CHLA Annual Meeting
Ottawa
2007
EFTS
Goin’ North!
Staff
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Evelyn Morgen, Program Director
Jackie Lewis, Program Manager
Jola Sliwinski, Program Coordinator
Lucy Piechowski, Program Assistant
Steve Bazinet, Application Developer
Membership
https://efts.uchc.edu
Follow the links at the left …
Join EFTS
Easy to follow, step by step
instructions …
User friendly “template” format
Member Login
LIBID
same as
in
Docline
Password chosen
at online
application
You’re in the zone
Indented
links …
for
‘member
s only’
You’ve Got Mail!!!
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E-mail messaging resumed
“I didn’t get any e-mails”
Say it again … Member messages duplicate
information sent to e-mail
Transaction File
Using
Docline
File
Builder,
QuickDoc,
Clio or
Illiad
DOCLINE File Builder
Build an Online Transaction File
Just
fill in
the
blanks
…and that’s all folks!
click
Online Transaction File (OTF) Table
Instructions
More
Online Transaction File (OTF)
Some columns
contain bogus
data.
Reports – New and Improved
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Color!!! Seeing RED?
Current Month Activity – includes field
for ‘date filled’
Attention to DETAILS. Corresponding
data for all fields in Account Summary.
What’s in a name? A ‘lend’ by any other
name is still a ‘lend’…
Reports
Canadian Transactions
Rates
retrieved
on an
hourly
basis
Currency Conversion
The EFTS Exchange Process Between Canadian & US Libraries
NSCNVA loans a
document to ONCMMU
for CDN$11.00.
Library
Intra-Canadian Transactions
Conversions will only be applied to transactions between Canadian libraries. The libraries
will exchange documents priced in CDN$. The current exchange rate is applied at the time the
file is uploaded to EFTS and carried forward as US$.
Deposits, redistributions and all other transactions will remain solely in US$.
NSCNVA submits the
transaction by uploading a
transaction file or using the
online transaction system.
Data is
sent to
EFTS
EFTS processes the
transaction at the time it is
uploaded and detects an
intra-Canadian transaction
for CDN$11.00.
Currency conversion will be inferred from the identity of the loaning and borrowing countries:
Both libraries are in the USA: The transaction is assumed to be in US$.
Both libraries are in Canada: The transaction is assumed to be in CDN$.
The loaning library is in the USA and the borrower in Canada: The transaction is
assumed to be in US$.
The loaning library is in Canada and the borrower in the USA. Because Canadian
libraries typically charge US libraries in US$, the transaction is assumed to be in US$.
Interbank Exchange Rates
EFTS
EFTS requests the current
CDN$/US$ conversion rate
(0.876543) from an on-line
service at the time of the
upload.
The transaction is stored as
the equivalent US$ ($9.64)
along with the
conversion rate.
Reports for Canadian
libraries show intra-Canadian
transactions in US$ with the
CDN$ equivalent and
conversion rate. All other
transactions are shown in
US$ only.
The prices quoted by EFTS are based on interbank market rates. Retail rates, which are used by
credit cards or cash exchanges in banks or other exchange services, usually include 1 to 10 percent
margins on the top of the interbank rates.
By using the interbank rates in our calculations, EFTS provides you with the best possible
exchange rate with no premiums!
Promotional Items
When logged
in as a
‘member’…
…you may
request items be
sent to you for an
upcoming event
or presentation.
Coming Soon …………
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Move system to new platform
Killing (more) bugs!
Batch delete function in Online
Transaction File
Detailed information regarding
transactions processed overnight
Add “Release Notes” to website
Testimonials
I'm more than happy to sing the praises of EFTS. It has
reduced my workload tremendously! And my Accounts
Payable department LOVES not having to cut dozens of
individual checks every month for $11.00 each. I was once
told by our AP department that the average cost to
process one check was about $110.00. If that isn't an
incentive for joining EFTS, I don't know what is!
-Molly Harrington, MLS, AHIP /St. Joseph's Hospital & Med
Center Phoenix, AZ
I serve 5 rural hospitals-- EFTS is a life saver for us, enabling
us to acquire articles from out of state that would surely
otherwise be unavailable. Sometimes the direct impact on care
is hard to assess, but I would hate to find out.
-Kathleen Hughes, Community Memorial Hospital Hamilton, NY
Reminder…
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Log on!
Review your OTF – Error table
LIBID on all correspondence
AC representation in every region
Call Me!
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Office staffed weekdays 8:00 am – 4 pm
Questions, comments, concerns and
SUGGESTIONS always welcome
Contact us:
efts@uchc.edu
https://efts.uchc.edu
1-866-561-5045