells

October 6, 2003 Slide 8 of 41

Examples from Version 2.0

New Login Page

– Space for important system announcements– Tugger will keep us company at other times– Link to information about DOCLINE– Link to answers to most common questions about

logging in System requirements UserID and Password

New Login Page

October 6, 2003 Slide 10 of 41

Examples from Version 2.0

New Home Page

– New DOCLINE Banner downloads more quickly– Message summarizes changes– Data mapped from current system– Reminder to review Institution record

New Home Page

October 6, 2003 Slide 12 of 41

Examples from Version 2.0

New DOCLINE Banner

– Less jargon – DOCUSER will become “Institutions” – SERHOLD will become “Serial Holdings” – LD will become “Loansome Doc Patrons”– REQUESTS not renamed, but Unique Key is now

default

New DOCLINE Banner

New Serials Holdings Look

(SERHOLD name change but functionality unchanged.)

New Unique Key Look

(Unique Key functionality unchanged.)

October 6, 2003 Slide 16 of 41

Examples from Version 2.0

New Quick Search Page

– The most common searches are presented first– Multiple LIBID search– Phrases and truncation– Many more options available

New Quick Search Page

(The Admin tab will only display for NLM and RML accounts.)

October 6, 2003 Slide 18 of 41

Examples from Version 2.0

More Search Options

– Search by specific field (e.g. Groups, State, Holdings, Base Fee, etc.)

– Filter by Delivery Options (e.g. Ariel, Email pdf, etc.) Services (e.g. Loansome Doc, Color copies, etc.) Membership Information (e.g. Resource Library, etc.)

More Search Options

October 6, 2003 Slide 20 of 41

Examples from Version 2.0

More Search Options, continued

– Default Filters DOCLINE Library Open Library

– New Filters My Routing Table My State My Region Not My routing Table, State, Region

Filters

October 6, 2003 Slide 22 of 41

Examples from Version 2.0

Search Results– Displays search query and number records found– Select libraries for Routing Table and M/A/N Map

“workspace”– Ability to change display characteristics

Data displayed on results page Sort Number of records per page

Search Results

(The Edit options will only display for NLM and RML accounts, not for individual libraries’ accounts. An individual library can only edit its own records.)

Search Results

October 6, 2003 Slide 25 of 41

Examples from Version 2.0

Update– Categories displayed in left-hand menu column

Address People Membership Services and Fees DOCLINE Options

October 6, 2003 Slide 26 of 41

Examples from Version 2.0

Update Address– All mailing address info on one screen– Quick access to related data such as delivery

methods in left-hand column– Eliminated pulldown lists that “hid” functions– “Same as” checkbox when billing address =

document delivery address

Update Address

October 6, 2003 Slide 28 of 41

Examples from Version 2.0

Update People– Can assign a single person multiple roles

Edit once “Select All” for one-person library

– Can add more than one person per contact type

Update People

October 6, 2003 Slide 30 of 41

Examples from Version 2.0

ILL Charges

– Base fee Library Group Reciprocal Partner ILL Partner (other libraries, no special agreements)

– Surcharges

October 6, 2003 Slide 31 of 41

Examples from Version 2.0

ILL Charges, continued

– Copy fees separate from Loan fees– Ability to indicate countries served– Ability to search for libraries by base fee

ILL Copy Charges (NOTE: loan charges are on another screen)

October 6, 2003 Slide 33 of 41

Examples from Version 2.0

Routing Table

– Add libraries from search results– Can move multiple libraries at once– “Workspace” - holding area for new or moved

libraries

Routing Table

October 6, 2003 Slide 35 of 41

Examples from Version 2.0

Borrowing Preferences Default settings for routing instructions Maximum Cost “Any Cost”

Borrowing Preferences

October 6, 2003 Slide 37 of 41

Examples from Version 2.0

Routing Instructions Route to NLM

– Currently “Never Route to NLM” in NLM Delivery pulldown menu

– Now “Route to NLM” checkbox with other routing locations

Max Cost numeric (no more “N/A” or “Free”)

Routing Instructions

October 6, 2003 Slide 39 of 41

Examples from Version 2.0

New DOCLINE Look

– New functionality with Institutions – IMPORTANT: Review Institution information

carefully!– Review yet to come for:

REQUESTS Serials Holdings Loansome Doc

October 6, 2003 Slide 40 of 41

Timeline

Testing by NLM and RMLs in October (ie, this month!)

Testing by DOCLINE libraries late October to early November

Your participation and feedback are very important

Release mid-November or early December

October 6, 2003 Slide 41 of 41

Questions?

Contact your Regional Medical Library Office

– Toll free 1-800-338-7657 (from the US)– Canadian libraries contact CISTI at 613-998-0070– For more contact information, see

http://nnlm.gov/about/