=========================================================================
Date: Mon, 3 Aug 1998 08:57:09 -0500
Reply-To: ILL management
Sender: ILL management
From: "MS. ROBIN LIMA"
Subject: Clio 1.2g Upgrade -Reply
I will need the upgrade instructions whenever possible. I have
been on leave and have just returned today. We have only been
using CLIO for a few months and we love it.
Many thanks.
Robin Lima
Naval War College
(401) 841-6509
Fax (401) 841-4804
limar@usnwc.edu
=========================================================================
Date: Mon, 3 Aug 1998 13:52:19 -0400
Reply-To: ILL management
Sender: ILL management
From: Micheal W Owens
Subject: Wrong Status Input
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: 7bit
Hello,
I have discover an ILL book received and the status was marked
RecCopy instead of RecLoan. Is there anyway to change this record
so that an overdue notice will print. Right now it has been placed
in the archives and I need to make changes to it.
Any help is appreciated.
Thank you.
=========================================================================
Date: Mon, 3 Aug 1998 22:00:44 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: New Clio Product - ClioWeb
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Hi Folks,
We have developed a new product called ClioWeb. It includes a web page for
your Patrons to submit borrowing requests. Clioweb can be configured to
automatically send these requests to your OCLC Review File or to allow
staff review first.
This product is a first step on our path to Clio 2.0 which will offer even
more flexibility in how borrowing requests are routed.
We are testing this new product now. If you would like to be a beta tester
for this new capability, please let us know as soon as possible.
Larry Perkins
=========================================================================
Date: Tue, 4 Aug 1998 06:59:10 -0600
Reply-To: ILL management
Sender: ILL management
From: "Cynthia J.W.Svoboda"
Subject: Re: New Clio Product - ClioWeb
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Larry. Can you give me a few specifics on the hardware and software
requirements. Is it possible to be a beta sight without having opac on the web?
At 10:00 PM 8/3/98 -0700, you wrote:
>Hi Folks,
>
>We have developed a new product called ClioWeb. It includes a web page for
>your Patrons to submit borrowing requests. Clioweb can be configured to
>automatically send these requests to your OCLC Review File or to allow
>staff review first.
>
>This product is a first step on our path to Clio 2.0 which will offer even
>more flexibility in how borrowing requests are routed.
>
>We are testing this new product now. If you would like to be a beta tester
>for this new capability, please let us know as soon as possible.
>
>Larry Perkins
>
>
Cynthia J.W. Svoboda
Reference Department
The Clement C. Maxwell Library
Bridgewater State College
Bridgewater, MA 02325
phone: (508) 697-1740
fax: (508) 279-6103
csvoboda@bridgew.edu
=========================================================================
Date: Tue, 4 Aug 1998 07:51:49 -0400
Reply-To: ILL management
Sender: ILL management
From: Terry Ann Sayler
Subject: Re: New Clio Product - ClioWeb
In-Reply-To: <3.0.32.19980803215238.006ebed8@mail1.dev-com.com>
MIME-version: 1.0
Content-type: TEXT/PLAIN; CHARSET=US-ASCII
Larry, Please tell me more as I am interested for us. We
currently receive electronic requests from our own webpage
and from the OCLC and RLG files. Would like to offer more
and maybe CLIOweb is the next step.
Terry
On Mon, 03 Aug 1998 22:00:44 -0700 Larry Perkins
wrote:
> Hi Folks,
>
> We have developed a new product called ClioWeb. It includes a web page for
> your Patrons to submit borrowing requests. Clioweb can be configured to
> automatically send these requests to your OCLC Review File or to allow
> staff review first.
>
> This product is a first step on our path to Clio 2.0 which will offer even
> more flexibility in how borrowing requests are routed.
>
> We are testing this new product now. If you would like to be a beta tester
> for this new capability, please let us know as soon as possible.
>
> Larry Perkins
----------------------
Terry Ann Sayler
Head, Interlibrary Loan
McKeldin Library
University of Maryland
College Park, MD 20742
ts6@umail.umd.edu
=========================================================================
Date: Tue, 4 Aug 1998 08:46:50 -0400
Reply-To: ILL management
Sender: ILL management
From: Andrea Hathaway
Subject: Re: New Clio Product - ClioWeb
MIME-version: 1.0
Content-type: text/plain; charset="iso-8859-1"
Content-transfer-encoding: 7bit
We would like to beta test this product if possible
-----Original Message-----
From: Larry Perkins
To: CLIO@VENUS.TWU.EDU
Date: Tuesday, August 04, 1998 1:00 AM
Subject: New Clio Product - ClioWeb
>Hi Folks,
>
>We have developed a new product called ClioWeb. It includes a web page for
>your Patrons to submit borrowing requests. Clioweb can be configured to
>automatically send these requests to your OCLC Review File or to allow
>staff review first.
>
>This product is a first step on our path to Clio 2.0 which will offer even
>more flexibility in how borrowing requests are routed.
>
>We are testing this new product now. If you would like to be a beta tester
>for this new capability, please let us know as soon as possible.
>
>Larry Perkins
=========================================================================
Date: Tue, 4 Aug 1998 09:49:07 -0400
Reply-To: ILL management
Sender: ILL management
From: Rebecca Noonan
Subject: Re: New Clio Product - ClioWeb
We are set up so that patrons can submit requests from WorldCat. This
goes to our review file. We also have an electronic request form on our
home page. Would ClioWeb be an improvement over this?
>>> Larry Perkins 08/04 1:00 AM >>>
Hi Folks,
We have developed a new product called ClioWeb. It includes a web page
for
your Patrons to submit borrowing requests. Clioweb can be configured
to
automatically send these requests to your OCLC Review File or to allow
staff review first.
This product is a first step on our path to Clio 2.0 which will offer
even
more flexibility in how borrowing requests are routed.
We are testing this new product now. If you would like to be a beta
tester
for this new capability, please let us know as soon as possible.
Larry Perkins
=========================================================================
Date: Tue, 4 Aug 1998 10:12:01 -0400
Reply-To: ILL management
Sender: ILL management
From: Judith Fischer
Subject: New Clio Product - ClioWeb -Reply
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: quoted-printable
It depends on whether ClioWeb would have to be on the same workstation as =
OCLC. Right now, your OCLC machines are not networked to the Internet. =
You can query Larry about whether this is necessary if you want to beta =
test. He may be looking for larger libraries with more staff who have the =
time to do extensive testing. I have no problem with testing if you have =
the time.
Judy
>>> Larry Perkins 08/04/98 01:00am >>>
Hi Folks,
We have developed a new product called ClioWeb. It includes a web page for
your Patrons to submit borrowing requests. Clioweb can be configured to
automatically send these requests to your OCLC Review File or to allow
staff review first.
This product is a first step on our path to Clio 2.0 which will offer even
more flexibility in how borrowing requests are routed.
We are testing this new product now. If you would like to be a beta tester
for this new capability, please let us know as soon as possible.
Larry Perkins
=========================================================================
Date: Tue, 4 Aug 1998 07:32:24 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Organization: Perkins & Associates
Subject: Clio site down
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Content-transfer-encoding: 7bit
Due to extreme heat wave and resulting power outages in Northern California, the Clio site and email server are temporarily(I hope!) down.
If you have sent email and it has bounced, please try again later.
Larry Perkins
=========================================================================
Date: Tue, 4 Aug 1998 10:21:15 -0500
Reply-To: ILL management
Sender: ILL management
From: Martha Swan
Subject: Patron Dept and Status
I thought the Clio upgrade would capture the Patron Dept and Patron Status from
the OCLC request, but this is not happening with us. We don't use the patron
database. Will we have to do this to get Collection Development reports by dep
artment? TIA, Martha
------------------------------------------------------------------------
Martha Swan Internet: ULSWAN@VM.CC.OLEMISS.EDU ^ ^
Library, Univ. of MS Bitnet: ULSWAN@UMSVM @ @
University, MS 38677 Telephone: (601) 232-5867 = V =
--------------------------------------------------------------- ^
=========================================================================
Date: Tue, 4 Aug 1998 15:36:37 -0400
Reply-To: ILL management
Sender: ILL management
From: "Jean L. Cooper"
Subject: Update Borrowing Requests screen question
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
Here's another question about the new version of CLIO -- we really like
the new cover sheet for copies -- but we'd like the Print Cover Sheet
box to stay clicked and the other boxes (Print Bookstrap and Print
Patron Notice) to stay unclicked while we are in a session. Right now
it resets itself after each entry. Is there any way to change that
default on an individual computer or for an single session? Thanks,
Jean
--
Jean L. Cooper
Assistant Director, Interlibrary Services
University of Virginia Library
Charlottesville, Va 22903
voice: 804-982-2743
email: jcooper@virginia.edu
Ariel: 128.143.166.41
=========================================================================
Date: Tue, 4 Aug 1998 15:41:08 -0400
Reply-To: ILL management
Sender: ILL management
From: Marilyn Grush
Subject: Re: lending bookstrap
In-Reply-To: <3.0.32.19980803215238.006ebed8@mail1.dev-com.com>
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: 7BIT
It is great to have the Lending Bookstrap available. Could someone
please tell me how to customize the "return to" part of the
bookstrap? How does one get the "return to" to read the same as the
address " this book is checked out from"?
Thanks,
Marilyn Grush
********************************************************
Marilyn Grush
Assistant Manager for Access Services;
Head, Interlibrary Loan
Health Sciences and Human Services Library
University of Maryland
601 West Lombard Street
Baltimore, MD 21201-1512
Voice: 410-706-1784
FAX: 410-706-0067
E-mail: mgrush@hshsl.umaryland.edu
=========================================================================
Date: Tue, 4 Aug 1998 16:01:34 -0400
Reply-To: ILL management
Sender: ILL management
From: Lois Bromley
Subject: New Clio Product - ClioWeb -Reply
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: quoted-printable
Larry,
This product sounds very good. I'm glad you thought of it. I have a =
question about it though. Our Terminals are hook up to OCLC with a =
dedicated line with non Internet access. Do we have to have Internet =
access to OCLC to use this product?
Lois Bromley
=========================================================================
Date: Tue, 4 Aug 1998 13:21:23 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Re: Photocopy coversheet
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Hi,
At 03:36 PM 08/04/98 -0400, Jean L. Cooper wrote:
>Here's another question about the new version of CLIO -- we really like
>the new cover sheet for copies -- but we'd like the Print Cover Sheet
>box to stay clicked and the other boxes (Print Bookstrap and Print
>Patron Notice) to stay unclicked while we are in a session. Right now
>it resets itself after each entry. Is there any way to change that
>default on an individual computer or for an single session? Thanks,
Yes. Under the Preferences menu there is an item called 'Photocopy
Coversheet'. Select this item and you will see a screen with a single check
box on it. Click it to print a coversheet by default.
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Tue, 4 Aug 1998 16:25:36 -0500
Reply-To: ILL management
Sender: ILL management
From: Kathy Webb
Organization: University of Dayton
Subject: Update Borrowing Requests Question
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: 7BIT
Hello
While my students were updating our borrowing requests today they ran
into a problem. In the past when a request was completed the ILL
number showed in the Completed Requests Box. That was not happening
with all of our transactions today. Only 3 of 10 showed up in
the box and the others either gave us some cryptic message at
completion or just disappeared. When we went back to check the ILL
numbers we saw that the status had been changed (which is good) but
it had me worried.
Has anyone else had this problem?
Kathleen Webb (937) 229-4263 (phone)
Reference Team Leader (937) 229-4590 (fax)
University of Dayton webb@udayton.edu
300 College Park
Dayton, OH 45469-1360
=========================================================================
Date: Tue, 4 Aug 1998 16:31:14 -0500
Reply-To: ILL management
Sender: ILL management
From: janemarie berry
Subject: ClioWeb
Content-transfer-encoding: 7BIT
Larry,
We may be interested in becoming a beta test site for ClioWeb. Could
you send us some information?
Janemarie Berry
Janemarie Berry
Interlibrary Loan Assistant
David Bishop Skillman Library
Lafayette College
Easton, PA 18042
=========================================================================
Date: Tue, 4 Aug 1998 14:51:14 -0600
Reply-To: ILL management
Sender: ILL management
From: Joshua Mills
Subject: Cancellations
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
Hi, we at the University of Utah Marriott Library are considering
switching over to Clio and are currently evaluating a copy of the
program. On the borrowing side, I like many of the features but I'm a
little bit concerned about cancellations, i.e. cancelling a request
received but never ordered on OCLC, such as something that cannot be
verified. We would like to be able to keep track of these for our
statistics. Among those using Clio, could you please explain a bit how
you are handling cancellations?
Joshua Mills
Interlibrary Loans-- Borrowing Co-ordinator
Marriott Library
University of Utah
=========================================================================
Date: Wed, 5 Aug 1998 06:58:59 -0400
Reply-To: ILL management
Sender: ILL management
From: Micheal W Owens
Subject: Assistants Needed
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: 7bit
Larry,
I have a ILL record that was marked as RecCopy when it should
have been marked RecLoan. The Overdue will not print because of
this error. Is there anyway to correct the record so that it will
print the Overdue notice when it becomes due? Or do I have to
create a new record for this loan?
Micheal Owens
If anyone else can answer this question, please feel free to do
so, I need to know something soon.
=========================================================================
Date: Wed, 5 Aug 1998 10:52:30 -0400
Reply-To: ILL management
Sender: ILL management
From: Ann Ackerson
Subject: web page form
MIME-version: 1.0
Content-type: text/plain
Is the new web page form ISO 10161 compliant??
Ann Ackerson
Interlibrary Loan Borrowing
Colgate University
Hamilton, NY 13346
=========================================================================
Date: Wed, 5 Aug 1998 09:10:09 -0700
Reply-To: ILL management
Sender: ILL management
From: Nancy Sensel
Organization: Univ. of Denver, College of Law
Subject: Re: Cancellations
In-Reply-To: <35C77442.E0F6E887@library.utah.edu>
On 4 Aug 98 at 14:51, Joshua Mills wrote:
Hi, we at the University of Utah Marriott Library are considering
switching over to Clio and are currently evaluating a copy of the
program. On the borrowing side, I like many of the features but I'm a
little bit concerned about cancellations, i.e. cancelling a request
received but never ordered on OCLC, such as something that cannot be
verified. We would like to be able to keep track of these for our
statistics. Among those using Clio, could you please explain a bit
how you are handling cancellations?
Joshua Mills
Interlibrary Loans-- Borrowing Co-ordinator
Marriott Library
University of Utah
To answer your question, you enter the request as an ALA form and
then proceed to cancel it. It will keep a record of the request for
statistics. Nancy Sensel ILL Coordinator-Univ of Denver Law Library
=========================================================================
Date: Wed, 5 Aug 1998 08:40:10 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Re: web page form
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
At 10:52 AM 08/05/98 -0400, Ann Ackerson wrote:
>Is the new web page form ISO 10161 compliant??
Yes.
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Wed, 5 Aug 1998 12:38:04 -0400
Reply-To: ILL management
Sender: ILL management
From: Meg Wickman
Organization: Kettering University (EGM), Interlibrary Loan Department
Subject: Re: Assistants Needed
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You should be able to simply do another Lending Update transaction, telling
CLIO that you have shipped this item as a loan. When the record comes up,
supply the due date.
Click on ACCEPT, and CLIO will prompt you that the current status and the
status on record do not agree, and will ask you to proceed or cancel.
Select the proceed (or yes) option. The status will change, and the due
date will become part of the database. You should be able to print the
notice. If not, quit CLIO then open it and try again. The other option is
to go into administration, find the record, and make the changes.
Although I don't use CLIO to print overdues, I have had to change status
several times. I also have printer problems, and have found that I can
recover "lost" bookstraps by repeating this proceedure AFTER I have sent
the updates to OCLC through the Microenhancer. (CLIO is a smart system,
and won't print bookstraps a second time if the update numbers are still in
the ME files.)
-------------------------------------------------------------------------------------------
Micheal W Owens wrote:
> Larry,
>
> I have a ILL record that was marked as RecCopy when it should
> have been marked RecLoan. The Overdue will not print because of
> this error. Is there anyway to correct the record so that it will
> print the Overdue notice when it becomes due? Or do I have to
> create a new record for this loan?
>
> Micheal Owens
>
> If anyone else can answer this question, please feel free to do
> so, I need to know something soon.
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=========================================================================
Date: Wed, 5 Aug 1998 12:09:23 -0500
Reply-To: ILL management
Sender: ILL management
From: "Lyndra S. Givens"
Subject: Re: New Clio Product - ClioWeb
In-Reply-To: <3.0.32.19980803215238.006ebed8@mail1.dev-com.com>
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
At 10:00 PM 8/3/98 -0700, you wrote:
>Hi Folks,
>
>We have developed a new product called ClioWeb. It includes a web page for
>your Patrons to submit borrowing requests. Clioweb can be configured to
>automatically send these requests to your OCLC Review File or to allow
>staff review first.
>
>This product is a first step on our path to Clio 2.0 which will offer even
>more flexibility in how borrowing requests are routed.
>
>We are testing this new product now. If you would like to be a beta tester
>for this new capability, please let us know as soon as possible.
>
>Larry Perkins
>
Texas A&M International is interested, but we might need to know a little
more about it before we can promise. Is beta testing likely to cause
interference with our other CLIO operations? We'd hate to have the
software suddenly eat a couple of hours of inputting or anything like that.
Lyndra Givens
=========================================================================
Date: Wed, 5 Aug 1998 13:34:26 +0500
Reply-To: ILL management
Sender: ILL management
From: Rita Johnson
Organization: Wright State University Libraries
Subject: no longer an ILL'er
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: 7BIT
Could you please send instructions for unsubscribing from the list.
I am no longer doing Interlibrary Loan.
Thanks.
=========================================================================
Date: Wed, 5 Aug 1998 13:36:51 -0400
Reply-To: ILL management
Sender: ILL management
From: Meg Wickman
Organization: Kettering University (EGM), Interlibrary Loan Department
Subject: Re: New Clio Product - ClioWeb
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I just had to ask - is this a new product which will require purchase of
additional software? Approximate cost range?
I forwarded the original message to our systems person and library director,
and they asked about the money aspect. We currently do not have any
patron-initiated requesting, and there has been resistance to it for fear of
increased staff time demands. I think routing through the review file is a
great feature, but have had little support for the ILL Direct module with the
administration. They're already sold on CLIO (my glowing reports, no doubt),
so this might be a good way for us to enter the 21st century!
--------------------------------------------------------------------------------
Lyndra S. Givens wrote:
> At 10:00 PM 8/3/98 -0700, you wrote:
> >Hi Folks,
> >
> >We have developed a new product called ClioWeb. It includes a web page for
> >your Patrons to submit borrowing requests. Clioweb can be configured to
> >automatically send these requests to your OCLC Review File or to allow
> >staff review first.
> >
> >This product is a first step on our path to Clio 2.0 which will offer even
> >more flexibility in how borrowing requests are routed.
> >
> >We are testing this new product now. If you would like to be a beta tester
> >for this new capability, please let us know as soon as possible.
> >
> >Larry Perkins
> >
> Texas A&M International is interested, but we might need to know a little
> more about it before we can promise. Is beta testing likely to cause
> interference with our other CLIO operations? We'd hate to have the
> software suddenly eat a couple of hours of inputting or anything like that.
> Lyndra Givens
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=========================================================================
Date: Wed, 5 Aug 1998 15:23:17 -0400
Reply-To: ILL management
Sender: ILL management
From: Ann Ackerson
Subject: web form
MIME-version: 1.0
Content-type: text/plain
Colgate would like to look at the form and its documentation
before promising to beta test it. Could that happen? We
have a form currently on the web, but are still willing to learn how to
improve.
Ann Ackerson
Interlibrary Loan Borrowing
Colgate University
Hamilton, NY 13346
=========================================================================
Date: Wed, 5 Aug 1998 16:41:30 -0500
Reply-To: ILL management
Sender: ILL management
From: Kathy Coleman
Subject: CLIO: changing status of borrowing requests
In-Reply-To: <0009C294.1220@cclink.frb.gov>
MIME-version: 1.0
Content-type: TEXT/PLAIN; charset=US-ASCII
On Wed, 5 Aug 1998, Micheal W Owens wrote:
> Larry,
>
> I have a ILL record that was marked as RecCopy when it should
> have been marked RecLoan. The Overdue will not print because of
> this error. Is there anyway to correct the record so that it will
> print the Overdue notice when it becomes due? Or do I have to
> create a new record for this loan?
>
> Micheal Owens
>
> If anyone else can answer this question, please feel free to do
> so, I need to know something soon.
A similar question we have is how to change one from "Cancelled" back
to "Pending." Sometimes we update numbers in error and have been unable
to correct these mistakes.
Kathy Coleman
Interlibrary Services
137 Hale Library
Kansas State University
Manhattan KS 66506-1200
kathyc@ksu.edu
=========================================================================
Date: Wed, 5 Aug 1998 19:34:50 -0400
Reply-To: ILL management
Sender: ILL management
From: Amy Margolin
Subject: clio on a mini LAN
After using Oclc PFW, the ILLmeW and Clio on one workstation we're
finally adding a second PC to our little operation and establishing a small
network sharing the ILLmew & Clio. We're switching our oclc connection from
multidrop to internet. I'm wondering how other libraries have configured
the three databases and what if any problems occured. Generally, the second
PC will only be accessing OCLC via the ILLmew, and mostly be used for
updating and converting functions. I'm honestly looking forward to this
change, as our workflow should speed up considerably. Thanks for any tips
and advice.
amy margolin
amargolin@gcpl.lib.oh.us
Greene County Public Library
GRC
Xenia, Ohio 45385-5200
=========================================================================
Date: Wed, 5 Aug 1998 20:31:16 -0400
Reply-To: ILL management
Sender: ILL management
From: Meg Wickman
Organization: Kettering University (EGM), Interlibrary Loan Department
Subject: Re: CLIO: changing status of borrowing requests
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You can go into the administrative function, choose OPEN TABLES, then
BORROWING REQUESTS. Search for the ILL number (they are now in order by
number rather than alpha title), and change the status from Delete to
Pending.
--------------------------------------------------------------------------------
Kathy Coleman wrote:
> On Wed, 5 Aug 1998, Micheal W Owens wrote:
>
> > Larry,
> >
> > I have a ILL record that was marked as RecCopy when it should
> > have been marked RecLoan. The Overdue will not print because of
> > this error. Is there anyway to correct the record so that it will
> > print the Overdue notice when it becomes due? Or do I have to
> > create a new record for this loan?
> >
> > Micheal Owens
> >
> > If anyone else can answer this question, please feel free to do
> > so, I need to know something soon.
>
> A similar question we have is how to change one from "Cancelled" back
> to "Pending." Sometimes we update numbers in error and have been unable
> to correct these mistakes.
>
> Kathy Coleman
> Interlibrary Services
> 137 Hale Library
> Kansas State University
> Manhattan KS 66506-1200
> kathyc@ksu.edu
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kmoXycoMCGibUB7M
--------------ms5CC5BCFE6E76D5C42A888E60--
=========================================================================
Date: Wed, 5 Aug 1998 18:45:31 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Re: CLIO: changing status of borrowing requests
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Hi,
As an addition to Meg's note in response to a couple of other questions on
the list, you can now sort the tables which are opened through the OPEN
TABLES function. There are two Sort toolbar buttons in the upper left-hand
corner of the screen(A-Z and Z-A). If you click the cursor in any column of
the displayed table, and click one of these buttons, the enitire table will
be sorted by that column, forwards or backwards.
Larry Perkins
At 08:31 PM 08/05/98 -0400, Meg Wickman wrote:
>You can go into the administrative function, choose OPEN TABLES, then
>BORROWING REQUESTS. Search for the ILL number (they are now in order by
>number rather than alpha title), and change the status from Delete to
>Pending.
>---------------------------------------------------------------------------
-----
>
>Kathy Coleman wrote:
>
>> On Wed, 5 Aug 1998, Micheal W Owens wrote:
>>
>> > Larry,
>> >
>> > I have a ILL record that was marked as RecCopy when it should
>> > have been marked RecLoan. The Overdue will not print because of
>> > this error. Is there anyway to correct the record so that it will
>> > print the Overdue notice when it becomes due? Or do I have to
>> > create a new record for this loan?
>> >
>> > Micheal Owens
>> >
>> > If anyone else can answer this question, please feel free to do
>> > so, I need to know something soon.
>>
>> A similar question we have is how to change one from "Cancelled" back
>> to "Pending." Sometimes we update numbers in error and have been unable
>> to correct these mistakes.
>>
>> Kathy Coleman
>> Interlibrary Services
>> 137 Hale Library
>> Kansas State University
>> Manhattan KS 66506-1200
>> kathyc@ksu.edu
>
>
>
>Attachment Converted: "C:\Download\vcard10.vcf"
>
>Attachment Converted: "C:\Download\smime2.p7s"
>
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Thu, 6 Aug 1998 07:20:13 -0600
Reply-To: ILL management
Sender: ILL management
From: Joe Natale
Subject: Some Clio List Info
MIME-version: 1.0
Content-type: TEXT/PLAIN; CHARSET=US-ASCII
Hi Folks -
The Clio list is now more than 350 subscribers strong!
I've started getting some messages from folks on the list who
want to unsubscribe. Also, some are having the problem of
getting 'double posted': receiving two copies of each message.
'Double posting' is a direct result of being subscribed to
the list _twice_ -- perhaps under two different e-mail
addresses. It may be wise to unsubscribe one of your
addresses if this is a problem for you.
Here are some basic commands that you can send to this address:
listserv@twu.edu
The message command:
SUBscribe CLIO
will subscribe you to the list.
The message command:
SIGNOFF CLIO
will sign you off the list.
Please remember that the above listserv commands are sent to the address
listserv@twu.edu and that all messages you wish to post to the CLIO list are
sent to this address: clio@twu.edu
If you have any further questions about your subscription to the CLIO list,
please write me at jnatale@twu.edu or s_natale@twu.edu
Thank you,
Joe Natale
Texas Woman's University Libraries
jnatale@twu.edu
=========================================================================
Date: Thu, 6 Aug 1998 07:31:43 -0600
Reply-To: ILL management
Sender: ILL management
From: Joe Natale
Subject: Archives
MIME-version: 1.0
Content-type: TEXT/PLAIN; CHARSET=US-ASCII
Anyone can search the CLIO archives at this URL:
http://www2.twu.edu/archives.html
Anyone can browse the CLIO archives back to the very beginning
at this URL:
http://www2.twu.edu/archives/Clio.html
Thanks!
Joe Natale
Texas Woman's University Libraries
jnatale@twu.edu
940.898.3758
940.898.3726 fax
=========================================================================
Date: Thu, 6 Aug 1998 09:03:15 -0400
Reply-To: ILL management
Sender: ILL management
From: "Zhang, Jingping"
Subject: Re: New Clio Product - ClioWeb
MIME-version: 1.0
Content-type: text/plain
I would like to be a beta tester for this new capability - ClioWeb.
Thanks!
================================
Jingping Zhang
Digital Resources / Automation Librarian
James E. Morrow Library
Marshall University
304-696-2326 (phone)
304-696-5858
zhangj@marshall.edu
================================
-----Original Message-----
From: Larry Perkins [SMTP:larry@perkassoc.com]
Sent: Tuesday, August 04, 1998 1:01 AM
To: CLIO@VENUS.TWU.EDU
Subject: New Clio Product - ClioWeb
Hi Folks,
We have developed a new product called ClioWeb. It includes a
web page for
your Patrons to submit borrowing requests. Clioweb can be
configured to
automatically send these requests to your OCLC Review File or to
allow
staff review first.
This product is a first step on our path to Clio 2.0 which will
offer even
more flexibility in how borrowing requests are routed.
We are testing this new product now. If you would like to be a
beta tester
for this new capability, please let us know as soon as possible.
Larry Perkins
=========================================================================
Date: Thu, 6 Aug 1998 09:04:15 -0400
Reply-To: ILL management
Sender: ILL management
From: Micheal W Owens
Subject: Thanks To All
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: 7bit
Who help to answer my question pertaining to changing status of
borrowing request. It is so good to know there are others out
there who can help.
Have a great day and keep up the good work on CLIO. (smile)
Mike
=========================================================================
Date: Thu, 6 Aug 1998 15:21:43 -0400
Reply-To: ILL management
Sender: ILL management
From: Micheal W Owens
Subject: Customizing Bookstrap
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: 7bit
Larry,
Is there a why we can customize our bookstrap? One of the lines
say DO NOT RETURN IN DROP BOXES. Well we do not have a drop box, but
as a Govt. Library, we do have a book drop where patrons drop off
there books. Can you help us with this one?
Mike Owens
=========================================================================
Date: Thu, 6 Aug 1998 16:34:08 -0400
Reply-To: ILL management
Sender: ILL management
From: Ann Ackerson
Subject: web form
MIME-version: 1.0
Content-type: text/plain
We went to view the Interlibrary Loan Module offered by III (our
machine) this afternoon, and are even more interested in YOUR
FORM. Sign us up big time!!
Ann Ackerson
Interlibrary Loan Borrowing
Colgate University
Hamilton, NY 13346
=========================================================================
Date: Thu, 6 Aug 1998 15:58:46 -0500
Reply-To: ILL management
Sender: ILL management
From: Donna Foshee
Subject: Multiple libraries using the same 3 letter OCLC code
MIME-version: 1.0
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: quoted-printable
Has anyone solved the problem of what to do about entering libraries into =
CLIO with multiple libraries using the same 3 letter OCLC code? We are =
using bookbands printed out from CLIO (lending side). Today one printed =
the wrong library on the bookband and the wrong library address because =
of this.
One thing that would be helpful to know: does CLIO recognize only the =
OCLC code or does it also recognize the name of the institution?
We wondered if it would help to do this to the OCLC code for instance: =
AZT; then AZT1; AZT2; etc. Would this foul up the system?
In entering libraries, we have run across a number of libraries that share =
a code and they have totally different names, policies, phone numbers, =
addresses.
HELP!
Donna Foshee
Iowa State University
Interlibrary Loan-Lending
Donna Foshee
Iowa State University
Interlibrary Loan-Lending
=========================================================================
Date: Fri, 7 Aug 1998 07:39:29 -0600
Reply-To: ILL management
Sender: ILL management
From: "Cynthia J.W.Svoboda"
Subject: Getting Lending Records
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Twice now our Interlibrary loan staff member has download OCLC records and
then gotten the new requests on CLIO. Clio say the correct number of
records were found; but when we went in to answer the records the records
were not in CLIO. We had to input them as old OCLC records or do save screens.
Have other people experienced this problem?
Cynthia J.W. Svoboda
Reference Department
The Clement C. Maxwell Library
Bridgewater State College
Bridgewater, MA 02325
phone: (508) 697-1740
fax: (508) 279-6103
csvoboda@bridgew.edu
=========================================================================
Date: Fri, 7 Aug 1998 08:49:43 -0500
Reply-To: ILL management
Sender: ILL management
From: Carol Vaeth
Subject: Re: Multiple libraries using the same 3 letter OCLC code
In-Reply-To:
MIME-version: 1.0
Content-type: TEXT/PLAIN; CHARSET=US-ASCII
On Thu, 06 Aug 1998 15:58:46 -0500 Donna Foshee
wrote:
> We wondered if it would help to do this to the OCLC code for instance: AZT; then AZT1; AZT2; etc. Would this foul up the system?
I like this idea. However, what i do
is add (MULTIPLE USER) after the name of the
institution or library name. This alerts me to
the fact that the address and name may be
different. In our PAC patron file, i do the
same. For public library systems, you can
sometimes figure out who the main branch is by
looking in the OCLC Participating Institutions
under the symbol. I usually input them with the
patron number in our PAC and depend on the
(MULTIPLE USER) alert when overdues are generated.
Carol A. Vaeth
Langsdale Library
Univ of Baltimore It doesn't get better or worse;
ILL Coordinator it just gets different.
cvaeth@ubmail.ubalt.edu
=========================================================================
Date: Fri, 7 Aug 1998 08:53:08 -0400
Reply-To: ILL management
Sender: ILL management
From: Andrea Hathaway
Subject: ifm information
MIME-version: 1.0
Content-type: text/plain; charset="iso-8859-1"
Content-transfer-encoding: 7bit
Recently I noticed that some of my IFM charges for lending from the
beginning of the year were not being credited to my account. I use a
constant data record for IFM in Clio to update the loans and copies. Does
anyone have any input about Clio and IFM that they could share with me?
Andrea Hathaway
Stacks and Preservation Manager
Academy of Natural Sciences of Philadelphia
Ewell Sale Stewart Library
1900 Benjamin Franklin Parkway
Philadelphia PA 19103
215-299-1063
215-299-1144 fax
hathaway@say.acnatsci.org
=========================================================================
Date: Fri, 7 Aug 1998 10:37:34 -0500
Reply-To: ILL management
Sender: ILL management
From: Connie Moss
Subject: Re: Multiple libraries using the same 3 letter OCLC code
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Content-transfer-encoding: 7bit
I encourage you to investigate a new option that helps deal with shipping
to the correct library when several libraries share a code.
In the *new* version of CLIO on the Lending Bookstrap option of preferences
there is now an option called "Incoming Lending Requests". If you click
this
option a single sheet with three sections is produced for each request when
you GET NEW OCLC REQUESTS for pending status. We use the top part of the
sheet to mark for searching, and updating. The bottom portion of the sheet
has the SHIP TO from the request and a mini request form to send with the
material.
When we ship, we cut the form in three parts, we keep the top part here to
meet record retention requirements, use the address portion as a mailing
label, and insert the other part into the package. This form doesn't
help with billing or overdue notices (yet) but does get materials to the
correct place.
Since we're begun using this form we no longer print t-sheets from the ME.
And the new form has a barcode on the top of the form and also on the mini
sheet.
Take a look,
Connie
Connie Moss, Librarian/Manager
IGA Dallas Public Library
Cmoss@lib.ci.dallas.tx.us
(214) 670-1748
(214) 670-1752 FAX
-----Original Message-----
From: Carol Vaeth [SMTP:cvaeth@UBmail.ubalt.edu]
Sent: Friday, August 07, 1998 8:50 AM
To: CLIO@VENUS.TWU.EDU
Subject: Re: Multiple libraries using the same 3 letter OCLC code
On Thu, 06 Aug 1998 15:58:46 -0500 Donna Foshee
wrote:
> We wondered if it would help to do this to the OCLC code for instance:
AZT; then AZT1; AZT2; etc. Would this foul up the system?
I like this idea. However, what i do
is add (MULTIPLE USER) after the name of the
institution or library name. This alerts me to
the fact that the address and name may be
different. In our PAC patron file, i do the
same. For public library systems, you can
sometimes figure out who the main branch is by
looking in the OCLC Participating Institutions
under the symbol. I usually input them with the
patron number in our PAC and depend on the
(MULTIPLE USER) alert when overdues are generated.
Carol A. Vaeth
Langsdale Library
Univ of Baltimore It doesn't get better or worse;
ILL Coordinator it just gets different.
cvaeth@ubmail.ubalt.edu
=========================================================================
Date: Fri, 7 Aug 1998 13:41:22 -0500
Reply-To: ILL management
Sender: ILL management
From: Terri Dunning
Organization: Library, Waubonsee Community College
Subject: Re: New Clio Product - ClioWeb
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
Do you need Beta testers, still? If so please consider Waubonsee Community
College.
Thank you
Larry Perkins wrote:
> Hi Folks,
>
> We have developed a new product called ClioWeb. It includes a web page for
> your Patrons to submit borrowing requests. Clioweb can be configured to
> automatically send these requests to your OCLC Review File or to allow
> staff review first.
>
> This product is a first step on our path to Clio 2.0 which will offer even
> more flexibility in how borrowing requests are routed.
>
> We are testing this new product now. If you would like to be a beta tester
> for this new capability, please let us know as soon as possible.
>
> Larry Perkins
--
Terri Dunning
Interlibrary Loans/Periodicals Dept
Waubonsee Community College (JAJ)
Sugar Grove, IL
tdunning@mail.wcc.cc.il.us
zone 5
=========================================================================
Date: Fri, 7 Aug 1998 15:33:40 +0600
Reply-To: ILL management
Sender: ILL management
From: "Michelle H. Neal"
Subject: Re: Multiple libraries using the same 3 letter OCLC code
In-Reply-To:
MIME-version: 1.0
Content-type: TEXT/PLAIN; charset=US-ASCII
We have an in-house dbaseIII billing system that has this type of feature
built into it. It is wonderful. I don't know if in ACCESS this can be
done, or if it could be, how much work it would entail. Anyone who has
additional ideas, I'd love to hear about them.
%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%
Michelle H. Neal, Interlibrary Services Librarian
224 Walter Royal Davis Library, CB# 3924
The University of North Carolina at Chapel Hill
Chapel Hill, NC 27514-8890 USA
919 962-0077 FAX: 919 962-4451
michelle_neal@unc.edu
On Thu, 6 Aug 1998, Donna Foshee wrote:
> Has anyone solved the problem of what to do about entering libraries into CLIO with multiple libraries using the same 3 letter OCLC code? We are using bookbands printed out from CLIO (lending side). Today one printed the wrong library on the bookband and the wrong library address because of this.
>
> One thing that would be helpful to know: does CLIO recognize only the OCLC code or does it also recognize the name of the institution?
>
> We wondered if it would help to do this to the OCLC code for instance: AZT; then AZT1; AZT2; etc. Would this foul up the system?
>
> In entering libraries, we have run across a number of libraries that share a code and they have totally different names, policies, phone numbers, addresses.
>
> HELP!
>
>
>
> Donna Foshee
> Iowa State University
> Interlibrary Loan-Lending
>
> Donna Foshee
> Iowa State University
> Interlibrary Loan-Lending
>
=========================================================================
Date: Mon, 10 Aug 1998 15:15:10 -0700
Reply-To: ILL management
Sender: ILL management
From: Elissa Mondschein
Subject: Re: Getting Lending Records
In-Reply-To: <2.2.16.19980807084246.33bf994c@192.207.56.3>
MIME-version: 1.0
Content-type: TEXT/PLAIN; charset=US-ASCII
Yes, we have experienced this at UC Berkeley Interlibrary Borrowing also.
I usually do a savescreen, but I'm sure we don't catch them all. We also
find this when we download "unfilled" and "conditional". CLIO does not
say any errrors were found in the downloading, but all the records are not
updated.
Elissa Mondschein
Interlibrary Borrowing
University of California, Berkeley
On Fri, 7 Aug 1998, Cynthia J.W.Svoboda wrote:
> Twice now our Interlibrary loan staff member has download OCLC records and
> then gotten the new requests on CLIO. Clio say the correct number of
> records were found; but when we went in to answer the records the records
> were not in CLIO. We had to input them as old OCLC records or do save screens.
> Have other people experienced this problem?
> Cynthia J.W. Svoboda
> Reference Department
> The Clement C. Maxwell Library
> Bridgewater State College
> Bridgewater, MA 02325
> phone: (508) 697-1740
> fax: (508) 279-6103
> csvoboda@bridgew.edu
>
=========================================================================
Date: Tue, 11 Aug 1998 09:46:17 -0700
Reply-To: ILL management
Sender: ILL management
From: Cristi Mac Waters
Organization: colorado state university
Subject: stopping overdue notices
Is there a way to make Clio stop generating overdue notices? We're
getting notices for material never received, or for records that the
cliostatus is returned but the oclcstatus is shipped, recalled,
unfilled.
This morning I had 8 second notices and they were all for material
updated to returned on Clio.
Cristi Mac Waters
Interlibrary Loan Borrowing Supervisor
Colorado State University Libraries
Ft. Collins CO 80523
970-491-1868
oclc:COF
=========================================================================
Date: Tue, 11 Aug 1998 12:39:25 -0400
Reply-To: ILL management
Sender: ILL management
From: "Zhang, Jingping"
Subject: Clio - Patron Status Report
MIME-version: 1.0
Content-type: text/plain
I just generated our last month report of Patron Status report. The
report showed:
Copies
_____________________________________
Patron Status filled Unfilled Cancelled Total
72 9 81
Faculty 21 0 0 21
Grad 17 1 0 18
Staff 7 0 0 7
Undergrad 4 0 0 4
Question: What is the patron status for total requests : 81 (72 filled,
9 unfilled)? What reason caused this problem and How can I fix it? The
Loans part has the same problem.
Any comments and suggestion would be appreciated.
================================
Jingping Zhang
Digital Resources / Automation Librarian
James E. Morrow Library
Marshall University
304-696-2326 (phone)
304-696-5858
zhangj@marshall.edu
================================
=========================================================================
Date: Tue, 11 Aug 1998 15:08:00 -0500
Reply-To: ILL management
Sender: ILL management
From: Connie Moss
Subject: Re: Clio - Patron Status Report
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Content-transfer-encoding: 7bit
We used to have the same thing happen in our reports. (Usually it was
because a library didn't have a group assigned.)
This usually happens when a request is not matched to a patron record OR
the patron record does have anything in the status field.
To find out if you have unmatched borrowing requests go to Administration,
Open Tables, Borrowing Requests. Then apply a filter to display the
requests that are not linked to a patron id. The easiest way is to click
the third icon on the tool bar (in order the icons are: sort column a-z or
lowest to highest; sort column z-a or highest to lowest; edit/create a
filter; apply a filter; remove filter) and define what you need. In this
case you want to find if you have borrowing requests that aren't matched to
a patronid. You can search on the Matched field or on the PatronId field.
Try doubleclicking on PatronId line in the list of field names, then in
the criteria field below enter the word "null" (no quotes). The "null"
will change to Is Null. Click the upper right X close button on the filter
form to close. Now click the fourth button on the tool bar to apply the
filter. Every record that displays does not have patron id assigned.
When you're finished getting the information you need, close the table.
When the table opens on our computers we almost lose the title bar so we
carefully have to click on the table title bar to pull it down so we can
close the table --- otherwise you may inadvertantly close the Clio program
instead of just the table.
To make sure that all your patron records have status field information go
to Administration, Open Tables, BorPatrons. Then apply a filter to find
records with status being null.
Connie Moss, Librarian/Manager
IGA Dallas Public Library
Cmoss@lib.ci.dallas.tx.us
(214) 670-1748
(214) 670-1752 FAX
-----Original Message-----
From: Zhang, Jingping [SMTP:zhangj@MARSHALL.EDU]
Sent: Tuesday, August 11, 1998 11:39 AM
To: CLIO@VENUS.TWU.EDU
Subject: Clio - Patron Status Report
I just generated our last month report of Patron Status report. The
report showed:
Copies
_____________________________________
Patron Status filled Unfilled Cancelled Total
72 9 81
Faculty 21 0 0 21
Grad 17 1 0 18
Staff 7 0 0 7
Undergrad 4 0 0 4
Question: What is the patron status for total requests : 81 (72 filled,
9 unfilled)? What reason caused this problem and How can I fix it? The
Loans part has the same problem.
Any comments and suggestion would be appreciated.
================================
Jingping Zhang
Digital Resources / Automation Librarian
James E. Morrow Library
Marshall University
304-696-2326 (phone)
304-696-5858
zhangj@marshall.edu
================================
=========================================================================
Date: Tue, 11 Aug 1998 21:46:29 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Re: Clio - Patron Status Report
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Hi,
At 12:39 PM 08/11/98 -0400, Jingping Zhang wrote:
>I just generated our last month report of Patron Status report. The
>report showed:
>
> Copies
>
> _____________________________________
>Patron Status filled Unfilled Cancelled Total
>
> 72 9
81
>Faculty 21 0 0
21
>Grad 17 1 0
18
>Staff 7 0 0
7
>Undergrad 4 0 0
4
>
>Question: What is the patron status for total requests : 81 (72 filled,
>9 unfilled)? What reason caused this problem and How can I fix it? The
>Loans part has the same problem.
The row with a 'blank' status results from records which do have a blank
patron status field. This could result from not entering the status on the
workform when the request was originated on Passport or not reading in both
pages of the workfrom. The status field is usually on the second page.
The patron status data is staored internally in the Patron3 field of the
Borrowing Request table. If you open this table and sort in ascending order
based on this field, all of the records with a 'blank' (really Null) value
will be listed first.
Connie Moss also noted that you can create a filter to do this.
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Wed, 12 Aug 1998 08:37:27 -0400
Reply-To: ILL management
Sender: ILL management
From: "Zhang, Jingping"
Subject: Re: Clio - Patron Status Report
MIME-version: 1.0
Content-type: text/plain
Connie Moss & Larry Perkins:
Thanks for your very good answers! I will fix it today.
================================
Jingping Zhang
Digital Resources / Automation Librarian
James E. Morrow Library
Marshall University
304-696-2326 (phone)
304-696-5858
zhangj@marshall.edu
================================
-----Original Message-----
From: Larry Perkins [SMTP:larry@perkassoc.com]
Sent: Wednesday, August 12, 1998 12:46 AM
To: CLIO@VENUS.TWU.EDU
Subject: Re: Clio - Patron Status Report
Hi,
At 12:39 PM 08/11/98 -0400, Jingping Zhang wrote:
>I just generated our last month report of Patron Status report.
The
>report showed:
>
> Copies
>
> _____________________________________
>Patron Status filled Unfilled Cancelled
Total
>
> 72 9
81
>Faculty 21 0 0
21
>Grad 17 1 0
18
>Staff 7 0 0
7
>Undergrad 4 0 0
4
>
>Question: What is the patron status for total requests : 81 (72
filled,
>9 unfilled)? What reason caused this problem and How can I fix
it? The
>Loans part has the same problem.
The row with a 'blank' status results from records which do have
a blank
patron status field. This could result from not entering the
status on the
workform when the request was originated on Passport or not
reading in both
pages of the workfrom. The status field is usually on the second
page.
The patron status data is staored internally in the Patron3
field of the
Borrowing Request table. If you open this table and sort in
ascending order
based on this field, all of the records with a 'blank' (really
Null) value
will be listed first.
Connie Moss also noted that you can create a filter to do this.
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Wed, 12 Aug 1998 09:12:01 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: ClioWeb Update
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Hi Folks,
The response to our request for volunteers was tremendous, overwhelming in
fact.
In order to select a set of sites for the first phase of testing, we will
send out a brief questionaire. We will also answer the questions posed by
some of the volunteers.
Thanks to all who did answer. If you have not yet responded, but are
interested, please let us know.
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Wed, 12 Aug 1998 12:22:11 -0400
Reply-To: ILL management
Sender: ILL management
From: "Toni Robertson, Falmouth Subregion"
Subject: Stats question for processing centers
I'm wondering how ILL processing centers using CLIO get their stats.
One of the stats I have to report is how many requests I've received
monthly. When I run the reports that come with CLIO, then run a
query in MSAccess, I get very different figures. I have to report
the total of requests received, then how they were handled
(filled, canceled, etc.)
Also, how do you tell the Access query how to tell the difference
between a request for copying and a request for a loan? Use the
IS NULL command in the article field to indicate a loan? Is there
a field somewhere that says loan or copy, and I'm just missing it?
Thanks,
Toni
*************************************************************************
* Toni Robertson, *
* Interlibrary Loan Librarian *
* SEMLS ILL Processing Center *
* Falmouth Public Library *
* Falmouth, MA 02540 *
* TRobertson@CLAMS.LIB.MA.US 508-457-2555 fax: 508-457-2560 *
*************************************************************************
=========================================================================
Date: Wed, 12 Aug 1998 13:12:14 -0400
Reply-To: ILL management
Sender: ILL management
From: Ed Via
Organization: Miami University Libraries
Subject: Re: ClioWeb Update
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
Larry,
Go ahead and send me a questionnaire; that may help us to think more
about ClioWeb and how it might fit in here.
Thanks,
Ed
Larry Perkins wrote:
>
> Hi Folks,
>
> The response to our request for volunteers was tremendous, overwhelming in
> fact.
>
> In order to select a set of sites for the first phase of testing, we will
> send out a brief questionaire. We will also answer the questions posed by
> some of the volunteers.
>
> Thanks to all who did answer. If you have not yet responded, but are
> interested, please let us know.
>
> Larry Perkins
> -------------------------
> Perkins & Associates
> 630 El Granada Blvd.
> Half Moon Bay, CA 94019
> T: 650-726-9126
> F: 650-726-0910
> URL: www.Perkassoc.com
=========================================================================
Date: Wed, 12 Aug 1998 15:05:14 -0400
Reply-To: ILL management
Sender: ILL management
From: "Zhang, Jingping"
Subject: Re: ClioWeb Update
MIME-version: 1.0
Content-type: text/plain
I would like to the questionnaire too.
================================
Jingping Zhang
Digital Resources / Automation Librarian
James E. Morrow Library
Marshall University
304-696-2326 (phone)
304-696-5858
zhangj@marshall.edu
================================
-----Original Message-----
From: Ed Via [SMTP:ViaRE@muohio.edu]
Sent: Wednesday, August 12, 1998 1:12 PM
To: CLIO@VENUS.TWU.EDU
Subject: Re: ClioWeb Update
Larry,
Go ahead and send me a questionnaire; that may help us to think
more
about ClioWeb and how it might fit in here.
Thanks,
Ed
Larry Perkins wrote:
>
> Hi Folks,
>
> The response to our request for volunteers was tremendous,
overwhelming in
> fact.
>
> In order to select a set of sites for the first phase of
testing, we will
> send out a brief questionaire. We will also answer the
questions posed by
> some of the volunteers.
>
> Thanks to all who did answer. If you have not yet responded,
but are
> interested, please let us know.
>
> Larry Perkins
> -------------------------
> Perkins & Associates
> 630 El Granada Blvd.
> Half Moon Bay, CA 94019
> T: 650-726-9126
> F: 650-726-0910
> URL: www.Perkassoc.com
=========================================================================
Date: Wed, 12 Aug 1998 15:40:53 -0400
Reply-To: ILL management
Sender: ILL management
From: Kim Marshall
Subject: Help with Fiscal Year Stats
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
PLEASE HELP....
This year's stats are my first using CLIO. Thus far, I'm very pleased
with the product, but I'm not familiar enough with all the "workings" of
CLIO and the customizing of reports to get the info I need. I have the
basic reports for both Borrowing and Lending, but I need more specified
info concerning the UNFILLED transactions for Borrowing. Are UNFILLEDS
already counted in the overall totals or do they need to be added to the
totals? (I need the actual number of transactions, not just the
completed/filled transactions). Instead of grouping into one UNFILLED file,
I need to know how many were loans; how many were copies; the number of
in-state; the number of out-of-state.
Can I get the reports I need thru Access/Excel??? I have worked a little
with Microsoft products, but not enough to be familiar with their
capabilities.
Any help/suggestions would be appreciated. Have problems with my e-mail
from time-to-time....may need to call me.
Many thanks to all.
Kimberly J. Marshall
k_marshall@clinch.edu
ILL Department
Wyllie Library
Clinch Valley College
College Avenue
Wise, Virginia 24293
=========================================================================
Date: Thu, 13 Aug 1998 09:47:04 -0400
Reply-To: ILL management
Sender: ILL management
From: Rebecca Noonan
Subject: Re: Help with Fiscal Year Stats
When you get an answer to this, would you please forward it to me or to
the list? Thanks
>>> Kim Marshall 08/12 3:40 PM >>>
PLEASE HELP....
This year's stats are my first using CLIO. Thus far, I'm very
pleased
with the product, but I'm not familiar enough with all the "workings"
of
CLIO and the customizing of reports to get the info I need. I have
the
basic reports for both Borrowing and Lending, but I need more
specified
info concerning the UNFILLED transactions for Borrowing. Are
UNFILLEDS
already counted in the overall totals or do they need to be added to
the
totals? (I need the actual number of transactions, not just the
completed/filled transactions). Instead of grouping into one UNFILLED
file,
I need to know how many were loans; how many were copies; the number
of
in-state; the number of out-of-state.
Can I get the reports I need thru Access/Excel??? I have worked a
little
with Microsoft products, but not enough to be familiar with their
capabilities.
Any help/suggestions would be appreciated. Have problems with my
e-mail
from time-to-time....may need to call me.
Many thanks to all.
Kimberly J. Marshall
k_marshall@clinch.edu
ILL Department
Wyllie Library
Clinch Valley College
College Avenue
Wise, Virginia 24293
=========================================================================
Date: Thu, 13 Aug 1998 10:19:56 -0400
Reply-To: ILL management
Sender: ILL management
From: "Fisher, Sheila D."
Subject: Re: New Clio Product - ClioWeb
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Content-transfer-encoding: 7bit
Larry,
I just returned from vacation. I would like to take part in the Beta
for CLIOweb. We are in the process of reviewing new systems for the
library and I would like to have yours to compare with the others.
Thanks. Sheila
Sheila D. Fisher
Periodicals & Interlibrary Loan Coordinator Ph: (717) 372-4326
Blough-Weis Library Fax: (717)
372-4310
Susquehanna University fishers@susqu.edu
514 University Avenue
Selinsgrove, PA 1780-1050
>----------
>From: Larry Perkins[SMTP:larry@perkassoc.com]
>Sent: Tuesday, August 04, 1998 1:00 AM
>To: CLIO@VENUS.TWU.EDU
>Subject: New Clio Product - ClioWeb
>
>Hi Folks,
>
>We have developed a new product called ClioWeb. It includes a web page for
>your Patrons to submit borrowing requests. Clioweb can be configured to
>automatically send these requests to your OCLC Review File or to allow
>staff review first.
>
>This product is a first step on our path to Clio 2.0 which will offer even
>more flexibility in how borrowing requests are routed.
>
>We are testing this new product now. If you would like to be a beta tester
>for this new capability, please let us know as soon as possible.
>
>Larry Perkins
>
=========================================================================
Date: Thu, 13 Aug 1998 21:31:48 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Re: Stats question for processing centers
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
To the list,
At 12:22 PM 08/12/98 -0400, Toni Robertson wrote, in part:
> I'm wondering how ILL processing centers using CLIO get their stats.
>
> ...how do you tell the Access query how to tell the difference
> between a request for copying and a request for a loan? Use the
> IS NULL command in the article field to indicate a loan? Is there
> a field somewhere that says loan or copy, and I'm just missing it?
There is no explicit way to tell when the request is anything except filled
as a loan or copy.
For several of the reports currently in Clio, particularily the Patron
Status anad Patron dept reports, I use a combination of the Article and
Pagenums fields to discriminate between the two alternaltives when the item
is unfilled or cancelled: IF Isnull(Article) AND Isnull(Pagenums), then it
is a loan; otherwise it is a copy.
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Thu, 13 Aug 1998 21:31:55 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Re: Help with Fiscal Year Stats
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
At 03:40 PM 08/12/98 -0400, Kimberly J. Marshall wrote in part:
>.... I need more specified
>info concerning the UNFILLED transactions for Borrowing. Are UNFILLEDS
>already counted in the overall totals or do they need to be added to the
>totals? (I need the actual number of transactions, not just the
>completed/filled transactions).
The Total Unfilled shown on the Items received/unfilled report are
separate, they are not counted in the overall totals.
>Instead of grouping into one UNFILLED file,
>I need to know how many were loans; how many were copies; the number of
>in-state; the number of out-of-state.
You can get a breakdown of the Unfilled/cancelled with the Patron status or
dept report. The Total unfilled and Cancelled for Loans and Copied is at
the bottom. I don't know how you can tell if a transaction is unfilled by
an out of state library unless you only sent it to an out of state library.
Its just unfilled.
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Fri, 14 Aug 1998 10:13:14 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Bookstraps & multiple addresses
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
To the list,
There have been several comments/suggestions concerning 'customize-ability'
of Bookstraps(mostly lending) and the fact that the mailing address on the
mailing label portion may not represent the actual requesting library.
How about the following:
1. Remove the phrase 'Do not return in drop boxes' from the lower portion
of both the lending and borrowing bookstrap. The area for the lower
customizable paragraph will be enlarged to encompass this space.
2. The 'Ship to' address on the right hand side mailing label of the
lending bookstrap will be set to the :SHIP TO: field in the lending request
unless this field is blank. In this case, it will then be set to the
address in the library record.
Comments??
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Fri, 14 Aug 1998 14:07:16 -0400
Reply-To: ILL management
Sender: ILL management
From: "Jean L. Cooper"
Subject: Re: Bookstraps & multiple addresses
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
Larry, I think this is a very good idea -- it would solve the problem
that we have noted. -- Jean
Larry Perkins wrote:
>2. The 'Ship to' address on the right hand side mailing label of the
lending bookstrap will be set to the :SHIP TO: field in the lending
request
unless this field is blank. In this case, it will then be set to the
address in the library record.<<
--
Jean L. Cooper
Assistant Director, Interlibrary Services
University of Virginia Library
Charlottesville, Va 22903
voice: 804-982-2743
email: jcooper@virginia.edu
Ariel: 128.143.166.41
=========================================================================
Date: Fri, 14 Aug 1998 15:54:57 -0400
Reply-To: ILL management
Sender: ILL management
From: Andrea Hathaway
Subject: Re: Bookstraps & multiple addresses
MIME-version: 1.0
Content-type: text/plain; charset="iso-8859-1"
Content-transfer-encoding: 7bit
Both ideas seem fine, just the changes I thought were needed!
-----Original Message-----
From: Larry Perkins
To: CLIO@VENUS.TWU.EDU
Date: Friday, August 14, 1998 1:13 PM
Subject: Bookstraps & multiple addresses
>To the list,
>
>There have been several comments/suggestions concerning 'customize-ability'
>of Bookstraps(mostly lending) and the fact that the mailing address on the
>mailing label portion may not represent the actual requesting library.
>
>How about the following:
>
>1. Remove the phrase 'Do not return in drop boxes' from the lower portion
>of both the lending and borrowing bookstrap. The area for the lower
>customizable paragraph will be enlarged to encompass this space.
>
>2. The 'Ship to' address on the right hand side mailing label of the
>lending bookstrap will be set to the :SHIP TO: field in the lending request
>unless this field is blank. In this case, it will then be set to the
>address in the library record.
>
>Comments??
>
>Larry Perkins
>
>-------------------------
>Perkins & Associates
>630 El Granada Blvd.
>Half Moon Bay, CA 94019
>T: 650-726-9126
>F: 650-726-0910
>URL: www.Perkassoc.com
=========================================================================
Date: Fri, 14 Aug 1998 13:29:39 -0700
Reply-To: ILL management
Sender: ILL management
From: Elissa Mondschein
Subject: Re: Bookstraps & multiple addresses
In-Reply-To: <3.0.32.19980814101139.006a0644@mail1.dev-com.com>
MIME-version: 1.0
Content-type: TEXT/PLAIN; charset=US-ASCII
Thank you so much Larry! These things will help a lot. Three more
suggestions.
1. a place on the library (right hand) portion of the bookstrap with a
programmable note. eg: we would like a place marked "signature" where the
patron can sign for the book.
2. The patron name on the right hand portion of the strap that is larger
and BOLD. We file the paperwork by patron last name and at this point
write it over at the top of each request.
3. Book title included on the right hand portion of the bookstrap, not
just ILL number.
Thanks again for working on this.
Elissa Mondschein
Interlibrary Borrowing
UC Berkeley
On Fri, 14 Aug 1998, Larry Perkins wrote:
> To the list,
>
> There have been several comments/suggestions concerning 'customize-ability'
> of Bookstraps(mostly lending) and the fact that the mailing address on the
> mailing label portion may not represent the actual requesting library.
>
> How about the following:
>
> 1. Remove the phrase 'Do not return in drop boxes' from the lower portion
> of both the lending and borrowing bookstrap. The area for the lower
> customizable paragraph will be enlarged to encompass this space.
>
> 2. The 'Ship to' address on the right hand side mailing label of the
> lending bookstrap will be set to the :SHIP TO: field in the lending request
> unless this field is blank. In this case, it will then be set to the
> address in the library record.
>
> Comments??
>
> Larry Perkins
>
> -------------------------
> Perkins & Associates
> 630 El Granada Blvd.
> Half Moon Bay, CA 94019
> T: 650-726-9126
> F: 650-726-0910
> URL: www.Perkassoc.com
>
=========================================================================
Date: Mon, 17 Aug 1998 15:08:44 -0400
Reply-To: ILL management
Sender: ILL management
From: "Fisher, Sheila D."
Subject: Re: New Clio Product - ClioWeb
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Content-transfer-encoding: 7bit
Larry,
I'm not sure that you got my first missive. So here goes again.
We would like info on this new package and to be a beta test site, if
you still need any. We are looking to upgrade to a WEB based integrated
system from III. I would like to see how CLIOWEB works to compare with
the others when the vendors do their demos.
Thanks.
Sheila
Sheila D. Fisher
Periodicals & Interlibrary Loan Coordinator Ph: (717) 372-4326
Blough-Weis Library Fax: (717)
372-4310
Susquehanna University fishers@susqu.edu
514 University Avenue
Selinsgrove, PA 1780-1050
>----------
>From: Larry Perkins[SMTP:larry@perkassoc.com]
>Sent: Tuesday, August 04, 1998 1:00 AM
>To: CLIO@VENUS.TWU.EDU
>Subject: New Clio Product - ClioWeb
>
>Hi Folks,
>
>We have developed a new product called ClioWeb. It includes a web page for
>your Patrons to submit borrowing requests. Clioweb can be configured to
>automatically send these requests to your OCLC Review File or to allow
>staff review first.
>
>This product is a first step on our path to Clio 2.0 which will offer even
>more flexibility in how borrowing requests are routed.
>
>We are testing this new product now. If you would like to be a beta tester
>for this new capability, please let us know as soon as possible.
>
>Larry Perkins
>
=========================================================================
Date: Tue, 18 Aug 1998 10:49:45 -0400
Reply-To: ILL management
Sender: ILL management
From: "Zhang, Jingping"
Subject: Searching Status of ILL in Clio
MIME-version: 1.0
Content-type: text/plain
Hello Everyone,
1. I would like to give Reference Librarians searching status of ILL in
Reference Desk to answer patron's question: what is my status of my ILL
materials? I can't use cliodata base as "read only" because Clio not
works at that way, which I have contacted with Larry.
OR
2. I would like to give patrons access to search the status of ILL
materials with patron's ID and password via ILL web page.
Dose anyone have any experience, comment, or suggestion about it?
Many thanks in advance!!!
================================
Jingping Zhang
Digital Resources / Automation Librarian
James E. Morrow Library
Marshall University
304-696-2326 (phone)
304-696-5858
zhangj@marshall.edu
================================
=========================================================================
Date: Wed, 19 Aug 1998 08:33:45 -0500
Reply-To: ILL management
Sender: ILL management
From: Rebecca Linton
Subject: Re: ClioWeb Update
MIME-version: 1.0
Content-type: text/plain
Hi Larry,
Excuse my extreme tardiness on this, but if it isn't too late, we would
be interested in be a test site. If not, we will wait for the finished
product. Thanks.
Rebecca Linton
Resource Sharing Consultant
Library Resource Sharing Division
Texas State Library and Archives Commission
P.O. Box 12927
Austin, TX 78711
rlinton@tsl.state.tx.us
512-463-5406 voice
512-936-2306 fax
> -----Original Message-----
> From: Larry Perkins [SMTP:larry@perkassoc.com]
> Sent: Wednesday, August 12, 1998 11:12 AM
> To: CLIO@VENUS.TWU.EDU
> Subject: ClioWeb Update
>
> Hi Folks,
>
> The response to our request for volunteers was tremendous,
> overwhelming in
> fact.
>
> In order to select a set of sites for the first phase of testing, we
> will
> send out a brief questionaire. We will also answer the questions
> posed by
> some of the volunteers.
>
> Thanks to all who did answer. If you have not yet responded, but are
> interested, please let us know.
>
> Larry Perkins
> -------------------------
> Perkins & Associates
> 630 El Granada Blvd.
> Half Moon Bay, CA 94019
> T: 650-726-9126
> F: 650-726-0910
> URL: www.Perkassoc.com
=========================================================================
Date: Wed, 19 Aug 1998 08:10:32 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Limited Tech Support in mid Sept
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
To our customers,
We will be attending the ARL/IPIG meeting in mid-September in London at the
British Library. We will be away from the 8th to the 21st of September.
Although we will not be totally out of touch, being out of the country will
mean that we will not be able to respond to tech support calls/email in the
usual timely way during this period.
Tech support calls are usually most frequent during installation. If you
have recently purchased Clio but have not yet installed it, you may wish to
proceed with installation right away or wait until late September.
We will update the FAQ section of our web page before we depart to include
more recent material.
Remember also that the Clio list membership can help with many questions.
Please feel free to take advantage of this valuable resource.
Larry and Dorothy Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Thu, 20 Aug 1998 01:46:27 -0600
Reply-To: ILL management
Sender: ILL management
From: Jivonna Stewart
Subject: Re: Limited Tech Support in mid Sept
In-Reply-To: <3.0.32.19980819080616.00747a34@mail1.dev-com.com>
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Larry, I am trying to load CLIO. Everything was going fine, then I got to
the paragraph that reads"copy the fine on the disk labeled Cliodata into a
directory on the one workstation which will hold your database. All that
is required is that all of the other workstations where Clio is to be
installed can share this directory............"
I am unclear on the meaning of this. Maybe I should clarify my ideas on
what I am trying to do. My idea was that CLIO would be on one computer.
As we (3 of us, 3 different computers) created ILL requests, we would save
them (to the .svs file). At the end of the day, we would copy the .svs
file onto a disk, take the disk to the computer which has CLIO on it and
copy the disk into CLIO. Is this correct? If this is correct, then only
the machine with CLIO on it would need the CLIODATA file. Correct? Or
does CLIO need to be installed into each computer which is 'talking' to
OCLC?
Please help!
Jivonna Stewart "The test of mankind's progress
jstewart@lib.nmsu.edu is not whether we add more to the
Interlibrary Loan abundance of those who have much.
New Mexico State University It is whether we provide enough
Branson Library, ILL for those who have too little."
Box 30003 Dept 3475 -plaque behind home plate, Las
Cruces, NM 88003 Roberto Clemente Field,
Fax: (505)646-4335 Hartford, CT-
Phone: (505)646-6915
=========================================================================
Date: Thu, 20 Aug 1998 09:09:42 -0700
Reply-To: ILL management
Sender: ILL management
From: Jason Newborn
Subject: Re: Limited Tech Support in mid Sept
In-Reply-To: <3.0.2.32.19980820014627.007c6100@lib.nmsu.edu>
MIME-version: 1.0
Content-type: TEXT/PLAIN; charset=US-ASCII
Hello,
It is possible to use clio this way but it is a very clunky method and
fails to take advantage of many of clio's capabilities.
It is possible and in fact perfectly normal and easy for you to install
clio on all three of your machines and use them simultaneously. In order
to do this you will need to have some kind of windows network between the
machines. A windows network will allow you to "map a network drive." This
means that you can make your PC believe that a folder on another
PC is actually an extra disk drive.
Then you need to understand that there are two parts to a functioning
clio system: the client database and the data database. When you install
the program from a set of clio disk you are installing the client part of
clio. This part contains all of the buttons, and queries and menus that
allow clio to do what it does -- it is the thinking part of clio. The
cliodate.mdb file is where clio writes down all of the information it is
working with. This is where the data is stored.
Ok now that we have that distinction. you will probably want to install
the Client portion of clio on all three of the computers you're going to
use.
On the other hand it is important that you have only one cliodata.mdb
file. I would put this on a nice, new, reliable computer. Its a good idea
to put it in a directory other than the clio directory; I use
c:\cliodata\. Map this directory as a network drive on the other two
computers.
When you first try to start up clio it should tell you that it needs help
finding the cliodate.mdb. It will bring up a little file opening dialog
box. On the computer that houses the cliodata.mdb file just point clio at
the appropriate directory and click ok. On the other two computers you
will need to click on the little drop down menu that selects drive
letters. On most computers the first networked drive will be drive letter
E:\.
On Thu, 20 Aug 1998, Jivonna Stewart wrote:
> Larry, I am trying to load CLIO. Everything was going fine, then I got to
> the paragraph that reads"copy the fine on the disk labeled Cliodata into a
> directory on the one workstation which will hold your database. All that
> is required is that all of the other workstations where Clio is to be
> installed can share this directory............"
>
> I am unclear on the meaning of this. Maybe I should clarify my ideas on
> what I am trying to do. My idea was that CLIO would be on one computer.
> As we (3 of us, 3 different computers) created ILL requests, we would save
> them (to the .svs file). At the end of the day, we would copy the .svs
> file onto a disk, take the disk to the computer which has CLIO on it and
> copy the disk into CLIO. Is this correct? If this is correct, then only
> the machine with CLIO on it would need the CLIODATA file. Correct? Or
> does CLIO need to be installed into each computer which is 'talking' to
> OCLC?
>
> Please help!
> Jivonna Stewart "The test of mankind's progress
> jstewart@lib.nmsu.edu is not whether we add more to the
> Interlibrary Loan abundance of those who have much.
> New Mexico State University It is whether we provide enough
> Branson Library, ILL for those who have too little."
> Box 30003 Dept 3475 -plaque behind home plate, Las
> Cruces, NM 88003 Roberto Clemente Field,
> Fax: (505)646-4335 Hartford, CT-
> Phone: (505)646-6915
>
=========================================================================
Date: Fri, 21 Aug 1998 09:10:06 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Telephone numbers
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
To our customers,
I have received a number commnets/suggestions lately about the format of
telephone numbers on several of the Clio screens.
Currently Clio enforces a US-style telephone number format for data entry
on at least the following screens: Borrowing and Lending Libraries and the
ALA Preferences screen.
I am planning to remove this restriction(why did I do this?? what was I
thinking??) on these screens so that international numbers and extensions
can be entered.
Are there any other places where this is a problem?
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Fri, 21 Aug 1998 12:42:04 -0400
Reply-To: ILL management
Sender: ILL management
From: Cindy Kristof
Subject: ALA forms?
Comments: cc: ddaugher@lms.kent.edu
In-Reply-To: <3.0.32.19980821090933.00fe9ab0@mail1.dev-com.com>
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
Is there a way in Clio to make an ALA form that goes unfilled into a new
ALA form to send to another library without having to retype the info?
(Kind of like the NEW command in OCLC?)
Thanks in advance,
Cindy
(new Clio user)
_______
Cindy Kristof
Document Delivery Librarian
Coordinator, Interlibrary Services
Kent State University Phone (330) 672-2670
Libraries and Media Services Fax (330) 672-2265
Kent, OH 44242-0001 ckristof@lms.kent.edu
=========================================================================
Date: Fri, 21 Aug 1998 16:30:58 -0400
Reply-To: ILL management
Sender: ILL management
From: Meg Wickman
Organization: Kettering University (EGM), Interlibrary Loan Department
Subject: Re: Telephone numbers
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Yes. The costs of borrowing from libraries are sometimes figured in service
charges plus costs per copy, but the Library Database only allows us to enter
dollars/cents figures. Is there a way to at least add a notes field to this
database?
Larry Perkins wrote:
> To our customers,
>
> I have received a number commnets/suggestions lately about the format of
> telephone numbers on several of the Clio screens.
>
> Currently Clio enforces a US-style telephone number format for data entry
> on at least the following screens: Borrowing and Lending Libraries and the
> ALA Preferences screen.
>
> I am planning to remove this restriction(why did I do this?? what was I
> thinking??) on these screens so that international numbers and extensions
> can be entered.
>
> Are there any other places where this is a problem?
>
> Larry Perkins
> -------------------------
> Perkins & Associates
> 630 El Granada Blvd.
> Half Moon Bay, CA 94019
> T: 650-726-9126
> F: 650-726-0910
> URL: www.Perkassoc.com
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email;internet: mwickman@kettering.edu
title: Interlibrary Loan Technician
tel;work: (810) 762-7938
tel;fax: (810) 762-9744
note;quoted-printable:Hours: Mon - Thur. 11:00 a.m. to 8:00 p.m. EDT=0D=0A=
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=========================================================================
Date: Sun, 23 Aug 1998 17:09:57 -0700
Reply-To: ILL management
Sender: ILL management
From: Larry Perkins
Subject: Re: ALA forms?
MIME-version: 1.0
Content-type: text/plain; charset="us-ascii"
To the list,
At 12:42 PM 08/21/98 -0400, Cindy Kristof wrote:
>Is there a way in Clio to make an ALA form that goes unfilled into a new
>ALA form to send to another library without having to retype the info?
>(Kind of like the NEW command in OCLC?)
No, but that is a good idea. We can include that in the next release.
Thanks for the suggestion,
Larry Perkins
-------------------------
Perkins & Associates
630 El Granada Blvd.
Half Moon Bay, CA 94019
T: 650-726-9126
F: 650-726-0910
URL: www.Perkassoc.com
=========================================================================
Date: Tue, 25 Aug 1998 16:09:47 -0400
Reply-To: ILL management
Sender: ILL management
From: Judy Cobb
Subject: Invoice preferences
MIME-version: 1.0
Content-type: TEXT/PLAIN; charset=US-ASCII
Hi! Can anyone on the list tell me where the address on the invoice
header and the "mail payment to" area can be edited? I tried doing this
in Lending Billing Preferences because I want to add "ILL" both places, as
our payments sometimes are sent to other offices in the library in error.
In the preferences there is a window to edit "payable to" name and
"payable to" caption but it only asks "Do you want your address printed on
the invoice header - Yes or No. Where does the address come from so it
can be edited?? Thanks in advance.
Judy Cobb
TCNJ
------------------------------------------------------------------------------
Judy Cobb Roscoe L. West Library
Principal Library Assistant Interlibrary Loan Dept.
E-Mail: cobbjudy@tcnj.edu The College of New Jersey
Voice: 609 771-2037 or 2028 2000 Pennington Road
Fax: 609 637-5189 or 5177 P.O. Box 7718
Ariel: 159.91.8.158 Trenton, N.J. 08628-0718
------------------------------------------------------------------------------
=========================================================================
Date: Wed, 26 Aug 1998 08:21:38 -0400
Reply-To: ILL management
Sender: ILL management
From: "Zhang, Jingping"
Subject: Re: Invoice preferences
MIME-version: 1.0
Content-type: text/plain
Have you try Update Addresses in preferences?
================================
Jingping Zhang
Digital Resources / Automation Librarian
James E. Morrow Library
Marshall University
304-696-2326 (phone)
304-696-5858
zhangj@marshall.edu
================================
-----Original Message-----
From: Judy Cobb [SMTP:cobbjudy@TCNJ.EDU]
Sent: Tuesday, August 25, 1998 4:10 PM
To: CLIO@VENUS.TWU.EDU
Subject: Invoice preferences
Hi! Can anyone on the list tell me where the address on the
invoice
header and the "mail payment to" area can be edited? I tried
doing this
in Lending Billing Preferences because I want to add "ILL" both
places, as
our payments sometimes are sent to other offices in the library
in error.
In the preferences there is a window to edit "payable to" name
and
"payable to" caption but it only asks "Do you want your address
printed on
the invoice header - Yes or No. Where does the address come
from so it
can be edited?? Thanks in advance.
Judy Cobb
TCNJ
------------------------------------------------------------------------
------
Judy Cobb Roscoe L. West
Library
Principal Library Assistant Interlibrary Loan
Dept.
E-Mail: cobbjudy@tcnj.edu The College of New
Jersey
Voice: 609 771-2037 or 2028 2000 Pennington Road
Fax: 609 637-5189 or 5177 P.O. Box 7718
Ariel: 159.91.8.158 Trenton, N.J.
08628-0718
------------------------------------------------------------------------
------
=========================================================================
Date: Wed, 26 Aug 1998 11:48:47 -0400
Reply-To: ILL management
Sender: ILL management
From: Meg Wickman
Organization: Kettering University (EGM), Interlibrary Loan Department
Subject: Re: Invoice preferences
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Yes, use the Update Addresses in the Preferences section. Be sure to click on
"Remit Invoice Payment Address." I included "Interlibrary Loan Department" in the
initial address setup when we began to use CLIO, but you should be able to add it
now.
I experimented also with simply changing the addresses on the Lending Billing
Preferences, but it doesn't seem to work. I was able to add ILL to the "Payable
To" Address on the Lending Billing Preferences form in Billing, however, and it
remains as the setting after exiting the field. To check on your progress, click
on the Print Preview button.
(Sorry for not responding yesterday. I'm swamped with borrowing requests.)
Judy Cobb wrote:
> Hi! Can anyone on the list tell me where the address on the invoice
> header and the "mail payment to" area can be edited? I tried doing this
> in Lending Billing Preferences because I want to add "ILL" both places, as
> our payments sometimes are sent to other offices in the library in error.
>
> In the preferences there is a window to edit "payable to" name and
> "payable to" caption but it only asks "Do you want your address printed on
> the invoice header - Yes or No. Where does the address come from so it
> can be edited?? Thanks in advance.
>
> Judy Cobb
> TCNJ
>
> ------------------------------------------------------------------------------
>
> Judy Cobb Roscoe L. West Library
> Principal Library Assistant Interlibrary Loan Dept.
> E-Mail: cobbjudy@tcnj.edu The College of New Jersey
> Voice: 609 771-2037 or 2028 2000 Pennington Road
> Fax: 609 637-5189 or 5177 P.O. Box 7718
> Ariel: 159.91.8.158 Trenton, N.J. 08628-0718
>
> ------------------------------------------------------------------------------
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