DOCLINE® 2.5 Release Notes (June 5, 2005)

Loansome Doc

For the Loansome Doc User

Improved display and navigation of registration, ordering, and account maintenance
New email confirmation to users registering for Loansome Doc
New password reset feature for users who forget their password
Changed login ID to patron’s email address
Provided ability for patron to save their password (browser password save functionality must be enabled)
Display library holdings information during order process
Navigation back to citations de-selected during Loansome Doc order
A printer friendly receipt as confirmation of order
New warning message to user when ordering a potential duplicate citation (within last 40 days)
Patron can request the deletion of their user record. Record not deleted until reviewed by library and there are no current transactions for patron
Ability to sort their requests in Status

For the Loansome Doc Library

Display only library supported delivery methods to registered patrons during registration and ordering
New prompt for user to self-identify their patron category (Affiliated, Unaffiliated health professional, Public) during registration process
New max cost field for patron ordering to help libraries determine whether to transfer the unfilled request to DOCLINE
New form for patron to email their ordering library
New warning message to user if ordering library is temporarily inactive

DOCLINE

Institution Record

New Loansome Doc page added to institution record to manage Loansome Doc options
Added separate delivery methods for Loansome Doc. Default values were copied from DOCLINE delivery methods
New ability for libraries to optionally prompt users for a library-defined data element (Identifier) during registration process

Requests

Loansome Doc Receipt: Modified receipt to display the patron’s identifier field, if present
Loansome Doc Receipt: Display note indicating patron was new and not yet reviewed when request was placed
Loansome Doc Receipt: Display fax number, if present, in body of message
LD Transfer: Modified display to include patron type and indication of authorization
LD Transfer: Added request number being processed to Routing Instructions page

Loansome Doc Patrons

Modified display of search results to provide a more readable and organized view of the data
Allow libraries to edit their patrons user records
Improved navigation of search results, including return to result set after editing of individual record
Ability to individually “review” newly registered Loansome Doc patrons
Ability to search LD patrons by email address and identifier field
Provided password reset feature for patrons who forgot their password. New password emailed to patron
Removal of Loansome Doc patron records inactive for more than 2 years

Serial Holdings

Added ability for library to download their serial holdings in MARC 21 format via Holdings by Library Report

Help

Help screens and FAQs were added or modified for all new features or changes to DOCLINE 2.5.

Last reviewed: 03 June 2005
Last updated: 03 June 2005
First published: 25 April 2005
Metadata| Permanence level: Permanence Not Guaranteed