# Presentation: 037875

## DOCLINE Reports Make Great Management Tools

- DOCLINE Reports Make **Great** Management Tools

##          Aging Well: 21 in 2006, 22 in 2007

## Hospital Libraries outnumber all others combined, so it is doubly important 

- Hospital Libraries outnumber all others combined, so it is doubly important
- that you know how to order reports and use reports provided by DOCLINE.

## 4.5 ILLs per minute 

**4.5 ILLs per minute **

## Complete List and Description of	                DOCLINE Reports

**Select the ‘Help; link from the top of the DOCLINE menu. **
**In the Table of Contents, select ‘Request Reports’, **
**Then select ‘ILL statistics and reports’.**

## To display DOCLINE reports:

** ****Select ‘Requests’, then ‘Reports’.**
**Users have access to the four most recent quarterly reports and two most recent annual reports. **
**When a new report is generated it will replace the oldest of the listed reports.**
**Please Note: NLM ****cannot**** provide **
**reports from previous quarters.**

## What is the schedule for the DOCLINE Requests Statistics? 

|        Quarterly Reports |             ~Release Date  |
| --- | --- |
|              Oct-Dec 2007 |      ~January 18, 2008 |
|             July-Sep 2007 |      ~ October 19, 2007 |
|              Apr-Jun 2007 |             ~ July 18, 2007 |
|              Jan-Mar 2007 |           ~ April 21, 2007 |

## Slide 8

## Slide 9

| Annual Reports | ~Release Date |
| --- | --- |
| 1-1AY, 1-1BY, 1-2AY, 1-2BY    Dec 2007 | ~January 18, 2008 |
| 1-8B Jan-Dec 2007 | ~January 18, 2008 |
| 1-8D Jan-Dec 2007 | ~January 18, 2008 |
| 1-8A, 1-8C Jul 2005-Jun 2007 | ~July, 19 2006 |
| 1-1AY, 1-1BY, 1-2AY, 1-2BY   Jan-Dec 2006 | ~January 23, 2007 |
| 1-8B Jan-Dec 2006 | ~January 19, 2007 |
| 1-8A Jul 2005-Jun 2006 | ~July 14, 2006 |

## Quarterly Reports, names & numbers

## On Demand & Semiannual Reports

## Report 1-1A: Summary DOCLINE Borrower Statistics

*#Requested*: The total number of requests entered by the library into DOCLINE during the quarter, listed by type of material, journals or monographs.
*#Filled*: The total number of DOCLINE requests filled for the library during the quarter, regardless of when they were entered into DOCLINE. Listed by type of material.
*#Not Filled*: The total number of DOCLINE requests that were not filled for the library during the quarter, regardless of when they were entered into DOCLINE. Listed by type of material. This is the final disposition of the request.

## Report 1-1A:       continued

*Throughput (Filled) and Throughput (Not Filled)*
- The average difference, in days, between the date the request was entered into DOCLINE and the date it was completed (filled or not filled).
- Requests that are completed on the same day they are entered into DOCLINE have a throughput of 0 days. This number is based on actual calendar days (not working days), averaged over all requests in each category.

## Slide 15

##   Report 1-1B: Summary DOCLINE Lender Statistics

*#Removed for Non-Receipt*: The number of DOCLINE requests that were removed from the waiting list for "Non-Receipt" during the quarter, listed by journal or monograph.
*#Removed for Non-Action*: The number of DOCLINE requests removed from the waiting list for "Non-Action" during the quarter, listed by journal or monograph.
*Throughput (Filled) *and *Throughput (Not Filled)*: Calculated as the average difference, in days, between the date the library received the request and the date it was updated (filled or not filled). Requests that are updated in LEND on the same date they are received have a throughput of 0 days. Total throughput is arrived at by averaging the throughput over all the requests in each category.

## Slide 17

## Ranked List of Serial Titles - Borrower  (Report 1-8A&B)

**Report Summary:** The Ranked List of Serial Titles - Borrower reports provide data on the number of times each title has been requested during the given period. These reports include only those requests borrowed by a library; they exclude all cancelled requests.
**Frequency:** Two cumulative reports distributed annually.
- The **1-8A** annual cumulative report covers July through June. The second annual cumulative report,
**1-8B**, covers the calendar year, January through December.
**Statistics Examined by Report:**
- 	This report counts only requests associated with an NLM Unique Identifier in LocatorPlus.

## Report 1-8A&B continued

*Number Filled*: The number filled is based upon those titles requested during the year. It does not include any requests that may have been filled during the year, but requested the previous year.
*Pub Year (Requested per Year)*:  The number in parentheses after the year indicates the number of requests for articles from that year of publication.

## National Library of Medicine DOCLINE Statistics Ranked List of Serial Titles Requested 

## Ranked List of Serial Titles - Lender  (Report 1-8C&D)

**Report Summary:** The Ranked List of Serial Titles - Lender report provides data on the number of times a title has been requested from a lender during the given period. These reports include only those requests received by a library; they exclude all requests removed by Time-Triggered Actions for non-receipt.
**Frequency:** Two cumulative reports distributed annually. The **1-8C** annual cumulative report covers July through June.  The second annual cumulative report, **1-8D**, covers the calendar year, January through December.
**Statistics Examined by Report:**
- This report counts only requests associated with an NLM Unique Identifier in LocatorPlus.
- .
**Report Availability:** Users have access to the **two (2) most recent** annual reports. When a new report is generated it will replace the oldest of the listed report.

**Total Requested:** The number of requests per title requested from the lender during the year.  It does not include any requests that were not receipted by the lender.
**Total Filled:** The number of requests per title filled during the year.  It does not include any requests that may have been requested during the year, but that were filled outside the reporting period.
**Pub Year (Filled per Year):**  The number of requests filled is broken down by publication year.  The number in parentheses after the publication year indicates the number of requests filled for articles from that year of publication.

**Ranked List of Serial Titles - Lender**  **continued**

## Ad hoc Monthly Reports

- “Go” is for searching, not a periodic report
-  Choose DOCLINE or Loansome Doc, as needed
-  Choose lend or borrow, as needed
-  Choose status filled, pending or retired, as needed
-  “Begin” “End”  choose effective dates for the report,
- up to 40 days
- 6. Sort up or down
- 7. Right column “Go” for the report to run

## Slide 24

## DOCLINE -- Printing DOCLINE Reports

**Using Internet Explorer 6.x or 7.x:**
- From the DOCLINE menu, select **Requests** then **Reports**.
- Select the report to view/print.
- From the IE menu, select **File**, then **Print**.(**Note:** In IE 7.x, if the menu bar is not displayed by default, from the printer icon on the command bar, select **Page Setup** to change the page orientation and to print the report.)
- In the Print dialog box, select the **Preferences** button.
- Change the page orientation to **Landscape**. (**Note:** The location of this setting will depend upon your printer & printer driver.)
- Click **OK ** **then** In Print dialog box, click **OK**.

## Using Firefox 1.5.x or 2.x:

- From the DOCLINE menu, select **Requests** then **Reports**.
- Select the report to view/print.
- From the Firefox menu, select **File**, then **Print**.
- In the Print dialog box, select the **Properties** button.
- Change the page orientation to **Landscape**. (**Note:** The location of this setting will depend upon your printer & printer driver.)
- Click **OK**.
- In Print dialog box, click **OK**.

## DOCLINE -- Downloading DOCLINE Reports to Excel

**Using Internet Explorer 6.x or 7.x:**From the DOCLINE menu, select **Requests** then **Reports**. Select the report to download. While viewing the report, from the IE menu select **Edit**, then Select **All**. From the IE menu select **Edit**, then **Copy**. (**Note:** In IE 7.x, if the menu bar is not displayed by default, right click in the report on the browser screen and highlight **Select All**. Next right click on the report and select **Copy**.)

## In Excel

- Open a new workbook
- 	Click in cell A1. From the Excel main menu, select **Edit**,
-     then **Paste**. Select "Match Destination Formatting"
-     from the "Excel Paste Options" menu. Add or modify formatting as desired
-     for local needs

## Using Firefox 1.5.x or 2.x:

- From the DOCLINE menu, select **Requests** then **Reports**.
- Select the report to download.
- While viewing the report, from the Firefox menu select **Edit**, then Select **All**.
- From the Firefox menu select **Edit**, then **Copy**.
- In Excel, open a new workbook.
- Click in cell A1.
- From the Excel main menu, select **Edit**, then **Paste**.
- Select "Match Destination Formatting" from the "Excel Paste Options" menu.
- Add or modify formatting as desired for local needs.

## Slide 30

## Reports

_**A**__[ll libraries which include my library in ](http://www.nlm.nih.gov/services/doc_routing_table_list.html)_
- _[their routing table](http://www.nlm.nih.gov/services/doc_routing_table_list.html)_

- Select **Requests**, then **Reports** from the
- DOCLINE main menu.Click the "Routing Table Statistics (Report 1-7)" link from the list of the DOCLINE generated reports.**Report 1.7 lists all libraries that include your library in their routing tables at the time the report was generated. Contact the library directly if you wish to have your institution removed from their routing table. Click on the link to the LIBID to view the Institution record.**

## MDUSRL appears in the Routing Tables/Cells of the following 19 institutions:

**TXUHRL** National Network of Libraries of Medicine/ Houston - 1
**UTUBPF** National Network of Libraries of Medicine/ Salt Lake City -1
**CAUPSR** NN/LM, Pacific Southwest/ Los Angeles Not a DOCLINE Library - 2
**ILUGMR **National Network of Libraries of Medicine/ Chicago Temporarily Not Receiving Requests - 2
**NEUMDO** National Network of Libraries of Medicine (Test Only)/ Omaha Demo Library  - 2
**SCURIC** Palmetto Health Richland/ Columbia – 5...

## Camille SalmondPhone: 801-581-5282Email: ill@lib.med.utah.edu

| National Network of Libraries of MedicineMidcontinental Region10 North 1900 East Salt Lake City , UT 84112-5890 |
| --- |
| http://nnlm.gov/mcr/admin/docdel.html |
|  |

- Camille SalmondPhone: 801-581-5282Email: ill@lib.med.utah.edu

## To submit a report, click on the appropriate report name hyperlink.

- To review or cancel a report that you have submitted and is not yet ready, click on the _Review/Cancel Submitted Report_(s) hyperlink.
- To view, print, or save a report that is ready, click on the _Reports Ready_ hyperlink.

- Reports Ready: You have no reports at this time

## Slide 35

## Slide 36

## Slide 37

## Note the added fields for this report request:	

- Note the added fields for this report request:
- 	Frequency
- 	ISSN
- 	Title abbreviation

## Slide 39

## Holdings Report Default Layout

## Union List for E-SEA Library Group

**Union List for E-SEA Library Group**

- Title
- Owning Libraries
- by
- State
- and
- City

## Presentation Link

-   http://nnlm.gov/sea/services/webconf/index.html

**SE/A Regionwide Web Conferences**
- January 9, 2007 - NN/LM SE/A Update and Creating Posters Using PowerPoint Presenters: Toni Yancey and J. Dale Prince
- April 10, 2007 - DOCLINE 101: Management Reports Presenter: Beth Wescott

## Slide 43