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Advancements in EFTS: A Visionary Journey in Interlibrary Loan Transactions

Join us as we explore the evolution of the Electronic Funds Transfer System (EFTS) since 2004, highlighting major milestones towards improved efficiency in interlibrary loan transactions. Discover the updates in web-based DOCLINE functionality, currency conversion features, and redefining user experience with a fresh interface and enhanced reporting capabilities. This initiative not only streamlines financial interactions among library services but also supports members in managing various charges efficiently. Acknowledging the invaluable support from the National Library of Medicine, we invite you to share ideas and suggestions for further improvements.

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Advancements in EFTS: A Visionary Journey in Interlibrary Loan Transactions

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Presentation Transcript

  1. EFTS @ MLA 2011 Minneapolis, MN We’ve Come a Long Way

  2. Every good idea begins with a vision…

  3. April 2004: 930 members

  4. Welcome to web-based DOCLINE and EFTS

  5. Currency conversion functionality developed

  6. Major milestone for EFTS

  7. Converting from ‘chaos’…

  8. … to .net

  9. Redesigning the front end • New look • Fresh feel • Updated logo • Change color scheme

  10. Marketing • Brainstorming Sessions • Webinars, *with CE contact hours • Advisory Committee Calls • “Group” in OCLC • Illiad Conference • Expanding to Pacific Islands • Canadian liaison

  11. To infinity & beyond Docline • Developing a multi-purpose form for use other than interlibrary loan transactions • Using EFTS for any fees based member-to-member charges: lost book charges, overdue fees, subscriptions, dues • Program piloted in Region 8 using EFTS to handle articles requested by DPH

  12. New – Withdrawal on Demand

  13. Improved – Transaction Processing Simply stated options

  14. Better Reports! • Output to Excel & PDF • Now with pagination • Find & find next feature

  15. April 2011: 1385 & counting!

  16. Director, Evelyn B. Morgen…

  17. …and the EFTS staff • Jackie Lewis, Program Manager jlewis@nso.uchc.edu • Steve Bazinet, Application Developer sbazinet@uchc.edu • Jola Sliwinski, Program Coordinator sliwinski@nso.uchc.edu • Lucy Piechowski, Program Assistant piechowski@uchc.edu

  18. Comments efts@uchc.edu or toll free: 866-561-5045 Ideas Suggestions

  19. We thank NLM for its support over the years and for allowing us to develop and refine this time and money saving tool!

  20. Seattle - 2012

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