# Presentation: 663340

## DOCLINE Version 2.0

- Sneak Preview

## 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

## 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

## Goals of Redesign

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

- October 6, 2003

## Goals of Redesign, continued

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

- October 6, 2003

## 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

## 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

## 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

- October 6, 2003

## New Login Page

- October 6, 2003

## 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

- October 6, 2003

## New Home Page

- October 6, 2003

## 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

- October 6, 2003

## New DOCLINE Banner

- October 6, 2003

## New Serials Holdings Look

**(SERHOLD name change but functionality unchanged.)**

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## New Unique Key Look

**(Unique Key functionality unchanged.)**

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## 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

- October 6, 2003

## New Quick Search Page

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

- October 6, 2003

## 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.)

- October 6, 2003

## More Search Options

- October 6, 2003

## 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

- October 6, 2003

## Filters

- October 6, 2003

## 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

- October 6, 2003

## 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.)**

- October 6, 2003

## Search Results

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## Examples from Version 2.0

- Update
- Categories displayed in left-hand menu column
- Address
- People
- Membership
- Services and Fees
- DOCLINE Options

- October 6, 2003

## 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

- October 6, 2003

## Update Address

- October 6, 2003

## 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

- October 6, 2003

## Update People

- October 6, 2003

## Examples from Version 2.0

- ILL Charges
- Base fee
- Library Group
- Reciprocal Partner
- ILL Partner (other libraries, no special agreements)
- Surcharges

- October 6, 2003

## 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

- October 6, 2003

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

- October 6, 2003

## 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

- October 6, 2003

## Routing Table

- October 6, 2003

## Examples from Version 2.0

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

- October 6, 2003

## Borrowing Preferences

- October 6, 2003

## 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”)

- October 6, 2003

## Routing Instructions

- October 6, 2003

## 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

## 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

## 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/

- October 6, 2003