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Glossary of EFTS Terms


A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

A

Account
Account maintained by the University of Connecticut Health Center (UCHC) on behalf of the EFTS member. Balance is credited or debited accordingly. Funds can be added by check, credit card (VISA/MC) or wire transfer.

Account Balance
The current balance of an account.

Advisory Committee
Advisory panel comprised of representatives from each NN/LM Region, members from the National Library of Medicine and the EFTS Staff. Committee's purpose is to advise the program on direction and issues.

Application Form
Form used at the starting point of 4 step EFTS application process, to be filled out online and submitted https://efts.uchc.edu/Common/Application.aspx

Average Debit
Monthly average amount spent calculated on a calendar year basis. Used to determine when additional funds are to be deposited to an account.
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B

Balance
Balance of an account representing the amount of funds available for transactions.

Borrower
The library which received the interlibrary loan and will be billed in EFTS. The borrower does not need to upload data files as the lender will bill them.
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C

Charge
The amount billed by the lender against a borrower's account. This amount can not exceed $999.99 per single transaction.

CLIO
CLIO is a Windows-based interlibrary loan management system developed by CLIO Software. http://cliosoftware.com/

Credit Card
Visa and Master Card are accepted by the EFTS for payment of deposits.
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D

Data File
File lenders submit to EFTS to collect fees for transactions. The file must conform to a defined form and may be submitted at anytime 24/7.

Debit Summary
Portion of the Monthly Statement that details the charges against that account; displays the transactions that were uploaded by a lender and payment for such collected.

Directory
Listing of Electronic Fund Transfer System (EFTS) members:   https://efts.uchc.edu/common/MembersDirectory.aspx

DOCLINE
The interlibrary loan request and referral system maintained by the National Library of Medicine (NLM) . EFTS is based on the DOCLINE request fields and the files submitted for EFTS processing include fields from the DOCLINE request.
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E

EFTS
Electronic Fund Transfer System.

E-mail Address
E-mail address of the EFTS office efts@uchc.edu

Error Codes
Codes that explain why an individual transaction was rejected.

Error Description
Field in Error Transaction Table that explains why an individual transaction was rejected.
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F

Fees
Charges assessed by the EFTS system. May include six percent (6%) charged to lenders for uploaded transactions or Low Balance Fees for an account balance falling below $0 for three consecutive months.

FEIN
A Federal Tax ID Number (FEIN), issued by the IRS. Needed by the EFTS office to issue redistribution checks.

File
Data file of transactions submitted by the lender at least on a monthly basis as a courtesy but can be submitted anytime 24/7.
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I

ILL
Inter Library Loan

ILLIad
OCLC's ILLiad Resource Management software (OCLC ILLiad) which automates routine interlibrary loan functions.

Invoice
Downloadable document that can be filled out and used by a library to request funds from their institution for deposit in an EFTS account.
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L

Lender
The library which supplied the interlibrary loan and is billing the borrower through EFTS. Lenders need to submit a data file for the transactions they wish to bill.

LIBID
The Library Identification assigned by the National Library of Medicine (NLM). A six letter code in which the first two letters identify the state, the middle letter identifies country (U for U.S.) and the last three letters are the old SERHOLD ID codes (e.g., CTUCON).

Low Balance Fee
If an account balance falls below $0 for three consecutive months, it is subject to a $25 fee per month it remains below $0 up to a maximum of $75.
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M

Members List
Listing of members in the EFTS.   https://efts.uchc.edu/common/MembersDirectory.aspx

Memorandum of Agreement
Legal agreement needed to establish an EFTS account.
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N

NLM
National Library of Medicine

NN/LM
National Network of Libraries of Medicine

Net Lender
Library that lends more than it borrows. On a quarterly basis, these members are identified by the system and may opt for a redistribution check.
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O

Online Application
Starting point of 4 step EFTS application process, to be filled out online and submitted https://efts.uchc.edu/common/MembersDirectory.aspx
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Q

Quarterly Redistribution
Net lenders are offered the opportunity on a quarterly basis to receive a check for a majority of their account balance. Checks are issued in January, April, July and October.

QuickDOC
Third party software program designed for the management of DOCLINE activity. QuickDOC QuickDOC can create properly formatted EFTS transaction files.
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R

Redistribution
Amounts offered on a quarterly basis to net lenders with account balances

Region 1
National Network of Libraries of Medicine (NN/LM) defined region (Middle Atlantic Region - MAR) constituting the states of Delaware, New Jersey, New York, Pennsylvania

Region 2
National Network of Libraries of Medicine (NN/LM) defined region (Southeastern Atlantic Region - SEA) constituting the states of Alabama, Florida, Georgia, Maryland, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, West Virginia, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands

Region 3
National Network of Libraries of Medicine (NN/LM) defined region (Greater Midwest Region - GMR) constituting the states of Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, North Dakota, Ohio, South Dakota, Wisconsin

Region 4
National Network of Libraries of Medicine (NN/LM) defined region (Mid continental Region - MCR) constituting the states of Colorado, Kansas, Missouri, Nebraska, Utah, Wyoming

Region 5
National Network of Libraries of Medicine (NN/LM) defined region (South Central Region - SCR) constituting the states of Arkansas, Louisiana, New Mexico, Oklahoma, Texas

Region 6
National Network of Libraries of Medicine (NN/LM) defined region (Pacific Northwest Region - PNR) constituting the states of Alaska, Idaho, Montana, Oregon, Washington

Region 7
National Network of Libraries of Medicine (NN/LM) defined region (Pacific Southwest Region - PSR)(Pacific Southwest Region - PSR) constituting the states of Arizona, California, Hawaii, Nevada, and U.S. Territories in the Pacific Basin

Region 8
National Network of Libraries of Medicine (NN/LM) defined region (New England Region - NER) constituting the states of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont

Reports
Link which brings the member to information regarding the Current (calendar) Month’s activity, Accounting Month activity and History Summary Activity for either a period of time or a Detailed Statement for any closed month
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S

Service Fee
The amount charged to process and collect on behalf of the lending library. Calculated as six percent (6%) of the amount being billed.

Statement
Statement that details activity in the account during the any closed month showing credits, debits, fees and deposits; available in member's Reports section – History – Detailed Statement for: (month)(year)

Status
Status of an account.

A
stands for ACTIVE and in good standing.

I
stands for account temporarily INACTIVE, possibly due to insufficient funds.

T
stands for account TERMINATED. Charges against an account that is in a TERMINATED status should be billed via an alternate method.
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T

Transaction
An exchange of goods or services for a fee. EFTS transactions are typically DOCLINE or OCLC interlibrary loans with a charge.
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U

UCHC
University of Connecticut Health Center (UCHC), located in Farmington, CT.

Uploading
Process of submitting data files for processing.
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EFTS Lyman Maynard Stowe Library MC 4003 • University of Connecticut Health Center • 263 Farmington Avenue, Farmington CT 06034-4003
Email: efts@uchc.edu • Phone: (860) 679-4500 • Toll-Free: (866) 561-5045 • Facsimile: (860) 679-1305