DOCLINE Update Medical Library Association May 2003 Maria

DOCLINE Update Medical Library Association, May 2003 Maria Elizabeth Collins National Library of Medicine National Institutes of Health and Human Services

The Recent Past … • • DOCLINE 1. 4 (September 2002) DOCLINE 1. 5 (March 2003) 10 Millionth Request (March 19, 2003) DOCLINE 1. 5. 1 (April 2003)

DOCLINE 1. 4 • New LD patron registration message • New fields added to institution record • Institution URL, Library URL • Institution (library) phone number • Contact types: Consumer Health, Link. Out, and Other • Please update your institution records • Search DOCUSER by number of serial holdings • Timestamp on the History of Request display

DOCLINE 1. 5 • Display all ISSNs for a title along with their format (print vs. electronic) • Receipts • SERHOLD • Region 21 (Mexico) • 10 libraries • Training scheduled • Region 5 RML providing initial training and support during transition • Support for Netscape 7

DOCLINE 1. 5. 1 • MEDLINEplus Consumer Health Libraries • 501 US libraries • 11 Canadian libraries 4/29/2003

10 Millionth Transaction! • • Loansome Doc request March 19, 2003 at 11: 09 am “NLM Time” Sharp Memorial Hospital (CAUSHX) Filled the same day

Coming Soon … • Netscape 4. x support ends June 15 th • No more code fixes for Netscape 4. x related problems • Upgrade to Internet Explorer 6, 5. 5 or Netscape 7 • NLM joining EFTS • DOCLINE 1. 6

Electronic Fund Transfer System (EFTS) • NLM will send April-June 2003 billing data in July 2003; reflected on August 2003 statement • NLM will continue to offer billing to non. EFTS customers through the National Technical Information Service (NTIS) • EFTS participation is arranged with the EFTS office at UCHC, 1 -866 -561 -5045

DOCLINE 1. 6 • SERHOLD to OCLC batch update • Free electronic journals • Ordering using Old Medline UI

SERHOLD to OCLC • Exporting of a library’s DOCLINE serial holdings data to OCLC • Pilot program complete in April 2003 • Schedule • First export scheduled for July 4 th weekend • First weekend in January, April, July, October • No charge to import SERHOLD data into OCLC for existing OCLC members • SERHOLD Batch Update Authorization • Holdings will map to only 1 OCLC Symbol • See DOCLINE Frequently Asked Questions (FAQs) • Error reporting – stay tuned …

Free Online Journals • Alert users ordering free articles and provide link to the online journals • Pub. Med Central • Publisher sites • Pub. Med Central holdings in LOCATORplus • Issues available • Issues not available (Embargo note) • More details to come …

Ordering via Old Medline UI • Dates covered: 1953 - 1965 • 2 million + citations • Ordering options • DOCLINE Borrow / Unique Key • Loansome Doc via the Gateway • Some unmatched records • Borrow / LOCATORplus or Borrow / Manual • No Loansome Doc ordering

Coming Later … • OCLC to SERHOLD batch update • DOCLINE Interface Redesign • • Institution record (DOCUSER) Requests Serial holdings (SERHOLD) Loansome Doc

OCLC to SERHOLD • Importing of OCLC serial holdings into DOCLINE • Pilot program in process • Data currently being reviewed at NLM in a test environment • Available end of 2003 • Stayed tuned to DOCLINE-L for updates

Interface Redesign – Why? • Network needs / wants • NLM needs / wants • Software needs • Update technology • Changing world of ILL and document delivery

Goals of Redesign • • Improve usability Increase user efficiency Decrease learning / re-learning curve Eliminate inconsistencies Increase visual appeal Improve help documentation Utilize newer technology Add requested enhancements

DOCLINE Interface Review Team (DIRT) • 6 NLM DOCLINE Team Members • 4 RML Representatives • • Susan Barnes, Region 6 Michael Boer, Region 6 Joanne Jahr, Region 1 Charniel Mc. Daniels, Region 3 • Tugger, DOCLINE Mascot

Interface Redesign - Process • • • Systematic review of screens Systematic review of user feedback Design Usability tests Finalize design Programming Testing Preview release Release Data review & “clean up”

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

Current Search Page

New “Quick Search” Page

“More Search” Options

Search Filters • Default filters applied • DOCLINE Library • Open Library • New filters • My Routing Table • My Region • My State • Not My … • Provides color copies

Search Results • Displays search query and number of records found • Links to changing: • Data displayed on results page • Sort • Number of records per page

Search Results (cont. ) • Select libraries for Routing Table and M/A/N Map “workspace” • Change display • Change sort • Change number of results per page

Update • Data elements reorganized • Less segmentation of data • Ability to see similar data together • Eliminates “hidden” data • Bill to: address

Updating Contacts • Can assign a single person multiple roles • Edit once • Can add more than one person per contact type

ILL Charges • Base fee • Library Group • Reciprocal Partner • ILL Partner • Surcharges • Copy fees separate from Loan fees • Ability to indicate countries served • Ability to search institution records by base fee

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

Interface Redesign Summary • To Do • • • Programming in process … Data migration Documentation Testing Preview Release • So when? • Fall 2003

Resources • DOCLINE System page: http: //www. nlm. nih. gov/docline/ • DOCLINE-L • Regional Medical Library (US), CISTI (Canada), Region 5 (Mexico) • • Contact Your RML web form 1 -800 -338 -7657 (US) 1 -800 -668 -1222 (Canada) 1 -713 -799 -7880 (Mexico) • NLM Customer Support • Contact DOCLINE web form • 1 -888 -FINDNLM (US) or 1 -301 -594 -5983 (International)

Some numbers …

DOCLINE Libraries by Type

DOCLINE Libraries by Region

DOCLINE Requests

DOCLINE Routing • 83% of requests completed on first route • 96% of requests completed on second route • Only 4% of requests require more than 2 routes • Average number of routes = 1. 22

Network Delivery Methods

NLM Delivery Methods

Questions?