=========================================================================
Date: Fri, 2 Feb 2001 15:09:07 -0500
Reply-To: Larry Perkins
Sender: ILL Records Management Software User's Group
From: Larry Perkins
Subject: ClioRequest
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
To our customers in response to several questions,
What does ClioRequest do? Two very important things:
1. ClioRequest reads the email messages from your web page where patrons
enter details on items they want.
2. With ClioRequest you have the ability to process requests in various
ways without rekeying and using extra programs to process requests, e.g.
email software. You can send the request Direct to an OCLC Profile, Direct
to OCLC Review, Direct to OCLC Lenders, Create an ALA Form, Email an ALA
form to a Lender, or send it to a DocSupplier. All these possible options
in one location.
Remember:
NO MORE RE-KEYING!
For more information on these various options in ClioRequest contact Judd
Knight at judd@cliosoftware.com or Larry Perkins at larry@cliosoftware.com.
FYI:
ClioWeb allows your patrons to check the status of their requests from
anywhere using any web browser.
For more information on Clio Web contact Richard Perkins at
richard@cliosoftware.com or Larry at larry@cliosoftware.com
ClioDoc manages requests that are filled from your own collection -
distance learners are the most common source of these requests.
For more information on ClioDoc contact Larry at larry@cliosoftware.com
Larry Perkins
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391
F: 603-487-2833
URL:
=========================================================================
Date: Fri, 2 Feb 2001 14:11:25 -0600
Reply-To: Lee Andrew Hilyer
Sender: ILL Records Management Software User's Group
From: Lee Andrew Hilyer
Subject: Using ClioRequest
Comments: cc: perkins@cliosoftware.com
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Recently, Clio Software announced that their ClioRequest product is now
available for download free of charge.
If you use Clio and are wanting to save yourself and your staff a LOT of
time, then download ClioRequest and get it installed!
Before we installed ClioRequest, we were receiving our requests on 3-part
paper forms and spent a great deal of time re-keying information and trying
to decipher illegible handwriting. Within about a month of activating
ClioRequest, we had virtually eliminated receiving requests on paper forms.
Plus, these requests go straight to the OCLC review file and can be
produced with minimal keystrokes, especially if you spend a few minutes
learning how to work with the review file commands.
Since ClioRequest works with any standard email system, it is fairly easy
to set up. The hardest part is getting web pages set up to take requests.
And I will be happy to provide the HTML code for our web request pages to
anyone interested.
As you can probably tell, I'm a big fan of ClioRequest and I urge you to
download it and get it installed. If you're still using paper forms, what
a difference it will make!
If you have any questions, feel free to contact me off-list at the phone#
or email below.
Best,
Lee.
--------------------------------------------------------------------
Lee Andrew Hilyer, MLIS 713-348-3553
Interlibrary Loan Librarian 713-348-7938 (FAX)
Document Delivery Dept. (MS 240) lhilyer@rice.edu
Fondren Library, Rice University ill@rice.edu
P.O. Box 1892 OCLC:RCE
Houston, TX 77251-1892 ARIEL: 128.42.74.7
or arieldoc@rice.edu
"Be well, do good work, and keep in touch." --Garrison Keillor
--------------------------------------------------------------------
=========================================================================
Date: Fri, 2 Feb 2001 15:27:16 -0500
Reply-To: "Hedreen Rebecca C."
Sender: ILL Records Management Software User's Group
From: "Hedreen Rebecca C."
Subject: Web form
MIME-Version: 1.0
Content-Type: text/plain; charset="US-ASCII"
Content-Transfer-Encoding: quoted-printable
Larry and company,
I seem to recall that I saw a web site with a proto-type web form for
use with Clio Request. Is that still up somewhere?
Thanks!
Rebecca Hedreen
Interlibrary Loan, Frederick Douglass Library
University of Maryland Eastern Shore (UME)
Princess Anne, MD 21853
(410) 651-6609 fax (410) 651-7597
rchedreen@mail.umes.edu
Ariel: 131.118.123.16
"We must not confuse the thrill of acquiring or distributing information
quickly with the more daunting task of converting it into knowledge and
wisdom." Principles of Technorealism -- Principle 4
(http://www.technorealism.org/) (Thanks to the Laughing Librarian
(http://www.internettrash.com/users/lafnlibn/ ))
=========================================================================
Date: Fri, 2 Feb 2001 16:17:53 -0500
Reply-To: Dorothy Porterfield
Sender: ILL Records Management Software User's Group
From: Dorothy Porterfield
Subject: Re: Using ClioRequest
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
I'm still debating the merit of downloading ClioRequest and have several
thoughts and questions:
1. Unless the "powers-that-be" agree to do away with the paper forms, I
don't see where you gain much except that the emailed ILL requests would be
able to be sent directly to OCLC.
2. We're already using OCLC's Direct Request and love it. With each new
class that arrives at the school, they are becoming more and more used to
finding what they want in First Search and then requesting it directly. So
how will ClioRequest improve this?
3. I agree that not having to rekey an emailed request would be nice but
often the emails themselves have author and/or titles mispelled, etc. and do
not have the ISSN. I end up going into First Search and digging until I
find the citation and then just clicking on the ILL button myself, filling
in the patron's info. Wouldn't I lose that ability to verify the accuracy
of a citation BEFORE it gets into OCLC? With Direct Request, I know that
the citation is entered into a Review workform correctly and often the ISSN
is supplied for me so that I only have to find the record, use my custom
holdings and apply the lending string.
Please understand that I'm not dissing CLIO. I use our CLIO all the time.
But I am just not sure the ClioRequest is something we really need at this
point in time. However, I'm willing to be convinced if I can see the
benefit.
Dee Porterfield
dporterf@messiah.edu
Interlibrary Loan /Murray Library
Messiah College
One College Ave.
Grantham, PA 17027
=========================================================================
Date: Fri, 2 Feb 2001 16:42:22 EST
Reply-To: Ruth Shoge
Sender: ILL Records Management Software User's Group
From: Ruth Shoge
Subject: Re: Using ClioRequest
MIME-Version: 1.0
Content-Type: text/enriched
ClioRequest is a very efficient system, as endorsed by many of the listserv
members. However, you need a web email system from which the request information
is imputted.
We have installed ClioWeb on our library's webpage and that has made a world of
difference. Students, faculty and staff, in addition to submitting their request
from anywhere, can also check on the status of their requests and how many items
they have out. Students were getting quite frustrated that they had to
constantly come into to find out what happened to their requests, so ClioWeb was
a great solution to the problem.
If you have any questions about ClioWeb contact Richard Perkins -
richard@cliosoftware.com. You may also contact me for comments at
Ruth.Shoge@washcoll.edu or 410 778 7292.
Ruth Shoge
Ref/ILL Librarian
Washington College
Chestertown, MD 21620
=========================================================================
Date: Fri, 2 Feb 2001 16:32:29 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Out of the OFFICE
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Clio user,
I will be out of the office February 5-6. If you have any urgent =
questions during this time please submit your questions to the list or =
to Larry Perkins at larry@cliosoftware.com or through the Clio website =
at http://www.cliosoftware.com. =20
Thanks,
Judd Knight
Clio Software Support
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Clio user,
I will be out of the office February =
5-6. If=20
you have any urgent questions during this time please submit your =
questions to=20
the list or to Larry Perkins at larry@cliosoftware.com or =
through the=20
Clio website at http://www.cliosoftware.com.&nbs=
p;=20
Thanks,
Judd Knight
Clio Software Support
------=_NextPart_000_0262_01C08D35.BC4CB260--
=========================================================================
Date: Mon, 5 Feb 2001 08:20:56 -0500
Reply-To: "Grove, Betty"
Sender: ILL Records Management Software User's Group
From: "Grove, Betty"
Subject: Re: Using ClioRequest
Comments: To: Dorothy Porterfield
MIME-Version: 1.0
Content-Type: text/plain; charset="windows-1252"
We are still trying decide whether to get CLIO request too. I have some of
the same questions.
Betty Grove/ILL Dept.
Brevard Community College Library
Cocoa, FL
-----Original Message-----
From: Dorothy Porterfield [mailto:dporterf@MESSIAH.EDU]
Sent: Friday, February 02, 2001 4:18 PM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: Re: [CLIO] Using ClioRequest
I'm still debating the merit of downloading ClioRequest and have several
thoughts and questions:
1. Unless the "powers-that-be" agree to do away with the paper forms, I
don't see where you gain much except that the emailed ILL requests would be
able to be sent directly to OCLC.
2. We're already using OCLC's Direct Request and love it. With each new
class that arrives at the school, they are becoming more and more used to
finding what they want in First Search and then requesting it directly. So
how will ClioRequest improve this?
3. I agree that not having to rekey an emailed request would be nice but
often the emails themselves have author and/or titles mispelled, etc. and do
not have the ISSN. I end up going into First Search and digging until I
find the citation and then just clicking on the ILL button myself, filling
in the patron's info. Wouldn't I lose that ability to verify the accuracy
of a citation BEFORE it gets into OCLC? With Direct Request, I know that
the citation is entered into a Review workform correctly and often the ISSN
is supplied for me so that I only have to find the record, use my custom
holdings and apply the lending string.
Please understand that I'm not dissing CLIO. I use our CLIO all the time.
But I am just not sure the ClioRequest is something we really need at this
point in time. However, I'm willing to be convinced if I can see the
benefit.
Dee Porterfield
dporterf@messiah.edu
Interlibrary Loan /Murray Library
Messiah College
One College Ave.
Grantham, PA 17027
=========================================================================
Date: Mon, 5 Feb 2001 12:02:16 -0600
Reply-To: "Robben, Christine"
Sender: ILL Records Management Software User's Group
From: "Robben, Christine"
Subject: CLIO-Exporting Search Results
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Hello,
I have been trying to use CLIO to create my own data tables from the Borrowing
Menu/Search Borrowing Requests. After creating my search, I try using the
button labeled "Export Search Results to Excel". However, when I use this
button I get a dialogue box reading "Data output to Excel file 'BorSrch.xls'".
How do I get to this Excel file? Can someone tell me what I am doing wrong?
Thanks,
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
robbenc@umkc.edu
=========================================================================
Date: Wed, 7 Feb 2001 10:09:16 -0500
Reply-To: Pat Barbour
Sender: ILL Records Management Software User's Group
From: Pat Barbour
Subject: Borrowing Turnaround
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Can someone tell me why the Borrowing Turnaround Report is broken down
into such small time periods rather than whole (or even half) days? My
last report for the year was a total of 43 pages!
Why can't you get just grand totals on these reports when you need them?
My administrators aren't interested in all the details and I don't need
to be wasting that much paper.
Any ideas? Would anyone else like to see just the totals on some
reports as an added option?
Thanks,
Pat
--
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: Wed, 7 Feb 2001 10:30:04 -0500
Reply-To: "Hedreen Rebecca C."
Sender: ILL Records Management Software User's Group
From: "Hedreen Rebecca C."
Subject: Re: Borrowing Turnaround
MIME-Version: 1.0
Content-Type: text/plain; charset="US-ASCII"
Content-Transfer-Encoding: quoted-printable
I just skip to the end of the report for the averages. The numbers
given are in days, by the way, so for instance, last month we had 6 that
came in the same day (I love Ariel!), 39 that came in one day, all the
way out to one the took 46 days to reach us. We averaged 3.9 days for
copies and 7.1 days for loans.
P.S. Thanks so much for all our lenders who sent us stuff so quickly in
January!
Rebecca Hedreen
Interlibrary Loan, Frederick Douglass Library
University of Maryland Eastern Shore (UME)
Princess Anne, MD 21853
(410) 651-6609 fax (410) 651-7597
rchedreen@mail.umes.edu
Ariel: 131.118.123.16
"We must not confuse the thrill of acquiring or distributing information
quickly with the more daunting task of converting it into knowledge and
wisdom." Principles of Technorealism -- Principle 4
(http://www.technorealism.org/) (Thanks to the Laughing Librarian
(http://www.internettrash.com/users/lafnlibn/ ))
> -----Original Message-----
> From: Pat Barbour [SMTP:pat.barbour@CMICH.EDU]
> Sent: Wednesday, February 07, 2001 10:09 AM
> To: CLIO-L@UCONNVM.UConn.Edu
> Subject: [CLIO] Borrowing Turnaround
>=20
> Can someone tell me why the Borrowing Turnaround Report is broken
> down
> into such small time periods rather than whole (or even half) days?
> My
> last report for the year was a total of 43 pages!
> Why can't you get just grand totals on these reports when you need
> them?
>=20
> My administrators aren't interested in all the details and I don't
> need
> to be wasting that much paper.
> Any ideas? Would anyone else like to see just the totals on some
> reports as an added option?
> Thanks,
> Pat
>=20
> --
> 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: Wed, 7 Feb 2001 10:40:59 -0500
Reply-To: Sheppard Annette J Civ AFIT/LDR
Sender: ILL Records Management Software User's Group
From: Sheppard Annette J Civ AFIT/LDR
Subject: Ohio libraries only please
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
My colleagues and I would like to visit a library in the Dayton/Columbus
Ohio area to see how CLIO operates. If any of you are interested in having
about 4-6 people to come and visit your ILL department for about an hour,
please email me directly.
Thank you for time.
Annette Sheppard, MLIS
annette.sheppard@afit.edu
Air Force Institute of Technology
Wright-Patterson AFB, OH
937-255-3005
=========================================================================
Date: Wed, 7 Feb 2001 11:45:47 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Using ClioRequest
Comments: To: Dorothy Porterfield
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Dorothy,
Merits for downloading Clio Request
Clio Request gives you the ability to download your email requests into one
location for distribution to the best destination for each request. As
mentioned earlier you can send the request to OCLC in various forms, to a
document delivery company, email directly to a lender or print off as an ALA
request.
Students can make requests for material from any location they have access
to the internet.
Another reason to download the software is that it is free for those who
already have Clio.
Judd Knight
Clio Software Support
----- Original Message -----
From: "Dorothy Porterfield"
To:
Sent: Friday, February 02, 2001 3:17 PM
Subject: Re: [CLIO] Using ClioRequest
> I'm still debating the merit of downloading ClioRequest and have several
> thoughts and questions:
>
> 1. Unless the "powers-that-be" agree to do away with the paper forms, I
> don't see where you gain much except that the emailed ILL requests would
be
> able to be sent directly to OCLC.
>
> 2. We're already using OCLC's Direct Request and love it. With each new
> class that arrives at the school, they are becoming more and more used to
> finding what they want in First Search and then requesting it directly.
So
> how will ClioRequest improve this?
>
> 3. I agree that not having to rekey an emailed request would be nice but
> often the emails themselves have author and/or titles mispelled, etc. and
do
> not have the ISSN. I end up going into First Search and digging until I
> find the citation and then just clicking on the ILL button myself, filling
> in the patron's info. Wouldn't I lose that ability to verify the accuracy
> of a citation BEFORE it gets into OCLC? With Direct Request, I know that
> the citation is entered into a Review workform correctly and often the
ISSN
> is supplied for me so that I only have to find the record, use my custom
> holdings and apply the lending string.
>
> Please understand that I'm not dissing CLIO. I use our CLIO all the time.
> But I am just not sure the ClioRequest is something we really need at this
> point in time. However, I'm willing to be convinced if I can see the
> benefit.
>
>
>
> Dee Porterfield
> dporterf@messiah.edu
> Interlibrary Loan /Murray Library
> Messiah College
> One College Ave.
> Grantham, PA 17027
>
=========================================================================
Date: Wed, 7 Feb 2001 10:30:52 -0800
Reply-To: Christopher Adams
Sender: ILL Records Management Software User's Group
From: Christopher Adams
Subject: Clio 2.0b problem
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
I am using a new installation of Clio 2.0b, which we are using
successfully on 2 other stations. When a user tries to send an update to
OCLC, the message is that either the data directory is incorrect, or
output files are missing. The data directory is a mapped network drive
and is pointing to the same file that the other 2 stations are.
Am I missing something here? Can someone give me some tips as to what to
try next.
--
Christopher Adams
Oregon State Library
503.378.4246
chris@opac.osl.state.or.us
=========================================================================
Date: Wed, 7 Feb 2001 17:09:58 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Using ClioRequest
Comments: To: Frances Rasmussen
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Frances,
You can change the fields in the Clio Request/Setup Email Field Names under
Options. For example if the web page has :Patron Name: then change the
Email field name in Clio to :patron name:.
All the fields on your web page do not have to correspond with Clio Request
Email field names. Make sure that fields that do not correspond to the
standard Clio fields are listed on the email message after the notes field.
For example
Name: William, Chevrolet
RequestType: Book
Dept: Engineering
Title: Tom Sawyer
Status: Faculty
Author: Twain, Mark
ID: 343434343
Imprint: 1897
Email: Chervrolet@aol.com
Edition: 3rd ed
ArticleTitle:
ArticleAuthor:
Fax: 123-456-7890
Vol:
No:
Date:
Phone: 123-456-7890
Pages:
Verified:
ISBN_ISSN:
Needby: 02/28/2001
PickUpLoc:
Address:
3434 Mockingbird Lane
Notes:
Medical Library: Yes
PickupTime: 11:00 AM
Judd Knight
Clio Software Support
----- Original Message -----
From: "Frances Rasmussen"
To: "Judd Knight"
Sent: Wednesday, February 07, 2001 12:47 PM
Subject: Re: [CLIO] Using ClioRequest
> We have downloaded Cliorequest but I have some questions regarding how I
> get Clio to recognize our e-mail form. I was able to get Clio to
> recognize two test messages but it was unable to "parse" the message.
> Does my e-mail message need to match the fields on your Technical
> Specifications page or do I change those field in Clio to match my e-mail
> names? We have extra fields in our e-mail form that don't correlate with
> the standard fields. Do all of the fields have to match in order for Clio
> to read the message? We currently have two separate web forms, one for
> books and the other for articles. Will this cause a problem?
>
> Any information you can provide is appreciated!! I really want this to
> work.
>
> Thank you!
>
> Frances Rasmussen Voice Mail 503-434-2534
> Director of Resource Sharing FAX 503-434-2566
> Northup Library E-Mail Address:
> McMinnville, OR 97128-6894 frasmuss@linfield.edu
>
****************************************************************************
***
>
>
>
=========================================================================
Date: Wed, 7 Feb 2001 15:35:27 -0800
Reply-To: Michael Montague
Sender: ILL Records Management Software User's Group
From: Michael Montague
Subject: Error message when updating
MIME-Version: 1.0
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this format, some or all of this message may not be legible.
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charset="iso-8859-1"
Hello.
When I update my oclc requests through Clio (version 2) I get this dialog
window:
Error in output type E. 94Invalid use of Null.
After I hit ok, I get the normal dialog window saying: "... Borrowing
Requests were added to the Microenhancer for Windows files." I'm able to
update requests despite this error message -- except for renewal requests,
which seem to never make it to the Microenhancer.
Can anyone offer any help?
Thanks,
-mike m.
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Hello.
When I update my
oclc requests through Clio (version 2) I get this dialog
window:
Error in output type E. 94Invalid use of Null.
After I hit ok, I
get the normal dialog window saying: "... Borrowing Requests were added to the
Microenhancer for Windows files." I'm able to update requests despite this
error message -- except for renewal requests, which seem to never make it to the
Microenhancer.
Can anyone offer any
help?
Thanks,
-mike
m.
------_=_NextPart_001_01C0915E.A6BCC4C0--
=========================================================================
Date: Thu, 8 Feb 2001 10:14:03 -0500
Reply-To: Joseph Natale
Sender: ILL Records Management Software User's Group
From: Joseph Natale
Subject: Collection Development Reports Designed with Clio
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Many DD/ILL departments create all sorts of reports, designed with
specialized software, that illustrate statistics. These statistics can be
very powerful as a tool that allow other library departments to real handle
on what really goes on in their DD/ILL office. I've designed some reports
for this purpose using Clio and MS Access for our own DD/ILL department at
the Univ of Connecticut at Storrs. Here's a brief list of some of those
reports:
Our Top Lending Libraries
Our Top Borrowing Libraries
Activity at all our main and regional campus libraries:
Journal titles requested (for collection development)
Loan title requested (for collection development)
Graphical charts that include:
Total Borrowing and Lending Requests Received/Processed
Total Unfilled Borrowing and Lending Requests
DD/ILL Expenditure and Earnings (Interlibrary Fee Management)
There are other reports, as well.
If you're interested in taking a look at these, here's the URL:
http://www.lib.uconn.edu/docdel/Reports/Reports.html
Thanks,
Joe Natale
Document Delivery/Shared Resources Librarian
University of Connecticut Libraries
369 Fairfield Rd. (U-1005F)
Storrs, CT 06269-1005
860-486-3107 voice
860-486-3593 fax
libadm47@uconnvm.uconn.edu
=========================================================================
Date: Thu, 8 Feb 2001 12:29:17 -0500
Reply-To: Janet Ferry
Sender: ILL Records Management Software User's Group
From: Janet Ferry
Subject: Question
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We are currently using Clio 2.0B. Is it compatable with the new =
Microenhancer2.10?=20
Is it recomended that we update to CLIO 2.1A? If so is it available to =
download free or do we need to purchase it? I need info on how to get =
the upgrade. =20
One more question, are the upgrades of CLIO compatable with windows 97?
Thanks,
Janet Ferry
janet.ferry@fredonia.edu
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We are currently using Clio 2.0B. =
Is it=20
compatable with the new Microenhancer2.10?
Is it recomended that we update to CLIO =
2.1A? =20
If so is it available to download free or do we need to purchase =
it? I=20
need info on how to get the upgrade.
One more question, are the upgrades of =
CLIO=20
compatable with windows 97?
Thanks,
Janet Ferry
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=========================================================================
Date: Thu, 8 Feb 2001 15:03:31 -0500
Reply-To: Larry Perkins
Sender: ILL Records Management Software User's Group
Comments: RFC822 error: MESSAGE-ID field duplicated. Last occurrence
was retained.
From: Larry Perkins
Subject: Clio Help File available
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
To the list,
There is a new Clio Help File available from our web site. You may
download it or use it from the web site. Look for it under the Support
menu item.
Larry Perkins
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391
F: 603-487-2833
URL:
=========================================================================
Date: Thu, 8 Feb 2001 17:13:08 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Updating in Clio conflict
MIME-Version: 1.0
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charset="iso-8859-1"
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Clio user,
If you are running a Clio 2.0d or earlier versions avoid updating =
concurrently lending or borrowing. In situations where two or more =
users are updating lending requests at the same time, this may create an =
error which will lock the database. This has occurred when updates were =
accepted at the same time to the either the lending request table or the =
borrowing request table by two or more users updating to the same table. =
=20
Judd Knight
Clio Software Support
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charset="iso-8859-1"
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Clio user,
If you are running a Clio 2.0d or =
earlier=20
versions avoid updating concurrently lending or borrowing. In =
situations where two or more users are updating lending requests at the =
same=20
time, this may create an error which will lock the database. This =
has=20
occurred when updates were accepted at the same time to the either the =
lending=20
request table or the borrowing request table by two or more users =
updating to=20
the same table.
Judd Knight
Clio Software =
Support
------=_NextPart_000_0337_01C091F2.68169F00--
=========================================================================
Date: Fri, 9 Feb 2001 10:10:00 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Microenhancer compatibility
Comments: To: Kristin McCarthy
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Kristin,
Microenhancer 2.1 is compatible with Clio 2.0. Be sure to install the
Microenhancer on each pc that has Clio. Check to see if the Microenhancer
data directory path is the same as Clio. This data directory path should be
C:\OCLCAPPS\ILLME\ This can be done by first selecting Tool/Options/Data
Directory in the Microenhancer then checking Clio by going to
Preferences/Data Directories/Microenhancer Data Directory. This directory
path should be the same as the one in Clio on each pc.
The next thing that needs to be done is to check if all the dat files are in
the data directory location. The dat files that should be in this location
are as follows:
Cd_copy.dat, Cd_loan.dat, N_compl.dat, Download.dat, Ill.dat, Illindex.dat,
N_compl.dat, N_cond.dat, N_delreq.dat,
N_future.dat, N_no.dat, N_nocond.dat, N_norecv.dat, N_norr.dat,
N_recall.dat, N_recvd.dat, N_renew.dat, N_retrnd.dat, N_ship.dat,
N_yescnd.dat, N_yescop.dat, N_yesln.dat, N_yesrec.dat, N_yesrr.dat,
Update.dat, Updated.dat.
Judd Knight
Clio Software Support
----- Original Message -----
From: "Kristin McCarthy"
To:
Sent: Friday, February 09, 2001 7:52 AM
Subject: Microenhancer compatibility
> Judd,
>
> We are having problems sending records from Clio to the microenhancer. Is
> Clio 2.0 compatible with ILLME 2.1? (We've been having trouble since we
> installed the new version of the microenhancer.)
>
> Thanks.
>
> Kristin
>
> Kristin McCarthy
> Access Services/Reference Librarian
> New England School of Law Library
> 154 Stuart Street
> Boston, MA 02116
>
>
=========================================================================
Date: Fri, 9 Feb 2001 10:58:31 -0500
Reply-To: Ben Hogben
Sender: ILL Records Management Software User's Group
From: Ben Hogben
Subject: Clio help
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7BIT
Hi,
This message appears when trying to access the Clio Help file from their
web page.
HTTP Error 400
400 Bad Request
Due to malformed syntax, the request could not be understood by the
server. The client should not
repeat the request without modifications.
Has anyone else been able to get in to their help site?
Ben
--
Ben Hogben, Access Services Manager
Ithaca College Library
bhogben@ithaca.edu
Phone: (607) 274-1689
=========================================================================
Date: Fri, 9 Feb 2001 13:08:49 -0500
Reply-To: Joseph Natale
Sender: ILL Records Management Software User's Group
From: Joseph Natale
Subject: Clio/Endeavor
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Hi Folks,
Are there any libraries out there who are planning on purchasing or have
already purchased the Endeavor/Voyager-Clio product? We migrated from NOTIS
to Endeavor's Voyager amost two years ago. Since then Endeavor and
Cliosoftware teamed up and have now included Clio as an option in Voyager.
Please send me a note if your library purchased or plans to purchase this
new product.
Many thanks,
Joe
--
Joseph Natale
Document Delivery/Shared Resources Librarian
University of Connecticut Libraries
369 Fairfield Rd. (U-1005F)
Storrs, CT 06269-1005
860-486-3107 voice
860-486-3593 fax
libadm47@uconnvm.uconn.edu
=========================================================================
Date: Fri, 9 Feb 2001 10:23:28 -0800
Reply-To: Frances Rasmussen
Sender: ILL Records Management Software User's Group
From: Frances Rasmussen
Subject: Re: Clio help
Comments: To: Ben Hogben
In-Reply-To: <3A8413A7.2F8F74E2@ithaca.edu>
MIME-Version: 1.0
Content-Type: TEXT/PLAIN; charset=US-ASCII
I had the same experience yesterday but haven't tried today.
Frances Rasmussen Voice Mail 503-434-2534
Director of Resource Sharing FAX 503-434-2566
Northup Library E-Mail Address:
McMinnville, OR 97128-6894 frasmuss@linfield.edu
*******************************************************************************
On Fri, 9 Feb 2001, Ben Hogben wrote:
> Hi,
>
> This message appears when trying to access the Clio Help file from their
> web page.
>
> HTTP Error 400
>
> 400 Bad Request
>
> Due to malformed syntax, the request could not be understood by the
> server. The client should not
> repeat the request without modifications.
>
> Has anyone else been able to get in to their help site?
>
> Ben
>
>
> --
> Ben Hogben, Access Services Manager
> Ithaca College Library
> bhogben@ithaca.edu
> Phone: (607) 274-1689
>
=========================================================================
Date: Fri, 9 Feb 2001 15:35:50 -0500
Reply-To: "Tumrukota, Sailaja"
Sender: ILL Records Management Software User's Group
From: "Tumrukota, Sailaja"
Subject: Re: Clio/Endeavor
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----_=_NextPart_001_01C092D7.E49394F8"
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_01C092D7.E49394F8
Content-Type: text/plain;
charset="iso-8859-1"
I am also very interested. Can you post your answers to the list
Thanks
----------------------------------
Sailaja Tumrukota
Access Services Coordinator
St. Thomas University Law Library
16400, N.W. 32nd Ave.
Miami, FL 33054
(305)623-2340
-----Original Message-----
From: Joseph Natale [mailto:Joseph.Natale@uconn.edu]
Sent: Friday, February 09, 2001 1:09 PM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] Clio/Endeavor
Hi Folks,
Are there any libraries out there who are planning on purchasing or have
already purchased the Endeavor/Voyager-Clio product? We migrated from NOTIS
to Endeavor's Voyager amost two years ago. Since then Endeavor and
Cliosoftware teamed up and have now included Clio as an option in Voyager.
Please send me a note if your library purchased or plans to purchase this
new product.
Many thanks,
Joe
--
Joseph Natale
Document Delivery/Shared Resources Librarian
University of Connecticut Libraries
369 Fairfield Rd. (U-1005F)
Storrs, CT 06269-1005
860-486-3107 voice
860-486-3593 fax
libadm47@uconnvm.uconn.edu
------_=_NextPart_001_01C092D7.E49394F8
Content-Type: text/html;
charset="iso-8859-1"
RE: [CLIO] Clio/Endeavor
I am also very interested. Can you post your answers to the list
Thanks
----------------------------------
Sailaja Tumrukota
Access Services Coordinator
St. Thomas University Law Library
16400, N.W. 32nd Ave.
Miami, FL 33054
(305)623-2340
-----Original Message-----
From: Joseph Natale [mailto:Joseph.Natale@uconn.edu]
Sent: Friday, February 09, 2001 1:09 PM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] Clio/Endeavor
Hi Folks,
Are there any libraries out there who are planning on purchasing or have
already purchased the Endeavor/Voyager-Clio product? We migrated from NOTIS
to Endeavor's Voyager amost two years ago. Since then Endeavor and
Cliosoftware teamed up and have now included Clio as an option in Voyager.
Please send me a note if your library purchased or plans to purchase this
new product.
Many thanks,
Joe
--
Joseph Natale
Document Delivery/Shared Resources Librarian
University of Connecticut Libraries
369 Fairfield Rd. (U-1005F)
Storrs, CT 06269-1005
860-486-3107 voice
860-486-3593 fax
libadm47@uconnvm.uconn.edu
------_=_NextPart_001_01C092D7.E49394F8--
=========================================================================
Date: Fri, 9 Feb 2001 16:30:53 -0500
Reply-To: Ann Marie Ferraro
Sender: ILL Records Management Software User's Group
From: Ann Marie Ferraro
Organization: Tisch Library, Tufts University
Subject: patron matching!
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7BIT
After transferring new "borrowing reguests" into CLIO it will not allow
me to do "patron matching" of these requests!
Thanks for your help
Ann Marie Ferrrao
Doc/Del Coordinator
Tufts Univ/Tisch Library
=========================================================================
Date: Fri, 9 Feb 2001 13:07:58 -0800
Reply-To: Richard Perkins
Sender: ILL Records Management Software User's Group
From: Richard Perkins
Subject: Re: Clio help
In-Reply-To:
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
Hello, Everyone;
The error messages below reported by a few people about our Online ClioHelp
system only applies to a few pages in the help system. Unfortunately, one
of those is the first page that is called up when you open it. Our web
server is evidently more picky about folder names than my test server at
home. At any rate, the problem should be fixed in the next hour or two, but
don't let that stop you from using the site in the meantime.
--Richard Perkins
>
> HTTP Error 400
>
> 400 Bad Request
>
> Due to malformed syntax, the request could not be understood by the
> server. The client should not
> repeat the request without modifications.
>
> Has anyone else been able to get in to their help site?
>
> Ben
>
>
=========================================================================
Date: Fri, 9 Feb 2001 14:01:22 -0800
Reply-To: Richard Perkins
Sender: ILL Records Management Software User's Group
From: Richard Perkins
Subject: Re: Online ClioHelp
In-Reply-To: <033a01c09224$b3620f80$025d170a@airmail.net>
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_0006_01C092A0.C875A630"
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Hello, Everyone
All the reported errors in the Online ClioHelp system have been fixed.
Please email me directly to report any more.
--Richard Perkins
richard@cliosoftware.com
------=_NextPart_000_0006_01C092A0.C875A630
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Hello,=20
Everyone
All=20
the reported errors in the Online ClioHelp system have been fixed. =
Please=20
email me directly to report any more.
--Richard Perkins
=20
richard@cliosoftware.com
------=_NextPart_000_0006_01C092A0.C875A630--
=========================================================================
Date: Tue, 13 Feb 2001 11:59:15 -0500
Reply-To: DKLEMPNER@LNMTA.BENTLEY.EDU
Sender: ILL Records Management Software User's Group
From: Dylan Klempner
Subject: Clio Doc
MIME-Version: 1.0
Content-Type: multipart/alternative; boundary="=_alternative 005D7EA5852569F2_="
This is a multipart message in MIME format.
--=_alternative 005D7EA5852569F2_=
Content-Type: text/plain; charset="us-ascii"
Hi Everyone,
I'm wondering if any Libraries in the Boston area (I'm at Bentley which is
in Waltham, but I'd travel an hour or two if I hadto) are using Clio Doc.
I'd love to see how the product works and if we can make use of it here.
If you are using the product and wouldn't mind a visit sometime soon,
please get in touch with me off the list at dklempner@bentley.edu.
Thanks,
Dylan Klempner
ILL/DD
Solomon R. Baker Library
Bentley College
175 Forest Street
Waltham, MA 02452-4705
ph: 781-891-2301
fx: 781-891-2830
--=_alternative 005D7EA5852569F2_=
Content-Type: text/html; charset="us-ascii"
Hi Everyone,
I'm wondering if any Libraries in the Boston area (I'm at Bentley which is in Waltham, but I'd travel an hour or two if I hadto) are using Clio Doc. I'd love to see how the product works and if we can make use of it here. If you are using the produ
ct and wouldn't mind a visit sometime soon, please get in touch with me off the list at dklempner@bentley.edu.
Thanks,
Dylan Klempner
ILL/DD
Solomon R. Baker Library
Bentley College
175 Forest Street
Waltham, MA 02452-4705
ph: 781-891-2301
fx: 781-891-2830
--=_alternative 005D7EA5852569F2_=--
=========================================================================
Date: Tue, 13 Feb 2001 15:24:17 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Updating in Clio conflict clarification
MIME-Version: 1.0
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boundary="----=_NextPart_000_00CA_01C095D1.07646F60"
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charset="iso-8859-1"
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Clio users,
This message is a clarification of my previous message regarding =
updating
conflicts in Clio. First, If you are a Clio 2.0d user and you have
upgraded the cliodata.mdb file to an Access 97 database you should not =
have
a problem updating concurrently. I must stress that most record locking
problems that occur during updating are the result of network speed and
stability issues. If you are having network speed and stability =
problems,
upgrading to Clio 2.0d (or Clio 2.1) and converting the cliodata.mdb =
will
help resolve some of these problems. Clio users that cannot upgrade to =
Clio 2.0d or later
versions let us know if you are having network speed and stability =
problems.
We can help.
Judd Knight
Clio Software Support
------=_NextPart_000_00CA_01C095D1.07646F60
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charset="iso-8859-1"
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Clio users,
This message is a clarification of my previous =
message=20
regarding updating
conflicts in Clio. First, If you are a =
Clio=20
2.0d user and you have
upgraded the cliodata.mdb file to an Access 97 =
database you should not have
a problem updating concurrently. I =
must=20
stress that most record locking
problems that occur during updating =
are the=20
result of network speed and
stability issues. If you are having =
network=20
speed and stability problems,
upgrading to Clio 2.0d (or Clio 2.1) =
and=20
converting the cliodata.mdb will
help resolve some of these problems. =
Clio=20
users that cannot upgrade to Clio 2.0d or later
versions let us know =
if you=20
are having network speed and stability problems.
We can =
help.
Judd=20
Knight
Clio Software Support
------=_NextPart_000_00CA_01C095D1.07646F60--
=========================================================================
Date: Thu, 15 Feb 2001 16:20:31 -0800
Reply-To: Julia Graham
Sender: ILL Records Management Software User's Group
From: Julia Graham
Subject: updating invoice in archives
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
I'm having a problem with trying to update a record that's been
archived. This is something we just now received an invoice for, even
though we received the article 6 months ago. I want to update the record
in Clio, but because it's in the archives, it won't let me. And when I go
into the Open Tables under Borrowing requests, the request isn't there! I
suspect because it's only showing the current requests and not the archived
ones. Isn't there any way I can update the record on Clio?
julia
****************************************************************************************************************************************
Julia Graham
Borrowing, Interlibrary Loan
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
=========================================================================
Date: Mon, 19 Feb 2001 13:57:55 -0500
Reply-To: Pat Barbour
Sender: ILL Records Management Software User's Group
From: Pat Barbour
Subject: Bor.BookStrap Report
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hello,
I was looking in our Preferences for Notices-Customize because we
were
having problems with our printing. Some Bookstraps were printed, while
others were not.
I clicked on the Bor Bookstrap tab and then on the Preview Report.
I started to look for the current bookstraps one by one, but what I
found has
me worried. There are bookstraps in the report from 1997! I tried
going to
the last page of the report, but after waiting over a half hour and
never getting
to the last page, I stopped the run. Then I tried going one by one
again, but
I got as far as number 405 and stopped again.
Are all of these suppose to be in there?? Can I clean that report
out?
Does anyone have any suggestions?
HELP!
Thanks,
Pat
--
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: Mon, 19 Feb 2001 14:51:59 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Phone problems
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_00AC_01C09A83.82F8A360"
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charset="iso-8859-1"
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Clio users,
I am temporarily having phone problems. I hope to have the situation =
resolve by tomorrow. I am sorry for the inconvenience. If you need to =
contact me in the mean time you can email me at judd@cliosoftware.com or =
at the following number 817-460-0673.
Judd Knight
Clio Software Support
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charset="iso-8859-1"
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Clio users,
I am temporarily having phone =
problems. I=20
hope to have the situation resolve by tomorrow. I am sorry for the =
inconvenience. If you need to contact me in the mean time you can =
email me=20
at judd@cliosoftware.com or =
at the=20
following number 817-460-0673.
Judd Knight
Clio Software Support
------=_NextPart_000_00AC_01C09A83.82F8A360--
=========================================================================
Date: Tue, 20 Feb 2001 15:28:27 -0700
Reply-To: Jennifer Sotelo
Sender: ILL Records Management Software User's Group
From: Jennifer Sotelo
Subject: SCREWY IFM CHARGES
MIME-Version: 1.0
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boundary="----=_NextPart_000_002A_01C09B51.C5610520"
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charset="iso-8859-1"
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Hello All,
This might be more of an OCLC question than a Clio one, but perhaps =
someone out there has had this problem also and can tell me what is =
going on. I have already contacted Judd Knight and OCLC, but their =
suggestions do not explain what is happening.
=20
1.)My IFM report from OCLC does not match the IFM charges in CLIO.
2.) The charges in my IFM report from OCLC are sometimes more, =
sometimes less and sometimes the same as my Clio IFM charges.
3.) My IFM report from OCLC seems to record only even numbers, most =
often charges for $8.00.
4.) I never charge above max cost listed.
If you have any ideas about this, I'd love to hear them. Really!
Jennifer Sotelo
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charset="iso-8859-1"
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Hello All,
This might be more of an OCLC question than a Clio =
one, but=20
perhaps someone out there has had this problem also and can tell me what =
is=20
going on. I have already contacted Judd Knight and OCLC, but their =
suggestions=20
do not explain what is happening.
1.)My IFM report from OCLC does not match the IFM =
charges in=20
CLIO.
2.) The charges in my IFM report from OCLC are =
sometimes=20
more, sometimes less and sometimes the same as my Clio IFM =
charges.
3.) My IFM report from OCLC seems to record only =
even numbers,=20
most often charges for $8.00.
4.) I never charge above max cost =
listed.
If you have any ideas about this, I'd love to hear =
them.=20
Really!
Jennifer Sotelo
------=_NextPart_000_002A_01C09B51.C5610520--
=========================================================================
Date: Wed, 21 Feb 2001 08:23:39 -0800
Reply-To: Cassandra Palmore
Sender: ILL Records Management Software User's Group
From: Cassandra Palmore
Subject: Clio spell check/dictionary glitch?
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
Hi All,
Our ill team has been trying to update an item for the library with the
symbol OTU. When they type OTU, Clio will change it to the word OUT and
post the message: The text you have entered is not an item in the
list. Also, they had to choose the wrong library (in the drop down box) in
order to get out of the loop. Eventually, they went to the microenhancer
and updated the item there. Has anyone run into this? Does anyone know
how to fix it?
Thanks,
'~~''~~''~~''~~''~~''~~''~~'
Cassandra Palmore
Access Services Supervisor
Collins Memorial Library
University of Puget Sound
Tacoma, WA 98416
Phone: 253.879.3612
Fax: 253.879.3670
'~~''~~''~~''~~''~~''~~''~~'
=========================================================================
Date: Wed, 21 Feb 2001 10:41:14 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Phone repaired
MIME-Version: 1.0
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boundary="----=_NextPart_000_00C8_01C09BF2.D05B2900"
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charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio users,
You can now reach me at my usual number 817-726-3475. I hope this has =
not been an inconvenience for any of you. =20
Judd Knight
Clio Software Support
------=_NextPart_000_00C8_01C09BF2.D05B2900
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio users,
You can now reach me at my usual number =
817-726-3475. I hope this has not been an inconvenience for any of =
you.
Judd Knight
Clio Software Support
------=_NextPart_000_00C8_01C09BF2.D05B2900--
=========================================================================
Date: Wed, 21 Feb 2001 11:34:28 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Clio spell check/dictionary glitch?
Comments: To: Cassandra Palmore
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Cassandra,
If you notice Clio has a tendency to try to auto-correct spelling errors.
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 ACN.
Judd Knight
Clio Software Support
----- Original Message -----
From: "Cassandra Palmore"
To:
Sent: Wednesday, February 21, 2001 10:23 AM
Subject: [CLIO] Clio spell check/dictionary glitch?
> Hi All,
> Our ill team has been trying to update an item for the library
with the
> symbol OTU. When they type OTU, Clio will change it to the word OUT and
> post the message: The text you have entered is not an item in the
> list. Also, they had to choose the wrong library (in the drop down box)
in
> order to get out of the loop. Eventually, they went to the microenhancer
> and updated the item there. Has anyone run into this? Does anyone know
> how to fix it?
>
> Thanks,
> '~~''~~''~~''~~''~~''~~''~~'
> Cassandra Palmore
> Access Services Supervisor
> Collins Memorial Library
> University of Puget Sound
> Tacoma, WA 98416
> Phone: 253.879.3612
> Fax: 253.879.3670
> '~~''~~''~~''~~''~~''~~''~~'
>
=========================================================================
Date: Wed, 21 Feb 2001 21:21:27 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Paid updating problem
Comments: To: "Welch, Keith Allan"
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Keith,
I believe you need to do some archiving of the lending requests table. =20
Follow these steps:
If Clio is getting sluggish when attempting to update or Clio seems to =
have stopped updating it is time to archive your requests. Optimally =
you do not want to reach this point. Some people have experienced =
problems in the past when they attempted to archive, like requests that =
have seem to have disappeared when compacting. I hope the steps that I =
am going to explain will make archiving a simple process or at least =
understandable and you requests will maintain their viability.=20
**NT users archiving is crucial to keep Clio functioning**
I have seen situations where the borrowing or lending request tables =
have become extremely large and updating has become impossible. The =
reason updating has stopped is due to Clio timing out because of the =
connection on the server. For every request that you update Clio has to =
search down the list of requests in your active table for the =
appropriate record to update. If you are updating 30 requests to paid =
and the Lending request table has 30,000 records Clio has to go through =
each record thirty times to find all the request.
Archiving
1. Before archiving everyone should be off of Clio. The only person =
that should be in Clio is the administrator. =20
2. Make sure that you have a backup of the cliodata.mdb. =20
3. If you have never archived first attempt to archive a month of =
requests to get an idea of how long it will take to get to an optimum of =
a month's worth of requests in the Active request tables and the rest in =
the archive tables.
4. First let's determine the oldest requests in one of your active =
tables. Go to Administration/Open Tables/Lending Requests. You will =
now see the open lending request table. Scroll to the DateRequested =
field. Highlight the column by clicking with your mouse on the title of =
the column, "DateRequested:" Now click on the tool button A/Z that is =
located to upper right. This will sort your requests from the earliest =
to the latest. =20
4. At this time you know the oldest requests in your active lending =
table. Now it is time to select a date for your archive of requests. =
The date you select will determine the requests prior to that date that =
will be placed in your archives.
5. Go to Administration on the menu bar and select first Archive Lending =
Requests. You will see a pop-up window displayed asking for a date that =
you want request prior to that date to be archived. You are also given =
the option to archive certain requests. Choose the option that is best =
suited for your institution. Remember if you have not updated in a long =
time you might want to be conservative and archive a small portion at a =
time. =20
6. When you have selected the date of archive then select the button =
Archive Now. The process may take awhile so be patient.
7. When you have received a response from Clio that the archiving is =
completed you want to repair the database before compacting.
8. Exit out of Clio. Use the repair feature that came with Clio or you =
can use Access repair to repair the Cliodata.mdb.
9. When you have completed the repair. You are now ready to return to =
Clio and compact the database.
10. Start Clio. Go to Administration/Compact Database. You should see =
a warning, reply yes. A pop-up window should appear asking you to check =
off whether you have done some preliminary steps. Click each =
affirmation to proceed. When you have affirmed all preliminary steps =
have been performed click on the Proceed button.
11. Compacting may take awhile. When it is completed there will be a =
new database on your system or server entitled cliodata.new. The =
location of your active Clio database can be determined by going to =
Preferences/Data Directories. Using Windows Explorer, NT Explorer, or =
My Computer change the name of the cliodata.mdb to cliodata.old then =
change cliodata.new to cliodata.mdb. The cliodata.old can be deleted if =
you already have a backup copy.
12. Start Clio. Go to Administration/Open Tables/Lending Archive to =
see the requests that have been archived. =20
13. Remember the requests in the archives are still accessible to =
reports and searches that you may want to perform.
If you have problems archiving with the cliodata.mdb file on the server =
copy it to your local hard drive. **While Cliodata.mdb file is on your =
local hard drive no one else will be able to acces Clio.** Rename the =
one on the server to something like cliodatabackup.mdb. Start Clio. =
Clio will ask you to find the Clio database. Point it to the copy on =
the local hard drive. Follow the instructions above. Once you have =
completed the steps above move the cliodata.mdb file back to the =
appropriate location on the server. Start Clio. Clio should ask you to =
find the Clio database. If it does not ask you this then it is still =
pointed to the copy on your local hard drive. Remove this copy. When =
Clio has started and the tables have relinked then attempt to do some =
updating. Once you feel that the archived and compacted database is =
viable then at this time you can delete the cliodatabackup.mdb.=20
Judd Knight
Clio Software Support
When=20
Institution: Indiana University
Name: Keith Welch
Email: kawelch@indiana.edu
Phone: 812 855 6253
Product: Clio 2.0d
Trying: Update Lending invoice records to "paid"
Description: It takes over a minute for each record to update.
ErrorDesc:
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Keith,
I believe you need to do some archiving =
of the=20
lending requests table.
Follow these steps:
If Clio is getting sluggish when =
attempting to=20
update or Clio seems to have stopped updating it is time to archive =
your=20
requests. Optimally you do not want to reach this point. =
Some people=20
have experienced problems in the past when they attempted to archive, =
like=20
requests that have seem to have disappeared when compacting. I =
hope the=20
steps that I am going to explain will make archiving a simple process or =
at=20
least understandable and you requests will maintain their viability.=20
**NT users archiving is crucial to keep =
Clio=20
functioning**
I have seen situations where the =
borrowing or=20
lending request tables have become extremely large and updating has =
become=20
impossible. The reason updating has stopped is due to Clio timing =
out=20
because of the connection on the server. For every request that =
you update=20
Clio has to search down the list of requests in your active table for =
the=20
appropriate record to update. If you are updating 30 requests =
to paid=20
and the Lending request table has 30,000 records Clio has to go through =
each=20
record thirty times to find all the request.
Archiving
1. Before archiving everyone =
should be off of=20
Clio. The only person that should be in Clio is the =
administrator. =20
2. Make sure that you have a =
backup of the=20
cliodata.mdb.
3. If you have never archived =
first attempt=20
to archive a month of requests to get an idea of how long it will take =
to get to=20
an optimum of a month's worth of requests in the Active request =
tables and=20
the rest in the archive tables.
4. First let's determine the =
oldest requests=20
in one of your active tables. Go to Administration/Open =
Tables/Lending=20
Requests. You will now see the open lending request =
table. =20
Scroll to the DateRequested field. Highlight the column by =
clicking with=20
your mouse on the title of the column, "DateRequested:" Now click =
on the=20
tool button A/Z that is located to upper right. This will sort =
your=20
requests from the earliest to the latest.
4. At this time you know the =
oldest requests=20
in your active lending table. Now it is time to =
select a=20
date for your archive of requests. The date you select will =
determine=20
the requests prior to that date that will be placed in your=20
archives.
5. Go to=20
Administration on the menu bar and select first Archive Lending=20
Requests. You will see a pop-up window displayed asking for a date =
that=20
you want request prior to that date to be archived. You =
are also=20
given the option to archive certain requests. Choose the option =
that is=20
best suited for your institution. Remember if you have not updated =
in a=20
long time you might want to be conservative and archive a small portion =
at a=20
time.
6. When you have selected the =
date of archive=20
then select the button Archive Now. The process may take awhile so =
be=20
patient.
7. When you have received a =
response=20
from Clio that the archiving is completed you want to repair the=20
database before compacting.
8. Exit out of Clio. Use =
the repair=20
feature that came with Clio or you can use Access repair to repair the=20
Cliodata.mdb.
9. When you have completed the =
repair. =20
You are now ready to return to Clio and compact the =
database.
10. Start Clio. Go to=20
Administration/Compact Database. You should see a warning, reply=20
yes. A pop-up window should appear asking you to check off whether =
you=20
have done some preliminary steps. Click each affirmation to=20
proceed. When you have affirmed all preliminary steps have been =
performed=20
click on the Proceed button.
11. Compacting may take =
awhile. When it=20
is completed there will be a new database on your system or server =
entitled=20
cliodata.new. The location of your active Clio database can be =
determined=20
by going to Preferences/Data Directories. Using Windows =
Explorer, NT=20
Explorer, or My Computer change the name of the cliodata.mdb to=20
cliodata.old then change cliodata.new to cliodata.mdb. The =
cliodata.old=20
can be deleted if you already have a backup copy.
12. Start Clio. Go to=20
Administration/Open Tables/Lending Archive to see the requests that have =
been=20
archived.
13. Remember the requests in the =
archives are=20
still accessible to reports and searches that you may want to=20
perform.
If you have problems archiving with the cliodata.mdb file on the =
server=20
copy it to your local hard drive. **While Cliodata.mdb file is on =
your=20
local hard drive no one else will be able to acces Clio.** Rename =
the one=20
on the server to something like cliodatabackup.mdb. Start =
Clio. Clio=20
will ask you to find the Clio database. Point it to the copy on =
the local=20
hard drive. Follow the instructions above. Once you have =
completed=20
the steps above move the cliodata.mdb file back to the appropriate =
location on=20
the server. Start Clio. Clio should ask you to find the Clio =
database. If it does not ask you this then it is still pointed to =
the copy=20
on your local hard drive. Remove this copy. When Clio has =
started=20
and the tables have relinked then attempt to do some updating. =
Once you=20
feel that the archived and compacted database is viable then at this =
time you=20
can delete the cliodatabackup.mdb.
Judd Knight
Clio Software Support
When=20
Institution: Indiana University
Name: Keith=20
Welch
Email:
kawelch@indiana.edu
Phone:=
=20
812 855 6253
Product: Clio 2.0d
Trying: Update =
Lending=20
invoice records to "paid"
Description: It takes over a =
minute for=20
each record to update.
ErrorDesc:
Clio users,
To get the most out of Clio and its =
reports you=20
need to complete your Requests. This requires that the request =
that have=20
been completed to have a completed Clio Status. The Clio =
status of=20
these requests should be one of the following: Borrowing-Returned, =
RecCopy,=20
Unfilled, or Expired --Lending-YesCopy,Complete or =
No. In order=20
to determine whether your requests are being updated correctly =
you=20
need to check the requests that you have for Borrowing:=20
"Pending", "Shipped", or "RecLoan" and Lending: "In Process",=20
"YesLoan", "Shipped", "Conditional", "FutureDate" to see if they =
are still=20
active.
Borrowing example:
The only borrowing requests that should =
have a=20
pending status should be the requests that have not been =
completed. You=20
can search for these requests by going to your Borrowing Request Search =
screen,=20
select the "ClioStatus" field to search, keep the operator set at =
"equals" =20
then select the criteria "Pending". Click on the "Find Them Now" =
button.=20
Review this list and update these requests to a complete =
status.
Lending example:
The only lending requests that should =
have an In=20
Process status should be requests that have not been completed. =
You can=20
search for these requests by going to your Lending Request Search =
screen, select=20
the ClioStatus field to search, keep the operator set at "equals" then =
select=20
the criteria "InProcess". Click on the "Find Them Now" button. =
Review this=20
list and update these requests to a complete status.
For instructions on updating requests =
refer to your=20
Clio manual.
Judd Knight
Clio Software Support
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Date: Fri, 23 Feb 2001 14:49:11 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Clio custom reports
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Clio users,
Clio has a custom reports database that you can download from the =
following location: http://cliosoftware.com/reports.htm. Instructions =
on how to setup the database can be downloaded from the webpage above.
Here is a list of the reports that can generated:
a.. A breakdown of loan requests of departments by the group =
affiliations that you have created.
b.. A breakdown of copy requests of departments by the group =
affiliations that you have created.
c.. A breakdown of the final status of requests by Dept.
d.. Turnaround time report: breakdown by Group affiliations
e.. Turnaround time report for Copies: breakdown by lenders
f.. Turnaround time report for Loans: breakdown by lenders=20
g.. Copyright Details by Title and Lender
h.. Copyright Titles Summarized by Lender
i.. Journal Titles by Citation Date
j.. Libraries Not Belonging to any Group
k.. Titles Grouped by Patron Department- Copies
l.. Titles Grouped by Patron Department- Loans
m.. TopBorrowers
n.. TopBorrowersCopies
o.. TopBorrowersLoans
p.. TopLenders
q.. TopLendersCopies
r.. TopLendersLoans
Judd Knight
Clio Software Support
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Clio users,
Clio has a custom reports database that =
you can=20
download from the following location: http://cliosoftware.com/reports.htm. =
Instructions on how=20
to setup the database can be downloaded from the webpage =
above.
Here is a list of the reports that can=20
generated:
- A breakdown of loan requests of=20
departments by the group affiliations that you have =
created.
- A breakdown of copy requests of=20
departments by the group affiliations that you have =
created.
- A breakdown of the final status of =
requests by=20
Dept.
- Turnaround time report: breakdown by =
Group=20
affiliations
- Turnaround time report for Copies: =
breakdown by=20
lenders
- Turnaround time report =
for Loans:=20
breakdown by lenders
- Copyright Details by Title and =
Lender
- Copyright Titles Summarized by =
Lender
- Journal Titles by Citation =
Date
- Libraries Not Belonging to any =
Group
- Titles Grouped by Patron Department-=20
Copies
- Titles Grouped by Patron Department-=20
Loans
- TopBorrowers
- TopBorrowersCopies
- TopBorrowersLoans
- TopLenders
- TopLendersCopies
- TopLendersLoans
Judd Knight
Clio Software Support
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Date: Fri, 23 Feb 2001 13:56:30 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Patron Removal from Patron Database
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Clio users,
There may come a time when you have patron records in you Patron =
database in Clio that you no longer need, for example the patron has =
graduated. Before you can remove the patron record all of the requests =
that were made by this patron must be archived. If there are any =
requests made by this patron in the active borrowing request table when =
you delete the Patron record then the Matched field in the patron's =
borrowing request(s) revert back to "No" (Unmatched). When you Review =
New Patron the name of the patron would reappear as a new patron needing =
to have a patron record created.
Judd Knight
Clio Software Support
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Clio users,
There may come a time when you have =
patron records=20
in you Patron database in Clio that you no longer need, for example the =
patron=20
has graduated. Before you can remove the patron record all of the =
requests=20
that were made by this patron must be archived. If there are any =
requests=20
made by this patron in the active borrowing request table when you =
delete the=20
Patron record then the Matched field in the patron's borrowing =
request(s) revert=20
back to "No" (Unmatched). When you Review New Patron the name of =
the=20
patron would reappear as a new patron needing to have a patron record=20
created.
Judd Knight
Clio Software Support
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Date: Fri, 23 Feb 2001 13:29:50 -0600
Reply-To: Ellen Sayed
Sender: ILL Records Management Software User's Group
From: Ellen Sayed
Subject: Multiple sites
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Is there anyone out there using Clio at multiple sites within the same
institution?
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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
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