Adding institutions to your Routing Table

Libraries can add individual institutions or Library Groups that they are members of to their Routing Table.  To add libraries or a Library Group, do the following:

 

STEP

Action

1

On the DOCLINE navigation bar, select Institutions.

2

On the DOCLINE sub navigation bar, 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

Click the Edit Routing Table link on the Institution Navigation bar

OR

Press Edit Routing Table in the "Serial Routing" area of the DOCLINE Options page

View

Your "Proposed" Routing Table and its associated Workspace displays.

 

The Proposed tab allows you to edit your Routing Table and consists of your Routing Table currently used by DOCLINE for routing plus any changes you have made (additions, deletions, moves).  The Workspace contains any libraries which you have added from Institution Search, added via "Add to Workspace", or previously moved from the current Routing Table. The Workspace also contains any Library Groups to which your library belongs that are not currently in your Routing Table. 

 

Note: If there are pending saved changes, then the “Compare” tab will display with the reminder message “Click REQUEST APPROVAL to notify your RML to activate these proposed changes”.

5

(Optional) In the "Add to Workspace" area, enter a valid LIBID and press Add.  The institution is added to the Workspace.

 

Note: You cannot add a Library Group to the Workspace. DOCLINE automatically adds and deletes Library Groups from your Workspace as your RML updates your membership in a Library Group.

6

In the "Proposed Routing Table", click on the numbered tab corresponding to the cell to which you want to add an institution or Library Group.

 

In the Workspace, select the institution(s) or Library Group to add to that cell by checking the box next to the institution name

 

Press the left pointing arrow pointing from the Workspace to the Routing Table

OR

In the Workspace, select the institution(s) or Library Group to add by checking the box next to the institution name.

 

In the Workspace, select "Move to Cell #" from the list box and press Go.

 

Note: Due to the random selection of libraries during routing, NLM recommends placing a Library Group in a cell by itself, or only with individual libraries that should be treated equally by the routing algorithm.

7

To add more institutions or another Library Group, repeat Steps 5-6.

8

Click SAVE. 

The message “Click REQUEST APPROVAL to notify your RML to activate these proposed changes” displays.

9

Click Request Approval once all changes have been made.  This notifies your RML to review your Routing Table changes.  The message "Routing table is awaiting RML approval" will appear in the "Activity and Status" area of the Home page, as well as on each tab of your routing table.

 

Note: Routing Table changes do not take effect until your RML approves them.  Once approval has occurred, the message on your Home page will be removed.

 

 

Additional Resources