CHLA Annual MeetingOttawa2007

EFTSGoin’ 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.eduFollow 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

‘members 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

NSCNVA loans a document to ONCMMU

for CDN$11.00.

NSCNVA submits the transaction by uploading a transaction file or using the online transaction system.

Library

EFTS processes the transaction at the time it is uploaded and detects an

intra-Canadian transactionfor CDN$11.00.

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.

EFTS

Data is sent to EFTS

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$.

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

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!

The EFTS Exchange Process Between Canadian & US Libraries

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 welcomeContact us:

efts@uchc.eduhttps://efts.uchc.edu

1-866-561-5045