From: L-Soft list server at U. of Connecticut (1.8d)
[LISTSERV@UCONNVM.UConn.Edu]
Sent: Wednesday, August 16, 2000 11:13 AM
To: Joe Natale
Subject: File: "CLIO-L LOG0007"
=========================================================================
Date: Mon, 3 Jul 2000 10:11:59 -0400
Reply-To: "Colombo, Charles"
Sender: ILL Records Management Software User's Group
From: "Colombo, Charles"
Subject: Thanks
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I just wanted to say thank you to all that offered to help me get started
using CLIO. I have contacted a few people and I'am on my way. Again thank
you.
Charlie Colombo Jr.
Joseph Krauskopf Memorial Library
Delaware Valley College
700 East Butler Avenue
Doylestown, PA 18901-2697
colomboc@devalcol.edu
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Thanks
I just wanted to say thank you to all =
that offered to help me get started using CLIO. I have contacted a few =
people and I'am on my way. Again thank you.
Charlie Colombo Jr.
Joseph Krauskopf Memorial Library
Delaware Valley College
700 East Butler Avenue
Doylestown, PA 18901-2697
colomboc@devalcol.edu
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Date: Mon, 3 Jul 2000 10:30:29 -0700
Reply-To: "Curelas, Margaret"
Sender: ILL Records Management Software User's Group
From: "Curelas, Margaret"
Subject: Autocorrect
MIME-Version: 1.0
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I know this has been asked before, but please, how do I shut off the
autocorrect/spellcheck in CLIO? It keeps changing NWE to NEW. Thanks!
Margaret
mcurelas@stmartin.edu
Interlibrary Loan
St. Martin's College Library
5300 Pacific Avenue S. E.
Lacey, WA 98503
=========================================================================
Date: Wed, 5 Jul 2000 09:42:00 -0400
Reply-To: Dylan Klempner
Sender: ILL Records Management Software User's Group
From: Dylan Klempner
Subject: Stats problem
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Hi Y'all,
We're doing the Copyright stats on Clio. We seem to be getting the propper
lists of journal titles, but Clio is not reading the "Number of Pages"
field. It is listing zeros beside each article. We're preparing to go
back into Clio and manually pull them out. But before we started I wanted
to see if anyone out there had any ideas about what the problem might be.
Thanks,
Dylan Klempner
Klempner@brandeis.edu
Interlibrary Loan Department
Brandeis University Library
MS 045 P.O. Box 549110
Waltham, MA 02454-9110
=========================================================================
Date: Wed, 5 Jul 2000 09:52:54 -0400
Reply-To: sueboot@regent.edu
Sender: ILL Records Management Software User's Group
From: Susie Booth
Subject: NEED HELP ASAP
MIME-Version: 1.0
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Records were automatically downloaded from OCLC on July 3,4,(when we
were closed) and 5th. When I tried to transfer them to
Clio this morning, only the ones that were downloaded on
the 5th went over. Under "Session:" in the "Lending Input
Files" box, we have the option for 7/4/2000, so I was able
to transfer that one also. Is it possible to transfer the
requests from July 3 also? Thank you very much for any
help you can give me.
=========================================================================
Date: Wed, 5 Jul 2000 10:16:23 -0400
Reply-To: Mary Jones
Sender: ILL Records Management Software User's Group
From: Mary Jones
Subject: Re: Stats problem
Comments: To: Dylan Klempner
In-Reply-To: <3.0.6.32.20000705094200.01360390@imap.staff.brandeis.edu>
Mime-Version: 1.0
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good morning:
the same has happened with us(ggc). could remedy ideas be sent to the list?
****************************************************
Mary Moore Jones/ILL Associate
GCSU - Russell Library
CBX 043
Milledgeville, GA 31061
V 912 445-4047 F 912445-2946 Ariel 168.16.202.83
mjones@mail.gcsu.edu
****************************************************
Georgia's Public Liberal Arts University
=========================================================================
Date: Wed, 5 Jul 2000 09:57:40 -0500
Reply-To: Alison Levene
Sender: ILL Records Management Software User's Group
From: Alison Levene
Subject: An ALA request gone very wrong
Mime-Version: 1.0
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Here is the situation: I created an ALA request on Clio for a dissertation
from a university in the netherlands. I saved the request and received the
prompt for the library information, which I suppled. I then answered "yes"
to printing an ALA form. What was printed was an OCLC request for another
patron, different material, to the University of Nebraska. That OCLC
request now HEADS our list of requests, coming before all of the ALA
requests. When I searched by the lending library symbol I had used, this
OCLC request to LDL comes up (not the one to qhu).
The only thing I remember doing while filling out the request was chosing
usmail on a drop down on the left hand side of the the ALA form, since this
was to be mailed. I have contacted our automation people, but they are as
puzzled as I am. I have no idea how to get the OCLC request back in its
regular numbered sequence AND linked to Lender equals LDL, not qhu. I am
also wondering what happened to the ALA I created and saved. Alison
Alison Levene, Head of Interlibrary Loan/Document Delivery
University Libraries
University of Arkansas, Fayetteville (AFU)
Fayetteville AR 72701-1201
(501) 575-2925 Ariel: 130.184.153.32 Fax: (501)575-5558
=========================================================================
Date: Wed, 5 Jul 2000 10:59:42 -0400
Reply-To: Mary Jones
Sender: ILL Records Management Software User's Group
From: Mary Jones
Subject: Re: update problem
Comments: cc: larry@cliosoftware.com
In-Reply-To: <3.0.6.32.20000705094200.01360390@imap.staff.brandeis.edu>
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
while updating "lending" in CLIO, i received the following message: "error
on insert file C:\OCLCAPPS\ILLME\N_yesln.dat! status=5"
has anyone seen this message and what does it mean? it occurs after
clicking "send updates to the ME", but if i click on the "OK" in the box
containing the above error message, the updates DO go through to the ME.
but, this is causing an extra click in a process where we're always seeking
ways to be faster with fewer motions, etc., etc.
****************************************************
Mary Moore Jones/ILL Associate
GCSU - Russell Library
CBX 043
Milledgeville, GA 31061
V 912 445-4047 F 912445-2946 Ariel 168.16.202.83
mjones@mail.gcsu.edu
****************************************************
Georgia's Public Liberal Arts University
=========================================================================
Date: Wed, 5 Jul 2000 08:02:50 -0800
Reply-To: "brian l. hawkins"
Sender: ILL Records Management Software User's Group
From: "brian l. hawkins"
Subject: [Fwd: RE: 299091 - exporting records from oclc to clio]
MIME-version: 1.0
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-------- Original Message --------
Subject: RE: 299091 - exporting records from oclc to clio
Date: Thu, 29 Jun 2000 11:20:14 -0400
From: UNS
To: "'brian l. hawkins'"
Hello Brian:
I referred this to the Product Manager for ILL and ILLME for Windows.
She
stated that this needs to be referred to the CLIO folks since we don't
have
access to that product. For what it's worth, many users out there run
CLIO
with our current versions of software and systems without much of a
problem.
It may be a configuration issue.
Sincerely,
Shirley Hoff
OCLC User and Network Support
-----Original Message-----
From: brian l. hawkins [mailto:anblh@UAA.ALASKA.EDU]
Sent: Wednesday, June 28, 2000 11:57 AM
To: uns@oclc.org; support@oclc.org
Subject: re:299091 - exporting records from oclc to clio
In reference to the message you received from Deborah Mole the steps
taken are as follows:
1. create oclc request(s)
2. "Download msg file now" in OCLC ILLME
3. go to CLIO to get ocle messages
Later when I go to CLIO to acknowledge receiving oclc requests I get a
message that item can not be found.
When I:
1. create oclc request(s)
2. save screen after each request
3. go to CLIO and get all save screens.
Later when I go to CLIO to acknowledge receiving oclc requests I dont
get a "not found" message.
Any help or assistance will be greatly appreciated.
Brian L. Hawkins
UAA/ILL Library Assistant
(907) 786-1828
=========================================================================
Date: Wed, 5 Jul 2000 12:13:16 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Clio Software Support
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Clio users,
I have just recently been hired by Clio Software to assist in solving =
Clio software related questions. I will be monitoring the list for =
questions. If you need to talk about your Clio problem I can also be =
reached at 817-726-3475 between 9am-6pm M-Th CST.
Judd Knight
Clio Software Support
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Clio users,
I have just recently been hired by Clio =
Software to=20
assist in solving Clio software related questions. I will be =
monitoring=20
the list for questions. If you need to talk about your Clio =
problem I can=20
also be reached at 817-726-3475 between 9am-6pm M-Th CST.
Judd Knight
Clio Software =
Support
------=_NextPart_000_00AB_01BFE67A.660893E0--
=========================================================================
Date: Thu, 6 Jul 2000 01:01:39 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Stats Problem
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Clio users,
In order to obtain statistics regarding Copyright Compliance Report, the =
Copyright Compliance field in the OCLC request must have the designation =
of CCG for photocopies to signify that royalties could be due. =
Sometimes if you accidently use your book constant data template when =
ordering a photocopy request on OCLC the result will be no CCG =
designation. =20
**For photocopying requests that were requested with the proper CCG =
designation in the Copyright Compliance field.**
After the requests are downloaded into Clio and you have received the =
requests it is time to update in Clio that you have received the =
photocopy. Go to Update Borrowing Requests. Click the Received Copy =
option then call up the request by the ILL number. When you go to =
update you must enter the amount of pages you have received for ILL =
requests that are within the time frame for the CCG designation. For =
example if you received a photocopy of an article from Neuroscience and =
the year showing in the Publication Year field is 1999 ( with the =
knowledge that this is not from a request for missing pages from a =
subscription that your institution already owns) this would be a CCG =
designated photocopy. At this time you would enter the number of pages =
received in the Number of Pages field. There is no easy way to do this. =
You literally have to count the pages and enter that total in the =
field. When updating is completed and you have sent the updates to the =
Microenhancer click on Statistics on the Main menu in the borrowing =
section. When you select the option to run a Copyright Compliance =
Report, determined the number of copies to exclude and the time period =
you are ready to run the report. Clio uses the Copyright Compliance =
field with the designation of CCG to filter for potential royalty due =
photocopy requests and adds the number of pages to reach a total for =
that journal, book, etc. When the report is run it will give you the =
title of the material, publication year, the number of copies over the =
determined number of copies to exclude, and the total of pages that were =
copied. =20
Hint:
To make this process easy if you keep a paper copy of the request on =
hand when you receive the photocopies for you borrowing requests write =
down on the request the number of pages and "CCG" for the CCG designated =
copies that were sent to you. At this time you can batch the CCG =
requests to update in Clio. =20
**For photocopy requests that were not created with the CCG in the =
Copyright Compliance field**
If you find that the CCG designation is missing on a lot of your =
photocopy requests that need it, then there is a way to correct this =
problem. The steps are rather involved so it may take me some time for =
me to write detailed procedures. I will be working on these procedures =
and will attempt to have them posted by Thursday afternoon. A more =
graphical version of these procedures will be placed on a site that you =
can download. I will let the list know as soon as possible when these =
graphical procedures will be available. Anyway I hope you all now have =
an understanding of how Clio handles materials that may need royalties =
paid for photocopies received.
Judd Knight=20
Clio Software Support
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Clio users,
In order to obtain statistics regarding =
Copyright=20
Compliance Report, the Copyright Compliance field in the OCLC request =
must have=20
the designation of CCG for photocopies to signify that royalties could =
be=20
due. Sometimes if you accidently use your book constant data =
template when=20
ordering a photocopy request on OCLC the result will be no CCG=20
designation.
**For photocopying requests that were =
requested=20
with the proper CCG designation in the Copyright Compliance=20
field.**
After the requests are downloaded into =
Clio and you=20
have received the requests it is time to update in Clio that you have =
received=20
the photocopy. Go to Update Borrowing Requests. Click the =
Received=20
Copy option then call up the request by the ILL number. When =
you go=20
to update you must enter the amount of pages you have received for ILL =
requests=20
that are within the time frame for the CCG designation. For =
example=20
if you received a photocopy of an article from Neuroscience and the year =
showing=20
in the Publication Year field is 1999 ( with the knowledge that this is =
not from=20
a request for missing pages from a subscription that your institution =
already=20
owns) this would be a CCG designated photocopy. At this =
time=20
you would enter the number of pages received in the Number of Pages =
field. There is no easy way to do this. You literally have =
to count=20
the pages and enter that total in the field. When updating is =
completed=20
and you have sent the updates to the Microenhancer click on Statistics =
on the=20
Main menu in the borrowing section. When you select the option to =
run a=20
Copyright Compliance Report, determined the number of copies to =
exclude and=20
the time period you are ready to run the report. Clio uses the =
Copyright=20
Compliance field with the designation of CCG to filter for =
potential=20
royalty due photocopy requests and adds the number of pages to reach a =
total for=20
that journal, book, etc. When the report is run it will give you the =
title of=20
the material, publication year, the number of copies over the determined =
number=20
of copies to exclude, and the total of pages that were =
copied. =20
Hint:
To make this process easy if you keep a =
paper copy=20
of the request on hand when you receive the photocopies for you =
borrowing=20
requests write down on the request the number of pages and "CCG" for the =
CCG=20
designated copies that were sent to you. At this time you can =
batch the=20
CCG requests to update in Clio.
**For photocopy requests that were not =
created with=20
the CCG in the Copyright Compliance field**
If you find that the CCG designation is =
missing on=20
a lot of your photocopy requests that need it, then there is a way to =
correct=20
this problem. The steps are rather involved so it may take me some =
time=20
for me to write detailed procedures. I will be working on =
these=20
procedures and will attempt to have them posted by Thursday =
afternoon. A=20
more graphical version of these procedures will be placed on a site that =
you can=20
download. I will let the list know as soon as possible when these=20
graphical procedures will be available. Anyway I hope you all now =
have an=20
understanding of how Clio handles materials that may need royalties paid =
for=20
photocopies received.
Judd Knight
Clio Software =
Support
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=========================================================================
Date: Thu, 6 Jul 2000 15:22:34 -0500
Reply-To: Alison Levene
Sender: ILL Records Management Software User's Group
From: Alison Levene
Subject: A deleted record that won't die
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Dear List,
This is a follow-up to my message yesterday, where an ALA request seemed to
attach itself to an OCLC request. Ultimately I had to delete the OCLC
request (in process) and then the ALA request, which I could never get to
display. This seems to have created another problem. In our Borrowing
Request display I have something like this:
-379 smith, j. Pending Suppressing.....
#Deleted #Deleted #Deleted #Deleted #Deleted #Deleted (ad nausem)
-370 jones, m. Pending International...
I suspect I need to do something more to really get rid of this deleted
item. I am also concerned that having it sitting in our files like this
may cause other difficulties, with statistics, sorting, and who knows what
else.
Please advise. Alison
Alison Levene, Head of Interlibrary Loan/Document Delivery
University Libraries
University of Arkansas, Fayetteville (AFU)
Fayetteville AR 72701-1201
(501) 575-2925 Ariel: 130.184.153.32 Fax: (501)575-5558
=========================================================================
Date: Thu, 6 Jul 2000 14:29:25 -0600
Reply-To: Donald Abbott
Sender: ILL Records Management Software User's Group
From: Donald Abbott
Organization: Colorado Mountain College
Subject: Re: A deleted record that won't die
Comments: To: Alison Levene
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
delete
Alison Levene wrote:
> Dear List,
> This is a follow-up to my message yesterday, where an ALA request seemed to
> attach itself to an OCLC request. Ultimately I had to delete the OCLC
> request (in process) and then the ALA request, which I could never get to
> display. This seems to have created another problem. In our Borrowing
> Request display I have something like this:
>
> -379 smith, j. Pending Suppressing.....
> #Deleted #Deleted #Deleted #Deleted #Deleted #Deleted (ad nausem)
> -370 jones, m. Pending International...
>
> I suspect I need to do something more to really get rid of this deleted
> item. I am also concerned that having it sitting in our files like this
> may cause other difficulties, with statistics, sorting, and who knows what
> else.
>
> Please advise. Alison
> Alison Levene, Head of Interlibrary Loan/Document Delivery
> University Libraries
> University of Arkansas, Fayetteville (AFU)
> Fayetteville AR 72701-1201
> (501) 575-2925 Ariel: 130.184.153.32 Fax: (501)575-5558
=========================================================================
Date: Fri, 7 Jul 2000 00:41:39 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Correcting photocopy requests that lack CCG for Copyright
Compliance Reports
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Clio 2.0 users,
The following procedures have been prepared in response to Dylan =
Klempner's message:
>Hi Y'all,
>We're doing the Copyright stats on Clio. We seem to be getting the =
proper
>lists of journal titles, but Clio is not reading the "Number of Pages"
>field. It is listing zeros beside each article. We're preparing to go
>back into Clio and manually pull them out. But before we started I =
wanted
>to see if anyone out there had any ideas about what the problem might =
be.
In my previous message to the mailing list I discussed the reason why in =
the Copyright Compliance report why there was missing information for =
the number of pages. It was due to the fact if the Copyright Comp field =
did not have the CCG designation the report would not total the number =
of pages that may have royalties due. The procedures in this email will =
show you how to find and update copy requests that need the CCG in the =
Copyright Comp field.
The steps that I am about to explain may be difficult to follow without =
the graphics so I will not be surprised if some of you get lost during =
my explanation. =20
**Important**
Before you attempt to perform these procedures be sure to make a backup =
copy of your Cliodata.mdb file. Anyway for those who are familiar with =
using Access query here's how you do it. Goodluck.
1.. Start MS Access.
2.. Create a new database. Call it CCG correction.mdb.
3.. Choose File from the Menu bar. From the drop down menu choose get =
external data and then select link tables.
4.. Search for the Cliodata.mdb. Select it. The next window you =
should see is a window to select the tables you want to link. Choose =
the BorrowingRequests table. Click OK.
5.. Now you should see the linked table in your database. At this =
time you want to create a query to view the photocopy requests that =
should have CCG.
6.. From the Menu bar choose Insert then select Query. You want to =
select the Design view of the query.
7.. The fields you want to select for your query are StatusInternal, =
Title, Article, Vol, No, Date, PageNums, and CopyrightComp.
8.. In the StatusInternal criteria field enter RecCopy.
9.. In the Date criteria field depending upon the CCG rule, you will =
enter the publication years for material that might have royalties due. =
I am assuming royalties are possibly due for photocopy requests from =
material with publication dates from 1996-2000. To perform the filter =
for this time period you enter in the critieria the following: Like =
"*1996*" Or Like "*1997*" Or Like "*1998*" Or Like "*1999*" Or Like =
"*2000*"
10.. At this time run the query by selecting Query from the Menu bar =
then choose Run.
11.. Review the result of your query to see if it filtered properly.
12.. When you have found that the requests are the ones you want to =
have a CCG placed in the CopyrightComp field you are now ready to =
perform an update query.
13.. Return to the Design view by selecting from the Menu bar View =
then select Design view.
14.. In the Design View select from the Menu bar Query then choose =
Update Query.
15.. You should now see that the title of your Query should say Update =
query and there should be an extra row entitled "Update To:"
16.. In the Update To: field under Copyright Comp enter CCG. Run the =
query. The query will display a window informing you of how many rows =
you are about to update. Choose yes.
17.. Depending upon the amount of requests you are updating it may =
take awhile. When completed you are done.
18.. At this time you can go back to Clio and on the Borrowing Request =
side attempt to run the Copyright Compliance Report to see if it has =
corrected the problem.
19.. These same steps can be performed on the Borrowing Archive table.
I hope this helps.
Judd Knight
Clio Software Support
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Clio 2.0 users,
The following procedures have been =
prepared in=20
response to Dylan Klempner's message:
>Hi Y'all,
>We're doing the =
Copyright=20
stats on Clio. We seem to be getting the proper
>lists of =
journal=20
titles, but Clio is not reading the "Number of =
Pages"
>field. It is=20
listing zeros beside each article. We're preparing to =
go
>back into=20
Clio and manually pull them out. But before we started I =
wanted
>to=20
see if anyone out there had any ideas about what the problem might=20
be.
In my previous message to the mailing =
list I=20
discussed the reason why in the Copyright Compliance report why there =
was=20
missing information for the number of pages. It was due to the =
fact if the=20
Copyright Comp field did not have the CCG designation the report would =
not total=20
the number of pages that may have royalties due. The procedures in =
this=20
email will show you how to find and update copy requests that need the =
CCG in=20
the Copyright Comp field.
The =
steps that I=20
am about to explain may be difficult to follow without the graphics so I =
will=20
not be surprised if some of you get lost during my =
explanation. =20
**Important**
Before you attempt to perform these =
procedures be=20
sure to make a backup copy of your Cliodata.mdb =
file. =20
Anyway for those who are familiar with using Access query here's how you =
do=20
it. Goodluck.
- Start MS Access.
- Create a new database. Call it =
CCG=20
correction.mdb.
- Choose File from the Menu bar. =
From the drop=20
down menu choose get external data and then select link =
tables.
- Search for the Cliodata.mdb. =
Select=20
it. The next window you should see is a window to select the =
tables you=20
want to link. Choose the BorrowingRequests table. Click =
OK.
- Now you should see the linked table in =
your=20
database. At this time you want to create a query to view the =
photocopy=20
requests that should have CCG.
- From the Menu bar choose Insert then =
select=20
Query. You want to select the Design view of the =
query.
- The fields you want to select for your =
query are=20
StatusInternal, Title, Article, Vol, No, Date, PageNums, and=20
CopyrightComp.
- In the StatusInternal criteria field =
enter=20
RecCopy.
- In the Date criteria field depending =
upon the CCG=20
rule, you will enter the publication years for material that =
might have=20
royalties due. I am assuming royalties are possibly due for =
photocopy requests from material with publication dates from =
1996-2000. To perform the filter for this time period you =
enter in=20
the critieria the following: Like "*1996*" Or Like "*1997*" Or Like =
"*1998*"=20
Or Like "*1999*" Or Like "*2000*"
- At this time run the query by =
selecting Query from=20
the Menu bar then choose Run.
- Review the result of your query to see =
if it=20
filtered properly.
- When you have found that the requests =
are the ones=20
you want to have a CCG placed in the CopyrightComp field you are now =
ready to=20
perform an update query.
- Return to the Design view by selecting =
from the=20
Menu bar View then select Design view.
- In the Design View select from the =
Menu bar Query=20
then choose Update Query.
- You should now see that the title of =
your Query=20
should say Update query and there should be an extra row entitled =
"Update=20
To:"
- In the Update To: field under =
Copyright Comp enter=20
CCG. Run the query. The query will display a window =
informing you=20
of how many rows you are about to update. Choose yes.
- Depending upon the amount of requests =
you are=20
updating it may take awhile. When completed you are =
done.
- At this time you can go back to Clio =
and on the=20
Borrowing Request side attempt to run the Copyright Compliance Report =
to see=20
if it has corrected the problem.
- These same steps can be performed on =
the Borrowing=20
Archive table.
I hope this helps.
Judd Knight
Clio Software =
Support
------=_NextPart_000_003F_01BFE7AC.1CFE9220--
=========================================================================
Date: Fri, 7 Jul 2000 14:11:30 -0500
Reply-To: Jose Gonzalez
Sender: ILL Records Management Software User's Group
From: Jose Gonzalez
Subject: clock on Clio
Comments: To: judd@cliosoftware.com
Mime-Version: 1.0
Content-Type: multipart/mixed; boundary="=_742C2668.EC8DE2D1"
This is a MIME message. If you are reading this text, you may want to
consider changing to a mail reader or gateway that understands how to
properly handle MIME multipart messages.
--=_742C2668.EC8DE2D1
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
Content-Disposition: inline
Can anyone help? =20
What role does the clock play or better yet how can we update the clock on =
Clio? When I went to GET NEW OCLC REQUESTS from Clio's Lending and =
Borrowing sides, I couldn't get the session that I had just downloaded. I =
downloaded at around 1:50 pm, except Pending, and then again at 2:00pm and =
still didn't find an indication from the drop down list.
thanks in advance,
Jose
Jose L. Gonzalez
Library Assistant II - ILL/DD
Mary & Jeff Bell Library
Texas A&M University-Corpus Christi
6300 Ocean Dr.
Corpus Christi, TX 78412
361-825-5772
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=========================================================================
Date: Fri, 7 Jul 2000 15:50:51 -0400
Reply-To: Katherine Moss
Sender: ILL Records Management Software User's Group
From: Katherine Moss
Subject: Libraries database
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Hi!
Could someone please tell me what the function of the libraries database is
in CLIO? I don't think we are really using it at all. I mean, we update it,
but I don't know why. Is it sort of an optional thing, like the patron
database? We don't use it for shipping labels, as was discussed before on
this list. We don't send overdue notices from CLIO because our library
automation system already does this. We don't use it as a directory because
we use OCLC NAD. Is there something I'm missing? Maybe we should stop
updating it?
Katherine Moss
Reference/Circulation/ILL Librarian
The College of Saint Rose
432 Western Ave.
Albany, NY 12203
(518) 454-2154
mossk@mail.strose.edu
=========================================================================
Date: Fri, 7 Jul 2000 13:40:23 -0700
Reply-To: Julia Graham
Sender: ILL Records Management Software User's Group
From: Julia Graham
Subject: enhancement requests. :-) (or,
what I really want for xmas from Clio)
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
Haven't done this in a while, so I figured it's time. If I were Queen, I'd
love for CLIO to do the following:
*make the tab order in the updating section follow some sort of *normal*
progression. When you're tabbing from field to field when updating in the
borrowing received, it goes all over the place. I don't know if this is a
feature of Micro$oft, or Access or CLIO or what.
* be able to use the regular M$ commands in the update fields...such as
copy, paste, etc. It won't let you copy the il number, for example...
* if a library isn't in our library database, when Clio prompts you (or
rather, throws you) to the update record, it'd be REALLY nice if the ILL
record you just updated was still on the screen so you could edit any
additional information.
* having a few more options for the borrowing bookstraps, such as having
the description field print out (yes, I know we can put the description in
the actual lending restrictions box...but we use that for LIBRARY USE ONLY
and stuff and if we could put "5 reels of microfilm" in the description
box, it'd be great to have that print out).
* (this is the big one...) print the lending library's address as a mailing
label somewhere at either the bottom of the strap OR under the box that has
the patron information that's on the right side of the strap. A lot of
libraries are not including their mailing label to return (budget cuts
perhaps) and instead of having to look it up and write out a label, this
would be a cool feature. It DOES print it out on the lending strap but
most libraries do not use the lending strap (which we happily cannibalize
when we DO get). :-)
that's it for today!
julia
****************************************************************************************************************************************
Julia Graham
Borrowing, Interlibrary Loan
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
=========================================================================
Date: Fri, 7 Jul 2000 20:17:34 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: e-mail notification in borrowing
Comments: To: Naomi Sturtevant
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Naomi,
I am not sure of your setup or what you and Larry have discussed so
therefore I will start from scratch. What kind of connection do you have to
the internet? (dialup?,dsl,T1,T2, etc.) I have a dsl connection. Before
you reply to this question go ahead and attempt the following. First thing
you must let Clio know your email settings. Go to Preferences at the top of
the Clio window. Select Email Setup. At this time you enter your server
name. It usually starts with mail.###.###. You then must give a return
email address which should be a repliable email address. Some email
addresses are not repliable. Next place the name of the individual in the
My Name field, who will be responsible for email notification. Enter your
Library symbol in the appropriate field. Be sure not to leave this setup
without entering information in all the fields available. After this has
been done attempt a test of your setup by creating a test ALA request. Go
to your main menu in the borrowing side. Select the Prepare ALA Form. On
the ALA form enter a patron name, like one of your coworkers. Be sure you
select the option the request is a loan. Enter their email in the PEmail
field. Make up a book name, etc. Complete the creation of the ALA then
Save. Print out the ALA request so that you will remember the number. Now
return to the main menu then select Update Borrowing Requests. Click on
Received Loan option. Enter the ALA number -#####. At the bottom there is
another option Produce Patron Notice click on this before you accept. Now
you are ready to Accept the request. After accepting click on the Return on
Borrowing Menu. You should see a pop up box stating that the email is being
sent then another pop-up box stating that 1 EmailNotices sent, 0 had a
problem. After this is done check with your coworker to see if he/she has
received the email. If he/she does not receive the email, please email me
you Email Setup information. I hope this helps.
Judd Knight
Clio Software Support
----- Original Message -----
From: Naomi Sturtevant
To:
Sent: Thursday, July 06, 2000 8:36 AM
Subject: e-mail notification in borrowing
Dear Judd,
Thank you for a very understandable explanation of the Clio Copyright
feature.
I am wrestling with the feature that allows notification via e-mail to
our patrons when we update loans received. Larry has been working on this
with me and for the life of me I just can't figure out what is preventing it
from workiing. When I saw your explanation of the copyright stuff I thought
maybe you might be able to help. I am sure that there is just one little
setting or option that I haven't set just right that is keeping it from
working. I did finally get so far as sending an e-mail but the message
field was blank. I have been using myself as a test but I am totally
fogged at this point. Please let me know if you have had any experience
with e-mail notification. Thanks, Naomi
Naomi Curtis Sturtevant
Interlibrary Loan Specialist
Neilson Library
Smith College
Northampton, MA 01063
(413) 585-2962 FAX (413) 585-4485
=========================================================================
Date: Fri, 7 Jul 2000 21:30:19 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: CCG correction.mdb
Comments: To: Jose Gonzalez
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Jose,
Howdy.
If you decide that in the future requests will be made incorrectly on the
wrong constant data template (which I did innumerable times when I was
working in Interlibrary Loan at UTA) it would be a good idea to save the
query. Later when the situation arises, you will have an idea of the fields
and criteria need to perform the CCG correction in the CopyrightComp field.
Thanks for pointing this out.
Judd Knight
Clio Software Support
----- Original Message -----
From: Jose Gonzalez
To:
Sent: Friday, July 07, 2000 11:23 AM
Subject: CCG correction.mdb
Judd,
One question....When exiting the MS Access database that we created "CCG
correction.mdb", what do we answer to "Do you want to save changes to the
design of of query 'Query 1'?" ?
thanks,
jose
Jose L. Gonzalez
Library Assistant II - ILL/DD
Mary & Jeff Bell Library
Texas A&M University-Corpus Christi
6300 Ocean Dr.
Corpus Christi, TX 78412
361-825-5772
=========================================================================
Date: Fri, 7 Jul 2000 22:01:13 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: clock on Clio
Comments: To: Jose Gonzalez
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Jose,
The time that each session indicates when you view it in Clio is based on
the time that the Microenhancer downloaded your msg files. The time that is
shown per session is based upon you computer's clock during the time of
download from OCLC by Microenhancer. As for Clio, when you Get New OCLC
Requests it checks the ILL.dat file for the sessions that the Microenhancer
has stored. Check to see if Clio is still pointing to the location of the
directory where the Microenhancer stores the ILL.dat file. Also check to
see that the Microenhancer's data directory is the same as Clio. I hope
this helps.
Judd Knight
Clio Software Support
download from
----- Original Message -----
From: Jose Gonzalez
To: ;
Sent: Friday, July 07, 2000 2:11 PM
Subject: clock on Clio
Can anyone help?
What role does the clock play or better yet how can we update the clock on
Clio? When I went to GET NEW OCLC REQUESTS from Clio's Lending and
Borrowing sides, I couldn't get the session that I had just downloaded. I
downloaded at around 1:50 pm, except Pending, and then again at 2:00pm and
still didn't find an indication from the drop down list.
thanks in advance,
Jose
Jose L. Gonzalez
Library Assistant II - ILL/DD
Mary & Jeff Bell Library
Texas A&M University-Corpus Christi
6300 Ocean Dr.
Corpus Christi, TX 78412
361-825-5772
=========================================================================
Date: Fri, 7 Jul 2000 22:24:58 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Fw: [CLIO] Libraries database
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
----- Original Message -----
From: Judd Knight
To: Katherine Moss
Sent: Friday, July 07, 2000 10:24 PM
Subject: Re: [CLIO] Libraries database
> Katherine,
>
> The Libraries "database" table is used for locally run Statistics from
Clio.
> When I was working for the University of Texas at Arlingon we maintained
> various library groups that lended and received on a nonbilling agreement
in
> are Libraries table. After several months we ran reports to determe
whether
> the agreements that we had made with these groups were worth are while or
if
> there was a considerable imbalance in the material we requested from them
> and the material they requested from us. From what I remember we
determined
> that the groups that we had entered into agreements with were worth
> maintaining. I hope this gives you an idea of the benefits that keeping
the
> Libraries table can benefit a library.
>
> Judd Knight
> Clio Software Support
>
>
> ----- Original Message -----
> From: Katherine Moss
> To:
> Sent: Friday, July 07, 2000 2:50 PM
> Subject: [CLIO] Libraries database
>
>
> > Hi!
> >
> > Could someone please tell me what the function of the libraries database
> is
> > in CLIO? I don't think we are really using it at all. I mean, we update
> it,
> > but I don't know why. Is it sort of an optional thing, like the patron
> > database? We don't use it for shipping labels, as was discussed before
on
> > this list. We don't send overdue notices from CLIO because our library
> > automation system already does this. We don't use it as a directory
> because
> > we use OCLC NAD. Is there something I'm missing? Maybe we should stop
> > updating it?
> >
> > Katherine Moss
> > Reference/Circulation/ILL Librarian
> > The College of Saint Rose
> > 432 Western Ave.
> > Albany, NY 12203
> > (518) 454-2154
> > mossk@mail.strose.edu
> >
>
=========================================================================
Date: Sat, 8 Jul 2000 01:04:33 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Fw: Re: [CLIO] e-mail notification in borrowing
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
----- Original Message -----
From: Judd Knight
To:
Sent: Friday, July 07, 2000 8:17 PM
Subject: Re: [CLIO] e-mail notification in borrowing
> Naomi,
>
> I am not sure of your setup or what you and Larry have discussed so
> therefore I will start from scratch. What kind of connection do you have
to
> the internet? (dialup?,dsl,T1,T2, etc.) I have a dsl connection. Before
> you reply to this question go ahead and attempt the following. First
thing
> you must let Clio know your email settings. Go to Preferences at the top
of
> the Clio window. Select Email Setup. At this time you enter your server
> name. It usually starts with mail.###.###. You then must give a return
> email address which should be a repliable email address. Some email
> addresses are not repliable. Next place the name of the individual in the
> My Name field, who will be responsible for email notification. Enter your
> Library symbol in the appropriate field. Be sure not to leave this setup
> without entering information in all the fields available. After this has
> been done attempt a test of your setup by creating a test ALA request. Go
> to your main menu in the borrowing side. Select the Prepare ALA Form. On
> the ALA form enter a patron name, like one of your coworkers. Be sure you
> select the option the request is a loan. Enter their email in the PEmail
> field. Make up a book name, etc. Complete the creation of the ALA then
> Save. Print out the ALA request so that you will remember the number.
Now
> return to the main menu then select Update Borrowing Requests. Click on
> Received Loan option. Enter the ALA number -#####. At the bottom there
is
> another option Produce Patron Notice click on this before you accept. Now
> you are ready to Accept the request. After accepting click on the Return
on
> Borrowing Menu. You should see a pop up box stating that the email is
being
> sent then another pop-up box stating that 1 EmailNotices sent, 0 had a
> problem. After this is done check with your coworker to see if he/she has
> received the email. If he/she does not receive the email, please email me
> you Email Setup information. I hope this helps.
>
>
> Judd Knight
>
> Clio Software Support
>
> ----- Original Message -----
> From: Naomi Sturtevant
> To:
> Sent: Thursday, July 06, 2000 8:36 AM
> Subject: e-mail notification in borrowing
>
>
> Dear Judd,
> Thank you for a very understandable explanation of the Clio Copyright
> feature.
> I am wrestling with the feature that allows notification via e-mail
to
> our patrons when we update loans received. Larry has been working on this
> with me and for the life of me I just can't figure out what is preventing
it
> from workiing. When I saw your explanation of the copyright stuff I
thought
> maybe you might be able to help. I am sure that there is just one little
> setting or option that I haven't set just right that is keeping it from
> working. I did finally get so far as sending an e-mail but the message
> field was blank. I have been using myself as a test but I am totally
> fogged at this point. Please let me know if you have had any experience
> with e-mail notification. Thanks, Naomi
>
> Naomi Curtis Sturtevant
> Interlibrary Loan Specialist
> Neilson Library
> Smith College
> Northampton, MA 01063
> (413) 585-2962 FAX (413) 585-4485
>
=========================================================================
Date: Mon, 10 Jul 2000 09:08:05 -0500
Reply-To: Alison Levene
Sender: ILL Records Management Software User's Group
From: Alison Levene
Subject: Two questions
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Dear List,
I have two additional puzzles that I need help with.
First, in the borrowing requests I have a record that I cannot open and
because the patron field is blank, I am having difficulty with my year-end
statistics. This is how the record appears:
ILL Patron Status: Clio OCLC DueDate Title
289 suwansri@comp.uark.edu
Second, I was looking at turn-around time for both Lending and Borrowing.
There were some items in Borrowing that took a very long time. Using
options in searching borrowing requests I found one 73 day item (a copy of
an international patent), however it is the 50 day loan that is puzzling.
I know it was updated to received on July 5. I have done a variety of
searches to narrow this and have gotten results equalling nothing. In
desperation and curiosity, I looked at all loans updated to received on
July 5. The oldest request date was June 15, certainly not 50 days. I
believe the turnaround days are calculated including week-ends, so I knew
when we must have requested this loan, but I am not finding anything. What
do I do? Alison
Alison Levene, Head of Interlibrary Loan/Document Delivery
University Libraries
University of Arkansas, Fayetteville (AFU)
Fayetteville AR 72701-1201
(501) 575-2925 Ariel: 130.184.153.32 Fax: (501)575-5558
=========================================================================
Date: Mon, 10 Jul 2000 12:00:43 -0500
Reply-To: Joe Natale
Sender: ILL Records Management Software User's Group
From: Joe Natale
Organization: Univ of Connecticut Libraries
Subject: ClioRequest Question
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hi,
Has anyone had any trouble seeing several pieces of patron/citation
information all in one field in ClioRequest 2.0 "Review Details"? I've
noticed that when I go into the View Borrowing Request Summary and view
the
detail of a request made via our electronic request forms several pieces
of
information are read into one single field. For example, I can see both
the
patron's name and his/her email address in the Email field. Has this
happened to anyone using ClioRequest 2.0?
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: Mon, 10 Jul 2000 13:42:25 -0800
Reply-To: "brian l. hawkins"
Sender: ILL Records Management Software User's Group
From: "brian l. hawkins"
Subject: [Fwd: [Fwd: RE: 299091 - exporting records from oclc to clio]]
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
-------- Original Message --------
Subject: [Fwd: RE: 299091 - exporting records from oclc to clio]
Date: Wed, 05 Jul 2000 08:02:50 -0800
From: "brian l. hawkins"
To: CLIO
-------- Original Message --------
Subject: RE: 299091 - exporting records from oclc to clio
Date: Thu, 29 Jun 2000 11:20:14 -0400
From: UNS
To: "'brian l. hawkins'"
Hello Brian:
I referred this to the Product Manager for ILL and ILLME for Windows.
She
stated that this needs to be referred to the CLIO folks since we don't
have
access to that product. For what it's worth, many users out there run
CLIO
with our current versions of software and systems without much of a
problem.
It may be a configuration issue.
Sincerely,
Shirley Hoff
OCLC User and Network Support
-----Original Message-----
From: brian l. hawkins [mailto:anblh@UAA.ALASKA.EDU]
Sent: Wednesday, June 28, 2000 11:57 AM
To: uns@oclc.org; support@oclc.org
Subject: re:299091 - exporting records from oclc to clio
In reference to the message you received from Deborah Mole the steps
taken are as follows:
1. create oclc request(s)
2. "Download msg file now" in OCLC ILLME
3. go to CLIO to get ocle messages
Later when I go to CLIO to acknowledge receiving oclc requests I get a
message that item can not be found.
When I:
1. create oclc request(s)
2. save screen after each request
3. go to CLIO and get all save screens.
Later when I go to CLIO to acknowledge receiving oclc requests I dont
get a "not found" message.
Any help or assistance will be greatly appreciated.
Brian L. Hawkins
UAA/ILL Library Assistant
(907) 786-1828
=========================================================================
Date: Mon, 10 Jul 2000 20:05:14 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Adding the Lender's Address to the Borrowing Bookstrap
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_0010_01BFEAAA.28E06E00"
This is a multi-part message in MIME format.
------=_NextPart_000_0010_01BFEAAA.28E06E00
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio 2.0d Users,
I have been sent a wish by one of your fellow Clio List members. She =
wishes there was a way to place the Lender's address on the Borrower's =
Bookstrap so that it could be used as an address label in returning the =
material. I am new to this list so I am not sure if instructions have =
ever been posted so here they are. If you are not comfortable modifying =
queries or reports I suggest that you do not attempt this. =20
The new fields will attempt to place the Lender's address that came with =
the request. If the ship to field is empty on the request it will =
retrieve the address that is stored in your Libraries table. =20
=20
***I always suggest before attempting anything that requires changing a =
query or report to make sure you have a backup**
=20
1.. Start Microsoft Access 97. You want to create a new database with =
no tables. Call the database Bookstrap. You are going to import the =
tables, query, and report you need to perform the update.=20
2.. Go to the Menu Bar select File. From the drop down list select =
Get External Data. The next option you will see is to either link or =
import the tables. You want to import the tables.=20
3.. You will see a window pop-up requesting that you find the database =
that has the tables you need. The database you need is Clio.mdb. This =
can usually be found where it was installed. The default directory =
would have been c:\Program Files\Clio2\Clio.mdb. =20
4.. After you have selected the Clio.mdb database you will be given =
the option to select tables, queries, form, reports, etc. Under the tab =
Tables select the Select All. This will highlight all of the tables. =
After highlighting all the tables click on the query tab. Now you want =
to pick the query that we will be used. This is BookStrapQry. After =
selecting the query click on the Report tab. Select BorBookStrap.=20
5.. Now you click OK. This will upload into your new database one =
query, one report and all the tables. =20
6.. First we want to modify the query. Open the query in design mode. =
In the design mode we are going to add a new table to the query. The =
table we want to add is Libraries. From the Menu bar select Query. =
From the drop-down list choose Show Tables. A pop-up window will =
appear. From the window select the table Libraries then click on Add. =
After selecting the table close the pop-up window by clicking Close. =20
7.. You should now see three tables in the design mode of =
BookStrapQry. At this time we want to join the new table relationship =
to the tblCompRqsts table. This relationship is between Lender in the =
tblCompRqsts table and LibrarySymbol in Libraries table.=20
8.. Now you want to place some extra fields to run the query on. Add =
InstitutionName, ShippingAddressLine1, ShippingAddressLine2, and =
ShippingAddressLine3, and Reserve5 (The reserve5 field holds the "Ship =
to" information that came with the request).=20
9.. After this is complete go ahead and save the query with the same =
name.=20
10.. Now you are ready to update the report. Open the report in =
design mode. On the bookstrap design you want to add five text boxes. =
Remove the textbox labels. For each text a source will be defined. The =
easiest way to create a definition for a text box is clicking inside the =
text box then enter the definition. Another way is to select the text =
box, right click with your mouse, select properties then hold the key =
combination Shift+F2 (the function key) Here are the definitions for =
each text box:
a.. =3DIIf(IsNull([reserved5]),[institutionName],Mid$([Reserved5]))
b.. =
=3DIIf(IsNull([reserved5]),[ShippingAddressLine1],Mid$([Reserved5]))
c.. =
=3DIIf(IsNull([reserved5]),[ShippingAddressLine2],Mid$([Reserved5]))
d.. =
=3DIIf(IsNull([reserved5]),[ShippingAddressLine3],Mid$([Reserved5]))
e.. =
=3DIIf(IsNull([reserved5]),[ShippingAddressLine4],Mid$([Reserved5]))
Also you may want to adjust the font, its size and the length of the =
fields. This done by right clicking on the field you want to edit then =
a pop-up menu appears. Select properties then format.=20
1.. When you are done save the report with the same name.=20
2.. After saving, go back to the query and highlight the BookStrapQry =
and choose from the Menu bar File. On the drop-down list choose Save =
As/Export option. Choose the option to save to an external database. =
Find the Clio.mdb file. Select it then export the file. When it asks =
you if you would like to overwrite the existing file say, yes. Repeat =
this step for the new report you created. =20
I hope this helps.
Judd Knight
Clio Software Support
------=_NextPart_000_0010_01BFEAAA.28E06E00
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio 2.0d Users,
I have been sent a wish by one of your =
fellow Clio=20
List members. She wishes there was a way to place the Lender's address =
on the=20
Borrower's Bookstrap so that it could be used as an address label in =
returning=20
the material. I am new to this list so I am not sure if =
instructions have=20
ever been posted so here they are. If you are not comfortable =
modifying=20
queries or reports I suggest that you do not attempt this. =
The new fields will attempt to place =
the Lender's=20
address that came with the request. If the ship to field is empty =
on the=20
request it will retrieve the address that is stored in your Libraries=20
table.
***I always suggest before attempting =
anything that=20
requires changing a query or report to make sure you have a=20
backup**
- Start Microsoft Access 97. You =
want to=20
create a new database with no tables. Call the database =
Bookstrap. =20
You are going to import the tables, query, and report you need =
to perform=20
the update.=20
- Go to the Menu Bar select File. =
From the=20
drop down list select Get External Data. The next option you =
will see is=20
to either link or import the tables. You want to import the=20
tables.=20
- You will see a window pop-up =
requesting that you=20
find the database that has the tables you need. The database you =
need=20
is Clio.mdb. This can usually be found where it was=20
installed. The default directory would have been c:\Program=20
Files\Clio2\Clio.mdb.
- After you have selected the Clio.mdb =
database you=20
will be given the option to select tables, queries, form, reports, =
etc. =20
Under the tab Tables select the Select All. This will highlight =
all of=20
the tables. After highlighting all the tables click on the query =
tab. Now you want to pick the query that we will be used. =
This is=20
BookStrapQry. After selecting the query click on the Report =
tab. Select BorBookStrap.=20
- Now you click OK. This =
will upload=20
into your new database one query, one report and all the =
tables. =20
- First we want to modify the =
query. Open the=20
query in design mode. In the design mode we are going to =
add a new=20
table to the query. The table we want to add is Libraries. =
From=20
the Menu bar select Query. From the drop-down list choose Show=20
Tables. A pop-up window will appear. From the window =
select the=20
table Libraries then click on Add. After selecting the table =
close the=20
pop-up window by clicking Close.
- You should now see three tables in the =
design mode=20
of BookStrapQry. At this time we want to join the new table =
relationship=20
to the tblCompRqsts table. This relationship is between Lender =
in the=20
tblCompRqsts table and LibrarySymbol in Libraries table.=20
- Now you want to place some extra =
fields to run the=20
query on. Add InstitutionName, ShippingAddressLine1, =
ShippingAddressLine2, and=20
ShippingAddressLine3, and Reserve5 (The reserve5 field holds the "Ship =
to"=20
information that came with the request).=20
- After this is complete go ahead and =
save the query=20
with the same name.=20
- Now you are ready to update the =
report. Open=20
the report in design mode. On the bookstrap design you want to add five text boxes. Remove =
the textbox=20
labels. For each text a source will be defined. =
The easiest=20
way to create a definition for a text box is clicking inside the text =
box then=20
enter the definition. Another way is to select the text box, =
right click=20
with your mouse, select properties then hold the key combination =
Shift+F2 (the=20
function key) Here are the definitions for each text =
box:
- =3DIIf(IsNull([reserved5]),[institutionName],Mid$([Reserved5]))<=
/FONT>
- =3DIIf(IsNull([reserved5]),[ShippingAddressLine1],Mid$([Reserved=
5]))
- =3DIIf(IsNull([reserved5]),[ShippingAddressLine2],Mid$([Reserved=
5]))
- =3DIIf(IsNull([reserved5]),[ShippingAddressLine3],Mid$([Reserved=
5]))
- =3DIIf(IsNull([reserved5]),[ShippingAddressLine4],Mid$([Reserved=
5]))
Also you may want to adjust the =
font,=20
its size and the length of the fields. This done by right =
clicking on=20
the field you want to edit then a pop-up menu appears. Select =
properties=20
then format.
- When you are done save the report =
with=20
the same name.
- After saving, go back to the =
query and=20
highlight the BookStrapQry and choose from the Menu bar File. On =
the=20
drop-down list choose Save As/Export option. Choose the =
option to=20
save to an external database. Find the Clio.mdb file. =
Select=20
it then export the file. When it asks you if you would like =
to=20
overwrite the existing file say, yes. Repeat this step for the =
new=20
report you created. =
I hope this helps.
Judd Knight
Clio Software =
Support
------=_NextPart_000_0010_01BFEAAA.28E06E00--
=========================================================================
Date: Tue, 11 Jul 2000 09:33:55 -0400
Reply-To: Elizabeth Maziarz
Sender: ILL Records Management Software User's Group
From: Elizabeth Maziarz
Subject: Re: library groups
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hello Larry and/or other Clio users:
In doing our statistics for last year, I needed to know the number of
loans and copies for each group and when I compared the group totals to
the all libraries totals, the total numbers did not coincide. I
transfered the library database to excel and made my own copy so that I
could work with it and not destroy the original. However, I did not
find a group column. Am I missing something or does that column not
exist. I fell that when some new libraries were added, they were not
given a group symbol and that is why I have a discrepancy in my totals.
I really don't want to have to look through over 2000 libraries to find
out which ones don't have those pesky little group codes. Can anyone
help. Please!!!!!!
Thank you,
Elizabeth
--
Elizabeth M. Maziarz
Senior Library Assistant
The College of New Jersey
Roscoe L. West Library
Interlibrary Loan Department
609.771.2028
=========================================================================
Date: Tue, 11 Jul 2000 13:53:36 -0400
Reply-To: Elizabeth Maziarz
Sender: ILL Records Management Software User's Group
From: Elizabeth Maziarz
Subject: Re: library groups
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
I wish to thank all of you who have responded to my query about matching
the libraries and the groups on the clio database.
Sincerely,
Elizabeth
--
Elizabeth M. Maziarz
Senior Library Assistant
The College of New Jersey
Roscoe L. West Library
Interlibrary Loan Department
609.771.2028
=========================================================================
Date: Tue, 11 Jul 2000 13:09:15 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: library groups
Comments: To: Elizabeth Maziarz
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Clio 2.0d users,
If you are running reports and you find that there may be a problem with the
lack of some Libraries having an associated group name there is a way to
find these Libraries. Here are some steps to follow to find Libraries that
do not have group symbols.
Start Microsoft Access 97. You want to create a new database with no
tables. Call it nonLibgrps or anything you desire. You are going to import
the tables you need to perform the search for Libraries that do not have
group names.
Go to the Menu Bar select File. From the drop down list select Get External
Data. The next option you will see is to either link or import the tables.
You want to import the tables.
You will see a window pop-up requesting that you find the database that has
the tables you need. The database you need is Clio.mdb. This can usually
be found where it was installed. The default directory would have been
c:\Program Files\Clio2\Clio.mdb.
After you have selected the Clio.mdb database you will be given the option
to select tables, queries, form, reports, etc. Under the tab Tables select
the Select All. This will highlight all of the tables.
Now you click OK. This will upload into your new database all the tables.
At this time you are going to create a query. This query will find the
Libraries that do not have group names.
Okay, now click on the Query tab with your mouse then click New. You want
to start the new query in design mode. In design mode add the tables
Libraries, GroupMembers, and GroupNames. The relationships between the
tables should already exist. We want to modify the type of relationship
between these tables. Click on the relationship line between Libraries and
Group Members. A pop-up window should appear. This window will give you
the option to create an outer join. Pick the option that states, "Include
ALL records from 'Libraries' and only those records from 'GroupMembers'
where the joined fields are equal."
For the relationship line between GroupMembers and GroupNames do the same.
Click on the relationship option that states, "Include ALL records from
'GroupMembers' and only those records from 'GroupNames' where the joined
fields are equal."
Now you want add these fields to your query. Library symbol, Institution
Name, and GroupNames. After adding these fields to your query to cull out
the Libraries that have no group name you want to add to the Criteria row
for GroupName field the statement, "Is Null".
Now you are ready to run the query. Run the query then print it out. After
running the query save the query.
Remember that since we imported the tables to this database the information
will not automatically update the Clio database. You will have to go back
to Clio and place each library in their appropriate group manually. I hope
this helps.
Judd Knight
Clio Software Support
----- Original Message -----
From: Elizabeth Maziarz
To:
Sent: Tuesday, July 11, 2000 8:33 AM
Subject: Re: [CLIO] library groups
> Hello Larry and/or other Clio users:
>
> In doing our statistics for last year, I needed to know the number of
> loans and copies for each group and when I compared the group totals to
> the all libraries totals, the total numbers did not coincide. I
> transfered the library database to excel and made my own copy so that I
> could work with it and not destroy the original. However, I did not
> find a group column. Am I missing something or does that column not
> exist. I fell that when some new libraries were added, they were not
> given a group symbol and that is why I have a discrepancy in my totals.
> I really don't want to have to look through over 2000 libraries to find
> out which ones don't have those pesky little group codes. Can anyone
> help. Please!!!!!!
>
> Thank you,
> Elizabeth
> --
>
> Elizabeth M. Maziarz
> Senior Library Assistant
> The College of New Jersey
> Roscoe L. West Library
> Interlibrary Loan Department
> 609.771.2028
>
=========================================================================
Date: Tue, 11 Jul 2000 15:39:08 -0600
Reply-To: gheidema@tiu.edu
Sender: ILL Records Management Software User's Group
From: Gail Heideman
Organization: Trinity International University
Subject: Re: library groups
In-Reply-To: <396B2243.3A0A0E66@tcnj.edu>
Elizabeth,
What I have done in order to make sure that every library is
counted is created a group I call "Stats" which every library
belongs to. In addition each library will hopefully belong to one
other group that I want them to be counted with such as our
consoritums.
What this does is in the group report totals, the final total should
be doubled (since each request got counted at least once and
probably twice).
The reason I did this is because when I started the previous ILL
librarian had some libraries in several groups and some libraries in
no groups. So for the past couple of years I have been slowly
trying to clean up the library records so that each library belongs in
only one group. Until that is complete by using the "Stats" group I
can be assured of one correct total. Also, it is much simpler to go
into the groups screen and look at "Stats" group to see how many
libraries are not in it so that I know what library records I haven't
updated.
Gail Heideman
Interlibrary Loan
Rolfing Library
2065 Half Day Rd.
Deerfield, IL 60015
Voice:(847)317-4008
FAX:(847)317-4012
gheidema@tiu.edu
=========================================================================
Date: Wed, 12 Jul 2000 14:14:12 -0400
Reply-To: "Schwartz, Raymond"
Sender: ILL Records Management Software User's Group
From: "Schwartz, Raymond"
Subject: Two self-enhancement questions
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
It is possible for me to add another field to search borrowing requests
by? e.g., Patron8:). Also, Is it possible to customize the email message
sent out by CLIO?
Thanks,
/Ray
Ray Schwartz, ILL/Serials/Database Librarian (W) 973-596-2875
Van Houten Library (Fax) 973-643-5601
New Jersey Institute of Technology
323 Martin Luther King Jr. Blvd. schwartz@njit.edu
Newark, NJ 07102-1982
URL: http://www-ec.njit.edu/~schwartz
=========================================================================
Date: Wed, 12 Jul 2000 16:54:11 -0500
Reply-To: Ursula Scholz
Sender: ILL Records Management Software User's Group
From: Ursula Scholz
Subject: ALA forms and patron matching
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
Hello,
This is a small problem but it has been bothering me. When I have a =
borrowing request that I prepare an ALA form for, the patron notification =
prints out with no address. Is there some way to fix this? I'm using =
Clio 2.0.
Thanks!
Ursula
****************************
Ursula Scholz
uscholz@luc.edu / 773-508-2636
Interlibrary Loan Librarian
Cudahy Library
Loyola University Chicago
=========================================================================
Date: Wed, 12 Jul 2000 22:51:50 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: ALA forms and printing the address on the Patron Notice
Comments: To: Ursula Scholz
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_0231_01BFEC53.C434D260"
This is a multi-part message in MIME format.
------=_NextPart_000_0231_01BFEC53.C434D260
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Ursula
**ALA Requests**
In your situation if the ALA request is not linked to the patron's
information record the address will not print on the notice. You need =
to
link the ALA request to the patron record. Go to Search Patron =
Database.
Click on Review New Patrons. Search for the ALA request by clicking on =
Show
next ILL Request until you reach the ALA request. Clio will attempt to
match a request patron information with patrons' records that already =
exist.
If you find a match click on Match. If the address is already in the =
patron
record you will not have to do anything else but if it does not then you
will have to click on the patron's name twice to fill out the address =
info.
If you see that your patron in your ALA request does not have an =
existing
patron record you will have to click on Create New Patron Record. This =
will
bring up the Patron record. Fill out the patron's address. This step =
is
necessary to link requests to the Patron's address info. Later when you
print out the notice for patron the address will printout on the notice. =
I
hope this helps.
Judd Knight
Clio Software Support
------=_NextPart_000_0231_01BFEC53.C434D260
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charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Ursula
**ALA Requests**
In your =
situation if the=20
ALA request is not linked to the patron's
information record the =
address will=20
not print on the notice. You need to
link the ALA request to =
the patron=20
record. Go to Search Patron Database.
Click on =
Review New=20
Patrons. Search for the ALA request by clicking on Show
next ILL =
Request=20
until you reach the ALA request. Clio will attempt to
match a =
request=20
patron information with patrons' records that already exist.
If you =
find a=20
match click on Match. If the address is already in the =
patron
record=20
you will not have to do anything else but if it does not then =
you
will have=20
to click on the patron's name twice to fill out the address info.
If =
you see=20
that your patron in your ALA request does not have an existing
patron =
record=20
you will have to click on Create New Patron Record. This =
will
bring up=20
the Patron record. Fill out the patron's address. This step=20
is
necessary to link requests to the Patron's address info. =
Later when=20
you
print out the notice for patron the address will printout on the =
notice.=20
I
hope this helps.
Judd Knight
Clio Software=20
Support
------=_NextPart_000_0231_01BFEC53.C434D260--
=========================================================================
Date: Thu, 13 Jul 2000 11:37:48 -0400
Reply-To: larry@CLIOSOFTWARE.COM
Sender: ILL Records Management Software User's Group
Comments: RFC822 error: MESSAGE-ID field duplicated. Last occurrence
was retained.
From: Larry Perkins
Subject: Larry's Voicemail problem
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Clio users --
I am still "on the road" after the ALA. Yesterday, I discovered that my
voice mail is not working properly. If you have technical problems, please
contact Judd Knight at judd@cliosoftware.com or 817-726-3475. For other
matters please email me.
Thanks. We are trying to get this fixed today.
Larry
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391 Fax: 603-487-2833
email: larry@cliosoftware.com
=========================================================================
Date: Fri, 14 Jul 2000 16:23:37 -0400
Reply-To: dsharp@LEXMARK.COM
Sender: ILL Records Management Software User's Group
From: Debbie Sharp
Subject: Error in print click 2501
Mime-Version: 1.0
Content-Type: text/plain; charset=us-ascii
I am trying to print a record entered into Clio on an ALA form. I keep getting
the following error:
"Error in print click 2501. The OpenReport action was cancelled .
You uses a method... to carry out an action... but then clicked on cancel..."
No I didn't. I just clicked on Print Record. How can I get this record to print?
Debbie Sharp
=========================================================================
Date: Sun, 16 Jul 2000 18:02:15 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Link on Clio site to Microsoft Access 97 SR-2b patch
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_006E_01BFEF4F.F914AD80"
This is a multi-part message in MIME format.
------=_NextPart_000_006E_01BFEF4F.F914AD80
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
FYI:
Checked the Link to Microsoft Access 97 SR-2b patch on Clio website. =
The link is working.
Judd Knight
Clio Software Support=20
------=_NextPart_000_006E_01BFEF4F.F914AD80
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
FYI:
Checked the Link to Microsoft Access 97 =
SR-2b patch=20
on Clio website. The link is working.
Judd Knight
Clio Software=20
Support
------=_NextPart_000_006E_01BFEF4F.F914AD80--
=========================================================================
Date: Mon, 17 Jul 2000 08:26:14 -0400
Reply-To: Beverly Brasch
Sender: ILL Records Management Software User's Group
From: Beverly Brasch
Subject: Question.
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
Can the Collection Development reports for Loans or Copies be sorted by =
Subject? Can we sort by most requested as by so many over a certain =
number so that we don't have to see the entire listing of a report.
Beverly Brasch
Interlibrary Loans
Kennesaw State University (GKJ)
1000 Chastain Rd.
Kennesaw, GA 30144
Phone: 770-423-6002=20
FAX: 770-423-6185
=========================================================================
Date: Mon, 17 Jul 2000 12:50:49 EDT
Reply-To: ILLBC@CUNYVM.CUNY.EDU
Sender: ILL Records Management Software User's Group
From: Interlibrary Loan
Subject: Bill for lost book
How can I print a bill for a lost book? We don't charge for loans, and I can't
figure out how to do this.
TIA.
Sherry Warman
Interlibrary Loan
Brooklyn College Library
Brooklyn, NY
=========================================================================
Date: Mon, 17 Jul 2000 13:29:23 -0400
Reply-To: Interlibrary Loan at PSC Library
Sender: ILL Records Management Software User's Group
From: Interlibrary Loan at PSC Library
Organization: Mary F. Shipper Library/LRC
Subject: LVIS libraries that also are free lenders
Comments: To: ARIE-L listserv ,
ILL-L
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hello all!
I am hosting Diane Wiedemann's free Ariel custom holdings group.
We took out all the LVIS libraries because some LVIS members may
charge non-LVIS members. I am including a list of LVIS members that I
deleted from the list. If your library (like PWS) is a free lender and
an LVIS member, please respond to this message if you want me to add
your library back onto the list.
ABF AHE AKH AKK AKU ALK ANG
BBH BDR BER BMT BNT BRC
CCO CEO CLV CLZ CMJ COS COW CSC CWU CWY
EBC EM2 ESR EXA EXH EZA EZL
FBB BMU FSS FTB FWA FZU
GAC GFC GPM GWC
HAC HCL HL6 HNN HPL
IAD IAK IAP IAS IAZ IBI IBS IBU IC7 ICJ ICK IGA IHF IOE IOG IOO IOT IOW
IOX IPU IRU ISE IWN IWS IX2
KEC KMM KNJ KNM KWW
LHA LIU LRT LUS
MCD MDY MNB MNI MNV MOR MRY MVA MZ5 MZJ
NAG NBC NBD NJM NNM NO@ NOS NRL NZW
OAN OKB OLA OLC OLP ONE OPU OPV OSO OSZ OTU OUC OUP OWS
PD5 PGN PGP PHA PJW PUG PWA PZL
RLA SAT SCN SDA SDF SDS SLU SNH SPI ST5 STM STO SUS
TET TEX TFW THM TLO TTS TUK TXF TXO TXR TXS TXX
UDG UII UIJ UME UPP UUW
VFL VHC VLC VLY VMW VRA VTC VTJ VTT VVH VXI VYF VYR VYT VZH VZJ VZP VZU
WEA WHE WIE WOS WS2 WSB WV3 WVQ WW9
XNC XUN XVZ
YAH YGM YKJ YWR
ZAD ZBM ZQM ZWU
--
Linda Celet Bane
Interlibrary Loan
Mary F. Shipper Library/LRC
Potomac State College of WVU
Keyser, WV 26726-2697
phone: (304)788-6903
fax: (304)788-6946
Ariel: 129.71.104.199,ariel@pscvax.wvnet.edu
E-mail: mailto:psclib1@pscvax.wvnet.edu
URL: http://pscvax.psc.wvnet.edu/~library/ill.html
=========================================================================
Date: Mon, 17 Jul 2000 12:44:37 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Problem with stats reporting
Comments: To: Charlotte Keys
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Charlotte,
This error can be cause by a null field. In your case the null fields could
be the dept field or the Title field. You want to have data in these
fields. To check for a null dept field go to Administration on the Menu bar
in Clio. Select Open tables. Click on Borrowing requests. Scroll to the
field entitled "Patron2:" This fields contains the dept data. Select the
column then click on the sort ascending tool. The request with null depts
will be displayed. You would do the same steps for searching for null title
field.
You might also want to add to your filter the date requested if you have a
lot of old requests that you don't need to adjust the null situation. Select
the advanced filter/sort then place in your query the reqdate field enter a
data parameter e.g. >01/01/99.
Let me know if this does not work.
Judd Knight
Clio Software Support
----- Original Message -----
From: Charlotte Keys
To: Judd Knight
Sent: Monday, July 17, 2000 9:39 AM
Subject: Re: Problem with stats reporting
> If you're asking which release, I'm not sure and I didn't see it on the
> About screen. If you tell me where to find it I'll let you know. We're
> running 2.0 otherwise.
>
> CK
>
> Judd Knight wrote:
> >
> > Charlotte,
> >
> > What version of Clio are you running?
> >
> > Judd Knight
> > Clio Software Support
> >
> > ----- Original Message -----
> > From: Charlotte Keys
> > To: Judd Knight
> > Cc: Annmarie Ferraro
> > Sent: Friday, July 14, 2000 9:57 AM
> > Subject: Problem with stats reporting
> >
> > > We are in Borrowing Module.
> > >
> > > We are trying to run Collection Dev-Loans and Copies statistical
> > > reports. Loans works occasionally, but we are mostly getting the
> > > following error message:
> > >
> > > Error in Preview click 2001 You cancelled the previous operation.
> > >
> > > We need these stats for end of year reporting; please assist us as
soon
> > > as you possibly can.
> > >
> > > Thanks,
> > > Charlotte
> > >
>
=========================================================================
Date: Mon, 17 Jul 2000 11:40:57 -0700
Reply-To: John de La Fontaine
Sender: ILL Records Management Software User's Group
From: John de La Fontaine
Subject: Re: LVIS libraries that also are free lenders
Comments: To: Interlibrary Loan at PSC Library
In-Reply-To: <39734273.7458A9E4@pscvax.wvnet.edu>
MIME-Version: 1.0
Content-Type: TEXT/PLAIN; charset=US-ASCII
CCO (Occidental College, Los Angeles) is a free lender to those who do
not charge us and is an LVIS member. We will ship via ARIEL whenever
possible.
On Mon, 17 Jul 2000, Interlibrary Loan at PSC Library wrote:
> Hello all!
> I am hosting Diane Wiedemann's free Ariel custom holdings group.
> We took out all the LVIS libraries because some LVIS members may
> charge non-LVIS members. I am including a list of LVIS members that I
> deleted from the list. If your library (like PWS) is a free lender and
> an LVIS member, please respond to this message if you want me to add
> your library back onto the list.
>
> ABF AHE AKH AKK AKU ALK ANG
> BBH BDR BER BMT BNT BRC
> CCO CEO CLV CLZ CMJ COS COW CSC CWU CWY
> EBC EM2 ESR EXA EXH EZA EZL
> FBB BMU FSS FTB FWA FZU
> GAC GFC GPM GWC
> HAC HCL HL6 HNN HPL
> IAD IAK IAP IAS IAZ IBI IBS IBU IC7 ICJ ICK IGA IHF IOE IOG IOO IOT IOW
> IOX IPU IRU ISE IWN IWS IX2
> KEC KMM KNJ KNM KWW
> LHA LIU LRT LUS
> MCD MDY MNB MNI MNV MOR MRY MVA MZ5 MZJ
> NAG NBC NBD NJM NNM NO@ NOS NRL NZW
> OAN OKB OLA OLC OLP ONE OPU OPV OSO OSZ OTU OUC OUP OWS
> PD5 PGN PGP PHA PJW PUG PWA PZL
> RLA SAT SCN SDA SDF SDS SLU SNH SPI ST5 STM STO SUS
> TET TEX TFW THM TLO TTS TUK TXF TXO TXR TXS TXX
> UDG UII UIJ UME UPP UUW
> VFL VHC VLC VLY VMW VRA VTC VTJ VTT VVH VXI VYF VYR VYT VZH VZJ VZP VZU
> WEA WHE WIE WOS WS2 WSB WV3 WVQ WW9
> XNC XUN XVZ
> YAH YGM YKJ YWR
> ZAD ZBM ZQM ZWU
>
> --
> Linda Celet Bane
> Interlibrary Loan
> Mary F. Shipper Library/LRC
> Potomac State College of WVU
> Keyser, WV 26726-2697
> phone: (304)788-6903
> fax: (304)788-6946
> Ariel: 129.71.104.199,ariel@pscvax.wvnet.edu
> E-mail: mailto:psclib1@pscvax.wvnet.edu
> URL: http://pscvax.psc.wvnet.edu/~library/ill.html
>
=========================================================================
Date: Mon, 17 Jul 2000 14:32:17 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Fw: Code correction for reporting cancellations
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Clio users,
Known problem when updating ALA requests to unfilled or cancelled that =
were created one after the other, details below.
Judd Knight
Clio Software Support
I was testing the reporting of cancellations by creating some ALA =
requests. I created some ALA request copies then I created some ALA =
requests for copies. I noticed that when the report ran it would =
recognized the correct total of requests during the period but the =
number of copies and the number of loans cancelled were different. I =
decided just to create two more loan ALA requests then cancel them. I =
ran the report once again. I noticed that the Loan cancellations =
increased by one and the copy cancellations increased by one also. Some =
reason the query that the report is generated from is considering the =
next loan as a copy cancellation. It's a mystery to me.
----- Original Message -----=20
From: Larry Perkins=20
To: Judd Knight=20
Sent: Sunday, July 16, 2000 5:26 PM
Subject: Re: Code correction for reporting cancellations
I have done some tests also.
I believe that the problem occurs when you create several ALA requests =
at once without leaving the screen. If you create 1 request, then =
update it to cancel, then create another request, update it to cancel, =
etc, the problem does not occur. If you enter 3 requests in a row, the =
second 2 and third will be reported incorrectly on the report. This is =
because when I clear the screen for a new record, I set the value of all =
the fields to an empty string ( "" ) rather than Null. So the test for =
Null fails in the Switch function. It only works the first time since =
the fields will be Null then. This would also be a problem for =
unfill'eds.
This only happens when you enter several ALA requests in a row and then =
update one of them (not the first one in set) to unfilled or cancelled.
Larry Perkins
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391
F: 603-487-2833
URL: =20
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Content-Type: text/html;
charset="iso-8859-1"
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Clio users,
Known problem when updating ALA =
requests to=20
unfilled or cancelled that were created one after the other, details=20
below.
Judd Knight
Clio Software Support
I was testing the reporting of =
cancellations by=20
creating some ALA requests. I created some ALA request copies then =
I=20
created some ALA requests for copies. I noticed that when the =
report ran=20
it would recognized the correct total of requests during the period but =
the=20
number of copies and the number of loans cancelled were different. =
I=20
decided just to create two more loan ALA requests then cancel =
them. I ran=20
the report once again. I noticed that the Loan cancellations =
increased by=20
one and the copy cancellations increased by one also. Some reason =
the=20
query that the report is generated from is considering the next loan as =
a copy=20
cancellation. It's a mystery to me.
----- Original Message -----=20
Sent: Sunday, July 16, 2000 5:26 PM
Subject: Re: Code correction for reporting =
cancellations
I have done some tests also.
I believe that the =
problem=20
occurs when you create several ALA requests at once without leaving the=20
screen. If you create 1 request, then update it to cancel, then =
create=20
another request, update it to cancel, etc, the problem does not =
occur. If=20
you enter 3 requests in a row, the second 2 and third will be reported=20
incorrectly on the report. This is because when I clear the screen =
for a=20
new record, I set the value of all the fields to an empty string ( "" ) =
rather=20
than Null. So the test for Null fails in the Switch =
function. It=20
only works the first time since the fields will be Null then. This =
would=20
also be a problem for unfill'eds.
This only happens when you =
enter=20
several ALA requests in a row and then update one of them (not the first =
one in=20
set) to unfilled or cancelled.
Larry Perkins
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391
F: 603-487-2833
URL: <http://cliosoftware.com>
------=_NextPart_000_01D0_01BFEFFB.CEB40FC0--
=========================================================================
Date: Mon, 17 Jul 2000 14:41:22 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Bill for lost book
Comments: To: ILLBC@CUNYVM.CUNY.EDU
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
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Sherry,
Follow these instructions:
What to do:
Go to the Update Lending Request screen. Click on YesLoan. Click on the Edit
CD button. This will bring up the Edit Constant Data records screen. Create
a new Constant Data record with amount to be chaged for the book in the
charges field and Invoice as the billing method. Name the new record a name
like - "LostBook". Save the record.
Enter the IL number, choose the new Constant Data record and Update the
record by clicking the Accept button.
Go to the Billing screen. Click the "Create/Print Invoices" button.
I hope this helps.
Judd Knight
Clio Software Support
----- Original Message -----
From: Interlibrary Loan
To:
Sent: Monday, July 17, 2000 11:50 AM
Subject: [CLIO] Bill for lost book
> How can I print a bill for a lost book? We don't charge for loans, and I
can't
> figure out how to do this.
> TIA.
> Sherry Warman
> Interlibrary Loan
> Brooklyn College Library
> Brooklyn, NY
>
=========================================================================
Date: Mon, 17 Jul 2000 14:55:28 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Link on Clio site to Microsoft Access 97 SR-2b patch
Comments: To: "Karen H. Jensen"
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
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Karen,
Here is the link to the SR-2b patch.
I hope this helps.
Judd Knight
Clio Software Support
----- Original Message -----
From: Karen H. Jensen
To:
Sent: Monday, July 17, 2000 1:43 PM
Subject: Re: [CLIO] Link on Clio site to Microsoft Access 97 SR-2b patch
> Judd,
> Where on the Clio website is the Access link?
> Karen Jensen
> Wellesley College
>
>
=========================================================================
Date: Mon, 17 Jul 2000 15:06:54 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Clio List topic?
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Clio users,
The Clio list serve is intended for issues related to Clio. Please post =
only problems, answers or FYIs related to Clio.
Thanks,
Judd Knight
Clio Software Support
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Clio users,
The Clio list serve is intended for =
issues related=20
to Clio. Please post only problems, answers or FYIs related to=20
Clio.
Thanks,
Judd Knight
Clio Software =
Support
------=_NextPart_000_0234_01BFF000.A4DD5C60--
=========================================================================
Date: Mon, 17 Jul 2000 15:17:51 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Custom Reports database
MIME-Version: 1.0
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Clio users,
Custom reports are available at my share files site. Instructions and =
the report database are there to download. The files are =
customreport.mdb and readme for custom reports.txt. Email me to get =
access.
The reports available:
1. A combined Department and Status report. Borrowing requests
are tabulated by Dept and Status within each Dept.
2. Two new copyright reports which provide information on the Lender
for each Title.
3. Three reports tabluating your Top Borrowers
4. Three reports tabulating your Top Lenders
5. A report which lists all libraries which do not belong to any group.
6. A Borrowing Turnaround time report for groups
7. A report which lists each Journal Title and the citation date,=20
sorted by Title.
Judd Knight
Clio Software Support
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Clio users,
Custom reports are available at my =
share files=20
site. Instructions and the report database are there to =
download. =20
The files are customreport.mdb and readme =
for custom=20
reports.txt. Email me to get access.
The reports available:
1. A combined Department and Status =
report. =20
Borrowing requests
are tabulated by Dept and Status within each=20
Dept.
2. Two new copyright reports which =
provide=20
information on the Lender
for each Title.
3. Three reports tabluating your Top=20
Borrowers
4. Three reports tabulating your Top=20
Lenders
5. A report which lists all libraries =
which do not=20
belong to any group.
6. A Borrowing Turnaround time report =
for=20
groups
7. A report which lists each Journal =
Title and the=20
citation date,
sorted by Title.
Judd Knight
Clio Software =
Support
------=_NextPart_000_0253_01BFF002.2C2E5CE0--
=========================================================================
Date: Mon, 17 Jul 2000 16:08:50 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Addendum to correcting photocopy requests that lack CCG
MIME-Version: 1.0
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Clio users,
In my previous procedures for finding photocopy requests that lack CCG. =
The query did not account for requests for photocopy during the CCG =
period that were for missing pages. These photocopies are usually given =
a designation of CCL in the Copyright Compliance field. In the =
reposting below I have added the extra step to the procedures and placed =
an asterick by it.
Judd Knight
Clio Software Support
**Important**
Before you attempt to perform these procedures be sure to make a backup =
copy of your Cliodata.mdb file. Anyway for those who are familiar with =
using Access query here's how you do it. Goodluck.
=20
1.. Start MS Access.=20
2.. Create a new database. Call it CCG correction.mdb.=20
3.. Choose File from the Menu bar. From the drop down menu choose get =
external data and then select link tables.=20
4.. Search for the Cliodata.mdb. Select it. The next window you =
should see is a window to select the tables you want to link. Choose =
the BorrowingRequests table. Click OK.=20
5.. Now you should see the linked table in your database. At this =
time you want to create a query to view the photocopy requests that =
should have CCG.=20
6.. From the Menu bar choose Insert then select Query. You want to =
select the Design view of the query.=20
7.. The fields you want to select for your query are StatusInternal, =
Title, Article, Vol, No, Date, PageNums, and CopyrightComp.=20
8.. In the StatusInternal criteria field enter RecCopy.=20
9.. In the Date criteria field depending upon the CCG rule, you will =
enter the publication years for material that might have royalties due. =
I am assuming royalties are possibly due for photocopy requests from =
material with publication dates from 1996-2000. To perform the filter =
for this time period you enter in the critieria the following: Like =
"*1996*" Or Like "*1997*" Or Like "*1998*" Or Like "*1999*" Or Like =
"*2000*"=20
10.. *In the CopyrightComp field you want to enter Not CCL*.
11.. At this time run the query by selecting Query from the Menu bar =
then choose Run.=20
12.. Review the result of your query to see if it filtered properly.=20
13.. When you have found that the requests are the ones you want to =
have a CCG placed in the CopyrightComp field you are now ready to =
perform an update query.=20
14.. Return to the Design view by selecting from the Menu bar View =
then select Design view.=20
15.. In the Design View select from the Menu bar Query then choose =
Update Query.=20
16.. You should now see that the title of your Query should say Update =
query and there should be an extra row entitled "Update To:"=20
17.. In the Update To: field under Copyright Comp enter CCG. Run the =
query. The query will display a window informing you of how many rows =
you are about to update. Choose yes.=20
18.. Depending upon the amount of requests you are updating it may =
take awhile. When completed you are done.=20
19.. At this time you can go back to Clio and on the Borrowing Request =
side attempt to run the Copyright Compliance Report to see if it has =
corrected the problem.=20
20.. These same steps can be performed on the Borrowing Archive table.
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Clio users,
In my previous procedures for =
finding=20
photocopy requests that lack CCG. The query did not account for =
requests=20
for photocopy during the CCG period that were for missing pages. =
These=20
photocopies are usually given a designation of CCL in the Copyright =
Compliance=20
field. In the reposting below I have added the extra step to the=20
procedures and placed an asterick by it.
Judd Knight
Clio Software Support
**Important**
Before you attempt to perform these =
procedures be=20
sure to make a backup copy of your Cliodata.mdb =
file. =20
Anyway for those who are familiar with using Access query here's how you =
do=20
it. Goodluck.
- Start MS Access.=20
- Create a new database. Call it =
CCG=20
correction.mdb.=20
- Choose File from the Menu bar. =
From the drop=20
down menu choose get external data and then select link tables. =
- Search for the Cliodata.mdb. =
Select=20
it. The next window you should see is a window to select the =
tables you=20
want to link. Choose the BorrowingRequests table. Click =
OK.=20
- Now you should see the linked table in =
your=20
database. At this time you want to create a query to view the =
photocopy=20
requests that should have CCG.=20
- From the Menu bar choose Insert then =
select=20
Query. You want to select the Design view of the query.=20
- The fields you want to select for your =
query are=20
StatusInternal, Title, Article, Vol, No, Date, PageNums, and=20
CopyrightComp.=20
- In the StatusInternal criteria field =
enter=20
RecCopy.=20
- In the Date criteria field depending =
upon the CCG=20
rule, you will enter the publication years for material that =
might have=20
royalties due. I am assuming royalties are possibly due for =
photocopy requests from material with publication dates from =
1996-2000. To perform the filter for this time period you =
enter in=20
the critieria the following: Like "*1996*" Or Like "*1997*" Or Like =
"*1998*"=20
Or Like "*1999*" Or Like "*2000*"=20
- *In the CopyrightComp field you want to enter Not CCL*.
- At this time run the query by =
selecting Query from=20
the Menu bar then choose Run.=20
- Review the result of your query to see =
if it=20
filtered properly.=20
- When you have found that the requests =
are the ones=20
you want to have a CCG placed in the CopyrightComp field you are now =
ready to=20
perform an update query.=20
- Return to the Design view by selecting =
from the=20
Menu bar View then select Design view.=20
- In the Design View select from the =
Menu bar Query=20
then choose Update Query.=20
- You should now see that the title of =
your Query=20
should say Update query and there should be an extra row entitled =
"Update=20
To:"=20
- In the Update To: field under =
Copyright Comp enter=20
CCG. Run the query. The query will display a window =
informing you=20
of how many rows you are about to update. Choose yes.=20
- Depending upon the amount of requests =
you are=20
updating it may take awhile. When completed you are done. =
- At this time you can go back to Clio =
and on the=20
Borrowing Request side attempt to run the Copyright Compliance Report =
to see=20
if it has corrected the problem.=20
- These same steps can be performed on =
the Borrowing=20
Archive table.
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=========================================================================
Date: Mon, 17 Jul 2000 20:47:28 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: FYI-Windows 2000
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charset="iso-8859-1"
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Clio users,
A few words on Windows 2000. I have not tested Clio using Windows 2000 =
but you may want to think twice on upgrading to this operating system. =
In an article written by Bill Howard of PC Magazine he writes, "Windows =
2000 is stable. If you run mostly business-oriented applications, go =
for it. If you have a lot of personal apps, think twice, because some =
them want run flawlessly. Upgrading to Windows 2000 from 98 is a =
low-success rate exercise in fustration."
Judd Knight
Clio Software Support
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Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio users,
A few words on Windows 2000. I =
have not=20
tested Clio using Windows 2000 but you may want to think twice on =
upgrading to=20
this operating system. In an article written by Bill Howard of PC =
Magazine=20
he writes, "Windows 2000 is stable. If you run mostly =
business-oriented=20
applications, go for it. If you have a lot of personal apps, think =
twice,=20
because some them want run flawlessly. Upgrading to Windows 2000 =
from 98=20
is a low-success rate exercise in fustration."
Judd Knight
Clio Software =
Support
------=_NextPart_000_036C_01BFF030.386FA300--
=========================================================================
Date: Mon, 17 Jul 2000 15:06:51 -0700
Reply-To: Julia Graham
Sender: ILL Records Management Software User's Group
From: Julia Graham
Subject: way to copy a record into lending besides savescreen?
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
This may seem like a stupid question, but this is the first time we've had
a problem so I'm desperate. :)
We used to use SaveIt here but haven't for a long time. SaveIt, for those
of you who never used it, also incorporated the SaveScreen function from
OCLC. However, it doesn't save it to the same place that it's saved to
when using Clio. Something went amiss in the download this morning and I
was unable to access the pending requests, even though they DID
download. So I figured, hey, no problem, and I printed out all the in
process requests. Since we only had a couple requests still pending from
Friday, this made it possible to get all our new requests easily. But I
have since discovered that Clio doesn't read the In process requests, only
the pending ones. Is there a WAY to get Clio to read the inprocess
requests? If so, that would solve our problem. Meanwhile, our poor
systems folks are trying to figure out how to get the savescreens function
to work...
thanks,
julia
****************************************************************************************************************************************
Julia Graham
Borrowing, Interlibrary Loan
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
=========================================================================
Date: Tue, 18 Jul 2000 09:47:20 -0700
Reply-To: Julia Graham
Sender: ILL Records Management Software User's Group
From: Julia Graham
Subject: reading in process records - thanks!
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
A big thanks to the folks who wrote me and a big DUH to me for not seeing
that little checkbox on the "get new oclc requests" menu that says "read in
process records." Geez, it could have bitten me! So thanks to all for
saving us the headache of manually inputting the record until our systems
folks figure out savescreens.
julia
****************************************************************************************************************************************
Julia Graham
Borrowing, Interlibrary Loan
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
=========================================================================
Date: Tue, 18 Jul 2000 12:37:24 -0400
Reply-To: "Rebecca C. Hedreen"
Sender: ILL Records Management Software User's Group
From: "Rebecca C. Hedreen"
Subject: Re: reading in process records - thanks!
MIME-Version: 1.0
Content-Type: text/plain
Just a warning if you print requests in Clio!
If you have pending records in the download and you check in "read in
process records" you end up with 2 printouts for each record, one for the
pending and one for the in process. It's not a big deal, but a little
surprising the first time it happens!
Rebecca Hedreen
Interlibrary Loan, Frederick Douglass Library
University of Maryland Eastern Shore
Princess Anne, MD 21853
(410) 651-6609 fax (410) 651-7597
rchedreen@mail.umes.edu
Ariel: 131.118.123.16
We're drowning in information and starving for knowledge. Rutherford D
Rogers, librarian, Yale, NY Times 25 Feb 85
> -----Original Message-----
> From: Julia Graham [SMTP:jlg7001@HUMBOLDT.EDU]
> Sent: Tuesday, July 18, 2000 12:47 PM
> To: CLIO-L@UCONNVM.UConn.Edu
> Subject: [CLIO] reading in process records - thanks!
>
> A big thanks to the folks who wrote me and a big DUH to me for not seeing
> that little checkbox on the "get new oclc requests" menu that says "read
> in
> process records." Geez, it could have bitten me! So thanks to all for
> saving us the headache of manually inputting the record until our systems
> folks figure out savescreens.
>
> julia
> **************************************************************************
> **************************************************************
> Julia Graham
> Borrowing, Interlibrary Loan
> Humboldt State University
> 1 Harpst St.
> Arcata, CA 95521
> 707-826-4889
=========================================================================
Date: Thu, 20 Jul 2000 14:59:27 -0400
Reply-To: "Grove, Betty"
Sender: ILL Records Management Software User's Group
From: "Grove, Betty"