=========================================================================
Date: Mon, 2 Jun 2003 14:19:37 -0600
Reply-To: "Sensel, Nancy"
Sender: ILL Records Management Software User's Group
From: "Sensel, Nancy"
Subject: Question about printing book straps
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
I have just begun to use Clio to print bookstraps. When a book has been =
received and you want to print a bookstrap, do you have to change the =
lending library in the message/address field every time? I looked this =
up in the Clio 3.5 manual and it is not at all clear. I just want to =
know if there is an easier way to do these than having to change the =
record for every transaction.
Nancy Sensel
ILL/Circulation Coordinator
University of Denver Westminster
Law Library
(p)303/871-6191
(f)303/871-6999
(e)nsensel@mail.law.du.edu
=========================================================================
Date: Tue, 3 Jun 2003 11:58:09 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Using Clio for In-house document delivery
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
Clio users,
I have recently been asked whether Clio could be used for maintaining
records of requests that were received by patrons but were filled from
the institution's own collection. This can be done with Clio 3.5. If
you are interested then I can send you some instructions on how you can
get Clio to maintain this type of system.
Judd Knight
Clio Software Support
(817) 726-3475
Reminder: If you have not done so already, sign up for your Service and
Support contract soon!
=========================================================================
Date: Wed, 4 Jun 2003 15:00:43 -0500
Reply-To: "Welch, Keith"
Sender: ILL Records Management Software User's Group
From: "Welch, Keith"
Subject: Clio 3.6 Lending web requests
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: quoted-printable
No matter how I set up lending email preferences in Clio 3.6, I get the
following error message when I attempt to "Get Text Email" in the
lending control panel:
'Error in GetNewIMAPLendingEmail
>> 3265:Item not found in this collection.'
Is anyone successfully using version 3.5 or 3.6 to download lending
requests from email?
___________________________________=20
Keith Welch=20
Executive Vice-President, CWA Local 4730=20
Computer Support Assistant=20
Customer & Access Services Department=20
Indiana University Main Library=20
Bloomington, IN=20
812 855 6253
=========================================================================
Date: Wed, 4 Jun 2003 19:17:45 -0400
Reply-To: Dorothy Porterfield
Sender: ILL Records Management Software User's Group
From: Dorothy Porterfield
Subject: CLIO and Windows XP
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: 7bit
Our computers at the library are due to be upgraded to Windows XP. Can
anyone tell me for certain that we can run the latest CLIO version on
Windows XP?
If this has been answered in the past, forgive me. I'm off for the summer
so don't have access handy to my files. However, I AM monitoring things
quite closely from home.
Dee Porterfield
Messiah College Library
Interlibrary Loan Supervisor
Grantham, PA 17027
717-691-6006, ext.7242
dporterf@messiah.edu
=========================================================================
Date: Wed, 4 Jun 2003 18:34:27 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Clio 3.6 Lending web requests
In-Reply-To: <7D0476225B1B984FA8E1B2EA825FFA65BF6392@iu-mssg-mbx06.exchange.iu.edu>
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
Clio users,
When you upgrade to Clio 3.6 the MyEmailInfo table in the Cliodata.mdb
file has fields added. If you do not have full control permissions this
table may not be updated. In order to update this table change your
permission settings to full control on the location of the Cliodata.mdb
file then open Clio. Clio should automatically update this table.
Here is a list of the fields that should be in the MyEmaiInfo table when
you upgrade to Clio 3.6
MyServerName
PopServer
MyName
MyEmailAddress
EmailLogin
EmailPassword
MyIPAddress
MyPort
DeleteMailFromServer
BlankSubjectLine
MyBorrowerSymbol
IncomingServerType
Folder
IncomingSSLInUse
OutgoingSSLInUse
SMTPAccount
SMTPAuthenticationMode
SMTPPassword
The following fields should have been added when you start Clio 3.6.
Folder
IncomingSSLInUse
OutgoingSSLInUse
SMTPAccount
SMTPAuthenticationMode
SMTPPassword
If they are missing let me know.
Judd Knight
Clio Software Support
(817) 726-3475
Reminder: If you have not done so already, sign up for your Service and
Support contract soon!
-----Original Message-----
From: ILL Records Management Software User's Group
[mailto:CLIO-L@UConnVM.UConn.Edu] On Behalf Of Welch, Keith
Sent: Wednesday, June 04, 2003 3:01 PM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Clio 3.6 Lending web requests
No matter how I set up lending email preferences in Clio 3.6, I get the
following error message when I attempt to "Get Text Email" in the
lending control panel:
'Error in GetNewIMAPLendingEmail
>> 3265:Item not found in this collection.'
Is anyone successfully using version 3.5 or 3.6 to download lending
requests from email?
___________________________________
Keith Welch
Executive Vice-President, CWA Local 4730
Computer Support Assistant
Customer & Access Services Department
Indiana University Main Library
Bloomington, IN
812 855 6253
=========================================================================
Date: Mon, 9 Jun 2003 10:52:29 -0400
Reply-To: Dorothy Porterfield
Sender: ILL Records Management Software User's Group
From: Dorothy Porterfield
Subject: Re: CLIO and Windows XP
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: 7bit
Thanks to all who responded regarding my question on CLIO running with
Windows XP (BTW, it does with no problems). You folks are so generous with
the sharing of information and to Larry and Judd....thank you so much for
your quick responsiveness to our questions.
Dee Porterfield
Messiah College Library
Interlibrary Loan Supervisor
Grantham, PA 17027
717-691-6006, ext.7242
dporterf@messiah.edu
=========================================================================
Date: Wed, 11 Jun 2003 09:30:31 -0400
Reply-To: larry
Sender: ILL Records Management Software User's Group
From: larry
Subject: Lotus Notes users?
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_0029_01C32FFC.1A2EBAC0"
This is a multi-part message in MIME format.
------=_NextPart_000_0029_01C32FFC.1A2EBAC0
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Greetings,
If anyone out there has been using ClioRequest in an environment where =
Lotus Notes is used for email, would you please send me a note off-line?
Thanks,
Larry Perkins
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391 F: 603-487-2833
http://cliosoftware.com
------=_NextPart_000_0029_01C32FFC.1A2EBAC0
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Greetings,
If anyone out there has been using =
ClioRequest in=20
an environment where Lotus Notes is used for email, would you please =
send me a=20
note off-line?
Thanks,
Larry Perkins
Clio Software
114 =
Bedford=20
Rd.
New Boston, NH 03070
T: 603-487-2391 F: =
603-487-2833
http://cliosoftware.com =
------=_NextPart_000_0029_01C32FFC.1A2EBAC0--
=========================================================================
Date: Wed, 11 Jun 2003 13:13:52 -0700
Reply-To: "Campbell, Sharon"
Sender: ILL Records Management Software User's Group
From: "Campbell, Sharon"
Subject: Purging patron data
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
In spite of knowing it was a good thing to do, it took a bit of screwing up
of my courage to permanently purge patron data from the Clio data. And now
I'm trying to determine how often I should do this in the future. I just
had a discussion with my manager and supervisor, and we think we would like
to delete that information once the book has been returned to our library by
the patron. Is there a way to do that? While the patron has it checked
out, it's going to show in our check-out module of Dynix so I'm not too
concerned about it as an active record. But once the book is not longer the
patron's obligation, I think that data needs to go. Advice??
Sharon Campbell
Interlibrary Loan Manager
Washoe County Library System (NUW)
301 S. Center Street
Reno, NV 89501
scampbel@mail.co.washoe.nv.us
775-327-8311 (fax 775-327-8390)
=========================================================================
Date: Thu, 12 Jun 2003 08:12:20 -0400
Reply-To: "Hedreen, Rebecca C."
Sender: ILL Records Management Software User's Group
From: "Hedreen, Rebecca C."
Subject: Re: Purging patron data
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: quoted-printable
What about archiving regularly and purging the patron data from the
archive file? You could purge at the same time as you archive, so there
would be fewer workflow issues involved.
I am also working on how to do this within our workflow and privacy
policies.
Rebecca Hedreen
ILL and Circulation
Frederick Douglass Library
University of Maryland Eastern Shore
933 McCain Dr.
Princess Anne, MD 21853
rchedreen@mail.umes.edu
410-651-6270; fax 410-651-7597
Ariel: 131.118.123.16
-----Original Message-----
Date: Wed, 11 Jun 2003 13:13:52 -0700
From: "Campbell, Sharon"
Subject: Purging patron data
In spite of knowing it was a good thing to do, it took a bit of
screwing up
of my courage to permanently purge patron data from the Clio data. And
now
I'm trying to determine how often I should do this in the future. I
just
had a discussion with my manager and supervisor, and we think we would
like
to delete that information once the book has been returned to our
library by
the patron. Is there a way to do that? While the patron has it checked
out, it's going to show in our check-out module of Dynix so I'm not too
concerned about it as an active record. But once the book is not longer
the
patron's obligation, I think that data needs to go. Advice??
Sharon Campbell
Interlibrary Loan Manager
Washoe County Library System (NUW)
301 S. Center Street
Reno, NV 89501
scampbel@mail.co.washoe.nv.us
775-327-8311 (fax 775-327-8390)
------------------------------
End of CLIO-L Digest - 9 Jun 2003 to 11 Jun 2003 (#2003-59)
***********************************************************
=========================================================================
Date: Fri, 13 Jun 2003 10:02:37 -0500
Reply-To: Pattisue Thoman
Sender: ILL Records Management Software User's Group
From: Pattisue Thoman
Subject: Statistcs date
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: 7bit
Sometimes an ILL record has a received date and a statistics date which
is later. I like to count the request in the month received but the
statistics date apoarently determines what month it is counted in. I'm
guessing that it may be this way when a record is updated later than
when it is received, but some dates seem way off. How does this happen,
and can these be edited so that the record counts in the month
received?
Pattisue Thoman
Access Services Librarian
Oklahoma Baptist University (OCLC - OKB)
OBU Box 61310
500 W. University
Shawnee, OK 74804
E-mail: Pattisue_Thoman@okbu.edu
Ariel address:164.58.88.223 or Ariel@okbu.edu
Phone:(405) 878-2269
Fax: (405) 878-2270
=========================================================================
Date: Tue, 17 Jun 2003 08:39:38 -0500
Reply-To: Interlibrary Loan
Sender: ILL Records Management Software User's Group
From: Interlibrary Loan
Organization: Lawrence University
Subject: borrowing bookstraps
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
In Clio 3.5, can borrowing bookstraps be edited or customized beyond the
address and lower paragraph options available at the "Notices
Preferences" menu?
Thanks.
Michael May
Lawrence University Library (WIB)
phone 920-832-6758
=========================================================================
Date: Tue, 17 Jun 2003 08:48:38 -0500
Reply-To: Interlibrary Loan
Sender: ILL Records Management Software User's Group
From: Interlibrary Loan
Organization: Lawrence University
Subject: shipvia on new lending requests
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
In Clio 3.5, can the "ShipVia" field in the address section of new
lending requests be masked or deleted from printed requests?
Thanks.
Michael May
Lawrence University Library (WIB)
phone 920-832-6758
=========================================================================
Date: Wed, 18 Jun 2003 09:00:56 -0700
Reply-To: Pam Masamitsu
Sender: ILL Records Management Software User's Group
From: Pam Masamitsu
Subject: Multiple Requests in One Email
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
We have users that would like to send a list of requests in one
email. Is there a way to use an "End of Record" character so that Clio
could generate many request records from this one email? We're think of
something like citations saved/mailed via EndNote.
Thanks.
Pam Masamitsu
Pam Masamitsu
Technical Information Specialist
LLNL Main Library
Phone: 925-424-4299
EMAIL: masamitsu1@llnl.gov
============================================
=========================================================================
Date: Mon, 23 Jun 2003 11:39:38 -0500
Reply-To: Nancy Watkins
Sender: ILL Records Management Software User's Group
From: Nancy Watkins
Subject: Clio Request error message
Mime-Version: 1.0
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
Recently, we had Clio 3.1c installed on several of our networked computers.=
The basic Clio works fine, but when running Clio Request, it will read =
the email requests in but when we try to send them to the review file, we =
get the following message:
'C:\CliodataUpdate\cliodata.mdb' is not a valid path. Make sure that the =
path name is spelled correctly and that you are connected to the server on =
which the file resides.
The Clio database is on a networked drive, not the C drive but I can't see =
any way to point ClioRequest to the network like I can Clio.
We are running Access 2000 on a Novell server, with (for the moment) =
Windows 98 (moving soon to Windows XP). And don't even ask why at this =
late in the game we are just switching to Clio 3.1. (Wheels turn very =
slowly here.)
Nancy Watkins
Interlibrary Loan
Cunningham Memorial Library
Indiana State University
Terre Haute IN 47809 USA
812-237-2568
FAX: 812-237-2567
libwatk@isugw.indstate.edu
=========================================================================
Date: Thu, 26 Jun 2003 18:56:17 -0500
Reply-To: Lisa Jacob
Sender: ILL Records Management Software User's Group
From: Lisa Jacob
Subject: OCLC Library Symbol Problem
Comments: cc: Kathy Reem
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7BIT
How are others handling OCLC library codes for ILL services that do not
match the ordering/billing library?
For example, when a request with OCLC code of say "XXX" is imported
into Clio for the first time, one library name is read into the library record
from the "Ship to" field. The XXX OCLC symbol record is edited to match
that library. Then another request is imported with code XXX but it has a
different library name in the "Ship to" field. In checking OCLC, it is
discovered that code XXX is for a library network/service that performs ILL
for a group of libraries; the articles/books need to be shipped and billed
directly to the individual libraries.
This happened in our library but it wasn't library service XXX. The two
different libraries in our database actually had two different OCLC codes
from that of the ILL service code and it took some major untangling of
records in Clio since invoices and requests were linked to the wrong
OCLC code. I also wonder what would have happened if we had changed
the codes on the requests before the requests were passed back to
OCLC through MicroEnhancer instead of after. This might have caused the
requests upload to fail?
Just wanted to know how others were handling this.
Thank you,
Lisa Jacob
lisa.jacob@advocatehealth.com
Advocate Health Care
Lutheran General Hospital Library
1775 Dempster
Park Ridge, IL 60068
847-723-5494
This e-mail, and any attachments thereto, is intended only for use by
the addressee(s) named herein and may contain legally privileged and/or
confidential information. If you are not the intended recipient of this
e-mail (or the person responsible for delivering this document to the
intended recipient), you are hereby notified that any dissemination,
distribution, printing or copying of this e-mail, and any attachments
thereto, is strictly prohibited. If you have received this e-mail in
error, please respond to the individual sending the message and notify
our office at 630-990-5655, and permanently delete the original and any
copy of any e-mail and any printout thereof.
=========================================================================
Date: Fri, 27 Jun 2003 08:35:30 -0500
Reply-To: "Green, Tammy"
Sender: ILL Records Management Software User's Group
From: "Green, Tammy"
Subject: Re: OCLC Library Symbol Problem
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----_=_NextPart_001_01C33CB0.FA67D0A8"
This is a multi-part message in MIME format.
------_=_NextPart_001_01C33CB0.FA67D0A8
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
We also have that problem. These are libraries belong to consortium. =
The best example I can give you is from Wisconsin. GZR works as a =
clearinghouse for over 1,000 libraries. Another is Washington Co =
Cooperative Library Services (OQX).
=20
Someone suggested that editing the Clio address by putting an astrix =
beside the name would help identify those consortia. When I print the =
invoices, it appears by the mailing address. This works okay, but not =
as well as I would like.
=20
I would like to see some note on the OCLC request that would identify =
the borrowing library as such, either with the shipping address or in =
the patron line. Maybe it could be a one-word identifier. It might =
help.
=20
Anyone have other suggestions?
=20
Tammy Green, Head of Lending
Interlibrary Loan Dept
103 Ellis Library=20
University of Missouri-Columbia
Columbia MO 65201
=20
greenta@missouri.edu
=20
------_=_NextPart_001_01C33CB0.FA67D0A8
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
We =
also have that=20
problem. These are libraries belong to consortium. The best =
example=20
I can give you is from Wisconsin. GZR works as a clearinghouse for =
over=20
1,000 libraries. Another is Washington Co Cooperative Library =
Services=20
(OQX).
Someone suggested=20
that editing the Clio address by putting an astrix beside the =
name=20
would help identify those consortia. When I print the invoices, it =
appears=20
by the mailing address. This works okay, but not as well as I =
would=20
like.
I =
would like to see=20
some note on the OCLC request that would identify the borrowing =
library as=20
such, either with the shipping address or in the patron line. =
Maybe it=20
could be a one-word identifier. It might help.
Anyone =
have other=20
suggestions?
Tammy Green, Head of =
Lending
Interlibrary Loan Dept
103 Ellis Library
University of =
Missouri-Columbia
Columbia MO 65201
greenta@missouri.edu
------_=_NextPart_001_01C33CB0.FA67D0A8--
=========================================================================
Date: Fri, 27 Jun 2003 09:20:48 -0500
Reply-To: "Bullock, Victoria M"
Sender: ILL Records Management Software User's Group
From: "Bullock, Victoria M"
Subject: Clio Request
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: quoted-printable
We have been having a problem bringing up ClioRequest. If I use one
email address it won't work because its Microsoft Outlook through an
exchange server. If I use the ILL email it won't work because is a
shared folder. Anyone have any advice on how to get this to work. I
hate to tell my boss we just paid to upgrade and I can't use it.
=20
Vickie Bullock
Interlibrary Loan=20
University of Texas at Dallas
P.O. Box 830643
Richardson, TX 75083
(972)883-2900
=========================================================================
Date: Fri, 27 Jun 2003 09:26:07 -0500
Reply-To: Donald Nagolski
Sender: ILL Records Management Software User's Group
From: Donald Nagolski
Subject: Re: OCLC Library Symbol Problem
Comments: To: Lisa.Jacob@ADVOCATEHEALTH.COM
Mime-Version: 1.0
Content-Type: multipart/alternative; boundary="=_E9B62617.C0A1909C"
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.
--=_E9B62617.C0A1909C
Content-Type: text/plain; charset=US-ASCII
Content-Transfer-Encoding: quoted-printable
I've experienced the same problem but have no solution at this time. We =
aren't aware of it until the receiving library calls and complains about =
the invoice not being sent to them. Seems like the burden should fall on =
the originator when producing the request.
Donald J. Nagolski
Coordinator, Access Services
Loyola University Medical Center
Library of the Health Sciences
2160 South First Avenue
Maywood, IL 60153
708-216-5308
708-216-8115 (fax)
>>> Lisa Jacob 06/26/03 06:56PM >>>
How are others handling OCLC library codes for ILL services that do not
match the ordering/billing library?
For example, when a request with OCLC code of say "XXX" is imported
into Clio for the first time, one library name is read into the library =
record
from the "Ship to" field. The XXX OCLC symbol record is edited to match
that library. Then another request is imported with code XXX but it has a
different library name in the "Ship to" field. In checking OCLC, it is
discovered that code XXX is for a library network/service that performs =
ILL
for a group of libraries; the articles/books need to be shipped and billed
directly to the individual libraries.
This happened in our library but it wasn't library service XXX. The two
different libraries in our database actually had two different OCLC codes
from that of the ILL service code and it took some major untangling of
records in Clio since invoices and requests were linked to the wrong
OCLC code. I also wonder what would have happened if we had changed
the codes on the requests before the requests were passed back to
OCLC through MicroEnhancer instead of after. This might have caused the
requests upload to fail?
Just wanted to know how others were handling this.
Thank you,
Lisa Jacob
lisa.jacob@advocatehealth.com
Advocate Health Care
Lutheran General Hospital Library
1775 Dempster
Park Ridge, IL 60068
847-723-5494
This e-mail, and any attachments thereto, is intended only for use by
the addressee(s) named herein and may contain legally privileged and/or
confidential information. If you are not the intended recipient of this
e-mail (or the person responsible for delivering this document to the
intended recipient), you are hereby notified that any dissemination,
distribution, printing or copying of this e-mail, and any attachments
thereto, is strictly prohibited. If you have received this e-mail in
error, please respond to the individual sending the message and notify
our office at 630-990-5655, and permanently delete the original and any
copy of any e-mail and any printout thereof.
--=_E9B62617.C0A1909C
Content-Type: text/html; charset=ISO-8859-1
Content-Transfer-Encoding: quoted-printable
Content-Description: HTML
I've experienced the same problem but have no solution at this =
time. =20
We aren't aware of it until the receiving library calls and complains =
about the=20
invoice not being sent to them. Seems like the burden should fall on =
the=20
originator when producing the request.
Donald J. Nagolski
Coordinator, Access Services
Loyola =
University=20
Medical Center
Library of the Health Sciences
2160 South First=20
Avenue
Maywood, IL 60153
708-216-5308
708-216-8115=20
(fax)
>>> Lisa Jacob <Lisa.Jacob@ADVOCATEHEALTH.COM>=
=20
06/26/03 06:56PM >>>
How are others handling OCLC library =
codes for=20
ILL services that do not
match the ordering/billing library?
For=
=20
example, when a request with OCLC code of say "XXX" is imported
into =
Clio for=20
the first time, one library name is read into the library record
from =
the=20
"Ship to" field. The XXX OCLC symbol record is edited to match
that =
library.=20
Then another request is imported with code XXX but it has a
different =
library=20
name in the "Ship to" field. In checking OCLC, it is
discovered that =
code XXX=20
is for a library network/service that performs ILL
for a group of =
libraries;=20
the articles/books need to be shipped and billed
directly to the =
individual=20
libraries.
This happened in our library but it wasn't library =
service=20
XXX. The two
different libraries in our database actually had two =
different=20
OCLC codes
from that of the ILL service code and it took some major=20
untangling of
records in Clio since invoices and requests were linked =
to the=20
wrong
OCLC code. I also wonder what would have happened if we had=20
changed
the codes on the requests before the requests were passed =
back=20
to
OCLC through MicroEnhancer instead of after. This might have =
caused=20
the
requests upload to fail?
Just wanted to know how others =
were=20
handling this.
Thank you,
Lisa=20
Jacob
lisa.jacob@advocatehealth.com
Advocate Health Care
Lutheran=
=20
General Hospital Library
1775 Dempster
Park Ridge, IL=20
60068
847-723-5494
This e-mail, and any attachments thereto, =
is=20
intended only for use by
the addressee(s) named herein and may =
contain=20
legally privileged and/or
confidential information. If you are not =
the=20
intended recipient of this
e-mail (or the person responsible for =
delivering=20
this document to the
intended recipient), you are hereby notified that =
any=20
dissemination,
distribution, printing or copying of this e-mail, and =
any=20
attachments
thereto, is strictly prohibited. If you have received this =
e-mail=20
in
error, please respond to the individual sending the message and=20
notify
our office at 630-990-5655, and permanently delete the original =
and=20
any
copy of any e-mail and any printout thereof.
=
--=_E9B62617.C0A1909C--
=========================================================================
Date: Fri, 27 Jun 2003 11:50:56 -0500
Reply-To: levrausg@SLU.EDU
Sender: ILL Records Management Software User's Group
From: Shawnee Levrault
Subject: Re: OCLC Library Symbol Problem
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We have become attuned to the shared symbols. We have a list of some
and we go through our overdues and bills to make sure they go where they
should and not to the first library we inputted into ClIO.
We just add to the list as we see fit. Since we are not that big on
staff, we become familiar with library names so that we do not have to
constantly refer to the list (as the same person who sent out the book
was also the same person to send out overdues). It may seem like work
at the beginning but then it become routine and things are in your
memory.
=========================================================================
Date: Fri, 27 Jun 2003 14:49:10 -0700
Reply-To: MARINGER Cassie
Sender: ILL Records Management Software User's Group
From: MARINGER Cassie
Subject: Re: OCLC Library Symbol Problem
Comments: To: "ILL-L@listserv.it.northwestern.edu"
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Speaking from one of the "problem" libraries with 30+ individual "SHIP TO"
addresses served by one OCLC symbol (OQX), I experience quite a bit of
frustration with this issue.
I used to think that the "SHIP TO" and "BILL TO" lines in OCLC ILL requests
were pretty self-explanatory. Ship the material to the SHIP TO address and
send overdue notices & invoices to the BILL TO address, right?!? However,
with more and more libraries using Clio & ILLIAD to produce shipping labels,
that information is frequently ignored and seemingly obsolete.
Member libraries and administrative offices in our consortium frequently
receive materials, overdue notices, and invoices that should have been
mailed to another library location. There is a significant delay when we
have to figure out the proper destination and forward the material.
Perhaps, as a lender, there is no good way to manipulate your software
around this problem. But, as a borrower, what can I do to help? I've tried
messages sprinkled with asterisks in the SHIP VIA and BORROWING NOTES
fields, but materials are still being mis-shipped. Any advice is welcome!
Cassie Maringer
Senior Library Assistant
Interlibrary Loans
Washington County Cooperative Library Services (OQX)
111 NE Lincoln St MS 58B
Hillsboro OR 97124-3036
Phone: 503-988-5576 / Fax 503-988-5221
E-mail cassiem@multcolib.org
-----Original Message-----
We also have that problem. These are libraries belong to consortium. The
best example I can give you is from Wisconsin. GZR works as a clearinghouse
for over 1,000 libraries. Another is Washington Co Cooperative Library
Services (OQX).
Someone suggested that editing the Clio address by putting an astrix beside
the name would help identify those consortia. When I print the invoices, it
appears by the mailing address. This works okay, but not as well as I would
like.
I would like to see some note on the OCLC request that would identify the
borrowing library as such, either with the shipping address or in the patron
line. Maybe it could be a one-word identifier. It might help.
Anyone have other suggestions?
Tammy Green, Head of Lending
Interlibrary Loan Dept
103 Ellis Library
University of Missouri-Columbia
Columbia MO 65201
greenta@missouri.edu
------------------------------------------------------
I've experienced the same problem but have no solution at this time. We
aren't aware of it until the receiving library calls and complains about the
invoice not being sent to them. Seems like the burden should fall on the
originator when producing the request.
Donald J. Nagolski
Coordinator, Access Services
Loyola University Medical Center
Library of the Health Sciences
2160 South First Avenue
Maywood, IL 60153
708-216-5308
708-216-8115 (fax)
>>> Lisa Jacob 06/26/03 06:56PM >>>
How are others handling OCLC library codes for ILL services that do not
match the ordering/billing library?
For example, when a request with OCLC code of say "XXX" is imported
into Clio for the first time, one library name is read into the library
record
from the "Ship to" field. The XXX OCLC symbol record is edited to match
that library. Then another request is imported with code XXX but it has a
different library name in the "Ship to" field. In checking OCLC, it is
discovered that code XXX is for a library network/service that performs ILL
for a group of libraries; the articles/books need to be shipped and billed
directly to the individual libraries.
This happened in our library but it wasn't library service XXX. The two
different libraries in our database actually had two different OCLC codes
from that of the ILL service code and it took some major untangling of
records in Clio since invoices and requests were linked to the wrong
OCLC code. I also wonder what would have happened if we had changed
the codes on the requests before the requests were passed back to
OCLC through MicroEnhancer instead of after. This might have caused the
requests upload to fail?
Just wanted to know how others were handling this.
Thank you,
Lisa Jacob
lisa.jacob@advocatehealth.com
Advocate Health Care
Lutheran General Hospital Library
1775 Dempster
Park Ridge, IL 60068
847-723-5494
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Speaking from one of the "problem" libraries
with 30+ individual "SHIP TO" addresses served by one OCLC symbol (OQX), I
experience quite a bit of frustration with this issue.
I used to think that the "SHIP TO" and "BILL
TO" lines in OCLC ILL requests were pretty self-explanatory. Ship the
material to the SHIP TO address and send overdue notices & invoices to the
BILL TO address, right?!? However,
with more and more libraries using Clio & ILLIAD to produce shipping
labels, that information is frequently ignored and seemingly
obsolete.
Member libraries and administrative offices
in our consortium frequently receive materials, overdue notices, and invoices
that should have been mailed to another library location. There is a
significant delay when we have to figure out the proper destination and forward
the material.
Perhaps, as a lender, there is no good way
to manipulate your software around this problem. But, as a borrower, what
can I do to help? I've tried messages sprinkled with asterisks in the SHIP
VIA and BORROWING NOTES fields, but materials are still being mis-shipped.
Any advice is welcome!
Cassie Maringer
Senior Library
Assistant
Interlibrary Loans
Washington County Cooperative Library Services (OQX)
111 NE Lincoln St MS 58B
Hillsboro OR
97124-3036
Phone: 503-988-5576 / Fax
503-988-5221
E-mail cassiem@multcolib.org
I've experienced the same problem but have no solution at this time.
We aren't aware of it until the receiving library calls and complains about the
invoice not being sent to them. Seems like the burden should fall on the
originator when producing the request.
Donald J. Nagolski
Coordinator, Access Services
Loyola University
Medical Center
Library of the Health Sciences
2160 South First
Avenue
Maywood, IL 60153
708-216-5308
708-216-8115
(fax)
>>> Lisa Jacob <Lisa.Jacob@ADVOCATEHEALTH.COM>
06/26/03 06:56PM >>>
How are others handling OCLC library codes for
ILL services that do not
match the ordering/billing library?
For
example, when a request with OCLC code of say "XXX" is imported
into Clio for
the first time, one library name is read into the library record
from the
"Ship to" field. The XXX OCLC symbol record is edited to match
that library.
Then another request is imported with code XXX but it has a
different library
name in the "Ship to" field. In checking OCLC, it is
discovered that code XXX
is for a library network/service that performs ILL
for a group of libraries;
the articles/books need to be shipped and billed
directly to the individual
libraries.
This happened in our library but it wasn't library service
XXX. The two
different libraries in our database actually had two different
OCLC codes
from that of the ILL service code and it took some major
untangling of
records in Clio since invoices and requests were linked to the
wrong
OCLC code. I also wonder what would have happened if we had
changed
the codes on the requests before the requests were passed back
to
OCLC through MicroEnhancer instead of after. This might have caused
the
requests upload to fail?
Just wanted to know how others were
handling this.
Thank you,
Lisa
Jacob
lisa.jacob@advocatehealth.com
Advocate Health Care
Lutheran
General Hospital Library
1775 Dempster
Park Ridge, IL
60068
847-723-5494
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=========================================================================
Date: Sun, 29 Jun 2003 20:45:35 -0500
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: On vacation from June 30 through July 4th
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Clio users,
I will be on vacation from June 30 through July 4th. For customer support
please contact Larry Perkins at larry@cliosoftware.com.
Thanks,
Judd Knight
Clio Software Support
(817) 726-3475
Reminder: If you have not done so already, sign up for your Service and
Support contract soon!
=========================================================================
Date: Mon, 30 Jun 2003 13:19:33 -0500
Reply-To: Lisa Jacob
Sender: ILL Records Management Software User's Group
From: Lisa Jacob
Subject: Re: OCLC Library Symbol Problem
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I think the disconnect is that library computer programs use a single field
(such as the OCLC or DOCLINE code) to match the records stored in
database tables. In this situation there are really two libraries involved but
both codes are not represented in the ILL request. Without both library
codes, the computer is too stupid to process this information. The
librarian may be able to figure it out but not the computer.
Perhaps there should be a coded field in a standard ILL request that would
indicate that there are two different libraries involved in the requesting
process. Then the request could be linked to two different library records.
Perhaps the ship to/bill to fields should include a subfield with the correct
library's code instead of the human-based address information that no
computer can successfully read.
The ship to/bill to fields in OCLC are too free text in the first place. If these
fields used a library code, then a program such as Clio could match the
code to the correct library record OR OCLC could pull the correctly coded
address information out its library database (NAD or whatever it is being
called now) when it sends the request in the first place.
I don't know the ILL record format standards for data exchange so I don't
know if this is being considered OR IF IT IS ALREADY POSSIBLE. I was
hoping with my original email that someone would tell me that this was
possible and I just didn't know about it or someone wasn't coding records
correctly.
It sure sounds as though this is causing problems for others and a
solution needs to be at the record format level not at the program-Clio-
around-missing-data level.
Lisa Jacob
lisa.jacob@advocatehealth.com
Advocate Health Care
Lutheran General Hospital Library
1775 Dempster
Park Ridge, IL 60068
847-723-5494
----- Original Message -----
From: MARINGER Cassie
Date: Friday, June 27, 2003 4:49 pm
Subject: Re: [CLIO] OCLC Library Symbol Problem
> Speaking from one of the "problem" libraries with 30+ individual
> "SHIP TO"
> addresses served by one OCLC symbol (OQX), I experience quite a
> bit of
> frustration with this issue.
>
> I used to think that the "SHIP TO" and "BILL TO" lines in OCLC ILL
> requestswere pretty self-explanatory. Ship the material to the
> SHIP TO address and
> send overdue notices & invoices to the BILL TO address, right?!?
> However,with more and more libraries using Clio & ILLIAD to
> produce shipping labels,
> that information is frequently ignored and seemingly obsolete.
>
> Member libraries and administrative offices in our consortium
> frequentlyreceive materials, overdue notices, and invoices that
> should have been
> mailed to another library location. There is a significant delay
> when we
> have to figure out the proper destination and forward the material.
>
> Perhaps, as a lender, there is no good way to manipulate your software
> around this problem. But, as a borrower, what can I do to help?
> I've tried
> messages sprinkled with asterisks in the SHIP VIA and BORROWING
NOTES
> fields, but materials are still being mis-shipped. Any advice is
> welcome!
> Cassie Maringer
> Senior Library Assistant
> Interlibrary Loans
> Washington County Cooperative Library Services (OQX)
> 111 NE Lincoln St MS 58B
> Hillsboro OR 97124-3036
> Phone: 503-988-5576 / Fax 503-988-5221
> E-mail cassiem@multcolib.org
>
> -----Original Message-----
>
> We also have that problem. These are libraries belong to
> consortium. The
> best example I can give you is from Wisconsin. GZR works as a
> clearinghousefor over 1,000 libraries. Another is Washington Co
> Cooperative Library
> Services (OQX).
>
> Someone suggested that editing the Clio address by putting an
> astrix beside
> the name would help identify those consortia. When I print the
> invoices, it
> appears by the mailing address. This works okay, but not as well
> as I would
> like.
>
> I would like to see some note on the OCLC request that would
> identify the
> borrowing library as such, either with the shipping address or in
> the patron
> line. Maybe it could be a one-word identifier. It might help.
>
> Anyone have other suggestions?
>
> Tammy Green, Head of Lending
> Interlibrary Loan Dept
> 103 Ellis Library
> University of Missouri-Columbia
> Columbia MO 65201
>
> greenta@missouri.edu
>
> ------------------------------------------------------
>
>
> I've experienced the same problem but have no solution at this
> time. We
> aren't aware of it until the receiving library calls and complains
> about the
> invoice not being sent to them. Seems like the burden should fall
> on the
> originator when producing the request.
>
> Donald J. Nagolski
> Coordinator, Access Services
> Loyola University Medical Center
> Library of the Health Sciences
> 2160 South First Avenue
> Maywood, IL 60153
> 708-216-5308
> 708-216-8115 (fax)
>
> >>> Lisa Jacob 06/26/03
06:56PM >>>
> How are others handling OCLC library codes for ILL services that
> do not
> match the ordering/billing library?
>
> For example, when a request with OCLC code of say "XXX" is imported
> into Clio for the first time, one library name is read into the
> libraryrecord
> from the "Ship to" field. The XXX OCLC symbol record is edited to
> matchthat library. Then another request is imported with code XXX
> but it has a
> different library name in the "Ship to" field. In checking OCLC,
> it is
> discovered that code XXX is for a library network/service that
> performs ILL
> for a group of libraries; the articles/books need to be shipped
> and billed
> directly to the individual libraries.
>
> This happened in our library but it wasn't library service XXX.
> The two
> different libraries in our database actually had two different
> OCLC codes
> from that of the ILL service code and it took some major
> untangling of
> records in Clio since invoices and requests were linked to the wrong
> OCLC code. I also wonder what would have happened if we had changed
> the codes on the requests before the requests were passed back to
> OCLC through MicroEnhancer instead of after. This might have
> caused the
> requests upload to fail?
>
> Just wanted to know how others were handling this.
>
> Thank you,
> Lisa Jacob
> lisa.jacob@advocatehealth.com
> Advocate Health Care
> Lutheran General Hospital Library
> 1775 Dempster
> Park Ridge, IL 60068
> 847-723-5494
>
>
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=========================================================================
Date: Mon, 30 Jun 2003 15:05:58 -0400
Reply-To: Carol Vaeth
Sender: ILL Records Management Software User's Group
From: Carol Vaeth
Subject: Re: OCLC Library Symbol Problem
Comments: To: Lisa Jacob
In-Reply-To: <225dd2e225e8db.225e8db225dd2e@advocatehealth.com>
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I use a simple method that seems to work. When i find a library that
brokers requests for other libraries, i place the main institution name
first and add MULTIPLE USERS after the name. It prints out with the
bookstrap/label. We are then alerted to check the OCLC record for the
correct mailing address.
Example: MDB Enoch Pratt Free Library MULTIPLE USERS
Carol A. Vaeth
Univ of Baltimore It doesn't get better
Langsdale Library or worse;
1420 Maryland Ave It just gets different.
Baltimore MD 21201
cvaeth@ubalt.edu