Setting the default values used to route new requests

To modify the default values that are displayed on the Routing Instructions page during Borrow, do the following:

 

STEP

Action

1

Select Institutions from the DOCLINE main menu.

2

select Update <LIBID> where <LIBID> is your institution's LIBID

View

Your library's institution record is displayed

3

Click DOCLINE Options on the Institution Navigation bar

4

Enter the default authorization for ILL material in the Authorized by field.

5

Enter the default Maximum Cost willing to be paid for ILL material. Enter a numeric value.  If you need the material free of cost, enter "0.00".  Select "Any cost" if your library is willing to pay any amount for ILL material.  

6

Select "Yes" or "No" for Require Patron Name when placing requests.

7

Select the default method of Copyright Compliance: Guidelines or Law.

 

Note: DOCLINE libraries are required to comply with the copyright law in their geographic area.  In the U.S., the requesting library (borrower) is responsible for complying with copyright law, either the U.S. Copyright Act of 1976 (CCL) or the Copyright Guidelines (CCG).

 

For more information, see the FAQ DOCLINE Copyright Compliance Options.

8

Enter the default Comments to Lenders to display on DOCLINE Receipts.  

Note: Comments should not contain information that already displays on request receipts (e.g., library group membership, delivery methods).

9

Select the default Service Type of your requests: Copy, Color Copy, or Original (Loan).

10

Select the default Service Level: Normal, Rush, or Urgent Patient Care

11

Select the default NLM Delivery Method

12

Select the default Network Delivery Method

13

Select the default Network Alternate Delivery Method(s)

14

Select "Yes" or "No" for Only Route to EFTS Participants.

15

Select the default Loansome Doc Ship To address. The DOCLINE system default is Ship To Patron.

16

In the "Serial Routing" area, indicate the default routing instructions for serials including your "Routing Cells", and whether to route to Resource Libraries, NLM, and to All other libraries.

17

Enter LIBIDs in Do not Route To field, if desired. (Maximum of 20 LIBIDs).

18

In the M/A/N Map (Monographs, Audiovisuals, and Non-NLM Journal Routing) indicate default lenders.

19

Click SAVE.

 

Additional Resources: