From: L-Soft list server at U. of Connecticut (1.8d)
[LISTSERV@UConnVM.UConn.Edu]
Sent: Friday, September 28, 2001 8:39 AM
To: Joe Natale
Subject: File: "CLIO-L LOG0108"
=========================================================================
Date: Wed, 1 Aug 2001 16:28:29 -0700
Reply-To: "Potter, Jonathan"
Sender: ILL Records Management Software User's Group
From: "Potter, Jonathan"
Subject: Prospero vs. Clio 3.0
Comments: To: Judd Knight
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Judd and list,
We are on the verge of installing Prospero, the program developed at Ohio
State University. Prospero converts ariel transmissions to PDF format and
makes them available to the requestor via a web interface.
My question is, would we be better off waiting for Clio 3.0 which is
supposed to perform a similar function, plus automatic updating. We'd
rather keep things streamlined under Clio rather than bringing other
software into the situation. However, we are anxious to move forward with
paperless ariel delivery, and Clio 3.0 has been delayed quite awhile now.
Are you familiar with Prospero? If so, would you anticipate any problems
integrating it with Clio 3.0? Anyone else out there using Prospero?
Thanks,
Jonathan Potter
Extended Services Librarian
Foley Center Library, Gonzaga University
www.foley.gonzaga.edu
509-323-3820 voice, 509-323-5806 fax
147.222.24.214 ariel
=========================================================================
Date: Thu, 2 Aug 2001 08:19:55 -0500
Reply-To: Joan Sommer
Sender: ILL Records Management Software User's Group
From: Joan Sommer
Subject: Re: Prospero vs. Clio 3.0
In-Reply-To:
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
Judd,
I know we are interested in your response, as may be others. Please respond
to the list.
Thanks.
Joan Sommer
At 04:28 PM 8/1/2001 -0700, Potter, Jonathan wrote:
>Judd and list,
>
>We are on the verge of installing Prospero, the program developed at Ohio
>State University. Prospero converts ariel transmissions to PDF format and
>makes them available to the requestor via a web interface.
>
>My question is, would we be better off waiting for Clio 3.0 which is
>supposed to perform a similar function, plus automatic updating. We'd
>rather keep things streamlined under Clio rather than bringing other
>software into the situation. However, we are anxious to move forward with
>paperless ariel delivery, and Clio 3.0 has been delayed quite awhile now.
>
>Are you familiar with Prospero? If so, would you anticipate any problems
>integrating it with Clio 3.0? Anyone else out there using Prospero?
Joan Sommer
Head, Interlibrary Loan
Marquette University Libraries
Email: joan.sommer@marquette.edu
Phone: 414-288-1997
Fax: 414-288-5324
Snail Mail: P.O. Box 3141
Milwaukee, WI 53201-3141
=========================================================================
Date: Thu, 2 Aug 2001 11:55:31 -0400
Reply-To: Ann Ackerson
Sender: ILL Records Management Software User's Group
From: Ann Ackerson
Subject: using Prospero
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Colgate University did a pilot study in the use of Prospero this past spring
semester. The scenario was that students in Wales needed articles from us
and from ILL. We photocopied the local ones, Arieled them to ourselves and
mounted them on Prospero. Articles which came in the mail were treated the
same way. Articles already on our Ariel were just punted to Prospero. The
kids loved it. The professor was thrilled. We have some in-house
procedures to work out, but this will be a staple in our array of services.
Its really nice to offer support worldwide, and in such a timely fashion.
Ann Ackerson
ILL Borrowing
Colgate University
Hamilton, NY 13346
A job without humor is just work.
=========================================================================
Date: Thu, 2 Aug 2001 11:19:59 -0500
Reply-To: Pattisue Thoman
Sender: ILL Records Management Software User's Group
From: Pattisue Thoman
Subject: Constant data question
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
I would probably not be quite so confused about all this if I weren't =
trying to learn Clio and Microenhancer both. I have tried to create a =
constant data record in Clio. The screen says select from the list or =
click on the new button. A cd name I had originally created in Passport, =
then used same in ME comes up as one of two choices. I try what I think =
is selecting it, and get message "choose from list or click "New" button" =
So I click on the New button. Same message. No matter which I do, I can =
get no further. What am I doing wrong? I have got to figure out this cd =
business, since before using anything other than just Passport I had =
gotten used to having many cd records: for types of lending (articles, =
books, agreement partners or others,) and by name for frequent borrowers.=
=20
Thanks for your help.
Pattisue Thoman
Access Services Librarian
Oklahoma Baptist University (OCLC - OKB)
OBU Box 61310
500 W. University
Shawnee, OK 74804
E-mail: Pattisue_Thoman@mail.okbu.edu
Ariel address: Ariel@mail.okbu.edu
Phone:(405)878-2269
=========================================================================
Date: Thu, 2 Aug 2001 13:56:57 -0400
Reply-To: "Brenda L. Rodgers"
Sender: ILL Records Management Software User's Group
From: "Brenda L. Rodgers"
Subject: shipping labels
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I've read several messages lately about mailing labels. I guess I'm
totally missing something. I can't find an option for this anywhere in
CLIO. Could someone tell me where I'm able to produce labels using
label paper? This would save me so much time. Thanks in advance.
=20
Brenda
St Marys College of Maryland
240-895-4437
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I’ve read several messages lately about mailing
labels.=A0 I guess I’m =
totally
missing something.=A0 I =
can’t find an
option for this anywhere in CLIO.=A0 =
Could
someone tell me where I’m able to produce labels using label =
paper?=A0 This would save me so much =
time.=A0 Thanks in =
advance.
Brenda
St Marys College of =
Maryland
240-895-4437
=00
------_=_NextPart_001_01C11B7C.855800A5--
=========================================================================
Date: Thu, 2 Aug 2001 17:12:51 -0400
Reply-To: "Grove, Betty"
Sender: ILL Records Management Software User's Group
From: "Grove, Betty"
Subject: Re: shipping labels
Comments: To: "Brenda L. Rodgers"
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----_=_NextPart_001_01C11B97.E3CC318A"
This message is in MIME format. Since your mail reader does not understand
this format, some or all of this message may not be legible.
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charset="iso-8859-1"
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If you have CLIO 2.2, go to Preferences, then Notices Customize, then =
choose
Lending Bookstrap (for lending) and then=A0 under the heading "style" =
there
are two boxes, choose "print stick on label" instead of print strap. =
Also be
sure the box is checked, "always print bookstraps." You need it checked =
to
print your labels also. I know it sounds a bit confusing choosing that =
box,
but it works.Then you do the same for your Borrowing labels.
=A0
Betty Grove/ILL Dept.Cocoa Campus
Brevard Comm. College Library
Cocoa, FL=A0
-----Original Message-----
From: Brenda L. Rodgers [mailto:blrodgers@SMCM.EDU]
Sent: Thursday, August 02, 2001 1:57 PM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] shipping labels
I've read several messages lately about mailing labels.=A0 I guess I'm =
totally
missing something.=A0 I can't find an option for this anywhere in =
CLIO.=A0 Could
someone tell me where I'm able to produce labels using label paper?=A0 =
This
would save me so much time.=A0 Thanks in advance.
=A0
Brenda
St Marys College of Maryland
240-895-4437
------_=_NextPart_001_01C11B97.E3CC318A
Content-Type: text/html;
charset="iso-8859-1"
If you have
CLIO 2.2, go to Preferences, then Notices Customize, then choose Lending
Bookstrap (for lending) and then under the heading "style" there are two
boxes, choose "print stick on label" instead of print strap. Also
be
sure the box is checked, "always print bookstraps." You need it checked to print
your labels also. I know it sounds a bit confusing choosing that box, but it
works.Then you do the same for your Borrowing labels.
Betty
Grove/ILL Dept.Cocoa Campus
Brevard Comm.
College Library
Cocoa,
FL
-----Original Message----- From: Brenda L. Rodgers
[mailto:blrodgers@SMCM.EDU] Sent: Thursday, August 02, 2001 1:57
PM To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] shipping
labels
I’ve read several messages lately
about mailing labels.I guess I’m
totally missing something.I
can’t find an option for this anywhere in CLIO.Could someone tell me where I’m able
to produce labels using label paper?This would save me so much time.Thanks in advance.
Brenda
St Marys
College of Maryland
240-895-4437
------_=_NextPart_001_01C11B97.E3CC318A--
=========================================================================
Date: Thu, 2 Aug 2001 17:17:10 -0400
Reply-To: "Grove, Betty"
Sender: ILL Records Management Software User's Group
From: "Grove, Betty"
Subject: Re: shipping labels
Comments: To: "Brenda L. Rodgers"
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----_=_NextPart_001_01C11B98.7E503850"
This message is in MIME format. Since your mail reader does not understand
this format, some or all of this message may not be legible.
------_=_NextPart_001_01C11B98.7E503850
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Sorry, but I was answering you about the book labels, I just realized. =
For
mailing lablels, they are printed off when you process your ILL =
requests
after checking them in your OPAC in the section=A0 "Review New =
Requests" that
you get from OCLC. They are printed at the bottom of the page of your =
ILL
request. We don't use the mailing=A0lables since it is printed on =
regular
computer papers. I don't know if there is a way to print =
mailing=A0labels=A0for
addresses in CLIO on label paper. Hope this helps.
I am using CLIO 2.2 version.
Betty Grove/ILL Dept
Brevard Community College Library
Cocoa, FL
-----Original Message-----
From: Brenda L. Rodgers [mailto:blrodgers@SMCM.EDU]
Sent: Thursday, August 02, 2001 1:57 PM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] shipping labels
I've read several messages lately about mailing labels.=A0 I guess I'm =
totally
missing something.=A0 I can't find an option for this anywhere in =
CLIO.=A0 Could
someone tell me where I'm able to produce labels using label paper?=A0 =
This
would save me so much time.=A0 Thanks in advance.
=A0
Brenda
St Marys College of Maryland
240-895-4437
------_=_NextPart_001_01C11B98.7E503850
Content-Type: text/html;
charset="iso-8859-1"
Sorry, but I
was answering you about the book labels, I just realized. For mailing lablels,
they are printed off when you process your ILL requests after checking them in
your OPAC in the section "Review New Requests" that you get from OCLC.
They are printed at the bottom of the page of your ILL request. We don't use the
mailing lables since it is printed on regular computer papers. I don't know
if there is a way to print mailing labels for addresses in CLIO on
label paper. Hope this helps.
I am using
CLIO 2.2 version.
Betty
Grove/ILL Dept
Brevard
Community College Library
Cocoa,
FL
-----Original Message----- From: Brenda L. Rodgers
[mailto:blrodgers@SMCM.EDU] Sent: Thursday, August 02, 2001 1:57
PM To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] shipping
labels
I’ve read several messages lately
about mailing labels.I guess I’m
totally missing something.I
can’t find an option for this anywhere in CLIO.Could someone tell me where I’m able
to produce labels using label paper?This would save me so much time.Thanks in advance.
Brenda
St Marys
College of Maryland
240-895-4437
------_=_NextPart_001_01C11B98.7E503850--
=========================================================================
Date: Fri, 3 Aug 2001 13:05:04 -0700
Reply-To: Julia Graham
Sender: ILL Records Management Software User's Group
From: Julia Graham
Subject: clio having a psychotic episode?
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
We just had something happen that's never happened to us before (but then,
we may be special).
Clio deleted a couple records. No one in the office did this, and all 3 of
us promise we didn't touch anything. :)
But there are now two (at least) records that show only as "deleted" in the
borrowing requests. They are articles that we just received today. But
they didn't go through and we got an error saying "error #31something (I
don't recall the exact error number! sorry!), the record is deleted."
And it is.
In addition, Clio has put a recent request (9933175) in between request
number -268 and -269. Normally, the requests are shown numbered in order,
but this one stood out because it's so out of place.
Has anyone else had this happen before? And if so, how do we keep it from
happening again?
Julia
****************************************************************************************************************************************
Julia Graham
Borrowing, Interlibrary Loan
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
=========================================================================
Date: Mon, 6 Aug 2001 11:54:21 -0500
Reply-To: Ellen Sayed
Sender: ILL Records Management Software User's Group
From: Ellen Sayed
Subject: Clio installation
MIME-Version: 1.0
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Hi Clio Users,
We are excited about having Clio, but cannot seem to get it to read the
requests from our web form. We have installed the software on different
computers, tried it both with and without Outlook (which we do not use),
but we keep getting the same error messages, "invalid use of null",
"error 94" , and something about Clio not being able to locate the
record. We have also checked the field names several times. I am
beginning to think we have looked at it so much that we are missing
something right under our noses. If anyone else experienced this
problem, we would really like to hear from you! TIA
Ellen Sayed
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begin:vcard
n:Nordre Sayed;Ellen
tel;fax:(334)460-7638
tel;work:(334)460-7850
x-mozilla-html:FALSE
url:http://southmed.usouthal.edu/library/index.html
org:University of South Alabama;Charles M. Baugh Biomedical Library
adr:;;BLB216;Mobile;AL;36688;
version:2.1
email;internet:esayed@jaguar1.usouthal edu
title:Information Services Librarian/Interlibrary Loan Coordinator
fn:Ellen Nordre Sayed
end:vcard
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=========================================================================
Date: Mon, 6 Aug 2001 12:05:30 -0500
Reply-To: Pattisue Thoman
Sender: ILL Records Management Software User's Group
From: Pattisue Thoman
Subject: Copying and pasting data in Clio records?
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
Is there a way to copy and paste data into Clio forms rather than having =
to type in everything each time?
Thanks for the help.
Pattisue Thoman
Access Services Librarian
Oklahoma Baptist University (OCLC - OKB)
OBU Box 61310
500 W. University
Shawnee, OK 74804
E-mail: Pattisue_Thoman@mail.okbu.edu
Ariel address: Ariel@mail.okbu.edu
Phone:(405)878-2269
=========================================================================
Date: Mon, 6 Aug 2001 13:59:58 -0500
Reply-To: Pattisue Thoman
Sender: ILL Records Management Software User's Group
From: Pattisue Thoman
Subject: Re: copying, etc.
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
Thanks for the prompt help on my question.
Pattisue Thoman
Access Services Librarian
Oklahoma Baptist University (OCLC - OKB)
OBU Box 61310
500 W. University
Shawnee, OK 74804
E-mail: Pattisue_Thoman@mail.okbu.edu
Ariel address: Ariel@mail.okbu.edu
Phone:(405)878-2269
=========================================================================
Date: Tue, 7 Aug 2001 10:56:55 -0600
Reply-To: "Arment, Donna"
Sender: ILL Records Management Software User's Group
From: "Arment, Donna"
Subject: Moving the CLIO database
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Hi,
We are getting ready to move our CLIO Database from it's current location
to a new computer. I was wondering if anyone else has tried this and how it
went for you. We are also looking at archiving our current database and has
anyone had experience with this?
Thanks
Donna
Donna Arment
Interlibrary Loan Librarian
Fort Lewis College
John F. Reed Library
1000 Rim Drive
Durango, CO 81301
Phone: 970-247-7266
Fax: 970-247-7149
arment_d@fortlewis.edu
=========================================================================
Date: Wed, 8 Aug 2001 10:21:15 -0400
Reply-To: TRobertson@CLAMS.LIB.MA.US
Sender: ILL Records Management Software User's Group
From: "Toni Robertson, Falmouth ILL Processing"
Subject: Printing problem
I wondering if this is just us, or if it's happening to others:
We download our pending requests, and print them from Clio. Whenever,
and I mean EVERY time, we have a request from Johnson County Library,
KS (KNJ), the requests prints first the bottom half of the request,
then prints the whole request.
This isn't happening with any other requests, only KNJ's. I'm wondering
if the way they have their address formatted is sending a strange
command to my printer. Since the requests are reading the SHIP TO
from the incoming request, not my Libraries file, it's not something
in that file that's messing up the printing.
If this is happening to others, maybe we could get Johnson County to
re-enter their Constant Data, and see if that fixes it for all of us.
Regards,
Toni Robertson
CIB (formerly FLP)
*************************************************************************
* Toni Robertson, *
* Interlibrary Loan Librarian *
* ILL Processing Center *
* Falmouth Public Library *
* Falmouth, MA 02540 *
* TRobertson@clams.lib.ma.us 508-457-2555 fax: 508-457-2560 *
*************************************************************************
=========================================================================
Date: Wed, 8 Aug 2001 08:42:02 -0400
Reply-To: whites
Sender: ILL Records Management Software User's Group
From: whites
Subject: A new quirk
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Something new has developed on my computer and I am wondering if any of
the rest of you have encountered it. My custom every morning has always
been to turn on my computer, bring up ILLME and download the records and
to printout the ones I need printed. Last Monday I did as usual and the
computer downloaded the records, but wouldn't print. It kept giving me
an error message. My computer whiz came and "fixed" it and I was on my
way again. Well, Tuesday morning the same thing happened. This time
Josh told me that what he did was to bring up Clio and then close out of
Clio and close out of ILLME and then bring up ILLME again and then it
would print. Sure enough that works fine. But I get annoyed easily and
it seems like a pain to me to have to call up Clio everytime and then
shut it down in order to print out my records. Got any ideas about what
is wrong?
Sandra White
=========================================================================
Date: Wed, 8 Aug 2001 09:55:49 -0700
Reply-To: "Fenker, John A - CILL-1"
Sender: ILL Records Management Software User's Group
From: "Fenker, John A - CILL-1"
Subject: Re: copying, etc.
Comments: To: Pattisue Thoman
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Pattisue, Please, I'm in suspense; what was the answer?
How do you copy & paste to avoid repetitive data entry?
We are just beginning with both CLIO and ILLME, so have
lots to learn. Thanks.
John Fenker
Bonneville Power Administration
Library Services, CILL-1
P.O. Box 3621, Portland, OR 97208
905 NE 11th Ave, Portland, OR 97232
tel: 503-230-4174
fax: 503-230-5911
jafenker@bpa.gov
-----Original Message-----
From: Pattisue Thoman
[mailto:Academic#c#ACADEMIC.LIBRARY#c#Pattisue_Thoman@MAIL.OKBU.EDU]
Sent: Monday, August 06, 2001 12:00 PM
To: CLIO-L@UCONNVM.UCONN.EDU
Subject: Re: [CLIO] copying, etc.
Thanks for the prompt help on my question.
Pattisue Thoman
Access Services Librarian
Oklahoma Baptist University (OCLC - OKB)
OBU Box 61310
500 W. University
Shawnee, OK 74804
E-mail: Pattisue_Thoman@mail.okbu.edu
Ariel address: Ariel@mail.okbu.edu
Phone:(405)878-2269
=========================================================================
Date: Wed, 8 Aug 2001 12:17:04 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Moving the CLIO database
Comments: To: "Arment, Donna"
In-Reply-To: <759AC8E2506AD4119E6B00010230D2F00265FC5A@exch2.fortlewis.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
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Donna,
What version of Microsoft Office will be on this machine? You will need to
reinstall the Microenhancer dat files that came with Clio on a separate disk
into the Microenhancer Data Directory location. This location is usually
C:\OCLCAPPS\ILLME\. You will need to download one of the message files from
OCLC using the Microenhancer. This will create the ILL.dat file,
ILLindex.dat, and download.dat files that are needed to send updates to the
Microenhancer in Clio. I suggest that you download the "shipped" category.
As for archiving there are several preliminary steps that need to be
considered. Is you database on a server? How many requests are in the
active tables?
If your database is on a server you will need to archive your data in
increments. Some servers cannot handle the amount of record locks that are
needed for archiving a large amount of records. To avoid this problem you
will need to find out the oldest requests on both the lending andd borrowing
side. This can be done by going to Administration/Open Tables/(borrowing
requests or Lending Requests). In the table that is displayed place your
cursor in the recdate column then sort the records from a to z by clicking
on the "A/Z" button displayed on the tool bar. Once you have determined the
oldest request for both sides then you are ready to select a batch of
requests to archive. Select either the Archive Borrowing Requests or
Archive Lending Requests. Enter a date that is six months after earliest
date found to exist in your active borrowing or lending table. The archive
process places old requests that have a "complete" status into either the
borrowing or lending archive tables depending upon which side you archive.
"Complete" statuses for the borrowing side are RecCopy, Returned, Cancelled,
or Unfilled. "Complete" statuses for the lending side are YesCopy, No, or
Complete. When you run the archive function Clio will attempt to archive
these types of requests. Once you have completed the archive take note of
the time it took then proceed to archive more requests. If you are having
problems you may have to adjust the period to archive. Once you have
completed archiving then proceed to compact and repair the database. For
Clio users that have versions of Clio that run with Access 97 I suggest that
you run a repair on the database prior to compacting. Clio users with
versions that run with Access 2000 use the normal compact and repair button
that can be found under Administration in Clio.
Requests that will not archive:
You may notice that some requests may not archive that you feel should have.
This can be due to several things. You may notice when you review your
borrowing request table by going back to Administration/Open
Tables/Borrowing Requests and do a sort by recdate (Received Date) that
there are some records that have not been archived but have a recdate that
was prior to the date set for archiving. This can be due to a statistic
date or DateLastUpdated dates on the record that are after the archive date
that was used for archiving.
You may notive when you review your lending request table that there are
some records that have not been archived but have a recdate that was prior
to the date set for archiving. This can be due to a statistic date or
DateLastUpdated dates on the record that are after the archive date. Some
more possible reasons are due to the options you select when archiving the
lending requests.
Another reason that a lending request will not archive is due to the
accompanying Invoice record for the record has been deleted from the Invoice
table. If this has been done then you will need to change the billing method
on these records to none. This can be done from the Lending Request table.
Once you have made this change you can run the archive again. These records
should archive. If they do not 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 Arment, Donna
Sent: Tuesday, August 07, 2001 11:57 AM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Moving the CLIO database
Hi,
We are getting ready to move our CLIO Database from it's current location
to a new computer. I was wondering if anyone else has tried this and how it
went for you. We are also looking at archiving our current database and has
anyone had experience with this?
Thanks
Donna
Donna Arment
Interlibrary Loan Librarian
Fort Lewis College
John F. Reed Library
1000 Rim Drive
Durango, CO 81301
Phone: 970-247-7266
Fax: 970-247-7149
arment_d@fortlewis.edu
=========================================================================
Date: Thu, 9 Aug 2001 09:09:26 -0500
Reply-To: Joyce C Fuller
Sender: ILL Records Management Software User's Group
From: Joyce C Fuller
Subject: Problems With Clio
We're using Clio 2.2 and started experiencing a problem this morning. I have
the Clio database on my computer and share this directory with our student
trainee's computer. We've never had a problem with this set-up until recently.
First we experienced the typical space-NT problem on the student's computer
after a very busy July. As soon as the IFM payments were inputted, I followed
the directions for archiving, including repairing and compacting the database.
We had a slight problem with Clio on the student's computer grabbing the wrong
database (his backup copy). I could not stop this association, so I ended up
deleting the Clio software and reinstalling on this computer. Everything
appeared to be fine until this morning -- he used Clio with no problem for
three days.
Today, Clio cannot be used on the student's computer. It will open fine. He
clicks on lending and starts typing the interlibrary loan number. As soon as
he inputs about three numbers, Clio closes. Once in awhile the "MS helper"
will appear and disappears with the program.
I was able to do our lending updates on my computer with no problem at all. It
is only the shared computer that is experiencing this problem. Has anyone else
had this happen?
Also, I once had an Internet page where the Clio messages were archived. I no
longer have that information.
Thanks for any assistance you can give!
Kind regards,
Joyce Fuller
Caterpillar Inc.
Technical Information Center (ISH)
e-mail: fuller_joyce_c@cat.com
=========================================================================
Date: Thu, 9 Aug 2001 12:45:53 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: copying, etc.
Comments: To: "Fenker, John A - CILL-1"
In-Reply-To:
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
John,
In order to copy and paste you will need to use the key combination CTRL+C
to copy and CTRL+P to paste. For example if you are looking at something on
you OPAC that you want to copy like a call number, you would first highlight
the call number then hold down the Control key then select the "C" key.
This will place this information on a clipboard. Once this has been done go
to Clio place your cursor in the field that you want the call number to
populate then hold down the Control key and select the "V" key.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Fenker, John A - CILL-1
Sent: Wednesday, August 08, 2001 11:56 AM
To: CLIO-L@UConnVM.UConn.Edu
Subject: Re: [CLIO] copying, etc.
Pattisue, Please, I'm in suspense; what was the answer?
How do you copy & paste to avoid repetitive data entry?
We are just beginning with both CLIO and ILLME, so have
lots to learn. Thanks.
John Fenker
Bonneville Power Administration
Library Services, CILL-1
P.O. Box 3621, Portland, OR 97208
905 NE 11th Ave, Portland, OR 97232
tel: 503-230-4174
fax: 503-230-5911
jafenker@bpa.gov
-----Original Message-----
From: Pattisue Thoman
[mailto:Academic#c#ACADEMIC.LIBRARY#c#Pattisue_Thoman@MAIL.OKBU.EDU]
Sent: Monday, August 06, 2001 12:00 PM
To: CLIO-L@UCONNVM.UCONN.EDU
Subject: Re: [CLIO] copying, etc.
Thanks for the prompt help on my question.
Pattisue Thoman
Access Services Librarian
Oklahoma Baptist University (OCLC - OKB)
OBU Box 61310
500 W. University
Shawnee, OK 74804
E-mail: Pattisue_Thoman@mail.okbu.edu
Ariel address: Ariel@mail.okbu.edu
Phone:(405)878-2269
=========================================================================
Date: Fri, 10 Aug 2001 08:31:18 -0500
Reply-To: Janet Romine
Sender: ILL Records Management Software User's Group
From: Janet Romine
Organization: Truman State University
Subject: ClioRequest problems
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hi,
I have been working on setting up ClioRequest and have run across these
two problems.
1. When I "Get New Borrowing Requests" I receive the Microsoft Access
Error box that says Data Type Conversion Error for each request yet all
of the requests show up in view summary.
2. Every time I try to connect to OCLC I get timed out. I believe I have
everything set according to the manual.
Thanks in advance for any advice you can give me.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Janet Romine
Reference & Interlibrary Loan
Pickler Memorial Library
Truman State University
(660) 785-7418
(660) 785-4536 Fax
jiromine@truman.edu
=========================================================================
Date: Fri, 10 Aug 2001 10:52:11 -0400
Reply-To: Debbie Herman
Sender: ILL Records Management Software User's Group
From: Debbie Herman
Subject: Clio Request
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
Hi,
Is there anyone out there using Clio 2.3 Request??? If so I would like to know
about your experiences with it? How has it changed work flow? Benefits and
drawbacks and any information in general would be greatly appreciated. Our
library is thinking of implementing this software. Thank you for any info!!!!
Deegan Lukienchuk
ILS Coordinator
Mortensen Library
University of Hartford
West Hartford, CT 06117
lukienchu@mail.hartford.edu
=========================================================================
Date: Fri, 10 Aug 2001 11:29:32 -0400
Reply-To: "causeyd@citadel.edu"
Sender: ILL Records Management Software User's Group
From: Deborah Causey
Organization: Daniel Library, The Citadel
Subject: This is stupid question Friday isn't it???
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
On OCLC when your record has gone to "Unfilled" and you re-order it we have
always put the old ILL number in the Shipped Via field and this signaled to
OCLC that we were still trying to fill the original record.
I am showing in CLIO a large number of Unfilled requests although I know I
have re-ordered them and gotten them in. Is there any way in Clio to link
these records?
Deborah T. Causey
Debbe.Causey@citadel.edu
ILL, The Citadel
843-953-2570 (office) 843-953-5190 (Fax)
=========================================================================
Date: Fri, 10 Aug 2001 11:21:42 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: This is stupid question Friday isn't it???
Comments: To: causeyd@citadel.edu
In-Reply-To: <01C1218F.BC997CA0.causeyd@citadel.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Deborah,
If you reorder the request do not update the request in Clio to Unfilled
update the request to Cancelled. In the Cancelled request place a note
stating that the request was reordered on another request. When you have
exhausted the locations to send the request with no luck then update the
last attempted request to Unfilled. With this method you will reduce your
Unfilled average.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Deborah Causey
Sent: Friday, August 10, 2001 10:30 AM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] This is stupid question Friday isn't it???
On OCLC when your record has gone to "Unfilled" and you re-order it we have
always put the old ILL number in the Shipped Via field and this signaled to
OCLC that we were still trying to fill the original record.
I am showing in CLIO a large number of Unfilled requests although I know I
have re-ordered them and gotten them in. Is there any way in Clio to link
these records?
Deborah T. Causey
Debbe.Causey@citadel.edu
ILL, The Citadel
843-953-2570 (office) 843-953-5190 (Fax)
=========================================================================
Date: Fri, 10 Aug 2001 10:45:52 -0600
Reply-To: "Arment, Donna"
Sender: ILL Records Management Software User's Group
From: "Arment, Donna"
Subject: Moving the CLIO database
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
I wanted to thank everyone who responded to my questions. We are planning to
move it in the next couple of weeks and your message will be very helpful.
Thanks
Donna
Donna Arment
Interlibrary Loan Librarian
Fort Lewis College
John F. Reed Library
1000 Rim Drive
Durango, CO 81301
Phone: 970-247-7266
Fax: 970-247-7149
arment_d@fortlewis.edu
=========================================================================
Date: Fri, 10 Aug 2001 12:48:09 -0400
Reply-To: Pat Barbour
Sender: ILL Records Management Software User's Group
From: Pat Barbour
Subject: Re: Clio Request
Comments: To: Debbie Herman
MIME-Version: 1.0
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Hi ,
We've been using Clio Request since it was born. My staff loved having requests
from our
web forms come into CR because it cut out a LOT of re-keying of material. They
could see
the request; search OCLC; build lender strings from our custom holdings (or
indicate a vendor to send the request to by e-mail); upload the requests to OCLC
(e-mail vendors) and at the same time
load them into the Clio database.
It also helped get rid of a lot of unnecessary printing and paperwork!
Once all the fields on the web forms were set to synchronize with the
ClioRequest format, we
have had no problems. As with any new software, there is always an adjustment
period, but
it wasn't a major adjustment. Our requests come into the departments e-mail
account. After
we pull those into CR, we go back into the e-mail to print any other e-mails that
are not from
the web request forms.
I can't think of any drawbacks unless you would consider only one staff member
(or only one
PC) can work on those requests. It is not a shared database like Clio database
is. This hasn't
been a problem here, but might be for others.
If my staff could give you there thoughts, they would surely say: GET
CLIOREQUEST!
Good Luck,
Pat
Debbie Herman wrote:
> Hi,
> Is there anyone out there using Clio 2.3 Request??? If so I would like to know
> about your experiences with it? How has it changed work flow? Benefits and
> drawbacks and any information in general would be greatly appreciated. Our
> library is thinking of implementing this software. Thank you for any info!!!!
>
> Deegan Lukienchuk
> ILS Coordinator
> Mortensen Library
> University of Hartford
> West Hartford, CT 06117
> lukienchu@mail.hartford.edu
--
Patricia Barbour, Document Access Coordinator
Central Michigan University Libraries (EZC)
Finch - Document Access
1275 S. Franklin Street
Mt Pleasant MI 48859
517-774-3022 Phone
517-774-4499 Fax
pat.barbour@cmich.edu
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adr:;;1275 S. Franklin Street - Finch;Mt. Pleasant;MI;48859;USA
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=========================================================================
Date: Fri, 10 Aug 2001 14:00:37 -0500
Reply-To: Pattisue Thoman
Sender: ILL Records Management Software User's Group
From: Pattisue Thoman
Subject: New user question
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
We now have Clio on 3 computers in our office. As suggested (my first =
question to the list) the Cliodata.mdb file is on the network but the =
microenhancer files are on the separate computers. When I go to update =
libraries or users, or for that matter, when we update requests, will all =
be accessible to any computer or only on the computer they were done =
on?=20
Pattisue Thoman
Access Services Librarian
Oklahoma Baptist University (OCLC - OKB)
OBU Box 61310
500 W. University
Shawnee, OK 74804
E-mail: Pattisue_Thoman@mail.okbu.edu
Ariel address: Ariel@mail.okbu.edu
Phone:(405)878-2269
=========================================================================
Date: Fri, 10 Aug 2001 16:35:01 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: New user question
Comments: To: Pattisue Thoman
In-Reply-To:
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Pattisue,
When you update the requests in Clio these updates will be apparent on the
other machines. This is due to the fact that you are all sharing the
cliodata.mdb file off of the server or a shared drive, depending upon your
setup.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Pattisue Thoman
Sent: Friday, August 10, 2001 2:01 PM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] New user question
We now have Clio on 3 computers in our office. As suggested (my first
question to the list) the Cliodata.mdb file is on the network but the
microenhancer files are on the separate computers. When I go to update
libraries or users, or for that matter, when we update requests, will all be
accessible to any computer or only on the computer they were done on?
Pattisue Thoman
Access Services Librarian
Oklahoma Baptist University (OCLC - OKB)
OBU Box 61310
500 W. University
Shawnee, OK 74804
E-mail: Pattisue_Thoman@mail.okbu.edu
Ariel address: Ariel@mail.okbu.edu
Phone:(405)878-2269
=========================================================================
Date: Fri, 10 Aug 2001 16:11:38 -0400
Reply-To: Edward McDermott
Sender: ILL Records Management Software User's Group
From: Edward McDermott
Subject: Renewal requests followup
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
This questions was asked a couple of weeks ago regarding Clio 2.2's new
features. I haven't seen a response and we'd like to know too:
And a question: On the Review menu, Renewal Requests is listed, but it
doesn't show anything. Is this a feature that isn't quite here yet? Or
did I mis-configure something?
Thanks.
Ed
Edward J. McDermott
Systems Librarian
Robert H. Goddard Library
Clark University
950 Main Street
Worcester, MA 01610
(508) 793-7651
(508) 793-8871 [FAX]
emcdermott@clarku.edu
=========================================================================
Date: Mon, 13 Aug 2001 11:28:10 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Renewal requests followup
Comments: To: Edward McDermott
In-Reply-To: <49284A6B6C57F842A072AD63FC86E350305176@pegasus.clarku.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Edward,
The Review of Renewal Requests feature on the lending Review New Requests is
not available yet but will be in the not-to-distant future.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Edward McDermott
Sent: Friday, August 10, 2001 3:12 PM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Renewal requests followup
This questions was asked a couple of weeks ago regarding Clio 2.2's new
features. I haven't seen a response and we'd like to know too:
And a question: On the Review menu, Renewal Requests is listed, but it
doesn't show anything. Is this a feature that isn't quite here yet? Or
did I mis-configure something?
Thanks.
Ed
Edward J. McDermott
Systems Librarian
Robert H. Goddard Library
Clark University
950 Main Street
Worcester, MA 01610
(508) 793-7651
(508) 793-8871 [FAX]
emcdermott@clarku.edu
=========================================================================
Date: Mon, 13 Aug 2001 08:41:50 -0700
Reply-To: Dan Restaino
Sender: ILL Records Management Software User's Group
From: Dan Restaino
Subject: Review New Libraries
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
I have got most of Clio 2.2 operational.
Still trying to get to the good stuff.
I have downloaded two sessions from OCLC
of just pending requests.
After Clio reads the files, I get the dialog box
indicating that there are new libraries.
However when I click on that box I get and
error message:
Clio2.2 can't follow the hyperlink to
'Macro mcrReadLending; please verify destination.'
Also when I go to Lending Menu
and click Review New Libraries
I get a blank screen with not message
but end up exiting Clio with no list seen.
I tried to find something in the Online Help
but was not successful.
Thanks for any assistance.
Dan Restaino
Interim Head of Unit
InterLibrary Loan Unit
California State University, Sacramento
2000 State University Drive, East
Sacramento CA 95819-6039
916-278-6050 (voice & message)
916-278-7089 (fax)
=========================================================================
Date: Mon, 13 Aug 2001 14:06:21 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Review New Libraries
Comments: To: Dan Restaino
In-Reply-To: <9903BFB1E966D3118B96009027517101518249@library1.lib.csus.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Dan,
These type of errors can be the result of defaults not set in Clio. Go to
Preferences/General. Set the defaults for lending.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Dan Restaino
Sent: Monday, August 13, 2001 10:42 AM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Review New Libraries
I have got most of Clio 2.2 operational.
Still trying to get to the good stuff.
I have downloaded two sessions from OCLC
of just pending requests.
After Clio reads the files, I get the dialog box
indicating that there are new libraries.
However when I click on that box I get and
error message:
Clio2.2 can't follow the hyperlink to
'Macro mcrReadLending; please verify destination.'
Also when I go to Lending Menu
and click Review New Libraries
I get a blank screen with not message
but end up exiting Clio with no list seen.
I tried to find something in the Online Help
but was not successful.
Thanks for any assistance.
Dan Restaino
Interim Head of Unit
InterLibrary Loan Unit
California State University, Sacramento
2000 State University Drive, East
Sacramento CA 95819-6039
916-278-6050 (voice & message)
916-278-7089 (fax)
=========================================================================
Date: Mon, 13 Aug 2001 13:56:55 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Borrowing Bookstrap Not Printing
Comments: To: Larry Currie
In-Reply-To: <3B7822ED.4A0AC280@calacademy.org>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Larry,
Enter a due date in the Due Date: text box when updating the request to
Received Loan.
Judd Knight
Clio Software Support
-----Original Message-----
From: Larry Currie [mailto:lcurrie@CalAcademy.org]
Sent: Monday, August 13, 2001 1:57 PM
To: judd@cliosoftware.com
Subject: Borrowing Bookstrap Not Printing
Hi Judd,
Everything has been working fine up until this morning when I have been
unable to generate a borrowing bookstrap for a book we received today.
I have my preferences set for borrowing bookstraps to always print and
the check box is checked for printing a bookstrap on the borrowing
update screen. But when I close the borrowing update window after
updating the request, no bookstrap is printed. I have tried rebooting
the computer and re-updating the request, still to no avail.
Any ideas or suggestions?
Larry Currie
--
Lawrence W. Currie
User Services Librarian
California Academy of Sciences
Golden Gate Park
San Francisco, CA 94118
lcurrie@calacademy.org
(415) 750-7108
(415) 750-7106 fax
http://www.calacademy.org/research/library/
=========================================================================
Date: Tue, 14 Aug 2001 08:59:49 -0400
Reply-To: Robin Moskal
Sender: ILL Records Management Software User's Group
From: Robin Moskal
Subject: Clio 2.2 manual
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Hi,
We were wondering if there is going to be a Clio 2.2 manual? We've checked
on the webpage and only find one for 2.0.
thanks,
Robin Moskal
Collection Management/ILL Librarian
Kuhn Library
UMBC
1000 Hilltop Circle
Baltimore, MD 21250
phone 410-455-2341
fax 410-455-1061
OCLC: MUB
=========================================================================
Date: Tue, 14 Aug 2001 12:02:03 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Clio 2.2 manual
Comments: To: Robin Moskal
In-Reply-To:
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Robin,
We are planning to release a Clio 3.0 manual when Clio 3.0 is finally
released. At this time continue to use the Clio 2.0 manual as a reference
along with the Clio 2.2 addendum that was on the Clio 2.2 download page.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Robin Moskal
Sent: Tuesday, August 14, 2001 8:00 AM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Clio 2.2 manual
Hi,
We were wondering if there is going to be a Clio 2.2 manual? We've checked
on the webpage and only find one for 2.0.
thanks,
Robin Moskal
Collection Management/ILL Librarian
Kuhn Library
UMBC
1000 Hilltop Circle
Baltimore, MD 21250
phone 410-455-2341
fax 410-455-1061
OCLC: MUB
=========================================================================
Date: Tue, 14 Aug 2001 18:09:36 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Processing Lending Requests with Clio 2.2
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Clio 2.2 users,
Here are some steps to to get the most out of processing your new lending
Requests in Clio 2.2.
1. Open your Microenhancer. Go to File from the Menu bar. Select from the
drop down list "Download Message File Now".
2. After you have selected this then a screen entitled "Batch Download
Categories" will be displayed. Choose the category Pending. Do not select
the Option to Print.
3. Click OK.
4. On the Batch Download Settings screen select the option to print a
Summary List. After you have selected this click OK. Microenhancer will
then connect to OCLC and download the Pending requests and print a summary
list. When completed select Close on the Batch Download Summary Report.
5. Close the Microenhancer.
6. Start Clio.
7. In Clio 2.2 you have the option to Review the New Lending Requests prior
to printing. I recommend using this option. This option can be set by
unselecting the option to "Print Incoming Requests when read from ILLME"
under Preferences/Notices Customize/New Lending Requests.
8. Once this option is set go to the Main Lending screen and select the
OCLC button. At this time read the pending requests into Clio. Make note
of the number of requests read into Clio. Verify this number with the
Summary list printed from the Microenhancer. You will notice the Lending
requests will not print at this stage.
9. Before reviewing the requests you need to setup Clio to display your
OPAC. This is done by adjusting the OPAC settings on the OPAC Setup screen.
This can be found under Preferences/OPAC setup. If you have either Endeavor
or III then you can take advantage of the autosearch feature in Clio 2.2.
If you do not have either Endeavor or III then you will need to select Other
as your "My OPAC Vendor" At this time you will need to enter your OPAC URL.
Later when you attempt to review the requests and you have problems let me
know. I can adjusts the search script or the URL to resolve most searching
problems.
10. Once the requests have been read you can now review them. This is done
by selecting from the Lending Main screen Review New Requests button then
clicking on either the option to review "New Lending Requests for Books" or
"New Journal Requests" to bring up the request list display. Once at the
requests list display screen double click on the ILL number of one of the
requests to bring up the Check Local Holdings Screen.
11. On the Check Local Holdings screen Clio will perform an automatic OCLC
number search of your OPAC to see if the material requested is available.
Sometimes you may have to select the next record arrow then the previous
record arrow to get Clio to complete the search. This auto feature is
available to institutions that have either Endeavor or III web based OPAC's.
All other web based OPAC's you can still perform a manual search. This can
be done simply by highlighting the OCLC number or title, copying with the
keyboard CTRL+C combination then pasting with the CTRL+V keyboard
combination into your search window displayed. Once you have placed the
information to search click on your submit or search button on your OPAC
display in Clio. Do not select the Clio search button.
12. Once you have determined the status of the material in your library
then you can select the option to print, say no, or conditional the request.
13. Requests that are set to print should be requests that you plan to
fill. These printouts are then used to complete the processing of the
borrower's request. Once you have found the materials you will then proceed
to update these request to YesLoan or YesCopy.
14. When updating batch your requests into different charging categories,
NoCharge and Charge. This will prevent you from constantly having to change
the selected constant data record to the correct one.
15. Once all the requests have been updated then you are ready to send the
updates to the Microenhancer.
16. Return to the Main Lending screen. On the Main Lending screen select
the OCLC button. On the New Lending Requests screen you will want to select
the option to Send Lending Requests to ILLME. The updates requests will
then be sent to the Microenhancer.
17. At this time you can minimize Clio or close it, your preference. Start
the Microenhancer.
18. In the Microenhancer choose File from the Menu bar. From the dropdown
list select Update ILL Records Now...
19. At this time a screen will be displayed entitled "Batch Update
Settings". Click OK to send the updates to OCLC.
20. After updating a Batch Update Report should be displayed. Check this
report for errors. If you have errors click on the error log to see the
reason for the error. If this does not clarify the reason for the error you
may need to look at the record in Passport. The request may not have the
correct prior status to update the request to the status intended.
If you are still experiencing problems after following these steps then let
me know. I want you to be able to get the most out of your Clio Software.
Judd Knight
Clio Software Support
=========================================================================
Date: Tue, 14 Aug 2001 18:23:55 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Request failing to download into Clio
Comments: To: nathan conkle
In-Reply-To: <4.3.1.0.20010814160235.00a93be0@sfsu.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Nathan,
When downloading requests from OCLC select the Shipped category as well a=
s
the Online Produced. I would download this category at least twice a wee=
k
if not more. Selecting the Shipped category will get requests from OCLC
that were not transferred when they were still pending. In most instance=
s,
you will also get the added benefit of receiving the duedate and the
appropriate lender displayed when updating to Received Loan. Requests th=
at
do not make as an Online Produced should not be a problem.
Remember even if the material comes before the request is updated to ship=
ped
you still cannot update the request until this status is set. Once the
request is updated to shipped then the request will be able to be
transferred to Clio then updated.
Judd Knight
Clio Software Support
-----Original Message-----
From: nathan conkle [mailto:nconkle@sfsu.edu]
Sent: Tuesday, August 14, 2001 6:06 PM
To: judd@cliosoftware.com
Cc: Richard Perkins
Subject: Request failing to download into Clio
Judd,
When we download OCLC requests into borrowing, several requests consisten=
tly
fail to be downloaded. Initially, requests sporadicallya few a weekfailed=
to
download when we switched the way we download requests; that is, instead =
of
=93Getting Savescreens=94 in Clio, we first download =93Online Produced r=
equests=94
in the OCLC ME and then =93Get New Messages=94 in Clio. However, the num=
ber of
requests that failed to be downloaded increased dramatically after July,
when we archived and compacted the Borrowing databases and combined
Borrowing and Lending into a single file.
Kathleen and I have been grappling to figure out why this has been
happening. At first, I thought that since our computers are networked, =
the
download process could be interrupted when someone opens Clio on another
computer. However, some requests failed to download even when Clio was =
not
open on another computer.
Secondly, last week we changed the way we send requests through OCLC.
Initially, we set up a savescreen macro on OCLC passport. However, since=
we
no longer download requests through savescreens, we ditched the macro and
now produce requests directly. This has worked for the past five day.
What we would like to know is:
1. What can cause some requests to not be downloaded into Clio?
2. Will opening up Clio on another computer interrupt the downloadin=
g
process?
3. Could the Passport macro possibly affect the downloading process?
4. How can we ensure that all requests will be downloaded in the
future?
We greatly appreciate your help.
Sincerely,
Nathan Conkle
dds@sfsu.edu
(415)338-1727
=========================================================================
Date: Wed, 15 Aug 2001 15:18:36 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Borrowing -Cancel/Unfilled
Comments: To: "Bradley, Jo Ann"
In-Reply-To: <9D76B97027C8D111A5C600805F9F3E6806D36FBE@redbud.CSUChico.EDU>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Jo Ann,
Cancelled can mean three things: the request was made but later the
material was found in-house, the request was unfilled in OCLC but was
reordered via another OCLC or ALA request, or the request was cancelled due
to the patron's request. If you cancel the request then reorder you will
need to place a note in the cancelled request that the material was
reordered on another ILL or ALA request.
If you update the request to unfilled then you are saying that you have
exhausted all means of retrieving this material.
Judd Knight
Clio Software Support
-----Original Message-----
From: Bradley, Jo Ann [mailto:jbradley@csuchico.edu]
Sent: Wednesday, August 15, 2001 12:24 PM
To: 'Judd Knight'
Subject: Borrowing -Cancel/Unfilled
Judd-
Do I have this right?
If it is Cancelled, it is still being worked on.
If it is unfilled, it is the end of the line, and the request is returned to
the patron.
Jo Ann Bradley
Interlibrary Loan Supervisor
Meriam Library
California State University, Chico
530-898-6479
jbradley@csuchico.edu
FAX 530-898-6526
Ariel - 132.241.32.61
OCLC symbol - CCH
=========================================================================
Date: Wed, 15 Aug 2001 16:23:41 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Clio Request field names
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Clio Request Users:
If you are setting Clio Request to read email messages from your email form
you may need to change field names with parantheses in the field name, e.g.,
Author(s):. Clio Request does not like them. If you get the following
error message this may be the result of such a field: "Error in Parse email
request 5: Invalid procedure call or argument"
Judd Knight
Clio Software Support
=========================================================================
Date: Thu, 16 Aug 2001 09:29:42 -0500
Reply-To: Kathy Walters
Sender: ILL Records Management Software User's Group
From: Kathy Walters
Subject: Receiving item from OTU
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
I missed the answer to this one, if it was answered. We received an item
from OTU but CLIO refuses to accept that 3-letter code...it keeps changing
to OUT. What can we do?
thanks
******************************************
* Kathy Walters *
* Interlibrary Loan Supervisor *
* Purdue University *
* ph: (765)494-2800 fax: (765)494-9007 *
* email: kw@purdue.edu *
******************************************
=========================================================================
Date: Thu, 16 Aug 2001 09:55:55 -0400
Reply-To: Carla Lillvik
Sender: ILL Records Management Software User's Group
From: Carla Lillvik
Subject: E-mail requests for new lenders
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii; format=flowed
Content-transfer-encoding: 7bit
How does one send an e-mail request in Clio Request or Clio to a lender
that has not yet been created? There is an "Assign New Library Symbol"
button on the ALA form but no such option in Clio Request and Clio.
Thanks for your help.
Carla Lillvik
Interlibrary Loan/Document Delivery
Gutman Library
Harvard Graduate School of Education
6 Appian Way
Cambridge, MA 02138
=========================================================================
Date: Thu, 16 Aug 2001 14:08:55 -0400
Reply-To: Pat Barbour
Sender: ILL Records Management Software User's Group
From: Pat Barbour
Subject: Re: E-mail requests for new lenders
Comments: To: Carla Lillvik
MIME-Version: 1.0
Content-Type: multipart/mixed; boundary="------------B4B732E9E28084593E9A9850"
This is a multi-part message in MIME format.
--------------B4B732E9E28084593E9A9850
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hello Carla,
in ClioRequest go into Options on the task bar, then into "Set up Doc
Suppliers". This is the area
where you can set up Lenders with an e-mail address.
I think this is what you are looking for.
Good Luck,
Pat B.
Carla Lillvik wrote:
> How does one send an e-mail request in Clio Request or Clio to a lender
> that has not yet been created? There is an "Assign New Library Symbol"
> button on the ALA form but no such option in Clio Request and Clio.
>
> Thanks for your help.
>
> Carla Lillvik
> Interlibrary Loan/Document Delivery
> Gutman Library
> Harvard Graduate School of Education
> 6 Appian Way
> Cambridge, MA 02138
--
Patricia Barbour, Document Access Coordinator
Central Michigan University Libraries (EZC)
Finch - Document Access
1275 S. Franklin Street
Mt Pleasant MI 48859
517-774-3022 Phone
517-774-4499 Fax
pat.barbour@cmich.edu
--------------B4B732E9E28084593E9A9850
Content-Type: text/x-vcard; charset=us-ascii;
name="pat.barbour.vcf"
Content-Transfer-Encoding: 7bit
Content-Description: Card for Pat Barbour
Content-Disposition: attachment;
filename="pat.barbour.vcf"
begin:vcard
n:Barbour;Pat
tel;fax:989-774-4499
tel;work:Central Michigan University
x-mozilla-html:FALSE
org:Central Michigan University;Libraries
adr:;;1275 S. Franklin Street - Finch;Mt. Pleasant;MI;48859;USA
version:2.1
email;internet:pat.barbour@cmich.edu
title:Document Access Coordinator
fn:Pat Barbour
end:vcard
--------------B4B732E9E28084593E9A9850--
=========================================================================
Date: Thu, 16 Aug 2001 12:57:52 -0500
Reply-To: Kathy Walters
Sender: ILL Records Management Software User's Group
From: Kathy Walters
Subject: Re: Receiving item from OTU
In-Reply-To: <3B7C08A6.802F7A28@cmich.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="US-ASCII"
Content-Transfer-Encoding: 7bit
Thanks for everyone's help... I got my answer from several sources,
including my Access books..
-----Original Message-----
From: Pat Barbour [mailto:pat.barbour@cmich.edu]
Sent: Thursday, August 16, 2001 12:54 PM
To: Kathy Walters
Cc: CLIO-L@UCONNVM.UCONN.EDU
Subject: Re: [CLIO] Receiving item from OTU
Hi Kathy,
Sent an answer yesterday, but I don't think it got through.
Here goes again.
Open Microsoft Access. Click on Tools and on Auto correct. Uncheck
"Correct as you type" or "Replace as you type".
Hopefully this will work for you.
Pat B.
Kathy Walters wrote:
> I missed the answer to this one, if it was answered. We received an item
> from OTU but CLIO refuses to accept that 3-letter code...it keeps changing
> to OUT. What can we do?
>
> thanks
>
> ******************************************
> * Kathy Walters *
> * Interlibrary Loan Supervisor *
> * Purdue University *
> * ph: (765)494-2800 fax: (765)494-9007 *
> * email: kw@purdue.edu *
> ******************************************
--
Patricia Barbour, Document Access Coordinator
Central Michigan University Libraries (EZC)
Finch - Document Access
1275 S. Franklin Street
Mt Pleasant MI 48859
517-774-3022 Phone
517-774-4499 Fax
pat.barbour@cmich.edu
=========================================================================
Date: Thu, 16 Aug 2001 13:53:42 -0400
Reply-To: Pat Barbour
Sender: ILL Records Management Software User's Group
From: Pat Barbour
Subject: Re: Receiving item from OTU
Comments: To: Kathy Walters
MIME-Version: 1.0
Content-Type: multipart/mixed; boundary="------------555DD3F79453CC5E20155CD0"
This is a multi-part message in MIME format.
--------------555DD3F79453CC5E20155CD0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hi Kathy,
Sent an answer yesterday, but I don't think it got through.
Here goes again.
Open Microsoft Access. Click on Tools and on Auto correct. Uncheck
"Correct as you type" or "Replace as you type".
Hopefully this will work for you.
Pat B.
Kathy Walters wrote:
> I missed the answer to this one, if it was answered. We received an item
> from OTU but CLIO refuses to accept that 3-letter code...it keeps changing
> to OUT. What can we do?
>
> thanks
>
> ******************************************
> * Kathy Walters *
> * Interlibrary Loan Supervisor *
> * Purdue University *
> * ph: (765)494-2800 fax: (765)494-9007 *
> * email: kw@purdue.edu *
> ******************************************
--
Patricia Barbour, Document Access Coordinator
Central Michigan University Libraries (EZC)
Finch - Document Access
1275 S. Franklin Street
Mt Pleasant MI 48859
517-774-3022 Phone
517-774-4499 Fax
pat.barbour@cmich.edu
--------------555DD3F79453CC5E20155CD0
Content-Type: text/x-vcard; charset=us-ascii;
name="pat.barbour.vcf"
Content-Transfer-Encoding: 7bit
Content-Description: Card for Pat Barbour
Content-Disposition: attachment;
filename="pat.barbour.vcf"
begin:vcard
n:Barbour;Pat
tel;fax:989-774-4499
tel;work:Central Michigan University
x-mozilla-html:FALSE
org:Central Michigan University;Libraries
adr:;;1275 S. Franklin Street - Finch;Mt. Pleasant;MI;48859;USA
version:2.1
email;internet:pat.barbour@cmich.edu
title:Document Access Coordinator
fn:Pat Barbour
end:vcard
--------------555DD3F79453CC5E20155CD0--
=========================================================================
Date: Thu, 16 Aug 2001 15:45:47 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Receiving item from OTU
Comments: To: Kathy Walters
In-Reply-To:
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Kathy,
Some users have noticed that their version of Clio has a tendency to try to
auto-correct spelling errors. This can be annoying when entering library
symbols that are not supposed to be spelled "properly" (OTU will be
auto-corrected to OUT, for example). This problem is the result of an auto
spell correction feature of Access 97.
To fix this, open Access on the PC in question and disable this feature by
going to Tools/Auto
Correction and unselect the options displayed. After you have done this you
should be able to enter OTU.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Kathy Walters
Sent: Thursday, August 16, 2001 9:30 AM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Receiving item from OTU
I missed the answer to this one, if it was answered. We received an item
from OTU but CLIO refuses to accept that 3-letter code...it keeps changing
to OUT. What can we do?
thanks
******************************************
* Kathy Walters *
* Interlibrary Loan Supervisor *
* Purdue University *
* ph: (765)494-2800 fax: (765)494-9007 *
* email: kw@purdue.edu *
******************************************
=========================================================================
Date: Thu, 16 Aug 2001 15:56:42 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: E-mail requests for new lenders
Comments: To: Carla Lillvik
In-Reply-To: <6478745.997955755@INVUSER>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Carla,
If a lender is not in your Library Database and you wish to send an email
request to this institution then you need to create a dummy ALA request in
Clio. This will make it possible to create the Library record that is
necessary to complete the creation of an email request. Let me know if you
need further instructions on making this dummy ALA.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Carla Lillvik
Sent: Thursday, August 16, 2001 8:56 AM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] E-mail requests for new lenders
How does one send an e-mail request in Clio Request or Clio to a lender
that has not yet been created? There is an "Assign New Library Symbol"
button on the ALA form but no such option in Clio Request and Clio.
Thanks for your help.
Carla Lillvik
Interlibrary Loan/Document Delivery
Gutman Library
Harvard Graduate School of Education
6 Appian Way
Cambridge, MA 02138
=========================================================================
Date: Thu, 16 Aug 2001 16:17:13 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Font Size
Comments: To: Jennifer Block
In-Reply-To:
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Jennifer,
Yes, this is possible. You will have to start Clio 2.2 in Access mode.
This is done by double clicking on the Clio shortcut then holding the shift
key immediately. If you see the normal Clio screen then you are not in
Access mode. Once in Access mode you will need to select the Report tab in
Access. Look for the Report entitled NewLendingRequests and open the report
in Design mode. In design mode select the Call No. box. Once you have
select the Call No. box you will need to open the Properties window. This
can be done by selecting View from the Menu bar then selecting Properties
from the drop down list. On the Properties screen you will need to select
the Format tab. Scroll down the list of options untill you find the Font
Size option. At this time you can change the size from the default 10 to
any reasonable larger size. Once you have changed the size save the report
with the changes. After you have saved the changes close Access. Start
clio once again. Run a test by generating a pick-slip. If you are
satisfied with the adjustments then you will need to copy the clio.mdb file
that holds the changed report on your C drive to other pcs that will be
performing the processing of lending requests. The Clio.mdb file can be
found in the following location: C:\Program Files\Clio2\. You will need to
use Windows Explorer or some other file management program to perform the
transfer of the file. The best way to transfer this file to the other
computers is to place it temporarily on the server. Start the other PC.
Start Windows Explorer. Find the file on the server. Right-click on the
file then select copy. Select the C:\Program Files\Clio2 location on the
other PC then select paste from the Menu bar's Edit. You will see a prompt
stating that you are about to replace an existing file, reply yes. If you
don't see this message then you are pasting the file in the wrong location.
Once you are done close Windows Explorer. Once this has been done on all
concerned PCs then you are finished. At this time you can remove the
temporary copy of the clio.mdb file on the server.
Judd Knight
Clio Software Support
-----Original Message-----
From: Jennifer Block [mailto:jmblock@mail.ucf.edu]
Sent: Thursday, August 16, 2001 1:37 PM
To: Judd@cliosoftware.com
Subject: Font Size
Judd,
Is it possible to change the font size on the Lending pick-slips Clio 2.2
generates? We would like to increase the font size of the call number.
Thanks.
Jennifer Block
Head, Interlibrary Loan and Document Delivery
University of Central Florida Libraries
P.O. Box 162430
Orlando FL 32816-2430
Phone: 407-823-5422
FAX: 407-823-3047
email: jmblock@mail.ucf.edu
=========================================================================
Date: Thu, 16 Aug 2001 15:36:53 -0400
Reply-To: "Margolin, Amy S."
Sender: ILL Records Management Software User's Group
From: "Margolin, Amy S."
Subject: Error messages while updating ALA lending requests.
Comments: To: "judd@cliosoftware.com"
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
GRC has been a non-lender since October of 2000 and I'm just starting to
process some ALA requests before we go to lender status on Monday. We're
using clio version 2.2 and while I can input ala forms I cannot update them.
The following error message appears
while updating these requests:
'error in accept click 3163 the field is too small to accept the amount of
data you attempted to add. Try inserting or pasting less
data.'
In setting up the OPAC under preferences when I try to enter "other" for
OPAC vender, since we use DRA I get a very similar message:
"the field is too small to accept the amount of data you attempted to add.
Try inserting or pasting less data." I'm not sure at all
how we're going to able to use Clio's lending functions without inputting
our OPAC. Is there something I've missed since installing
the 2.2 upgrade?
Amy Margolin
(937) 374-7969
amargolin@mailserv.gcpl.lib.oh.us
Greene County Public Library
Xenia, Ohio 45385-5200
=========================================================================
Date: Fri, 17 Aug 2001 09:17:53 -0400
Reply-To: Carla Lillvik
Sender: ILL Records Management Software User's Group
From: Carla Lillvik
Subject: Upgrading to Clio 2.2
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii; format=flowed
Content-transfer-encoding: 7bit
Just wanted to let folks on the list know our experience with upgrading to
Clio 2.2--all of our processes have speeded up tremendously!
Carla Lillvik
Interlibrary Loan/Document Delivery
Gutman Library
Harvard Graduate School of Education
6 Appian Way
Cambridge, MA 02138
carla_lillvik@harvard.edu
=========================================================================
Date: Fri, 17 Aug 2001 13:12:14 -0500
Reply-To: "Robben, Christine"
Sender: ILL Records Management Software User's Group
From: "Robben, Christine"
Subject: Collection Development Report
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Hello,
I am trying to run a Copies-Collection Development Report from Clio 2.0.
I keep getting the error message "Error in Preview click 2001 You
canceled the previous operation". Does anyone know why this is
happening and how I can run this report?
Thank you,
Christine Robben
Interlibrary Loan Reference Librarian
116 Miller Nichols Library
University of Missouri-Kansas City
Kansas City, MO 64110
Phone: (816)235-1511
Fax: (816)235-5531
Email: robbenc@umkc.edu
=========================================================================
Date: Fri, 17 Aug 2001 12:49:40 -0500
Reply-To: "Susan K. Baumbach"
Sender: ILL Records Management Software User's Group
From: "Susan K. Baumbach"
Subject: CLIO REQUEST
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
I have been trying to set up clio request and when I go to get new
barrowing requests I get the error message: ERROR ON IMAP CONNNECT
10049
Does anyone know what that message means?
Susan Baumbach
Library Technical Assistant
Interlibrary Loan
O'Keefe Library
St. Ambrose University
518 W. Locust St.
Davenport, IA 52803
E-Mail baumbachsusank@ambrose.sau.edu
=========================================================================
Date: Fri, 17 Aug 2001 13:35:26 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: FW: [CLIO] Collection Development Report
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Christine,
This is due to records with either a blank Patron or blank Title field.
Microsoft Access97 does not like blanks in many situations.
You can determine which records have blanks in these fields by sorting by
either Patron or Title on the Borrowing Request Search screen. Blanks sort
first. The
records can then be corrected on the Borrowing Request Details screen. Make
sure to select the Edit Record button to make the changes.
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Robben, Christine
Sent: Friday, August 17, 2001 1:12 PM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Collection Development Report
Hello,
I am trying to run a Copies-Collection Development Report from Clio 2.0.
I keep getting the error message "Error in Preview click 2001 You
canceled the previous operation". Does anyone know why this is
happening and how I can run this report?
Thank you,
Christine Robben
Interlibrary Loan Reference Librarian
116 Miller Nichols Library
University of Missouri-Kansas City
Kansas City, MO 64110
Phone: (816)235-1511
Fax: (816)235-5531
Email: robbenc@umkc.edu
=========================================================================
Date: Fri, 17 Aug 2001 14:09:50 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: cliorequest question
Comments: To: Laura.Baker@furman.edu
In-Reply-To:
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Laura,
ClioRequest has been an add-on module that facilitates the processing of
patron initiated requests. Clio Request reads email requests that have b=
een
created by your ILL request web form. ClioRequest allows staff to
automatically or manually direct requests to a variety of destinations fo=
r
fulfillment. OCLC Review, Direct Request, Document suppliers such as
Infotrieve and the British Library via ARTEmail, other libraries via huma=
n
readable email, ALA forms for faxing or mailing, have all been a click aw=
ay.
=93Let your patrons do the typing=94 has been our motto. The more than 1=
00
libraries using ClioRequest have enjoyed the time and cost savings. No
re-keying is a great help. If you are a current Clio 2.0+ users then Cli=
o
Request is free of charge. There are two versions. One that works with
Access 97 based machines, Clio Request 2.1 and Access 2000, Clio Request
2.3a. If you are interested in the product let me know what version woul=
d
be best for your setup. You can download a Clio Request manual from the
Clio website. This will provide you with further information on how the
product works.
Judd Knight
Clio Software Support
-----Original Message-----
From: Laura.Baker@furman.edu [mailto:Laura.Baker@furman.edu]
Sent: Friday, August 17, 2001 1:45 PM
To: judd@cliosoftware.com
Subject: cliorequest question
judd,
i am trying to get some basic information about what ClioRequest is exact=
ly
and how that fits into Clio. I can't find that information on your
website. Is it a separate product? Where can I find out more about it?
thanks.
Laura Baker
Document Delivery
Furman University
=========================================================================
Date: Mon, 20 Aug 2001 11:24:58 -0400
Reply-To: "Hedreen, Rebecca C."
Sender: ILL Records Management Software User's Group
From: "Hedreen, Rebecca C."
Subject: Clio Review screen
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: quoted-printable
Here's a thought...
Instead of redesigning the screen to include every OCLC field everyone
wanted, how about including a button that links to the all the request
info? Like the Details button on the Lending Update screen that links
to the Library Record of the borrower.
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: Tue, 21 Aug 2001 08:09:18 -0500
Reply-To: "Leon, Lars E"
Sender: ILL Records Management Software User's Group
From: "Leon, Lars E"
Subject: Re: Clio Review screen
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
I like including an easy ability to pull up the complete request. This could
be useful in a variety of ways. However, I would really like to see as much
data as needed on the initial screen. This would mean the purpose of the
screen changes from just checking our local catalog to handling more of the
lending in-processing. If we can do the lion's share of attempts to page,
nos, and conditionals on one page then that will really help our workflow.
Having to click on a request one-by-one to pull up enough data to see
whether it is someone we charge, etc. would be too time consuming for us.
Looking forward to having my cake and eating it too :-),
Lars Leon
Interlibrary Loan/Document Delivery Librarian
University of Kansas Libraries
lleon@ukans.edu
785.864.3073
-----Original Message-----
From: Hedreen, Rebecca C. [mailto:rchedreen@MAIL.UMES.EDU]
Sent: Monday, August 20, 2001 10:25 AM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Clio Review screen
Here's a thought...
Instead of redesigning the screen to include every OCLC field everyone
wanted, how about including a button that links to the all the request
info? Like the Details button on the Lending Update screen that links
to the Library Record of the borrower.
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: Tue, 21 Aug 2001 11:17:49 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Changing the Billing Address on an invoice.
MIME-Version: 1.0
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FAQ:
How do I change the Billing Address on my invoice?
To change the address on the invoice you will need to call up the library
record from your Library database in Clio. Search for the library by
symbol. Double click on the library symbol to bring up the library record.
Select the Edit Record button. In the Billing Address location enter the
appropriate billing address. After entering the correct address close the
record then return to the invoice to print. This address will then print
out on the invoice.
Judd Knight
Clio Software Support
=========================================================================
Date: Tue, 21 Aug 2001 15:14:51 -0500
Reply-To: "Susan K. Baumbach"
Sender: ILL Records Management Software User's Group
From: "Susan K. Baumbach"
Subject: Clio Requests
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
I have been setting up clio requests version 2.3a and I have gotten the
fields to match up and I get the form delivered to my mail box, but when
I try to read them into clio requests it tells me that there are no
requests. Does anyone have any ideas why this would be?=20
Thanks in advance,
Susan Baumbach
Library Technical Assistant
Interlibrary Loan
O'Keefe Library
St. Ambrose University
518 W. Locust St.
Davenport, IA 52803
E-Mail baumbachsusank@ambrose.sau.edu
=========================================================================
Date: Wed, 22 Aug 2001 11:06:37 -0400
Reply-To: Pat Barbour
Sender: ILL Records Management Software User's Group
From: Pat Barbour
Subject: Re: Clio Requests
Comments: To: "Susan K. Baumbach"
MIME-Version: 1.0
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Susan,
Have you set up your Email Information in the Options menu? Is it set to
POP3 for the Server Type? With a Yes for Subject Line Is Blank?
Just a couple of possibilities.
Also, I think you can't open your mail box and then try to import those
emails into ClioRequest.
You MUST go into ClioRequest FIRST. Then once the formatted emails are
imported into
ClioRequest, you can go into the mail box to see what is left.
Hope some of this helps.
Pat
"Susan K. Baumbach" wrote:
> I have been setting up clio requests version 2.3a and I have gotten the
> fields to match up and I get the form delivered to my mail box, but when
> I try to read them into clio requests it tells me that there are no
> requests. Does anyone have any ideas why this would be?
>
> Thanks in advance,
>
> Susan Baumbach
> Library Technical Assistant
> Interlibrary Loan
> O'Keefe Library
> St. Ambrose University
> 518 W. Locust St.
> Davenport, IA 52803
> E-Mail baumbachsusank@ambrose.sau.edu
--
Patricia Barbour, Document Access Coordinator
Central Michigan University Libraries (EZC)
Finch - Document Access
1275 S. Franklin Street
Mt Pleasant MI 48859
517-774-3022 Phone
517-774-4499 Fax
pat.barbour@cmich.edu
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tel;fax:989-774-4499
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adr:;;1275 S. Franklin Street - Finch;Mt. Pleasant;MI;48859;USA
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=========================================================================
Date: Wed, 22 Aug 2001 11:01:17 -0400
Reply-To: Sheril King
Sender: ILL Records Management Software User's Group
From: Sheril King
Subject: new email parsing
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I am having problems receiving emails. Clio finds the email, but then says
it has trouble parsing the message. Huh? I am really confused.
Sheril L. King
Public Services Librarian
Kentucky Christian College
100 Academic Parkway
Grayson, KY 41143
(606)474-3276
sking@email.kcc.edu
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charset="iso-8859-1"
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I am=20
having problems receiving emails. Clio finds the email, but then =
says it=20
has trouble parsing the message. Huh? I am really=20
confused.
Sheril L.=20
King Public =
Services=20
Librarian Kentucky Christian College 100 Academic =
Parkway Grayson,=20
KY 41143 (606)474-3276 sking@email.kcc.edu
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=========================================================================
Date: Wed, 22 Aug 2001 16:09:21 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Solution to the slowness of updating an Invoice to Paid
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Access 2000 Clio users,
If you are experiencing a slowdown when updating Invoices to "Paid" send me
an email. I will send you instructions on how to speed up the process.
Judd Knight
Clio Software Support
=========================================================================
Date: Wed, 22 Aug 2001 15:51:56 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Clio searching
Comments: To: kareen
In-Reply-To: <3.0.6.32.20010822135809.0096b100@mail.uark.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
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Kareen,
To search for a symbol with a non-alphanumeric character do the following:
Problems will arise if you try to use the # character when searching for
something in Clio (a library symbol, for example). This is an unavoidable
characteristic of Microsoft Access and most other database systems: the #
character is a 'wild card' character standing for 'any number'. Thus if you
search for AD#, you are asking for any library symbol that starts with AD
and ends with any number.
To search for something that contains the character #, enclose the # in
square brackets: e.g. AD[#] or N[#]Z.
Judd Knight
Clio Software Support
-----Original Message-----
From: kareen [mailto:akturner@mail.uark.edu]
Sent: Wednesday, August 22, 2001 1:58 PM
To: Judd Knight
Cc: ccantre@mail.uark.edu; shrauger@mail.uark.edu
Subject: Clio searching
Hello Judd,
It's been awhile since I have had to write. My internet searching is not
working properly on my computer, so it's hard for me to get into Netscape
and check FAQ on CLIO's homepage. We have come up with a problem in
searching requests via OCLC institutional symbol, particularly, IN#, the
institution is INFOTRIEVE. It has totally disappeared from our Library
Database, but requests are there when searched by ILL number or scrolling
down the Archived Lending Request table. When you scroll down in the
Library Table, it's there too. We just can't pull it up by Borrower
symbol. Todd remembered something about the use of symbols in OCLC. Is
this why IN# is nonexistent? Please advise. Thank you, Kareen
Kareen Turner
ILL Lending Unit Supervisor
University of Arkansas
Fayetteville, AR 72701-1201
phone: 501-575-6424
fax: 501-575-5558
email: akturner@mail.uark.edu
=========================================================================
Date: Wed, 22 Aug 2001 15:33:01 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Clio Borrowing Labels
Comments: To: Monica Sweeney
In-Reply-To:
MIME-Version: 1.0
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Monica,
You can place the lender on the label by modifying the Label report.
First make a backup copy of your clio.mdb file. This file is located in
C:\Program Files\Clio2\. Once this is done then you are ready to attempt to
alter one of the Clio reports.
In order to customize a report you will need to start Clio in Access mode.
This is done by double clicking on the Clio shortcut then immediately
holding down the shift key. If you see the normal Clio menu screen then you
were not successful. Once you have entered access mode you can go to
reports select the report you wish to customize, in your situation select
the BorBookLabel report. You will need to know how to change the design of
a report. If you want to remove an object from a report do not remove it
physically from the report, remove it by making it invisible. Some fields
are required on certain reports. This is done through the
properties/format/visible setting of the object selected. Once you have
made the object invisible then you can place whatever on top of it. As for
placing the lender on the label this can be done without removing an object.
You can drag the field from the field list to the location above the label
"Lending Restrictions". I would also add a label entitled "Lender". Once
you have made all the adjustments to the report save it then you will need
to copy the modified clio.mdb file to the other machines. Place this file
in the C:\Program Files\Clio2\ folder on each machine, replacing the
existing one.
Judd Knight
Clio Software Support
-----Original Message-----
From: Monica Sweeney [mailto:msweeney@lib.muohio.edu]
Sent: Wednesday, August 22, 2001 1:27 PM
To: judd@CLIOSOFTWARE.COM
Subject: Clio Borrowing Labels
I am just returning from having the summer off. During my time off, our
office upgraded to version 2.2. The lending side has begun to use the
label function instead of bookstraps. I also want to do this on the
borrowing side. However, I have some questions. When is the newest
version due out and will it have a Lender field on the Borrowing label? If
there will be no Lender field, is there a way to input this information
locally? I hope this makes sense. Thanks.
_________________________
l l
l Monica Sweeney l
l ILL Assistant l
l 114 King Library l
l Miami University l
l Oxford, OH 45056 l
l (513)529-2821 l
l SweeneMB@muohio.edu l
l_______________________l
=========================================================================
Date: Thu, 23 Aug 2001 10:00:42 -0400
Reply-To: Aimee Wells
Sender: ILL Records Management Software User's Group
From: Aimee Wells
Subject: "This recordset not updateable"
Comments: To: Judd Knight
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hey everyone...
We just upgraded to Clio 2.2. Here's the trouble I'm having: I'm trying to
clear up some outstanding invoices. When I look up the ILL#, I have to use the
archived records. I can't update archived records though. Is there any way to
get around this? I need to update these records to reflect the paid status but
it tells me: "This recordset is not updateable."
help?!?!
-Aimee
=========================================================================
Date: Thu, 23 Aug 2001 10:15:14 -0400
Reply-To: Aimee Wells
Sender: ILL Records Management Software User's Group
From: Aimee Wells
Subject: Re: "This recordset not updateable"
Comments: To: Judd Knight
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
umm.. it's also not working for things that haven't yet been archived.
yipes!
Aimee Wells wrote:
> Hey everyone...
>
> We just upgraded to Clio 2.2. Here's the trouble I'm having: I'm trying to
> clear up some outstanding invoices. When I look up the ILL#, I have to use the
> archived records. I can't update archived records though. Is there any way to
> get around this? I need to update these records to reflect the paid status but
> it tells me: "This recordset is not updateable."
>
> help?!?!
>
> -Aimee
=========================================================================
Date: Thu, 23 Aug 2001 08:48:49 -0700
Reply-To: Julia Graham
Sender: ILL Records Management Software User's Group
From: Julia Graham
Subject: setting lenders in ClioRequest
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
Okay, I've tried every which way I know how and I cannot get ClioRequest to
recognize the lender string I put in. I've tried putting it in with
commas, with a space and with no space or comma. But no matter what
happens, it's only picking up the first lender (this is in the "review new
requests" field and then transferring to OCLC) and it tells me that "cu"
isn't a lender - because it's dropping the last letter of the OCLC code.
Is anyone else having this problem? Or is it just me. :-)
Julia
****************************************************************************************************************************************
Julia Graham
Borrowing, Interlibrary Loan
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
=========================================================================
Date: Thu, 23 Aug 2001 11:30:55 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: setting lenders in ClioRequest
Comments: To: Julia Graham
In-Reply-To: <5.0.2.1.0.20010823084715.00adb120@axe.humboldt.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
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Julia,
Do not place spaces between the commas do the following, e.g.
int,ixa,ixa,ibd,txu
Judd Knight
Clio Software Support
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Julia Graham
Sent: Thursday, August 23, 2001 10:49 AM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] setting lenders in ClioRequest
Okay, I've tried every which way I know how and I cannot get ClioRequest to
recognize the lender string I put in. I've tried putting it in with
commas, with a space and with no space or comma. But no matter what
happens, it's only picking up the first lender (this is in the "review new
requests" field and then transferring to OCLC) and it tells me that "cu"
isn't a lender - because it's dropping the last letter of the OCLC code.
Is anyone else having this problem? Or is it just me. :-)
Julia
****************************************************************************
************************************************************
Julia Graham
Borrowing, Interlibrary Loan
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
=========================================================================
Date: Fri, 24 Aug 2001 10:32:01 -0400
Reply-To: "Margolin, Amy S."
Sender: ILL Records Management Software User's Group
From: "Margolin, Amy S."
Subject: Call numbers on OCLC lending requests
Comments: To: "Judd@cliosoftware.com"
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
After ten months of non-lender status, we became a lender on August 20 and I
began using some of the new functions on Clio 2.2.
The "Process Lending Request" function works with our DRA web catalog with
two notable problems: The search key function is
disabled, so I cannot select "oclc" or "title" and the printed requests lack
call numbers, meaning I have to do the search again.
What do I enter in the "Search String" options under OPAC preferences so
it's more efficient to process these requests. It is nice
to update the No requests, but I'm having to do some searches twice. Any
suggestions are most appreciated.
Amy Margolin
ILL Coordinator
(937)376-2995 x 236
amargolin@mailserv.gcpl.lib.oh.us
Greene County Public Library
Xenia, Ohio 45385-5200
=========================================================================
Date: Mon, 27 Aug 2001 16:55:51 -0400
Reply-To: Bill Mayer
Sender: ILL Records Management Software User's Group
From: Bill Mayer
Subject: Update from 2.2 to 3.0?
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Greetings clio users!
Question for Judd and the Perkins:
I'm a CLIO 2.2 user, (and a happy one at that!) -- My installations
do *not* use Docline for any ILL traffic. Should we still upgrade to
3.0? Why?
Thanks!
Bill
***************
William A. Mayer
Systems Librarian for Public Services
Washington Research Library Consortium
ph: 301-390-2032
fax: 301-390-2020
mayer@wrlc.org
http://www.wrlc.org
=========================================================================
Date: Mon, 27 Aug 2001 10:55:54 -0400
Reply-To: larry
Sender: ILL Records Management Software User's Group
From: larry
Subject: Ta-da! Clio 3.0!
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To the Clio list:
Clio Software is pleased to announce the release of Clio 3.0 - the =
complete ILL Management Solution.
a.. Automated interface to OCLC ILL service for both Borrowing and =
Lending
b.. Automated interface to National Library of Medicine's Docline for =
both Borrowing and Lending
c.. Automated interface to Ariel=AE
d.. Paperless office
e.. Virtually no number entry required=20
f.. Complete patron interface using any web browser - 24 hour =
submitting requests, checking status, pdf desktop delivery of articles =
delivered electronically
g.. Automated check of local holdings for all new lending requests for =
Endeavor Voyager, III, DRA(Web2), SIRSI, VTLS
h.. Automatic real time copyright tracking
i.. Complete financial management - invoicing, IFM, deposit accounts
j.. Automatic email patron Notices, Bookstraps, Mailing labels, =
Coversheets when you want them
k.. Reports and Statistics - useful info as requested by our users
l.. Best tech support in the business
The new release contains three modules. Clio is the heart of the =
system, managing the operation of the Interlibrary Loan office. =
ClioRequest processes patron initiated requests and allows staff to =
route those requests to a variety of destinations. A new module, =
ClioAutoUpdater, automatically updates the status of Borrowing and =
Lending requests transmitted via Ariel=AE system. It can also convert =
Ariel=AE files to pdf format and copy them to a server.
Clio 3.0 is fully compatible with Docline. Both borrowing and lending =
requests are entered into the Clio database and are treated like any =
other request from that point on. That means searching, notices, =
billing functions are fully integrated.
ClioRequest provides a totally integrated method of submitting requests =
to OCLC using the Direct Request service. It has expanded capabilities =
that include routing new borrowing requests to Doclin