1. DOCLINE Update Medical Library Association 2005 San Antonio, Texas Maria Elizabeth Collins National Library of Medicine, NIH/HHS

2. Agenda Today’s DOCLINE Today’s DOCLINE Recent enhancements Recent enhancements Changes currently in progress Changes currently in progress Upcoming development plans Upcoming development plans

3. DOCLINE Today 3,260 libraries participating 3,260 libraries participating Nearly 1.4 million serial holding records Nearly 1.4 million serial holding records 2.7 million ILL Requests in FY04 2.7 million ILL Requests in FY04 Fill Rate is 91.84% Fill Rate is 91.84% Average number of routes is 1.23 Average number of routes is 1.23 Marked shift to electronic delivery Marked shift to electronic delivery Licensing issues and ejournals Licensing issues and ejournals epub ahead of print articles epub ahead of print articles Costs … budgets … $$$ Costs … budgets … $$$

4. Recent Key Enhancements Lend - Ability to indicate delivery method in batch lend Lend - Ability to indicate delivery method in batch lend Truncated journal title search Truncated journal title search LD – prompt users for email address LD – prompt users for email address Alert users when citation is ‘ahead of print’ Alert users when citation is ‘ahead of print’

6. DOCLINE Fill Rates

7. DOCLINE 2.5 Loansome Doc redesign Loansome Doc redesign –Improved interface –Decrease learning curve –Reduce customer service calls –Add patron and library requested enhancements Serial Holdings in MARC 21 Serial Holdings in MARC 21

8. Loansome Doc Enhancements Allow libraries to edit their LD patron records Allow libraries to edit their LD patron records Display library specific information to user during registration Display library specific information to user during registration Email registration confirmation to user Email registration confirmation to user Login ID will be user’s email address Login ID will be user’s email address Password reset mechanism Password reset mechanism Warn user requesting duplicate articles Warn user requesting duplicate articles Alert user to library’s holdings during order Alert user to library’s holdings during order

9. Out With The Old

10. Loansome Doc Login

14. Data purge Deletion of LD patrons inactive for 2 years Deletion of LD patrons inactive for 2 years Clean up of LD patron records Clean up of LD patron records –Duplicate records –Multiple records (one user -> many libraries) –Admin records (multiple users -> one account)

17. Plans for the future

18. ISO ILL protocol status DOCLINE 2.3 released Nov 2004 DOCLINE 2.3 released Nov 2004 ILLiad’s DOCLINE interface is pending ILLiad’s DOCLINE interface is pending Other vendors invited to test with DOCLINE: Other vendors invited to test with DOCLINE: –Relais –ILL Manager (RLG) –VDX (Fretwell-Downing) Testing environment available to vendors since Dec 2004 Testing environment available to vendors since Dec 2004 Informal testing – April 2005 Informal testing – April 2005 Formal testing with NLM scheduled for Summer 2005 Formal testing with NLM scheduled for Summer 2005

19. 2005 Development Goals Improve Routing Improve Routing Add “Other” libraries to Refer On Add “Other” libraries to Refer On Expand options for items requested via electronic delivery methods Expand options for items requested via electronic delivery methods Searching Serial Holdings by delivery method Searching Serial Holdings by delivery method Routing by library group Routing by library group

20. Adding “Other” to Refer On Library Level Library Level –RML, Resource Library, PAL, Other Special libraries, federal libraries, international libraries: Canada, Mexico Special libraries, federal libraries, international libraries: Canada, Mexico 742 libraries 742 libraries 3,200 titles held only by Other libraries 3,200 titles held only by Other libraries Routing Logic: Up to 20 libraries from Routing Logic: Up to 20 libraries from –Resource Libraries, PALs, the “Four”, Other

21. Network Delivery Methods 40 Day Snapshots

22. Electronic Delivery & Routing Delivery Formats Delivery Formats –b/w print –color print –b/w pdf –color pdf –b/w tiff –color tiff Delivery Methods Delivery Methods –Ariel –email –fax –mail –web Level of Service Level of Service –normal : process and ship in turn, in normal workflow –rush : same day service –express : process and ship immediately

23. Electronic Delivery & Routing Routing Profile Routing Profile –Preferred Delivery Method (1) –Alternate Delivery Methods (multiple) –Preferred Format (1) –Alternate Formats (multiple) Routing Algorithm Routing Algorithm –preferred OR alternate delivery methods AND –preferred OR alternate formats AND –level of service AND –holdings

24. Electronic Delivery & Routing “Special Handling” Messages “Special Handling” Messages –New Home message for color, rush, and express Receipt Receipt –Preferred format and delivery method in the "ship to" area –Alternate format & method in body

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

26. Library Groups 156 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

27. Library Groups 51 library groups have less than 15 51 library groups have less than 15 47 library groups have 15-24 libraries 47 library groups have 15-24 libraries 30 library groups have 25-49 libraries 30 library groups have 25-49 libraries 15 library groups have 50-99 libraries 15 library groups have 50-99 libraries 4 library groups have 100-250 4 library groups have 100-250 2 library groups have more than 250 2 library groups have more than 250 –BHSL = 410 –FreeShare = 1,229

28. DOCLINE Team Members Available … NLM Booth NLM Booth –Monday, 10am – 12pm –Tuesday, 2pm – 4pm

29. Questions & Answers