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DOCLINE 6

Releases to date

6.2.50 (03/14/24)

  • Overall/Administrative
    • Perform additional back-end maintenance and updates for performance and security
  • Library Groups
    • Library group owners can update group members within their library group from their Manage Library page
  • Activity & Status Area
    • Pending approval section in the activity status page will only be visible to users with the ILL Role

6.2.49 (02/09/24)

  • Overall/Administrative
    • Perform back-end maintenance and updates for performance and security
  • Journal Holdings
    • Import/Export function now displays multiple error messages per import if errors are found
  • Lend and Borrow API
    • 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


6.2.48 (11/09/23)

  • Overall/Administrative
    • Perform additional back-end maintenance and updates for performance and security
    • Updated site footer to synchronize with NLM's Main Web Template


6.2.47 (10/06/23)

  • Overall/Administrative
    • Perform back-end maintenance and updates for performance and security


6.2.46 (08/11/23)

  • Cloud Migration
    • DOCLINE Cloud migration completed


6.2.45 (06/23/23)

  • Activity & Status Area
    • Pending approval section in the activity status page will disappear when there are no pending approvals
  • Reports
    • Activity Summaries reports are now available for up to thirteen prior months
    • Activity Summaries provides an option for downloadable PDF and Excel
    • Detailed by Library provides an option for downloadable PDF and Excel
    • Detailed by Title provides an option for downloadable PDF and Excel
  • Overall/Administrative
    • US/Canadian participant libraries can input their business hours and time zones


6.2.44 (06/09/23)

  • Overall/Administrative
    • Perform back-end maintenance and updates for performance and security
  • Libraries Search
    • Search Libraries filter defaults for DOCLINE Participant and Open/Closed selections have been set to "Any"


6.2.43 (04/21/23)

  • Overall/Administrative
    • 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
  • Automated Registration for New Accounts
    • New Libraries may apply for a DOCLINE Participant or NLM Only Participant account through automated registration
    • New Users may make account requests through automated registration
    • Existing Users with the ILL Role may now approve or reject new user account requests for their library
    • New user account requests will be visible in the homepage dashboard
    • Once a request has been placed, both applicants and approvers will be notified via email


6.2.42 (02/24/23)

  • Overall/Administrative
    • Yearly journal reports have been generated for all libraries
    • Special characters affecting the Import/Export feature are no longer preventing processing of the import file

6.2.41 (12/09/22)

  • Borrowing
    • Book ordering is now available. This enables users to request books that are in LocatorPlus. Book ordering search bar allows users to search via multiple unique IDs
  • Overall/Administrative
    • Perform back-end maintenance and updates for performance and security

6.2.40 (09/09/22)

  • Journal Holdings
    • Import/Export function that will allow users batch updates to their holdings
    • Journal search can now handle “&” symbol
  • Borrowing
    • Users can enter up to 10 PMIDs at a time
    • New search options now available to place requests. Users may search by DOI and PubMed Search
    • US/Canada users will have the option to choose to include international libraries in routing
    • PMIDs search results page has updated display, including compact views, and warning messages
    • Updated warning message for pending cancellations
  • Libraries Search
    • Added ILL fee/cost filters to search libraries
  • Overall/Administrative
    • Perform back-end maintenance and updates for performance and security
    • Updated DOCLINE Manual to reflect changes about Import/Export, supported login methods, and handling duplicate holdings

6.2.39 (06/10/22)

  • Journal Holdings
    • Only electronic holdings may have "E-Pub Ahead of Print" selected as an option when adding or updating holdings records
  • Activity & Status Area
    • Library Status visible on the Activity & Status page
  • Overall/Administrative
    • System preparations for server platform upgrade, and cloud-based DOCLINE
    • Perform back-end maintenance and updates for performance and security

6.2.38 (3/16/22)

  • Overall/Administrative
    • Perform back-end maintenance and updates to communication between DOCLINE
      and the NLM interlibrary loan system both locally and in future cloud-based DOCLINE
    • Updates to back-end processing of NLM serials data for performance

6.2.37 (2/16/22)

  • Overall/Administrative
    • Update administrative Search Filters to include filtering by user permission
    • Update footer to meet HHS requirements by adding vulnerability disclosure
    • System preparations for server platform upgrade, and cloud-based DOCLINE
    • Perform back-end maintenance and updates for performance and security

6.2.36 (1/26/22)

  • Lend Update
    • Service Level (Rush, Urgent Patient Care) added to information displayed on request cards
      in Lend Update making it easier for Lenders to pick requests needing fast action
  • Overall/Administrative
    • Administrator Request views updated to provide additional information for requests no longer available to users
    • Holdings validation updated to prepare for Journal Holdings Import/Export now in development

6.2.35 (12/14/21)

  • Overall/Administrative
    • Upgraded server platform to latest version
    • Improved User creation and management process to speed response time
    • Updated integration for NLM's DOCLINE transactions
    • Enhanced auto-testing to reduce time to release for new features

6.2.34 (11/15/21)

  • Lend Update
    • Added detailed Lend Request cards to increase ease of use
    • Added select/deselect buttons to choose requests quickly and easily 
    • Removed 'Fill' default to reduce update errors
  • Overall/Administrative
    • Added Juneteenth National Independence Day (June 19) to Time-Triggered Actions holiday schedule
    • Updated "orphaned" Journal Holdings report to add additional journal identifier
    • Updated editor for system banner messages
    • System preparations for server platform upgrade, and cloud-based DOCLINE

6.2.33 (10/25/21)

  • Libraries
    • Library Search enhanced with modified layout and six new search filters: OCLC Symbol, Email Address, City, State, Country, Library Group(s)
  • Administrative
    • Updated server platform
    • Modified Contact Library and User Account Request forms for additional security

6.2.32 (09/22/21)

  • Libraries
    • Integrated DOCLINE Library Profile data with NLM's ALMA unified library services platform, ensuring accurate ILL Patron Data 
  • Administrative
    • Established connection with ALMA for future integration of bibliographic data
    • Added Request & Routing Archiving for data integrity, privacy, and improved system performance
    • Updated Administrator access

6.2.31 (8/30/21)

  • Reports
    • Added new reports "Libraries with my LIBID in their (Automatic or Manual) Routing Table"
  • Requests
    • Preparations for revising Lend Update
  • Overall/Administrative
    • Updated system references to NLM's catalog, LocatorPlus
    • System updates for improved security

6.2.30 (8/4/21)

  • Libraries Search
    • Added new sorting feature in Libraries Search results.  New default sort is by LIBID.
  • Overall/Administrative
    • Moved to new ALMA-LocatorPlus Serials API as the source for all DOCLINE bibliographic data for journals
    • Journal Holdings Administration
      • Added Holdings Administration dashboard
      • Added Administrator ability to delete all holdings records from single Library (LIBID)
      • Added Format filter for Admin Delete Holdings by LIBID (all, print, electronic, other)
    • Administrator Library Group Search updated
    • Updated site footer links to synchronize with NLM’s Main Web template
    • Updated recipient addresses
      • For changes to NNLM and Canadian Support in Account Request emails
      • For NLM internal system alerts

6.2.29 (6/28/21)

  • Overall/Administrative
    • Request archiving preparations
    • Cloud implementation framework
    • New article request subject queries

6.2.28 (6/9/21)

  • Reports
    • Added Quarterly Lender and Borrower Detailed Request Reports
      • Detailed Request Reports are an alphabetic list of LIBIDs to whom you lent or from whom you borrowed
      • LIBIDs are grouped according to state and country
      • Performance statistics for each LIBID are included
      • Requests are grouped by end status (Filled/Not filled) and Type (Copy/Loan)
      • Request Reports Help has been updated with Quarterly Report information
      • Two years (eight quarters) of data is available
  • Overall/General
    • Updates to reduce average system page load time

6.2.27 (5/19/21)

  • Library Profiles
    • Implementation of new NNLM regional configuration
    • Some libraries assigned to new regions
    • Library Search results filtered by 'In My Region' and 'Not in My Region' now differ
  • Overall/Administrative
    • Library creation process updated for new regions
    • EFTS transmission update
    • Request Report preparation

6.2.26 (5/5/21)

  • Reports
    • New Request Reports dashboard
    • Modifications to enable upcoming addition of detailed request reports
  • Overall/Administrative
    • Added User Account authentication manager
    • Modified NLM Unique ID field to accommodate new NLM ILS

6.2.25 (4/7/21)

  • Lend & Borrow
    • New design templates including menu, header and footer revisions applied to Lend Receipt and Update,
      all Borrow forms, and Lend and Borrow Search pages
    • Additional information about requested material, and the order itself, added to Borrow Success pages
  • Activity & Status Area
    • New design templates applied, display improved for clarity
  • Overall/General
    • Updated system to remove superceded code

6.2.24 (3/3/21)

  • Activity & Status Area
    • Revised queries to improve home page load speed

6.2.23 (2/11/21)

  • Overall/General
    • User account processes updated
    • other system maintenance

6.2.22 (1/27/21)

  • Libraries
    • New design templates including menu, header and footer revisions applied to Library Profile, Libraries Search and all Library Profile edit pages
  • Overall/General
    • New design templates applied to system components such as Login, Account Applications
    • System maintenance

6.2.21 (12/2/20)

  • Journal Holdings Search
    • Added new sorting feature in Holdings search results.  New default sort is by LIBID.
  • Library Profile
    • Borrow Information>Manual Routing Table
      • Updated to prevent users from adding non-participant libraries as lenders.
  • Overall/Administration
    • Added User Account management tools

6.2.20 (10/28/20)

  • Journals
    • New design templates including menu, header and footer revisions applied to Journals Search and all journals and holdings related pages

6.2.19 (10/21/20)

  • Overall
    • Updates to streamline system codebase and reduce the need for custom coding in future iterations.
    • Help links modified. Links now point to NLM Support Center DOCLINE FAQs and Write to the Help Desk contact form.
  • Reports
    • New design templates including menu, header and footer revisions applied to Reports dashboards and detailed report pages
  • Libraries
    • New design template applied to Switch Library feature

6.2.18 (10/6/20)

  • User Accounts
    • Application updated to add clarity and additional contact options
  • Overall
    • EFTS file exchange updates

6.2.17 (9/23/20)

  • Borrow
    • Added "Free Full-Text" alert for PMID requests with PMC or publisher available content
  • Overall
    • EFTS process updates
    • Target URL for EFTS report help replaced
    • Permission Denied error page updated with new troubleshooting link and option
    • Login page text describing system and NNLM updated

6.2.16 (8/18/20)

  • Overall/Administration
    • Server upgrades
    • EFTS library status sychronization automated

6.2.15 (7/29/20)

  • Overall/Administration
    • EFTS process modifications
    • Security Update

6.2.14 (7/23/20)

  • Overall/Administration
    • EFTS Library Update process modifications

6.2.13 (7/13/20)

  • Library Profile
    • Lend Information>General
      • URL updated for MLA-Electronic Funds Transfer Service (EFTS)
      • Delivery Methods Offered: Helper text added
    • Borrow Information>Automated Routing Borrow Defaults
      • URL updated for EFTS
    • Journal Holdings accordion streamlined
  • Journals>Holdings>Edit
    • Bug fix: modified Holdings record 'Last updated by' so that long usernames do not cause errors when holdings edits are saved.
  • Overall
    • EFTS library updates processed
    • Results display modified to add number of results in Search: Borrow and Lend, Search Libraries,
      Journals and Journal Holdings, and to improve consistency across search
  • Administration
    • Request search updated to include 'Last Action LIBID' (e.g. Lender) for improved customer support

6.2.12 (6/23/20)

  • Search Results Update: Search results display modified to improve consistency and add number of results found
    • New display in Search Requests - Borrow and Lend, Search Libraries, Journals and Journal Holdings
    • Overall/Administration
      • Preparation for EFTS update

6.2.11 (6/17/20)

  • Request Search: Sort By options added to Lend & Borrow search
    • Options added: Requests - Oldest, Requests - Newest, Patron Name, Journal Title, and Lending Library -
      LIBID
      (in Borrow Search), Borrowing Library - LIBID (in Lend Search)
  • Overall/Administration
    • EFTS preparations for library synchronization
    • Server software update

6.2.10 (5/18/20)

  • Reports: Annual Borrower and Lender Journal Request Reports added to Request Reports dashboard
    • Only January-December 2019 (Calendar Year) available.  July 2019-June 2020 (Academic Year) scheduled.
    • 2019 Calendar Year reports include only requests placed in DOCLINE 6, March 4-December 31, 2019

6.2.9 (4/8/20)

  • Journals / Holdings Search
    • Added Library Status indicator to Holding Library card in Holdings search results

6.2.8 (4/2/20)

  • Libraries
    • Added Print Resources Available indicator in Lend Information>Loaning Policies
    • Added Print Resources Available Libraries Search filter

6.2.7 (4/1/20)

  • Journals
    • Added Holdings Report dashboard
    • Added ability to build and download Library Holdings Report (CSV)
  • Overall/Administration
    • Software library upgrade

6.2.6 (3/4/20)

  • Borrow
    • Added Resubmit feature for Retired Unfilled Requests
  • Overall/Administration
    • Web platform software update
    • EFTS transition preparation

6.2.5 (1/8/20)

  • Journal Holdings maintenance process integration

6.2.4 (12/4/19)

  • Requests: Added Routing Algorithm information, labeled "Via"
    • In Borrow Request confirmation display; Borrow Request History, and on Requests Receipts for both Borrower and Lender
  • Updated Search to include pagination at the bottom of pages in Requests, Libraries, Journals, and Holdings Search results
  • Revised Borrow Menu options to improve clarity and ease of use
  • Updated Account Application emails
  • Updated "Fill from Format" label on Request forms

6.2.3 (11/13/19)

  • Updated Limited Retention Holdings evaluation within Routing Algorithm
  • Updated Cancel Request logic regarding 'Last Action Library' used in 'Contact Library' feature 
  • Added Requests at 'Warning' status (pending removal for lack of receipt or update) to Lend>Pending Receipt or Update search results

6.2.2 (10/28/19)

  • Request Search
    • Added "Contact Library" feature. "Contact Library" envelope icon appears next to current Borrower/Lender on request card in Request search results
  • Library Profile
    • Updated and secured EFTS administration in Lend Information
    • Updated Contacts logic for required contact roles
  • Library Search
    • Added filters to limit search results by
      • DOCLINE Participant status
      • Open/Closed status
      • Library Type
      • Region
      • State
      • Routing Table inclusion
      • Lend Service Levels offered (ex. Rush, Urgent Patient Care)
      • Lend Delivery Methods offered
      • EFTS Participant status
      • Lending Days

6.2.1 (10/10/19)

  • Borrow
    • Added “in holdings” alert for PMID ordering
  • Journals
    • Added limited retention to holdings year search filter
    • Added additional journals
  • Overall/Administration 
    • Additional search options in the Administration Dashboard
    • System maintenance

6.2.0 (10/1/19)

  • Borrow
    • Added ability to create Borrow requests using multiple PMIDs
    • PMID Request results page enhanced with more information about requested item(s), and about requests overall
    • Updated manual request receipt to include a second Author field (if present)
    • Manual request input form updated with user help
    • Button labels updated to improve clarity
  • Journals
    • Updated Journals Search to include user options when "No Journal Found"
  • Users
    • Added additional help text on "Permission Denied" sign in message to assist in trouble-shooting log in issues
    • User Account application emails links to NLM interlibrary loan and Customer Service updated
  • Overall/Administration
    • Updated NLM Customer Support links throughout website
    • Additional search options in Administration Dashboard
    • System maintenance

6.1.16 (8/28/19)

  • Web-platform updated

6.1.15 (8/12/19)

  • URL reverted to https://docline.gov

6.1.14 (7/23/19)

  • Added Service Level (Rush, Urgent Patient Care) filter to Holdings Search to limit results to libraries
    that offer the selected level of service. After a journal is selected, Holdings filters display.
  • System updates for better performance
  • Fixed issue with National Institutes of Health user credentialing

6.1.13 (6/13/19)

  • Added secondary Place Order button to the top of request forms to reduce scrolling
  • Added multiple filters to Holdings Search. After a journal is selected, the following filters are available to limit Holdings search results:
    • Year
    • Volume
    • Format
    • Embargo
    • E-Pub Ahead of Print
    • Supplementary Data
    • My Library Groups
    • Selected Library Groups
    • Not in My Routing Table

6.1.12 (6/4/19)

  • Updated Lend Receipt function to address bug caused by new or cancelled requests arriving when receipt is in process

6.1.11 (5/28/19)

  • Added Request Reports Dashboard
  • Added Monthly Activity Summary Report, including links for up to two prior months
    • Activity Summary includes Lender and Borrower statistics and performance tables
  • Added Lender Performance Statistics to Lend Information accordion in Library Profile

6.1.10 (4/29/19)

  • Updated required fields for PMID ordering, reducing the need to place Manual requests
  • Updated Need by Date Expiration for lender reporting

6.1.9 (4/9/19)

  • Added downloadable EFTS Manual Billing File report of filled requests for EFTS libraries.

6.1.8 (3/28/19)

  • Added Journal Unique Identifier (UI) ordering for non-PMID citations, which will allow requests to route via borrowers' Automated Routing Table.
  • Journal UI ordering can be initiated from Borrow menu, and from Journal search results, after a single journal card has been selected.

6.1.7 (3/27/19)

  • Added Copyright Compliance Review alert for PMID ordering if articles being ordered are older than 5 years and "guidelines" is selected by default.  
  • Updated routing defaults on Manual ordering form for ‘Route to NLM’  
  • Added Request review functionality for DOCLINE Coordinators 

6.1.6 (3/20/19)

  • Added "Previously Ordered PMID" alert in PMID ordering

6.1.5 (3/12/19)

  • Updated delivery defaults on Manual ordering form

6.1.4 (3/11/19)

  • Added Latest Route information to request receipts (current lender and action/reason)

6.1.3 (3/8/19)

  • Added label "Last 7 days" to Retired requests view, in My Borrowing Activity & Status card

6.1.2 (3/8/19)

  • Added Actual Delivery Method to Request information cards in Request Search results

6.1.1 (3/7/19)

  • Improved PMID ordering, reducing the need to place Manual requests
  • Updated Need by Date expiration

6.1.0 (3/4/19)

  • Added base Request features for Borrowing & Lending
    • Requesting with PMID & Manual methods
    • Automatic & Manual Routing
    • Routing algorithm
    • Lend Update
    • Request Search
    • Request status warnings and automatic re-routing (TTA)
    • Need by Date

Last Reviewed: March 13, 2024