CHLA Annual Meeting Ottawa 2007
EFTS Goin’ North!
Staff
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!!!
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
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 …………
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…
Log on! Review your OTF – Error table LIBID on all correspondence AC representation in every region
Call Me!
Office staffed weekdays 8:00 am – 4 pm Questions, comments, concerns and SUGGESTIONS always welcome Contact us:
[email protected] https://efts.uchc.edu 1-866-561-5045
