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DOCLINE Reports Make Great Management Tools

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Title abbreviation. Holdings Report Default Layout. Union List for E-SEA Library Group. Title. Owning Libraries. by. State. and. City. Presentation Link ... – PowerPoint PPT presentation

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Title: DOCLINE Reports Make Great Management Tools


1
DOCLINE Reports Make Great Management Tools
2
Aging Well 21 in 2006, 22 in 2007
3
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
4.5 ILLs per minute
5
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.

6
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.
7
What is the schedule for the DOCLINE Requests
Statistics?
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Quarterly Reports, names numbers
12
On Demand Semiannual Reports
13
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.
  •  

14
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.

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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.

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Ranked List of Serial Titles - Borrower (Report
1-8AB)
  • 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.

19
Report 1-8AB 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.

20
National Library of Medicine DOCLINE Statistics
Ranked List of Serial Titles Requested
21
Ranked List of Serial Titles - Lender (Report
1-8CD)
  • 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.

22

Ranked List of Serial Titles - Lender continued
  • 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.

23
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

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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.

26
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.

27
DOCLINE -- Downloading DOCLINE Reports to
Excel
  • Using Internet Explorer 6.x or 7.xFrom 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.)

28
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

29
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.

30
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31
Reports All libraries which include my library in
their routing table
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.
32
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
33
Camille SalmondPhone 801-581-5282Email
ill_at_lib.med.utah.edu
34
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
35
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38
Note the added fields for this report
request Frequency ISSN Title abbreviation
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40
Holdings Report Default Layout
41
Union List for E-SEA Library Group
Title Owning Libraries by State and
City
42
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
43
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