DOCLINE Update

1. DOCLINE Update Medical Library Association 2006 Phoenix, Arizona Maria Elizabeth Collins National Library of Medicine, NIH/HHS

3. Agenda • DOCLINE today • Recent enhancements • Changes currently in progress • Upcoming development plans

4. DOCLINE Today • 3,247 libraries participating • Nearly 1.4 million serial holdings records • 2.48 million ILL Requests in FY05 • Fill Rate is 91.25% • Average number of routes is 1.24 • Continued shift to electronic delivery

5. DOCLINE Libraries (Federal and special libraries)

6. ILL Requests

7. Network Delivery Methods 40 Day Snapshots

8. Network Delivery Methods 40 Day Snapshot

9. NLM Delivery Methods 40 Day Snapshot

10. 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 = 1.24

11. A Day in the Life … 9,229 requests were completed on 5/10/2006 • 24% were completed in less than 3 hours • 37% were completed in less than 6 hours • 68% were completed in less than 24 hours • 91% were completed in less than 48 hours • Average time to fill a request = 0.934 days

12. DOCLINE 2.5 (June 2005) • Loansome Doc redesign • Improved interface • Decreased learning curve • Reduced customer service calls • Added patron and library requested enhancements • Serial Holdings in MARC 21

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

14. Loansome Doc Login

15. Katrina and Rita • DOCLINE • 65 medical libraries set inactive by RMLs • Requests automatically skip inactive libraries • 22 libraries remain inactive • Interlibrary Loan • NLM providing free ILLs to impacted libraries through June 2006 • 1,374 requests through March 2006 • Regional Medical Libraries & NLM • Coordination, communication, assistance

16. Biloxi Public Library Photo: Council of State Archivists

17. DOCLINE 2.6 (Nov 2005) • ISO ILL Protocol • ILL request structure • Communication between ILL systems • Messaging system • Vendors: OCLC ILLiad, RLG, Relais, VDX • First library • University of Hawaii at Manoa

18. DOCLINE 2.7 (March 2006) • Routing by library group • Routing with multiple delivery methods • Adding “Other” libraries to Refer On • Limit routing to EFTS participants • Service level (Urgent Patient Care, Rush, Normal) • Improved serial holdings searching • New look • New search limits (delivery method, format, ILL services)

19. Borrow Enhancements

20. Routing Algorithm • Active library • Holdings • Volume OR Year • Ignored for Prefixed requests • Service Level • Delivery Method • Preferred • Alternate • EFTS library (if selected) • Color copy service (if selected) • Not previously routed to

21. Service Level • Normal • Rush • “Same Day” service • TTA: Receipt same day • TTA: Lend next day • Urgent Patient Care • “Process & Ship immediately” • TTA: Receipt same day • TTA: Lend next day

22. Routing: Delivery Methods Route to Resource Libraries / Refer On Routing Table routing rules Prefix Cell 1 Cell 2 … Checks libraries and library groups in each cell. Max number of libraries selected during routing is 20. Randomly selects primary delivery method libraries first, then libraries supporting alternate delivery methods. Prefix library must provide via primary OR alternate delivery method Random libraries who provide via primary delivery method Random libraries who provide via primary delivery method Random libraries who provide via primary delivery method Random libraries who provide via alternate delivery method(s) Random libraries who provide via alternate delivery method(s) Random libraries who provide via alternate delivery method(s) Routing algorithm: Routing table, reports owning material, supports requested delivery methods, supports service level (rush, express), and active library

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

24. Routing by Library Group • What is it really? • How does it work? • Should I do it? • Will my lenders get slammed?

25. DOCLINE Fill Rates

26. Serial Holdings Search

27. Serial Holdings Filters

28. DOCLINE 2.8 (June 2006) • Improvements to Loansome Doc registration • Limit search results to libraries serving the public by default • Greater visibility to “Contact Library” • Required authorization code • Cosmetic improvements to Ordering • Ability for libraries to remove patrons from their patron list display

29. LD Find a Library Search

30. Find a Library Results

31. LD Registration

32. Institution Update - LD

33. Duplicate Order Warning

34. Plans for the future

35. Coming Soon • LinkOut information in Borrow • Display library holdings in Borrow • Display PMC author manuscripts in Borrow • Ability to individually review retired requests • Annual report of titles filled by institution • Administrative items • EFTS file builder (tentative)

36. And beyond … • Requests & Serial Holdings Redesign • Review screens and workflow • Review requested enhancements • Site visits with select libraries in Metro Washington area • Design • Usability testing • Coding • Testing • Release

37. Learn More About DOCLINE • NLM Booth • Tuesday, 12pm – 2pm • DOCLINE Team Members • Deena Acton • Maria Collins • Karen Kraly • Barbara Nicholson • Sulane Wu

38. Questions & Answers