=========================================================================
Date: Tue, 3 Apr 2001 10:58:28 -0700
Reply-To: Julia Graham
Sender: ILL Records Management Software User's Group
From: Julia Graham
Subject: a very weird thing happened on the way to updating a record...
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
This is a mystery that I've never seen before in CLIO.
We went to update a record this morning (it's an item that only had ONE
OCLC request...I didn't do another workform from an unfilled or anything)
and the lending string that CLIO showed is NOT the one on the workform. In
fact, the lending library's code wasn't anywhere in the string at all, nor
were *any* of the other libraries. I double-checked this and it's not that
we entered an incorrect number or that the record doesn't match. Where in
heaven's name did Clio grab this mystery lending string from? And how the
heck do we put the correct library in??? (we tried typing it manually, and
Clio gave an error message saying that wasn't one of the choices).
Julia
****************************************************************************************************************************************
Julia Graham
Borrowing, Interlibrary Loan
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
=========================================================================
Date: Wed, 4 Apr 2001 09:04:37 -0700
Reply-To: Julia Graham
Sender: ILL Records Management Software User's Group
From: Julia Graham
Subject: suggestions for email notice...
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
Good afternoon,
I'm about at my wit's end at figuring out the best way to word the notice
for our users when their materials come in.
So I figured I'd poll other users and see what you do. Our problem stems
from the fact that there isn't quite enough characters in the email
notification for all the blather we want to send out.
Here's the sitch.
We hold ALL books for all users at Circulation. We mail photocopies for
faculty, staff and 2 departments of grads. All others are held at the desk.
Because CLIO captures the title, whether it's a book title or the journal
title (*not* the article title, which would make more sense to the
users...), and because patrons never remember what the heck they ordered,
we have to put in some sort of notification about whether this is a copy or
a loan. Of course, the easiest way is to say that if it has a due date,
it's a loan (excepting those few libraries that insist on updating copies
as loans and that throws EVERYthing off...) and if it doesn't, it's a
copy. But then we have to tell them where the item is. And that's where
the problem comes in. And of course, people show up 3 seconds after the
email goes out and want their stuff. So we have to tell them to not come
here immediately as well. And that's just too much information for the
small amount of text allowed.
Every time I change it so it makes a bit more sense, someone comes in and
says "I don't understand this message." So I figured maybe someone out
there in Clio land might have some ideas about how to word something that
needs so much information.
Suggestions?
thanks,
Julia
****************************************************************************************************************************************
Julia Graham
Borrowing, Interlibrary Loan
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
=========================================================================
Date: Fri, 6 Apr 2001 15:33:39 -0500
Reply-To: "Vance, Kendall"
Sender: ILL Records Management Software User's Group
From: "Vance, Kendall"
Subject: Renewal request
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Is it possible to request a renewal using "any" as the request date from
within Clio?
Thank you,
Kendall Vance
Interlibrary Loan/Periodicals Management Assistant
Waubonsee Community College
Todd Library
Route 47 at Harter Rd.
Sugar Grove, IL 60554
Ph# 630.466.7900 x2333
Fax# 630.466.7799
kvance@mail.wcc.cc.il.us
webpage: http://chat.wcc.cc.il.us/~kvance
=========================================================================
Date: Thu, 5 Apr 2001 18:31:46 -0400
Reply-To: larry
Sender: ILL Records Management Software User's Group
From: larry
Subject: Re: suggestions for email notice...
Comments: To: Julia Graham
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Hi,
We are in the process of implementing multiple email notices which I believe
would address this problem. A number of users have mentioned the idea of
having a different notice for different pickup locations and/or situations.
This will be part of the set of upgrades leading to Clio 3.0
Larry Perkins
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391 F: 603-487-2833
----- Original Message -----
From: "Julia Graham"
To:
Sent: Wednesday, April 04, 2001 12:04 PM
Subject: [CLIO] suggestions for email notice...
> Good afternoon,
> I'm about at my wit's end at figuring out the best way to word the notice
> for our users when their materials come in.
> So I figured I'd poll other users and see what you do. Our problem stems
> from the fact that there isn't quite enough characters in the email
> notification for all the blather we want to send out.
>
> Here's the sitch.
> We hold ALL books for all users at Circulation. We mail photocopies for
> faculty, staff and 2 departments of grads. All others are held at the
desk.
> Because CLIO captures the title, whether it's a book title or the journal
> title (*not* the article title, which would make more sense to the
> users...), and because patrons never remember what the heck they ordered,
> we have to put in some sort of notification about whether this is a copy
or
> a loan. Of course, the easiest way is to say that if it has a due date,
> it's a loan (excepting those few libraries that insist on updating copies
> as loans and that throws EVERYthing off...) and if it doesn't, it's a
> copy. But then we have to tell them where the item is. And that's where
> the problem comes in. And of course, people show up 3 seconds after the
> email goes out and want their stuff. So we have to tell them to not come
> here immediately as well. And that's just too much information for the
> small amount of text allowed.
>
> Every time I change it so it makes a bit more sense, someone comes in and
> says "I don't understand this message." So I figured maybe someone out
> there in Clio land might have some ideas about how to word something that
> needs so much information.
>
> Suggestions?
>
> thanks,
> Julia
>
>
****************************************************************************
************************************************************
> Julia Graham
> Borrowing, Interlibrary Loan
> Humboldt State University
> 1 Harpst St.
> Arcata, CA 95521
> 707-826-4889
>
=========================================================================
Date: Mon, 9 Apr 2001 11:56:48 -0400
Reply-To: Andrew Richmond
Sender: ILL Records Management Software User's Group
From: Andrew Richmond
Organization: Public Library of Mt. Vernon and Knox County
Subject: CLIO - Non-Standard Use
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
We are a medium-size public library. All of our interlibrary loan goes
through a consortial system, even our OCLC requests. Most of the
information in our setup manual seems to apply only to systems that link
directly with OCLC or ALA. Is there any way to customize the system so
that we can use it primarily for our internal record? Are there any
libraries in a similar situation that have found a way to work with
CLIO?
Thanks for any help you can give us.
--
Andrew S. Richmond
Reference Librarian
Public Library of Mount Vernon and Knox County
201 North Mulberry Street
Mount Vernon, Ohio 43050
(740)392-BOOK
http://www.knox.net
Ask a librarian, not Jeeves.
"But the USDA said the matter is not considered a food safety issue
since no harm will come from eating a deep fried chicken head."
-Daily Press News, Hampton Roads, VA
=========================================================================
Date: Wed, 11 Apr 2001 07:45:58 -0400
Reply-To: Larry Perkins
Sender: ILL Records Management Software User's Group
From: Larry Perkins
Subject: New Clio Request Manual
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Hello,
There is a new, improved, expanded manual for Clio Request now available.
Go to our web site. In the left column of links, there is one for
"Manuals". Click there and you will go to a page where you may download
the new one in either Word or PDF format.
Hope you find it helpful!! Please let us know if there are areas that
could still be improved.
Larry
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391
F: 603-487-2833
URL:
=========================================================================
Date: Tue, 10 Apr 2001 13:03:15 -0700
Reply-To: "Jennifer Walker, ILL"
Sender: ILL Records Management Software User's Group
From: "Jennifer Walker, ILL"
Subject: Collection Development Statistics
Comments: cc: scottk@cats.ucsc.edu
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Hi folks,
We were looking at the collection development statistics yesterday and were
confused by the column heading "Transactions per Patron." So if a patron
requests a title, say Jennifer Walker requests "The Poisonwood Bible,"
that's one. If I renew it, still one. If I return the book and then
request the same title again? One or two?
What if I'm Jennifer Walker and I'm requesting 170 articles from "Journal
of interlibrary loan, document delivery & information supply." One
reqeust or 170?
Thanks,
Jennifer
=========================================================================
Date: Wed, 11 Apr 2001 15:28:49 -0400
Reply-To: larry
Sender: ILL Records Management Software User's Group
From: larry
Subject: Re: Collection Development Statistics
Comments: To: "Jennifer Walker, ILL"
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
----- Original Message -----
From: "Jennifer Walker, ILL"
To:
Sent: Tuesday, April 10, 2001 4:03 PM
Subject: [CLIO] Collection Development Statistics
> Hi folks,
>
> We were looking at the collection development statistics yesterday and
were
> confused by the column heading "Transactions per Patron." So if a patron
> requests a title, say Jennifer Walker requests "The Poisonwood Bible,"
> that's one. If I renew it, still one. If I return the book and then
> request the same title again? One or two?
Two.
> What if I'm Jennifer Walker and I'm requesting 170 articles from "Journal
> of interlibrary loan, document delivery & information supply." One
> reqeust or 170?
170
Larry Perkins
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391 F: 603-487-2833
=========================================================================
Date: Wed, 11 Apr 2001 20:46:26 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Collection Development Statistics
Comments: To: "Jennifer Walker, ILL"
In-Reply-To: <3.0.1.32.20010410130315.0085f180@cats.ucsc.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Jennifer,
The collection development report is grouped by the patron's department.
The transactions are the various ILL requests that have been made for that
particular department from one patron for a given period. If I had made a
request for a book entitled Jefferson 4 times then there would be a count of
four transactions for me. So if I were in the English department then it
would show the English department, an abbreviated title, how many times I
requested the book, author, etc. If someone else had requested this same
book from the same department then there would still be another line with
English as the department, an abbreviated title of the book, how many time
they requested the book, etc.
This would be the same for the Collection Development report for Copies. If
I requested and received 170 copies of the Journal of Interlibrary Loan then
you would see 170 transactions. All the transactions displayed on that one
line would be from me. If someone requested and received a copy from the
same journal then there would be another line with his or her number of
transactions from this journal.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Jennifer Walker, ILL
Sent: Tuesday, April 10, 2001 3:03 PM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] Collection Development Statistics
Hi folks,
We were looking at the collection development statistics yesterday and were
confused by the column heading "Transactions per Patron." So if a patron
requests a title, say Jennifer Walker requests "The Poisonwood Bible,"
that's one. If I renew it, still one. If I return the book and then
request the same title again? One or two?
What if I'm Jennifer Walker and I'm requesting 170 articles from "Journal
of interlibrary loan, document delivery & information supply." One
reqeust or 170?
Thanks,
Jennifer
=========================================================================
Date: Fri, 13 Apr 2001 08:16:09 -0700
Reply-To: Troy Christenson
Sender: ILL Records Management Software User's Group
From: Troy Christenson
Organization: Eastern Washington University
Subject: Lending notes
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
Hi Folks,
Does any one know why lending notes that are entered during the update
process via constant data are not transferred directly into clio like
the status changes do?
Troy
--
**********************************************************************
** Troy Christenson E-Mail: tchristenson@mail.ewu.edu **
** Resource Sharing Manager Dept. E-mail: ewuill@mail.ewu.edu **
** Eastern Washington University Tel: (509) 359-2819 Fax: 359-6456 **
** Libraries 100 LIB OCLC: WEA NUC Code: WaChenE **
** 816 F Street ARIEL: ARIEL.EWU.EDU **
** Cheney, WA 99004-2453 USA ARIEL: 146.187.156.72 **
** **
** http://www.library.ewu.edu/services/ill/mainpage.html **
**********************************************************************
=========================================================================
Date: Tue, 17 Apr 2001 07:25:36 -0500
Reply-To: Heather Ballestad
Sender: ILL Records Management Software User's Group
From: Heather Ballestad
Organization: UW-Madison GLS
Subject: Downloading records
MIME-Version: 1.0
Content-Type: multipart/mixed; boundary="------------2B83987B2D4ABF97A28E7215"
This is a multi-part message in MIME format.
--------------2B83987B2D4ABF97A28E7215
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Is any one else experiencing the problem of more records entering Clio
then you downloaded in Microenhancer? Many times we are downloading 40
records in directed produced and Clio will enter 100+ records. Is this a
common problem and is there a way to avoid it?
Thank you,
Heather Ballestad
UW-Madison
Interlibrary Loan
--
_
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adr:;;;;;;
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email;internet:hballestad@library.wisc.edu
title:Interlibrary Loan
fn:Heather Ballestad
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=========================================================================
Date: Wed, 18 Apr 2001 15:02:39 -0500
Reply-To: Michael May
Sender: ILL Records Management Software User's Group
From: Michael May
Organization: Lawrence University
Subject: lending statistics
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
My library lends items to a group of libraries that submit requests
through a consortium which uses one OCLC record with one symbol. This
consortium requires my library to keep lending statistics by individual
libraries within the consortium. The only location this data appears on
the requests is in the "ship to:" fields. Given this data, and using
Clio 2.0, is there a way I can keep lending statistics by individual
libraries for the consortium?
Michael May
Interlibrary Loan
Lawrence University Library
Appleton, 54911
ph 920-832-6758
fax 920-832-6967
michael.p.may@lawrence.edu
=========================================================================
Date: Thu, 19 Apr 2001 11:26:02 -0400
Reply-To: dsharp@LEXMARK.COM
Sender: ILL Records Management Software User's Group
From: Debbie Sharp
Subject: savescreen in Clio 2
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
I need help with the savescreen in Clio 2.
Getting OCLC records from the savescreen file works fine in Clio1.2 but does not
work in Clio2. When I try to get records in Clio 2 I get the message that "the
file is not present or the directory is incorrect."
I have checked the directory name. It is C:\OCLCAPPS. The file name is
screens.svs. I can import the records that I have savescreened into Clio 1.2
then open up Clio 2 and the records are there, but I cannot import them
directly. Any suggestions?
Debbie Sharp
Lexmark Information Center
=========================================================================
Date: Thu, 19 Apr 2001 10:51:36 -0500
Reply-To: Susan Baumbach
Sender: ILL Records Management Software User's Group
From: Susan Baumbach
Subject: LENDING BOOKSTRAP
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Is there a way of modifing the lending bookstrap?
I would like to get our return address to print on the same side as all the
rest of the information.
Thanks,
Susan Baumbach
Library Technical Assistant
Interlibrary Loan
O'KEEFE LIBRARY
SAINT AMBROSE UNIVERSITY
518 W LOCUST
319-333-6467
DAVENPORT IA 52803
(319) 333-6467
FAX (319) 333-6248
Ariel: 199.120.124.103
E-mail: sbaumbah@saunix.sau.edu
=========================================================================
Date: Mon, 23 Apr 2001 09:59:04 -0400
Reply-To: "Hedreen Rebecca C."
Sender: ILL Records Management Software User's Group
From: "Hedreen Rebecca C."
Subject: Help: ClioRequest
MIME-Version: 1.0
Content-Type: text/plain; charset="US-ASCII"
Content-Transfer-Encoding: quoted-printable
We had ClioRequest working fine, and then we had a network crash. Now,
ClioRequest cannot send to OCLC. When we click the send button, the
messages for logging onto OCLC come up fine and then it sticks at
Sending message 1. The only way to get out is CTRL-ALT-DEL and go into
the Task Manager to shut it down. According to Task Manager, The MS
Access process is using 98-99% of the available CPU processing memory.
I tried reinstalling ClioRequest, but that hasn't helped. We have no
problem accessing OCLC via Passport. We are running Clio and
ClioRequest on an NT machine with plenty of available memory. We have
about 2 dozen requests sitting in ClioRequest, if that makes a
difference, most of which were added manually.
Has anyone run into this before? Any suggestions?
Rebecca Hedreen
Librarian, ILL and Circulation
Frederick Douglass Library
University of Maryland Eastern Shore (UME)
Backbone Rd.
Princess Anne, MD 21853, USA
(410) 651-6270 fax (410) 651-7597
Ariel: 131.118.123.16
=========================================================================
Date: Mon, 23 Apr 2001 12:57:21 -0600
Reply-To: "Sims, Larry"
Sender: ILL Records Management Software User's Group
From: "Sims, Larry"
Subject: screens.svs
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Hi List,
When we use clio request the screens.svs file disappears and we have to
reinstall it. What is the problem? Are we doing something wrong or is
there a setup problem?
Larry Sims
New Mexico Highlands University
505-454-3330
=========================================================================
Date: Mon, 23 Apr 2001 15:13:13 -0400
Reply-To: Cheryl Lafountain
Sender: ILL Records Management Software User's Group
From: Cheryl Lafountain
Organization: SUNY Plattsburgh - Feinberg Library
Subject: Clio Request
MIME-version: 1.0
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This is a multi-part message in MIME format.
--------------94F7AD243A920FCFC138F841
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hello - We have loaded Clio Request and are attempting to put test
records into Clio Request. We are not able to pull them up in OCLC. Is
there a delay before they appear or should it be immediate? Should they
appear in the message file? If so where - in the Review file. As you can
see - we are a quite confused.
Also - could we have done this through the basic Clio program - without
using Clio Request?
Thank you.
Cheryl
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tel;fax:518-564-5209
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url:www.plattsburgh.edu
org:SUNY Plattsburgh - Feinberg Library;Interlibrary Loan/Document Delivery
adr:;;2 Draper Avenue;Plattsburgh;NY;12901;USA
version:2.1
email;internet:Cheryl.lafountain@plattsburgh.edu
title:Cheryl Lafountain - ILL/DD Facilitator
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--------------94F7AD243A920FCFC138F841--
=========================================================================
Date: Tue, 24 Apr 2001 12:27:06 -0400
Reply-To: Anna Reed
Sender: ILL Records Management Software User's Group
From: Anna Reed
Organization: SUNY Delhi
Subject: ClioRequest not reading mail
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
We have just "tried" starting to use ClioRequest. First we thought we
had a problem with the subject line - we didn't have one. Thanks to Ben
Hogben for the tip about setting the subject line to accept a blank.
We sent a bogus request and it read fine. With in a couple of minutes we
sent a real request. When we ask ClioRequest to get new messages, we get
" no new messages to read" when in fact there is. We have since received
other messages and always get the same error message. Anyone have some
suggestions for us?
Anna Reed
SUNY-Delhi
reedam@delhi.edu
=========================================================================
Date: Tue, 24 Apr 2001 15:53:02 -0400
Reply-To: Sarah Akers
Sender: ILL Records Management Software User's Group
From: Sarah Akers
Subject: Windows NT
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Our systems people want us to go over to Windows NT. Is Clio compatible
with this operating system, or should we hold out? (Our Cataloging
Dept. reports all kinds of difficulties with NT and OCLC.) Any insights
would be helpful. Thanks
Sarah Akers
Interlibrary Loans
Bierce Library, University of Akron
margare@uakron.edu
=========================================================================
Date: Wed, 25 Apr 2001 09:22:51 -0400
Reply-To: Tom Klingler
Sender: ILL Records Management Software User's Group
From: Tom Klingler
Subject: Re: Windows NT
Comments: To: Sarah Akers
In-Reply-To: <3AE5D99E.E0F7EA1A@uakron.edu>
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii" ; format="flowed"
At 3:53 PM -0400 4/24/01, Sarah Akers wrote:
>Our systems people want us to go over to Windows NT. Is Clio compatible
>with this operating system, or should we hold out? (Our Cataloging
>Dept. reports all kinds of difficulties with NT and OCLC.) Any insights
>would be helpful. Thanks
>
>Sarah Akers
>Interlibrary Loans
>Bierce Library, University of Akron
>margare@uakron.edu
=======
4-25-01
Sarah,
Hi! We've run Clio under NT for several years with no problems.
Same goes for OCLC Passport for Windows and ILL MicroEnhancer. I
can't imagine NT/OCLC problems unless your folks are setting the NT
permissions too tight, e.g., so tight as to not allow the OCLC app to
have access to particular necessary files.
Properly configured, NT on the workstation makes for a rock-solid environment.
----------------------------------------
Tom Klingler
Systems Dept.
Libraries & Media Services
Kent State University
Kent, OH.
U.S.A.
44242-0001
330-672-1646
330-672-4811(fax)
tk@kent.edu
--------------------------------------------------------
"I base most of my fashion taste on what doesn't itch."
--Gilda Radner.
--------------------------------------------------------
=========================================================================
Date: Wed, 25 Apr 2001 13:12:58 -0400
Reply-To: Tim Bishop
Sender: ILL Records Management Software User's Group
From: Tim Bishop
Subject: Setup, return address
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
I just printed my first lending bookstrap. Everything looks fine except =
the return to address is blank in both places. I DID set up all 4 =
addresses in preferences/addresses so I'm at a loss as to why this would =
remain blank. Any suggestions?
Tim Bishop
William Hessel Library
Lake Michigan College
2755 East Napier Avenue
Benton Harbor, MI 49022
616.927.8100 ext 5027
Disclaimer: Any errors in spelling, tact, or fact are transmission=20
errors.
=========================================================================
Date: Wed, 25 Apr 2001 15:47:45 -0400
Reply-To: Tim Bishop
Sender: ILL Records Management Software User's Group
From: Tim Bishop
Subject: [Clio] - bookstrap address
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
I've tried those things and didn't help. The address I typed in for the =
bookstrap that appears at the top of the strap is fine. It's the two =
return to: sections that are blank. I had a dash in the address so I took =
that out and replaced it with a slash. Maybe that will help. We'll see =
when I get the next request.
Thanks.
Tim Bishop
William Hessel Library
Lake Michigan College
2755 East Napier Avenue
Benton Harbor, MI 49022
616.927.8100 ext 5027
Disclaimer: Any errors in spelling, tact, or fact are transmission=20
errors.
=========================================================================
Date: Wed, 25 Apr 2001 15:50:12 -0400
Reply-To: Tim Bishop
Sender: ILL Records Management Software User's Group
From: Tim Bishop
Subject: [Clio] - icon
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
When I installed Clio the program I downloaded didn't have an icon =
associated with it. Can someone send me the icon for clio. It's probably =
in the c:\programfiles\clio2 directory with a .ico extension.
Thanks.
Tim Bishop
William Hessel Library
Lake Michigan College
2755 East Napier Avenue
Benton Harbor, MI 49022
616.927.8100 ext 5027
Disclaimer: Any errors in spelling, tact, or fact are transmission=20
errors.
=========================================================================
Date: Thu, 26 Apr 2001 12:17:33 +0900
Reply-To: "Poon, Sau Ping"
Sender: ILL Records Management Software User's Group
From: "Poon, Sau Ping"
Subject: Two questions on ClioRequest
Comments: cc: lbpk@ust.hk
MIME-Version: 1.0
Content-Type: TEXT/PLAIN; charset=US-ASCII
We have downloaded ClioRequest for testing and I have the following
questions:
1. ClioRequest is now an add-on and runs on standalone computer. E-mail
requests downloaded are stored on the local drive. In the future when
ClioRequest is bundled with Clio, can the data be stored on the network
and accessed from different computers?
2. Can the request form in ClioRequest be more consistent with the one in
Clio? Some fields in Clio are not available in ClioRequest and vice versa.
Since we need to edit the requests quite often and add special remarks in
the Borrowing Note field and Description field for report purposes, it
will be more convenient if we can do everything in ClioRequest and don't
have to go into Clio again to edit the fields not available in
ClioRequest.
Thank you for any comments and help.
Poon, Sau Ping (Ms.)
Document Supply Service Librarian
Hong Kong University of Science & Technology Library
=========================================================================
Date: Thu, 26 Apr 2001 11:18:30 -0500
Reply-To: "Henderson, Tom"
Sender: ILL Records Management Software User's Group
From: "Henderson, Tom"
Subject: updating borrowing
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Is there a way to set a default for the method in which copies are received?
Most of our articles are received by Ariel but we have to choose from the
drop-down list every time. Any solution?
____________________________________________________________
Tom Henderson | Acting College Librarian
Millsaps-Wilson Library | Millsaps College
1701 North State Street | Jackson, Mississippi 39210-1066
601-974-1070 | fax 601-974-1082
http://library.millsaps.edu/library/ | hendetw@millsaps.edu
=========================================================================
Date: Thu, 26 Apr 2001 12:37:23 -0400
Reply-To: larry
Sender: ILL Records Management Software User's Group
From: larry
Subject: Re: Two questions on ClioRequest
Comments: To: "Poon, Sau Ping"
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Hi,
Both items mentioned are being incorporated as part of the merge of Clio and
ClioRequest into Clio 3.0
Larry Perkins
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391 F: 603-487-2833
----- Original Message -----
From: "Poon, Sau Ping"
To:
Sent: Wednesday, April 25, 2001 11:17 PM
Subject: [CLIO] Two questions on ClioRequest
> We have downloaded ClioRequest for testing and I have the following
> questions:
>
> 1. ClioRequest is now an add-on and runs on standalone computer. E-mail
> requests downloaded are stored on the local drive. In the future when
> ClioRequest is bundled with Clio, can the data be stored on the network
> and accessed from different computers?
>
> 2. Can the request form in ClioRequest be more consistent with the one in
> Clio? Some fields in Clio are not available in ClioRequest and vice versa.
> Since we need to edit the requests quite often and add special remarks in
> the Borrowing Note field and Description field for report purposes, it
> will be more convenient if we can do everything in ClioRequest and don't
> have to go into Clio again to edit the fields not available in
> ClioRequest.
>
=========================================================================
Date: Thu, 26 Apr 2001 14:28:06 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: updating borrowing
Comments: To: "Henderson, Tom"
In-Reply-To: <8981EEE6F982D411907A00D0B79E92507EDA1F@topaz3.millsaps.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Tom,
There is not a way to set a default at this time for Received Via: when
updating a request to Received. You will have to continue to select it when
updating. If you have Access you could create a query that would query for
requests that were received as copy for a given date then have the query
update the records with the appropriate Received Via status. If you would
be interested in a query like this let me know.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Henderson, Tom
Sent: Thursday, April 26, 2001 11:19 AM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] updating borrowing
Is there a way to set a default for the method in which copies are received?
Most of our articles are received by Ariel but we have to choose from the
drop-down list every time. Any solution?
____________________________________________________________
Tom Henderson | Acting College Librarian
Millsaps-Wilson Library | Millsaps College
1701 North State Street | Jackson, Mississippi 39210-1066
601-974-1070 | fax 601-974-1082
http://library.millsaps.edu/library/ | hendetw@millsaps.edu
=========================================================================
Date: Thu, 26 Apr 2001 15:33:16 -0400
Reply-To: "Grove, Betty"
Sender: ILL Records Management Software User's Group
From: "Grove, Betty"
Subject: CLIO INVOICES
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Hi,
Are making CLIO invoices going to be any easier? Will CLIO 3.0 be easier to
use for invoices? It is
so confusing now.
For example:
I noticed that when after making an invoice, my "ship to" date and the "date
due" dates change
on my ILL CLIO record.
So after making the invoice, I have to go make into the CLIO lending record
and change them back to the correct date.
Why is this?
Also, will we be able to make a 2nd copy of the original invoice to send out
again to that school library that refuses to pay the first time?
Betty Grove
ILL Dept.
Brevard Comm. College Library
Cocoa, FL
=========================================================================
Date: Thu, 26 Apr 2001 15:01:17 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: [Clio] - bookstrap address
Comments: To: Tim Bishop
In-Reply-To:
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
This problem can be due to a missing record in the MyAddress table. Start
Clio in Access mode. This is done by clicking on the Clio shortcut then
immediately hold down the shift key. You should see the normal Access
window. Select the tables tab. Look for the table named MyAddress. Open
it. You should see four records. One for each of the following Types:
Notices, Billing, ALAForm and Lending. In your situation the Lending type
is missing add this record. Enter Lending in the Type field then the
appropriate address information for the following fields. Once completed
close Access.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Tim Bishop
Sent: Wednesday, April 25, 2001 2:48 PM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] [Clio] - bookstrap address
I've tried those things and didn't help. The address I typed in for the
bookstrap that appears at the top of the strap is fine. It's the two return
to: sections that are blank. I had a dash in the address so I took that out
and replaced it with a slash. Maybe that will help. We'll see when I get
the next request.
Thanks.
Tim Bishop
William Hessel Library
Lake Michigan College
2755 East Napier Avenue
Benton Harbor, MI 49022
616.927.8100 ext 5027
Disclaimer: Any errors in spelling, tact, or fact are transmission
errors.
=========================================================================
Date: Thu, 26 Apr 2001 17:31:53 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: CLIO INVOICES
Comments: To: "Grove, Betty"
In-Reply-To: <3B81D5C07C3BD111865E0000F8773029051D4B9B@cocoaex.brevard.cc.fl.us>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Betty,
If your Billing setup is set to create one invoice per item then to create
invoices without the shipped date and due date changing in Clio follow these
steps. First find the request that you need to create an invoice by going
to the Lending Request Search screen. Search for the lending request by its
ILL number. Once you have found the request that needs an invoice then
double click on the ILL number to bring up the Lending Request Details
screen. On this screen select Edit Record. In the Billing Method field
replace "None" with "Invoice". In the Lending Charges field enter an amount
you want to charge. After you have made these modifications to the request
select Close. Now, go to the Billings screen and select Create/Print New
Invoices. An invoice will now print for this request. If you need to
resend an invoice click on Review Invoices then search by invoice number or
ILL number for the invoice you want to send again. Once you have found the
invoice click on Print Retrieved Invoices. This will create another printed
invoice.
Judd Knight
Clio Software Support
-----Original Message-----
From: Grove, Betty [mailto:GroveB@brevard.cc.fl.us]
Sent: Thursday, April 26, 2001 4:45 PM
To: 'Judd Knight'
Subject: RE: [CLIO] CLIO INVOICES
When you do exactly as the Clio book says, and it says in making the
invoices to click on yes loan, when you update your records to ILLME and
then to OCLC, it picks up all those invoices you made that you said yes loan
to because the old due date has been changed to that new due date when it
says yes loan.
For example, I update an old ILL record with a due date of 3/20/01. Yet
when I make the invoice, the due date says 6/7/01 (which is the due date 6
wks from now for our yes loan to books). instead of the old due date of the
book. T hat new due date appears in the ILL record in CLIO and I have to
change that and then when I update my CLIO for the end of the day, any of
the invoices that I had made update also too because of that new due date.
Does this make sense to you?
Betty
-----Original Message-----
From: Judd Knight [mailto:judd@cliosoftware.com]
Sent: Thursday, April 26, 2001 5:05 PM
To: Grove, Betty
Subject: RE: [CLIO] CLIO INVOICES
Betty,
Do you create your invoices after you update your requests to YesCopy or
YesLoan?
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Grove, Betty
Sent: Thursday, April 26, 2001 2:33 PM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] CLIO INVOICES
Hi,
Are making CLIO invoices going to be any easier? Will CLIO 3.0 be easier to
use for invoices? It is
so confusing now.
For example:
I noticed that when after making an invoice, my "ship to" date and the "date
due" dates change
on my ILL CLIO record.
So after making the invoice, I have to go make into the CLIO lending record
and change them back to the correct date.
Why is this?
Also, will we be able to make a 2nd copy of the original invoice to send out
again to that school library that refuses to pay the first time?
Betty Grove
ILL Dept.
Brevard Comm. College Library
Cocoa, FL
=========================================================================
Date: Fri, 27 Apr 2001 13:13:16 -0400
Reply-To: "Grove, Betty"
Sender: ILL Records Management Software User's Group
From: "Grove, Betty"
Subject: Re: CLIO INVOICES
Comments: To: Judd Knight
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Judd,
Thanks so much for the info. Doing invoices this way is so much easier and
faster. Its like making
a cake from a cake mix, rather than scatch.
Thanks again, You made my day! Especially for a Friday!!!
Betty Grove
-----Original Message-----
From: Judd Knight [mailto:judd@CLIOSOFTWARE.COM]
Sent: Thursday, April 26, 2001 6:32 PM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: Re: [CLIO] CLIO INVOICES
Betty,
If your Billing setup is set to create one invoice per item then to create
invoices without the shipped date and due date changing in Clio follow these
steps. First find the request that you need to create an invoice by going
to the Lending Request Search screen. Search for the lending request by its
ILL number. Once you have found the request that needs an invoice then
double click on the ILL number to bring up the Lending Request Details
screen. On this screen select Edit Record. In the Billing Method field
replace "None" with "Invoice". In the Lending Charges field enter an amount
you want to charge. After you have made these modifications to the request
select Close. Now, go to the Billings screen and select Create/Print New
Invoices. An invoice will now print for this request. If you need to
resend an invoice click on Review Invoices then search by invoice number or
ILL number for the invoice you want to send again. Once you have found the
invoice click on Print Retrieved Invoices. This will create another printed
invoice.
Judd Knight
Clio Software Support
-----Original Message-----
From: Grove, Betty [mailto:GroveB@brevard.cc.fl.us]
Sent: Thursday, April 26, 2001 4:45 PM
To: 'Judd Knight'
Subject: RE: [CLIO] CLIO INVOICES
When you do exactly as the Clio book says, and it says in making the
invoices to click on yes loan, when you update your records to ILLME and
then to OCLC, it picks up all those invoices you made that you said yes loan
to because the old due date has been changed to that new due date when it
says yes loan.
For example, I update an old ILL record with a due date of 3/20/01. Yet
when I make the invoice, the due date says 6/7/01 (which is the due date 6
wks from now for our yes loan to books). instead of the old due date of the
book. T hat new due date appears in the ILL record in CLIO and I have to
change that and then when I update my CLIO for the end of the day, any of
the invoices that I had made update also too because of that new due date.
Does this make sense to you?
Betty
-----Original Message-----
From: Judd Knight [mailto:judd@cliosoftware.com]
Sent: Thursday, April 26, 2001 5:05 PM
To: Grove, Betty
Subject: RE: [CLIO] CLIO INVOICES
Betty,
Do you create your invoices after you update your requests to YesCopy or
YesLoan?
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Grove, Betty
Sent: Thursday, April 26, 2001 2:33 PM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] CLIO INVOICES
Hi,
Are making CLIO invoices going to be any easier? Will CLIO 3.0 be easier to
use for invoices? It is
so confusing now.
For example:
I noticed that when after making an invoice, my "ship to" date and the "date
due" dates change
on my ILL CLIO record.
So after making the invoice, I have to go make into the CLIO lending record
and change them back to the correct date.
Why is this?
Also, will we be able to make a 2nd copy of the original invoice to send out
again to that school library that refuses to pay the first time?
Betty Grove
ILL Dept.
Brevard Comm. College Library
Cocoa, FL
=========================================================================
Date: Mon, 30 Apr 2001 10:07:50 -0500
Reply-To: "Davis, Jennifer"
Sender: ILL Records Management Software User's Group
From: "Davis, Jennifer"
Subject: Redoing 1st Overdues
MIME-Version: 1.0
Content-Type: text/plain
Dear Clio folks,
On Friday, my printer jammed when I was printing the 1st overdue notices.
Then, when I tried to run them again, I discovered that Clio had emptied the
file. Is there any way to let Clio know that the first printing was
unsuccessful and then retry?
Thanks in advance for your help!
Jennifer Davis
Interlibrary Loan, Neumann Library
University of Houston- Clear Lake
2700 Bay Area Boulevard
Houston, TX 77058-1098
TELEPHONE:281-283-3906 FAX:281-283-3907
EMAIL:davisjen@cl.uh.edu
=========================================================================
Date: Mon, 30 Apr 2001 11:08:29 -0700
Reply-To: Cindy Winter
Sender: ILL Records Management Software User's Group
From: Cindy Winter
Subject: Clio 2.1.c
MIME-Version: 1.0
Content-Type: TEXT/PLAIN; charset=US-ASCII
Hello,
Hope this is a quick one. Is anyone using verion 2.1c for Clio?
For us to use it we will have to upgrade to Access 2000. So I'm hoping to
find out if it's worth it before we do the upgrade.
Specificly we want to do the upgrade so that we can use the the avery 6464
labels. I'd like to know how the labels are created. Is it all done in
Clio? Or do you have to capture your updated "Received" records (while in
Borrowing) via the microenhancer and save as a text file for output to a
word template.
Also if you are using this version- do you like it? Is it working well or
have you noticed any quirks?
Thanks
Cindy Winter Library Assistant PH(503)988-5245
Interlibrary Loan Office FX(503)988-5221
Multnomah County Library cindyw@multcolib.org
801 SW 10th Portland, OR 97205 http//:www.multcolib.org
Sung to the tune of "Rawhide"
Lending, lending, lending keep them books a movin ----Lending
Pull 'em down, pack 'em up , mail 'em out, get them books a movin ---Lending
(Found on the ILL Listserv)