1330 lines
48 KiB
HTML
1330 lines
48 KiB
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<div class="usa-accordion usa-accordion--bordered site-accordion-code site-component-preview">
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<h2 id="accordion-preview">DOCLINE 6</h2>
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<div id="accordion-preview-content" class="usa-accordion__content">
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<h4 class="site-preview-heading">Releases to date</h4>
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<div class="usa-accordion">
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<h4 class="usa-accordion__heading"><button class="usa-accordion__button" type="button" aria-expanded="true" aria-controls="a1"> 2024 </button></h4>
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<div id="a1" class="usa-accordion__content usa-prose">
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<p><strong>6.2.54 (12/05/24)<br /></strong></p>
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<ul>
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<li><strong>Overall/Administrative</strong>
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<ul>
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<li>Enhance checkbox size</li>
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<li>Update Headers and Footers</li>
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<li>Perform additional back-end maintenance and updates for performance, security, and accessibility</li>
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</ul>
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</li>
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</ul>
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<ul>
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<li><strong>Reports</strong><br />
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<ul>
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<li>Cancellation reports display requests that your library has cancelled and your requests that other libraries have cancelled per quarter</li>
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||
</ul>
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</li>
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</ul>
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<ul>
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<li><strong>Libraries</strong>
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<ul>
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<li>Libraries and library groups in Routing Cell Management can be moved to another cell without the need to delete from a previous cell</li>
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</ul>
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</li>
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</ul>
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<ul>
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<li><strong>Lend & Borrow</strong>
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<ul>
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<li>Request forms have Select All and Deselect All buttons for routing cells 1-9</li>
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</ul>
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</li>
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</ul>
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<p><strong><br /><br />6.2.53 (08/22/24)<br /></strong></p>
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||
<ul>
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<li><strong>Overall/Administrative</strong>
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||
<ul>
|
||
<li>Perform additional back-end maintenance and updates for performance and security</li>
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||
</ul>
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||
</li>
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</ul>
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<ul>
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<li><strong>Journal Search</strong><br />
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||
<ul>
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<li>Hyphens are optional when searching or requesting by ISSN</li>
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||
</ul>
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||
</li>
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||
</ul>
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||
<p><strong><br /><br />6.2.52 (06/20/24)<br /></strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Perform additional back-end maintenance and updates for performance and security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
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||
<li><strong>Lend and Borrow API</strong><br />
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||
<ul>
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||
<li>Updates to the API to improve integration with 3rd party ILL systems</li>
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||
</ul>
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||
</li>
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||
</ul>
|
||
<ul>
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<li><strong>Library Groups</strong>
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||
<ul>
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<li>A group will be removed from a library's routing when a library is removed from that group</li>
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||
</ul>
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||
</li>
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||
</ul>
|
||
<ul>
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||
<li><strong>Libraries</strong>
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||
<ul>
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||
<li>Only US/Canadian libraries can request fulfillment via Mail or Pickup delivery methods</li>
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||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.51 (05/02/24)<br /></strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Perform additional back-end maintenance and updates for performance and security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Libraries</strong>
|
||
<ul>
|
||
<li>DOCLINE user accounts connected to libraries are visible to users of that library in the Manage Library section</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<p><strong><br /><br />6.2.50 (03/14/24)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Perform additional back-end maintenance and updates for performance and security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Library Groups</strong>
|
||
<ul>
|
||
<li>Library group owners can update group members within their library group from their Manage Library page</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
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<li><strong>Activity & Status Area</strong>
|
||
<ul>
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<li>Pending approval section in the activity status page will only be visible to users with the ILL Role</li>
|
||
</ul>
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</li>
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||
</ul>
|
||
<br />
|
||
<p><strong>6.2.49 (02/09/24)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong><br />
|
||
<ul>
|
||
<li>Perform back-end maintenance and updates for performance and security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
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<li><strong>Journal Holdings</strong><br />
|
||
<ul>
|
||
<li>Import/Export function now displays multiple error messages per import if errors are found</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Lend and Borrow API</strong><br />
|
||
<ul>
|
||
<li>API is available to third-party ILL systems for a testing period. This API is for Lending and Borrowing functions. Announcement to follow with details about the API when it is out of the testing period</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
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<br /><br /></div>
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<h4 class="usa-accordion__heading"><button class="usa-accordion__button" type="button" aria-expanded="true" aria-controls="a2"> 2023 </button></h4>
|
||
<div id="a2" class="usa-accordion__content usa-prose">
|
||
<p><strong>6.2.48 (11/09/23)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong><br />
|
||
<ul>
|
||
<li>Perform additional back-end maintenance and updates for performance and security</li>
|
||
<li>Updated site footer to synchronize with NLM's Main Web Template</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<p><strong><br />6.2.47 (10/06/23)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong><br />
|
||
<ul>
|
||
<li>Perform back-end maintenance and updates for performance and security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<p><strong><br />6.2.46 (08/11/23)</strong></p>
|
||
<ul>
|
||
<li><strong>Cloud Migration</strong><br />
|
||
<ul>
|
||
<li>DOCLINE Cloud migration completed</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<p><strong><br />6.2.45 (06/23/23)</strong></p>
|
||
<ul>
|
||
<li><strong>Activity & Status Area</strong><br />
|
||
<ul>
|
||
<li>Pending approval section in the activity status page will disappear when there are no pending approvals</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Reports</strong>
|
||
<ul>
|
||
<li>Activity Summaries reports are now available for up to thirteen prior months</li>
|
||
<li>Activity Summaries provides an option for downloadable PDF and Excel</li>
|
||
<li>Detailed by Library provides an option for downloadable PDF and Excel</li>
|
||
<li>Detailed by Title provides an option for downloadable PDF and Excel</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>US/Canadian participant libraries can input their business hours and time zones</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<p><strong><br />6.2.44 (06/09/23)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Perform back-end maintenance and updates for performance and security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Libraries Search</strong>
|
||
<ul>
|
||
<li>Search Libraries filter defaults for DOCLINE Participant and Open/Closed selections have been set to "Any"</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<p><strong><br />6.2.43 (04/21/23)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>The "Non-Participant" library designation has now been changed to "NLM Only Participant" throughout DOCLINE. This is only a label change and no account features are affected by this update</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Automated Registration for New Accounts</strong><br />
|
||
<ul>
|
||
<li>New Libraries may apply for a DOCLINE Participant or NLM Only Participant account through automated registration</li>
|
||
<li>New Users may make account requests through automated registration</li>
|
||
<li>Existing Users with the ILL Role may now approve or reject new user account requests for their library</li>
|
||
<li>New user account requests will be visible in the homepage dashboard</li>
|
||
<li>Once a request has been placed, both applicants and approvers will be notified via email</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<p><strong><br />6.2.42 (02/24/23)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Yearly journal reports have been generated for all libraries</li>
|
||
<li>Special characters affecting the Import/Export feature are no longer preventing processing of the import file</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
<h4 class="usa-accordion__heading"><button class="usa-accordion__button" type="button" aria-expanded="false" aria-controls="a3"> 2022 </button></h4>
|
||
<div id="a3" class="usa-accordion__content usa-prose">
|
||
<p><strong>6.2.41 (12/09/22)<br /></strong></p>
|
||
<ul>
|
||
<li><strong>Borrowing</strong>
|
||
<ul>
|
||
<li>Book ordering is now available. This enables users to request books that are in <a href="https://catalog.nlm.nih.gov/discovery/search?vid=01NLM_INST:01NLM_INST">LocatorPlus</a>. Book ordering search bar allows users to search via multiple unique IDs<strong><br /></strong></li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Perform back-end maintenance and updates for performance and security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<p><strong>6.2.40 (09/09/22)</strong></p>
|
||
<ul>
|
||
<li><strong>Journal Holdings</strong> <br />
|
||
<ul>
|
||
<li>Import/Export function that will allow users batch updates to their holdings</li>
|
||
<li>Journal search can now handle “&” symbol</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Borrowing</strong>
|
||
<ul>
|
||
<li>Users can enter up to 10 PMIDs at a time</li>
|
||
<li>New search options now available to place requests. Users may search by DOI and PubMed Search</li>
|
||
<li>US/Canada users will have the option to choose to include international libraries in routing</li>
|
||
<li>PMIDs search results page has updated display, including compact views, and warning messages</li>
|
||
<li>Updated warning message for pending cancellations</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Libraries Search</strong>
|
||
<ul>
|
||
<li>Added ILL fee/cost filters to search libraries</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Perform back-end maintenance and updates for performance and security</li>
|
||
<li>Updated DOCLINE Manual to reflect changes about Import/Export, supported login methods, and handling duplicate holdings</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.39 (06/10/22)</strong></p>
|
||
<ul>
|
||
<li><strong>Journal Holdings</strong> <br />
|
||
<ul>
|
||
<li>Only electronic holdings may have "E-Pub Ahead of Print" selected as an option when adding or updating holdings records</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Activity & Status Area</strong>
|
||
<ul>
|
||
<li>Library Status visible on the Activity & Status page</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>System preparations for server platform upgrade, and cloud-based DOCLINE</li>
|
||
<li>Perform back-end maintenance and updates for performance and security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.38 (3/16/22)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong> <br />
|
||
<ul>
|
||
<li>Perform back-end maintenance and updates to communication between DOCLINE <br />and the NLM interlibrary loan system both locally and in future cloud-based DOCLINE</li>
|
||
<li>Updates to back-end processing of NLM serials data for performance</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.37 (2/16/22)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong> <br />
|
||
<ul>
|
||
<li>Update administrative Search Filters to include filtering by user permission</li>
|
||
<li>Update footer to meet HHS requirements by adding vulnerability disclosure</li>
|
||
<li>System preparations for server platform upgrade, and cloud-based DOCLINE</li>
|
||
<li>Perform back-end maintenance and updates for performance and security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.36 (1/26/22)</strong></p>
|
||
<ul>
|
||
<li><strong>Lend Update</strong>
|
||
<ul>
|
||
<li>Service Level (Rush, Urgent Patient Care) added to information displayed on request cards <br />in Lend Update making it easier for Lenders to pick requests needing fast action</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administrative</strong> <br />
|
||
<ul>
|
||
<li>Administrator Request views updated to provide additional information for requests no longer available to users</li>
|
||
<li>Holdings validation updated to prepare for Journal Holdings Import/Export now in development</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<h4 class="usa-accordion__heading"><button class="usa-accordion__button" type="button" aria-expanded="false" aria-controls="a4"> 2021 </button></h4>
|
||
<div id="a4" class="usa-accordion__content usa-prose">
|
||
<p><strong>6.2.35 (12/14/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Upgraded server platform to latest version</li>
|
||
<li>Improved User creation and management process to speed response time</li>
|
||
<li>Updated integration for NLM's DOCLINE transactions</li>
|
||
<li>Enhanced auto-testing to reduce time to release for new features</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.34 (11/15/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Lend Update</strong>
|
||
<ul>
|
||
<li>Added detailed Lend Request cards to increase ease of use</li>
|
||
<li>Added select/deselect buttons to choose requests quickly and easily </li>
|
||
<li>Removed 'Fill' default to reduce update errors</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Added Juneteenth National Independence Day (June 19) to Time-Triggered Actions holiday schedule</li>
|
||
<li>Updated "orphaned" Journal Holdings report to add additional journal identifier</li>
|
||
<li>Updated editor for system banner messages</li>
|
||
<li>System preparations for server platform upgrade, and cloud-based DOCLINE</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.33 (10/25/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Libraries</strong>
|
||
<ul>
|
||
<li>Library Search enhanced with modified layout and six new search filters: OCLC Symbol, Email Address, City, State, Country, Library Group(s)</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Administrative</strong>
|
||
<ul>
|
||
<li>Updated server platform</li>
|
||
<li>Modified Contact Library and User Account Request forms for additional security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.32 (09/22/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Libraries</strong>
|
||
<ul>
|
||
<li>Integrated DOCLINE Library Profile data with NLM's ALMA unified library services platform, ensuring accurate ILL Patron Data </li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Administrative</strong>
|
||
<ul>
|
||
<li>Established connection with ALMA for future integration of bibliographic data</li>
|
||
<li>Added Request & Routing Archiving for data integrity, privacy, and improved system performance</li>
|
||
<li>Updated Administrator access</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.31 (8/30/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Reports</strong>
|
||
<ul>
|
||
<li>Added new reports "Libraries with my LIBID in their (Automatic or Manual) Routing Table"</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Requests</strong>
|
||
<ul>
|
||
<li>Preparations for revising Lend Update</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Updated system references to NLM's catalog, LocatorPlus</li>
|
||
<li>System updates for improved security</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.30 (8/4/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Libraries Search</strong>
|
||
<ul>
|
||
<li>Added new sorting feature in Libraries Search results. New default sort is by <a href="https://www.nlm.nih.gov/docline/support/docline_terms.html">LIBID</a>.</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Moved to new ALMA-LocatorPlus Serials API as the source for all DOCLINE bibliographic data for journals</li>
|
||
<li>Journal Holdings Administration
|
||
<ul>
|
||
<li>Added Holdings Administration dashboard</li>
|
||
<li>Added Administrator ability to delete all holdings records from single Library (LIBID)</li>
|
||
<li>Added Format filter for Admin Delete Holdings by LIBID (all, print, electronic, other)</li>
|
||
</ul>
|
||
</li>
|
||
<li>Administrator Library Group Search updated</li>
|
||
<li>Updated site footer links to synchronize with NLM’s Main Web template</li>
|
||
<li>Updated recipient addresses
|
||
<ul>
|
||
<li>For changes to NNLM and Canadian Support in Account Request emails</li>
|
||
<li>For NLM internal system alerts</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.29 (6/28/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Request archiving preparations</li>
|
||
<li>Cloud implementation framework</li>
|
||
<li>New article request subject queries</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.28 (6/9/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Reports</strong>
|
||
<ul>
|
||
<li>Added Quarterly Lender and Borrower Detailed Request Reports
|
||
<ul>
|
||
<li>Detailed Request Reports are an alphabetic list of LIBIDs to whom you lent or from whom you borrowed</li>
|
||
<li>LIBIDs are grouped according to state and country</li>
|
||
<li>Performance statistics for each LIBID are included</li>
|
||
<li>Requests are grouped by end status (Filled/Not filled) and Type (Copy/Loan)</li>
|
||
<li>Request Reports Help has been updated with Quarterly Report information</li>
|
||
<li>Two years (eight quarters) of data is available</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/General</strong>
|
||
<ul>
|
||
<li>Updates to reduce average system page load time</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.27 (5/19/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Library Profiles</strong>
|
||
<ul>
|
||
<li>Implementation of <a href="https://nnlm.gov/news/nlm-awards-2021-2026-regional-medical-library-cooperative-agreements">new NNLM regional configuration</a></li>
|
||
<li>Some libraries assigned to new regions</li>
|
||
<li>Library Search results filtered by 'In My Region' and 'Not in My Region' now differ</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Library creation process updated for new regions</li>
|
||
<li>EFTS transmission update</li>
|
||
<li>Request Report preparation</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.26 (5/5/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Reports </strong>
|
||
<ul>
|
||
<li>New Request Reports dashboard</li>
|
||
<li>Modifications to enable upcoming addition of detailed request reports</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administrative</strong>
|
||
<ul>
|
||
<li>Added User Account authentication manager</li>
|
||
<li>Modified NLM Unique ID field to accommodate new NLM ILS</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.25 (4/7/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Lend & Borrow</strong>
|
||
<ul>
|
||
<li>New design templates including menu, header and footer revisions applied to Lend Receipt and Update, <br />all Borrow forms, and Lend and Borrow Search pages</li>
|
||
<li>Additional information about requested material, and the order itself, added to Borrow Success pages</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Activity & Status Area</strong></li>
|
||
<ul>
|
||
<li>New design templates applied, display improved for clarity</li>
|
||
</ul>
|
||
<li><strong>Overall/General</strong>
|
||
<ul>
|
||
<li>Updated system to remove superceded code</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.24 (3/3/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Activity & Status Area </strong></li>
|
||
<ul>
|
||
<li>Revised queries to improve home page load speed</li>
|
||
</ul>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.23 (2/11/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/General</strong></li>
|
||
<ul>
|
||
<li>User account processes updated</li>
|
||
<li>other system maintenance</li>
|
||
</ul>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.22 (1/27/21)</strong></p>
|
||
<ul>
|
||
<li><strong>Libraries</strong>
|
||
<ul>
|
||
<li>New design templates including menu, header and footer revisions applied to Library Profile, Libraries Search and all Library Profile edit pages</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/General</strong></li>
|
||
<ul>
|
||
<li>New design templates applied to system components such as Login, Account Applications</li>
|
||
<li>System maintenance</li>
|
||
</ul>
|
||
</ul>
|
||
</div>
|
||
<h4 class="usa-accordion__heading"><button class="usa-accordion__button" type="button" aria-expanded="false" aria-controls="a5"> 2020 </button></h4>
|
||
<div id="a5" class="usa-accordion__content usa-prose">
|
||
<p><strong>6.2.21 (12/2/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Journal Holdings Search</strong>
|
||
<ul>
|
||
<li>Added new sorting feature in Holdings search results. New default sort is by <a href="https://www.nlm.nih.gov/docline/support/docline_terms.html">LIBID</a>.</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Library Profile</strong>
|
||
<ul>
|
||
<li>Borrow Information>Manual Routing Table<br />
|
||
<ul>
|
||
<li>Updated to prevent users from adding non-participant libraries as lenders.</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administration</strong>
|
||
<ul>
|
||
<li>Added User Account management tools</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.20 (10/28/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Journals</strong>
|
||
<ul>
|
||
<li>New design templates including menu, header and footer revisions applied to Journals Search and all journals and holdings related pages</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.19 (10/21/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall</strong>
|
||
<ul>
|
||
<li>Updates to streamline system codebase and reduce the need for custom coding in future iterations.</li>
|
||
<li>Help links modified. Links now point to NLM Support Center DOCLINE FAQs and Write to the Help Desk contact form.</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Reports</strong>
|
||
<ul>
|
||
<li>New design templates including menu, header and footer revisions applied to Reports dashboards and detailed report pages</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Libraries </strong>
|
||
<ul>
|
||
<li>New design template applied to Switch Library feature</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.18 (10/6/20)</strong></p>
|
||
<ul>
|
||
<li><strong>User Accounts</strong>
|
||
<ul>
|
||
<li>Application updated to add clarity and additional contact options</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall</strong></li>
|
||
<ul>
|
||
<li>EFTS file exchange updates</li>
|
||
</ul>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.17 (9/23/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Borrow</strong>
|
||
<ul>
|
||
<li>Added "Free Full-Text" alert for PMID requests with PMC or publisher available content</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall</strong>
|
||
<ul>
|
||
<li>EFTS process updates</li>
|
||
<li>Target URL for EFTS report help replaced</li>
|
||
<li>Permission Denied error page updated with new troubleshooting link and option</li>
|
||
<li>Login page text describing system and NNLM updated</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.16 (8/18/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administration</strong>
|
||
<ul>
|
||
<li>Server upgrades</li>
|
||
<li>EFTS library status sychronization automated</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.15 (7/29/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administration</strong>
|
||
<ul>
|
||
<li>EFTS process modifications</li>
|
||
<li>Security Update</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.14 (7/23/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Overall/Administration</strong>
|
||
<ul>
|
||
<li>EFTS Library Update process modifications</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.13 (7/13/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Library Profile</strong>
|
||
<ul>
|
||
<li><strong>Lend Information>General</strong>
|
||
<ul>
|
||
<li>URL updated for MLA-Electronic Funds Transfer Service (EFTS)</li>
|
||
<li>Delivery Methods Offered: Helper text added</li>
|
||
</ul>
|
||
</li>
|
||
<li>Borrow Information>Automated Routing Borrow Defaults
|
||
<ul>
|
||
<li>URL updated for EFTS</li>
|
||
</ul>
|
||
</li>
|
||
<li>Journal Holdings accordion streamlined</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Journals>Holdings>Edit</strong>
|
||
<ul>
|
||
<li>Bug fix: modified Holdings record 'Last updated by' so that long usernames do not cause errors when holdings edits are saved.</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall</strong>
|
||
<ul>
|
||
<li>EFTS library updates processed</li>
|
||
<li>Results display modified to add number of results in Search: Borrow and Lend, Search Libraries, <br />Journals and Journal Holdings, and to improve consistency across search</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Administration</strong>
|
||
<ul>
|
||
<li>Request search updated to include 'Last Action LIBID' (e.g. Lender) for improved customer support<strong><br /></strong></li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.12 (6/23/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Search Results Update</strong>: Search results display modified to improve consistency and add number of results found</li>
|
||
<ul>
|
||
<li>New display in Search Requests - Borrow and Lend, Search Libraries, Journals and Journal Holdings</li>
|
||
</ul>
|
||
<ul>
|
||
<li><strong>Overall/Administration</strong></li>
|
||
<ul>
|
||
<li>Preparation for EFTS update</li>
|
||
</ul>
|
||
</ul>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.11 (6/17/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Request Search</strong>: Sort By options added to Lend & Borrow search<br />
|
||
<ul>
|
||
<li>Options added: <em>Requests - Oldest</em>, <em>Requests - Newest</em>, <em>Patron Name</em>, <em>Journal Title</em>, and <em>Lending Library - <br />LIBID</em> (in Borrow Search), <em>Borrowing Library - LIBID</em> (in Lend Search)</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administration</strong>
|
||
<ul>
|
||
<li>EFTS preparations for library synchronization</li>
|
||
<li>Server software update</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.10 (5/18/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Reports:</strong> Annual Borrower and Lender Journal Request Reports added to Request Reports dashboard
|
||
<ul>
|
||
<li>Only January-December 2019 (Calendar Year) available. July 2019-June 2020 (Academic Year) scheduled.</li>
|
||
<li>2019 Calendar Year reports include <em><strong>only requests placed in DOCLINE 6, March 4-December 31, 2019</strong></em></li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.9 (4/8/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Journals / Holdings Search</strong>
|
||
<ul>
|
||
<li>Added <strong>Library Status</strong> <em>indicator</em> to Holding Library card in Holdings search results</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.8 (4/2/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Libraries</strong>
|
||
<ul>
|
||
<li>Added <strong>Print Resources Available</strong> <em>indicator</em> in Lend Information>Loaning Policies</li>
|
||
<li>Added <strong>Print Resources Available</strong> Libraries Search <em>filter</em></li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.7 (4/1/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Journals</strong>
|
||
<ul>
|
||
<li>Added Holdings Report dashboard</li>
|
||
<li>Added ability to build and download Library Holdings Report (CSV)</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administration</strong>
|
||
<ul>
|
||
<li>Software library upgrade</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.6 (3/4/20)</strong></p>
|
||
<ul>
|
||
<li><strong>Borrow</strong>
|
||
<ul>
|
||
<li>Added Resubmit feature for Retired Unfilled Requests</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administration</strong>
|
||
<ul>
|
||
<li>Web platform software update</li>
|
||
<li>EFTS transition preparation</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.5 (1/8/20)</strong></p>
|
||
<ul>
|
||
<li>Journal Holdings maintenance process integration</li>
|
||
</ul>
|
||
</div>
|
||
<h4 class="usa-accordion__heading"><button class="usa-accordion__button" type="button" aria-expanded="false" aria-controls="a6"> 2019 </button></h4>
|
||
<div id="a6" class="usa-accordion__content usa-prose">
|
||
<p><strong>6.2.4 (12/4/19)</strong></p>
|
||
<ul>
|
||
<li>Requests: Added Routing Algorithm information, labeled "Via"
|
||
<ul>
|
||
<li>In Borrow Request confirmation display; Borrow Request History, and on Requests Receipts for both Borrower and Lender</li>
|
||
</ul>
|
||
</li>
|
||
<li>Updated Search to include pagination at the bottom of pages in Requests, Libraries, Journals, and Holdings Search results</li>
|
||
<li>Revised Borrow Menu options to improve clarity and ease of use</li>
|
||
<li>Updated Account Application emails</li>
|
||
<li>Updated "Fill from Format" label on Request forms</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.3 (11/13/19)</strong></p>
|
||
<ul>
|
||
<li>Updated Limited Retention Holdings evaluation within Routing Algorithm</li>
|
||
<li>Updated Cancel Request logic regarding 'Last Action Library' used in 'Contact Library' feature </li>
|
||
<li>Added Requests at 'Warning' status (pending removal for lack of receipt or update) to Lend>Pending Receipt or Update search results</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.2 (10/28/19)</strong></p>
|
||
<ul>
|
||
<li><strong>Request Search</strong>
|
||
<ul>
|
||
<li>Added "Contact Library" feature. "Contact Library" envelope icon appears next to current Borrower/Lender on request card in Request search results</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Library Profile</strong>
|
||
<ul>
|
||
<li>Updated and secured EFTS administration in Lend Information</li>
|
||
<li>Updated Contacts logic for required contact roles</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Library Search</strong>
|
||
<ul>
|
||
<li>Added filters to limit search results by
|
||
<ul>
|
||
<li>DOCLINE Participant status</li>
|
||
<li>Open/Closed status</li>
|
||
<li>Library Type</li>
|
||
<li>Region</li>
|
||
<li>State</li>
|
||
<li>Routing Table inclusion</li>
|
||
<li>Lend Service Levels offered (ex. Rush, Urgent Patient Care)</li>
|
||
<li>Lend Delivery Methods offered</li>
|
||
<li>EFTS Participant status</li>
|
||
<li>Lending Days</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.1 (10/10/19)</strong></p>
|
||
<ul>
|
||
<li><strong>Borrow</strong>
|
||
<ul>
|
||
<li>Added “in holdings” alert for PMID ordering</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Journals</strong>
|
||
<ul>
|
||
<li>Added limited retention to holdings year search filter</li>
|
||
<li>Added additional journals</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administration </strong>
|
||
<ul>
|
||
<li>Additional search options in the Administration Dashboard</li>
|
||
<li>System maintenance</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.2.0 (10/1/19)</strong></p>
|
||
<ul>
|
||
<li><strong>Borrow</strong>
|
||
<ul>
|
||
<li>Added ability to create Borrow requests using multiple PMIDs</li>
|
||
<li>PMID Request results page enhanced with more information about requested item(s), and about requests overall</li>
|
||
<li>Updated manual request receipt to include a second Author field (if present)</li>
|
||
<li>Manual request input form updated with user help</li>
|
||
<li>Button labels updated to improve clarity</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Journals</strong>
|
||
<ul>
|
||
<li>Updated Journals Search to include user options when "No Journal Found"</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Users</strong>
|
||
<ul>
|
||
<li>Added additional help text on "Permission Denied" sign in message to assist in trouble-shooting log in issues</li>
|
||
<li>User Account application emails links to NLM interlibrary loan and Customer Service updated</li>
|
||
</ul>
|
||
</li>
|
||
<li><strong>Overall/Administration</strong>
|
||
<ul>
|
||
<li>Updated NLM Customer Support links throughout website</li>
|
||
<li>Additional search options in Administration Dashboard</li>
|
||
<li>System maintenance</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.16 (8/28/19)</strong></p>
|
||
<ul>
|
||
<li>Web-platform updated</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.15 (8/12/19)</strong></p>
|
||
<ul>
|
||
<li>URL reverted to https://docline.gov</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.14 (7/23/19)</strong></p>
|
||
<ul>
|
||
<li>Added Service Level (<em>Rush</em>, <em>Urgent Patient Care</em>) filter to Holdings Search to limit results to libraries<br />that offer the selected level of service. After a journal is selected, Holdings filters display.</li>
|
||
<li>System updates for better performance</li>
|
||
<li>Fixed issue with National Institutes of Health user credentialing</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.13 (6/13/19)</strong></p>
|
||
<ul>
|
||
<li>Added secondary Place Order button to the top of request forms to reduce scrolling</li>
|
||
<li>Added multiple filters to Holdings Search. After a journal is selected, the following filters are available to limit Holdings search results:
|
||
<ul>
|
||
<li><em>Year</em></li>
|
||
<li><em>Volume</em></li>
|
||
<li><em>Format</em></li>
|
||
<li><em>Embargo</em></li>
|
||
<li><em>E-Pub Ahead of Print</em></li>
|
||
<li><em>Supplementary Data</em></li>
|
||
<li><em>My Library Groups</em></li>
|
||
<li><em>Selected Library Groups</em></li>
|
||
<li><em>Not in My Routing Table</em></li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.12 (6/4/19)</strong></p>
|
||
<ul>
|
||
<li>Updated Lend Receipt function to address bug caused by new or cancelled requests arriving when receipt is in process</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.11 (5/28/19)</strong></p>
|
||
<ul>
|
||
<li>Added Request Reports Dashboard</li>
|
||
<li>Added Monthly Activity Summary Report, including links for up to two prior months
|
||
<ul>
|
||
<li>Activity Summary includes Lender and Borrower statistics and performance tables</li>
|
||
</ul>
|
||
</li>
|
||
<li>Added Lender Performance Statistics to Lend Information accordion in Library Profile</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.10 (4/29/19)</strong></p>
|
||
<ul>
|
||
<li>Updated required fields for PMID ordering, reducing the need to place Manual requests</li>
|
||
<li>Updated Need by Date Expiration for lender reporting</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.9 (4/9/19)</strong></p>
|
||
<ul>
|
||
<li>Added downloadable EFTS Manual Billing File report of filled requests for EFTS libraries.</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.8 (3/28/19)</strong></p>
|
||
<ul>
|
||
<li>Added Journal Unique Identifier (UI) ordering for non-PMID citations, which will allow requests to route via borrowers' Automated Routing Table.</li>
|
||
<li>Journal UI ordering can be initiated from Borrow menu, and from Journal search results, after a single journal card has been selected.</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.7 (3/27/19)</strong></p>
|
||
<ul>
|
||
<li>Added Copyright Compliance Review alert for PMID ordering if articles being ordered are older than 5 years and "guidelines" is selected by default. </li>
|
||
<li>Updated routing defaults on Manual ordering form for ‘Route to NLM’ </li>
|
||
<li>Added Request review functionality for DOCLINE Coordinators </li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.6 (3/20/19)</strong></p>
|
||
<ul>
|
||
<li>Added "Previously Ordered PMID" alert in PMID ordering</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.5 (3/12/19)</strong></p>
|
||
<ul>
|
||
<li>Updated delivery defaults on Manual ordering form</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.4 (3/11/19)</strong></p>
|
||
<ul>
|
||
<li>Added Latest Route information to request receipts (current lender and action/reason)</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.3 (3/8/19)</strong></p>
|
||
<ul>
|
||
<li>Added label "Last 7 days" to Retired requests view, in My Borrowing Activity & Status card</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.2 (3/8/19)</strong></p>
|
||
<ul>
|
||
<li>Added Actual Delivery Method to Request information cards in Request Search results</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.1 (3/7/19)</strong></p>
|
||
<ul>
|
||
<li>Improved PMID ordering, reducing the need to place Manual requests</li>
|
||
<li>Updated Need by Date expiration</li>
|
||
</ul>
|
||
<br />
|
||
<p><strong>6.1.0 (3/4/19)</strong></p>
|
||
<ul>
|
||
<li>Added base Request features for Borrowing & Lending
|
||
<ul>
|
||
<li>Requesting with PMID & Manual methods</li>
|
||
<li>Automatic & Manual Routing</li>
|
||
<li>Routing algorithm</li>
|
||
<li>Lend Update</li>
|
||
<li>Request Search</li>
|
||
<li>Request status warnings and automatic re-routing (TTA)</li>
|
||
<li>Need by Date</li>
|
||
</ul>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
|
||
|
||
|
||
<p class=”margin-top-5”><small>Last Reviewed: December 2, 2024</small></p>
|
||
|
||
</div>
|
||
</main>
|
||
|
||
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|
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|
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|
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<div class="grid-row">
|
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<div class="desktop:grid-col-3 grid-col-6"> <a href="https://www.nlm.nih.gov/socialmedia/index.html">
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