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FAQ
DOCLINE -- Reviewing and Updating DOCLINE Routing Tables


Question: What should I review in my DOCLINE Routing Table?


Answer:

Accurate information in your DOCLINE Institution Record is essential for DOCLINE to perform most efficiently.  Particularly important is an up to date Serial Routing Table that includes your library groups and preferred lenders.  Please review and update Routing Tables annually.  

To update your Routing Table in DOCLINE, do the following:

  1. From the DOCLINE main menu, select Institutions
  2. Select Update (LIBID)
  3. The Address page displays. Select Edit Routing Table in the left navigation bar.

 

Some actions to consider when reviewing your Routing Table:

Delete closed libraries

The DOCLINE routing algorithm skips closed libraries, but removing them frees cells for active lenders.  In order to promote awareness of network library status among borrowers, closed libraries are not deleted automatically by the system.  They are labeled "Closed" in your routing table.

Add your library groups

Adding library groups frees you from individually placing group members in your routing table and automatically keeps the routing table current if library group membership changes.  Additionally, placing a large library group, e.g., FreeShare, into your Routing Table widens the available pool of libraries to which a request may route.    

The routing algorithm is random, so NLM recommends placing a library group alone in a cell.  Borrowers can also add individual preferred libraries from a group in a lower numbered cell.   A request would only route to the library once. 

Evaluate lender performance

Determine which lenders already in your Routing Table have provided the best service by reviewing Fill Rates and Days to Process ("turnaround time") in the 1-2A Detailed DOCLINE Borrower Statistics report.   Consider deleting libraries with a low fill rate or a turnaround time that does not meet your users' expectations unless the library fills a particular collection or service need.

Evaluate lender service and delivery methods

Ensure that lenders in your Routing Table offer the services you currently need; libraries change service offerings over time.  Review your lending partners to see if they still offer Rush or Urgent Patient Care, color copies or EFTS billing.  Make sure the lenders also offer your preferred delivery methods.  DOCLINE will not send your requests to lenders that do not offer your selected delivery method(s), or who do not match your service preferences, so ensure that the lenders in your routing table match your Borrowing preferences.  You can look up and review your existing lenders in Institution Search, and also find new lending partners then add them automatically to your Routing Table Workspace.

Consider designated cells

Most routing tables are constructed based on cost and affiliation; the lower numbered cells are populated with free or low cost lenders, as well as those with reciprocal agreements or in library groups or hospital systems with the borrower.  However, some libraries may choose to keep a cell or cells exclusively populated with libraries on the opposite coast  for early or late in the day requesting.  These ‘geographic' cells should be deselected by default, then selected when needed while deselecting all ‘normal' routing cells.

Get advice from your Regional Medical Library (RML) or CISTI

The Regional Medical Libraries and CISTI can provide assistance and guidance to each region on how best to structure Routing Tables given DOCLINE functionality and the region's standards and best practices.  They can also assist you with identifying potential lending partners. 

Completing your Routing Table modifications

Remember that you can SAVE changes and continue making modifications later.  Once all changes have been made, click REQUEST APPROVAL to notify your RML.  RML approval is required to activate your changes.  Detailed instructions for editing your Routing Table can be found by clicking Help in the DOCLINE menu and navigating to "Updating your Institution" and then "Managing your Serials Routing Table".


Related Questions:
How does routing work?
How does routing to a Library Group work?
How can I establish defaults for my borrow requests?
How do I prevent requests from routing to particular lenders?
What are the different methods of document delivery in DOCLINE?

Return to the list of DOCLINE FAQs | Return to the list of NLM FAQs
http://www.nlm.nih.gov/services/doc_review_routing_table.html