=========================================================================
Date: Wed, 28 Feb 2001 13:40:51 -0500
Reply-To: whites@andrews.edu
Sender: ILL Records Management Software User's Group
From: Sandra White
Organization: James White Library ILL
Subject: Error in Clio???
MIME-Version: 1.0
Content-Type: multipart/mixed; boundary="------------8A23A5812A55958C0051CD03"
This is a multi-part message in MIME format.
--------------8A23A5812A55958C0051CD03
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Today I was working with some overdue notices and some patron
notifications(something my student assistants usually do) and I noticed
something I had never seen before.
The book was due 3/16/01 according to OCLC. In Clio when you searched
borrowing requests the first screen that came up said due 3/14/01. I
know that probably happened because we always give ourselves a couple of
days before the date due on OCLC. But when I clicked on the ILL number
to look at the full record, the full record said due 3/27/01.
How does that happen?
Sandra White
--------------8A23A5812A55958C0051CD03
Content-Type: text/x-vcard; charset=us-ascii;
name="whites.vcf"
Content-Transfer-Encoding: 7bit
Content-Description: Card for Sandra White
Content-Disposition: attachment;
filename="whites.vcf"
begin:vcard
n:White;Sandra
tel;fax:(616)471-6166
tel;work:(616)471-3506
x-mozilla-html:FALSE
url:www.andrews.edu/library
org:Andrews University;James White Library
version:2.1
email;internet:whites@andrews.edu
title:ILL Associate
adr;quoted-printable:;;Interlibrary Loan Service=0D=0AJames White Library=0D=0AAndrews University=0D=0A;Berrien Springs;MI;49104-1450;USA
fn:Sandra White
end:vcard
--------------8A23A5812A55958C0051CD03--
=========================================================================
Date: Thu, 1 Mar 2001 10:55:40 -0600
Reply-To: gheidema@tiu.edu
Sender: ILL Records Management Software User's Group
From: Gail Heideman
Organization: Trinity International University
Subject: Address format in OCLC/Clio
In-Reply-To: <3A9D4633.7864B84D@andrews.edu>
How do we correctly format our address in our OCLC constant data
so that is prints correctly on the lending request form in CLIO?
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: Mon, 5 Mar 2001 16:55:26 -0600
Reply-To: gheidema@tiu.edu
Sender: ILL Records Management Software User's Group
From: Gail Heideman
Organization: Trinity International University
Subject: copyright status report
In-Reply-To: <00e901c09dda$15243660$025d170a@airmail.net>
What fields does Clio use to match the Copyright Status Report.
I have the same journal appearing twice on the copyright status
report.
Three of the articles were ordered via FirstSearch through ERIC and
show the EJ number in the verification field and the other two just
show OCLC ISSN# in the verification field. When I tried to edit this
field and the Title it still comes up on two seperate lines.
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, 7 Mar 2001 16:38:13 -0700
Reply-To: "Joseph, Janelle J"
Sender: ILL Records Management Software User's Group
From: "Joseph, Janelle J"
Subject: error msg question
MIME-Version: 1.0
Content-Type: multipart/mixed; boundary="----_=_NextPart_000_01C0A75F.ACE897F0"
This message is in MIME format. Since your mail reader does not understand
this format, some or all of this message may not be legible.
------_=_NextPart_000_01C0A75F.ACE897F0
Content-Type: text/plain;
charset="iso-8859-1"
We have begun using CLIO and are consistently coming across this error
message "Error in Accept Click 91 Object variable or with Block variable not
set," when updating our lending requests. At that point the screen freezes
and won't allow us to proceed. What are some solutions to this problem?
Also, is it possible to to get around having to constantly click
accept/press enter when scanning in an request for updating?
Janelle
University of Arizona Library
Janelle Feather Sparrow Joseph
------_=_NextPart_000_01C0A75F.ACE897F0
Content-Type: image/gif;
name="Tech Tools.gif"
Content-Transfer-Encoding: base64
Content-Disposition: attachment;
filename="Tech Tools.gif"
Content-ID: <189463423@07032001-052f>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------_=_NextPart_000_01C0A75F.ACE897F0--
=========================================================================
Date: Fri, 9 Mar 2001 11:48:01 -0500
Reply-To: Ann Ackerson
Sender: ILL Records Management Software User's Group
From: Ann Ackerson
Subject: FW: request question
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
> Although we are thrilled to have Clio Request replacing our own web forms,
> and love the process of pouring into our Message File (what with the easy
> ones skimmed off into Direct Request) we still have a question. When a
> entry makes it into ClioRequest but fails to be dumped into OCLC (due to
> lack of title, for instance) how do we access these ?? I could see them in
> the Log under the third button on Clio request (labelled 'view oclc status
> reports') but how do I get to them - I need to reply to the sender
> concerning the actual problem.....
>
> Ann Ackerson
> ILL Borrowing
> Colgate University
> Hamilton, NY 13346
>
> A job without humor is just work.
>
=========================================================================
Date: Fri, 9 Mar 2001 16:42:36 -0600
Reply-To: nichols
Sender: ILL Records Management Software User's Group
From: nichols
Subject: ILL Numbering Problem
MIME-version: 1.0
Content-type: text/plain; charset=ISO-8859-1
Content-transfer-encoding: 7BIT
I could handle the occasional stray, but I just had a whole batch -- 29 ILLs
-- come through with the ILL number 0. What causes this and is there an easy
solution or do I have to manually re-enter all of these?
Linda
Linda J. Nichols
Library Assistant
Dick Smith Library
Box T-0450
Tarleton State University
Stephenville, Texas 76402
254.968.9871
nichols@tarleton.edu
=========================================================================
Date: Tue, 13 Mar 2001 11:59:19 -0800
Reply-To: Troy Christenson
Sender: ILL Records Management Software User's Group
From: Troy Christenson
Organization: Eastern Washington University
Subject: Collection Development
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7bit
When I try to print the borrowing report "Collection Dev-Copies" and
select the button "Previous Year" the following error message appears:
Error in Preview click 2001 You cancelled the previous operation.
Seems to be a software problem. Has anybody else had this problem? Or
know how to fix it?
using ver. 2.0d
--
**********************************************************************
** Troy Christenson E-Mail: tchristenson@mail.ewu.edu **
** Resource Sharing Manager Dept. E-mail: ewuill@mail.ewu.edu **
** Eastern Washington University Tel: (509) 359-2819 Fax: 359-6456 **
** Libraries 100 LIB OCLC: WEA NUC Code: WaChenE **
** 816 F Street ARIEL: ARIEL.EWU.EDU **
** Cheney, WA 99004-2453 USA ARIEL: 146.187.156.72 **
** **
** http://www.library.ewu.edu/services/ill/mainpage.html **
**********************************************************************
=========================================================================
Date: Thu, 15 Mar 2001 12:25:59 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Patron Matching
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_005A_01C0AD4B.17BD2C80"
This is a multi-part message in MIME format.
------=_NextPart_000_005A_01C0AD4B.17BD2C80
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio users,
For those of you who are using the patron notification via email and =
have selected the option to use email from "Patron table 1st" from the =
Preferences/Notices Customize/Patron Notice you need to make sure that =
you match the patron's request with the patron's record. This is done =
by selecting Search Patron Database from the Borrowing Main Menu then =
clicking on Review New Patrons. Once you have matched the patron's =
requests to the appropriate patron record then when you update the =
patron's requests to received the patron notification's email address =
will be from the patron's record. If you do not match the patron's =
request the email address will come from the borrowing request. In =
short, if you are using the setting "Patron Table 1st" be sure to patron =
match.
Judd Knight
Clio Software Support
------=_NextPart_000_005A_01C0AD4B.17BD2C80
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio users,
For those of you who are using the =
patron=20
notification via email and have selected the option to use email from =
"Patron=20
table 1st" from the Preferences/Notices Customize/Patron Notice you need =
to make=20
sure that you match the patron's request with the patron's record. =
This is=20
done by selecting Search Patron Database from the Borrowing Main Menu =
then=20
clicking on Review New Patrons. Once you have matched the patron's =
requests to the appropriate patron record then when you update the =
patron's=20
requests to received the patron notification's email address will =
be from=20
the patron's record. If you do not match the patron's request the =
email=20
address will come from the borrowing request. In short, if you are using =
the=20
setting "Patron Table 1st" be sure to patron match.
Judd Knight
Clio Software =
Support
------=_NextPart_000_005A_01C0AD4B.17BD2C80--
=========================================================================
Date: Fri, 16 Mar 2001 10:42:12 -0500
Reply-To: Larry Perkins
Sender: ILL Records Management Software User's Group
From: Larry Perkins
Subject: Lost email messages
Comments: cc: judd@cliosoftware.com
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Good Friday morning!
Our service provider had difficulties with our server. Some email messages
were lost.
If you sent something late yesterday or earlier this morning to anyone at
cliosoftware.com, (larry, dotty, judd, richard) please resend it.
Thanks,
Larry
Clio Software
114 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391
F: 603-487-2833
URL:
=========================================================================
Date: Fri, 16 Mar 2001 15:04:11 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Patron Matching followup
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_005F_01C0AE2A.5B9932C0"
This is a multi-part message in MIME format.
------=_NextPart_000_005F_01C0AE2A.5B9932C0
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio users,
In order to reduce the amount of patron matching that is needed to match =
patron requests to their patron record the optimum field for Clio to =
match is the "Patron ID" field. If the patron has an existing patron =
record with an ID in Clio then the match will be automatic. This option =
can be selected by going to Preferences/Patron then "Patron ID" as the =
field to match exclusively. In OCLC the patron id must be entered in =
the :PATRON ID: field. This id must be at most an alphanumeric =
combination, e.g. 121212121 or eg232321. Avoid using hyphens, etc. =20
Judd Knight
Clio Software Support
------=_NextPart_000_005F_01C0AE2A.5B9932C0
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio users,
In order to reduce the amount of patron =
matching=20
that is needed to match patron requests to their patron record the =
optimum field=20
for Clio to match is the "Patron ID" field. If the patron has an =
existing=20
patron record with an ID in Clio then the match will be=20
automatic. This option can be selected by going to =
Preferences/Patron=20
then "Patron ID" as the field to match exclusively. In OCLC the =
patron id=20
must be entered in the :PATRON ID: field. This id must be at most =
an=20
alphanumeric combination, e.g. 121212121 or eg232321. Avoid =
using=20
hyphens, etc.
Judd Knight
Clio Software Support
------=_NextPart_000_005F_01C0AE2A.5B9932C0--
=========================================================================
Date: Mon, 19 Mar 2001 15:41:00 -0700
Reply-To: "Buckley, Julie"
Sender: ILL Records Management Software User's Group
From: "Buckley, Julie"
Subject: Re: FW: request question
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
In answer to the question below:
click on VIEW SUMMARY, then
click on entry without sufficient information. The entire record comes up,
and you can add title, oclc# or whatever is missing.
You can reply to the original request in your email. If the patron supplied
his/her email address, the REPLY function will direct the message there.
This is the problem with ClioRequest: if the patron does not provide the
necessary information, it does not work. Our patrons have a problem
providing the OCLC number; they seem to prefer the ISBN number. I guess it
all comes down to user education.
Julie Buckley
Head of Public Services
(ILL,Reserves, Circulation)
Montana Tech Library MZJ
Butte MT 59701 USA
406 496-4222
-----Original Message-----
From: Ann Ackerson [mailto:AAckerson@MAIL.COLGATE.EDU]
Sent: Friday, March 09, 2001 9:48 AM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] FW: request question
> Although we are thrilled to have Clio Request replacing our own web forms,
> and love the process of pouring into our Message File (what with the easy
> ones skimmed off into Direct Request) we still have a question. When a
> entry makes it into ClioRequest but fails to be dumped into OCLC (due to
> lack of title, for instance) how do we access these ?? I could see them in
> the Log under the third button on Clio request (labelled 'view oclc status
> reports') but how do I get to them - I need to reply to the sender
> concerning the actual problem.....
>
> Ann Ackerson
> ILL Borrowing
> Colgate University
> Hamilton, NY 13346
>
> A job without humor is just work.
>
=========================================================================
Date: Tue, 20 Mar 2001 09:24:23 -0500
Reply-To: Ann Ackerson
Sender: ILL Records Management Software User's Group
From: Ann Ackerson
Subject: patron info
Comments: cc: Ellie Bolland ,
David Thompson
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
We're thinking of replacing the patron last name with their email address.
This would avoid the confusion when the constant data fills in a name for
those patrons too lazy to both name and email address. We also like the
idea that the email provides a unique moniker, unlike Smith, Jones and
Wilson. Has anyone tried this? Are their ramifcations we're not thinking
of??
Ann Ackerson
ILL Borrowing
Colgate University
Hamilton, NY 13346
A job without humor is just work.
=========================================================================
Date: Tue, 20 Mar 2001 09:42:01 -0600
Reply-To: "kcarter@mriresearch.org"
Sender: ILL Records Management Software User's Group
From: Kimberly Carter
Organization: MRI
Subject: MORE QUESTIONS ABOUT CLIO PATRON MATCHING
MIME-Version: 1.0
Content-Type: text/plain; charset="us-ascii"
Content-Transfer-Encoding: 7bit
I don't mean to pile on the current discussion about Patron Matching, but
since it was on the table I thought I'd ask this question:
Our library charges back the cost of ILLs to our patrons (employees). I
currently use the ID Field in OCLC for that number (for example, #12345).
My question is how to handle the same patron using a different ID numbers.
For example, Patron Carter has requested items using numbers #12345 and
#67890. For matching purposes, should I have more than one patron entry
for Carter -- one for each number? How does this affect other functions --
running reports, etc.? Since I'm a fairly new user, I have only one record
per person, but it occurs to me that may not be the best way for me to use
CLIO.
This may be an unusual situation in most libraries, definitely not for our
institution. A similar library problem would be a patron who pays for his
materials with both a Visa and a Mastercard, which of course have different
numbers.
Thanks for any and all responses. As always with librarians, other
perspectives prove to be enlightening!
--------------------------------------
Kimberly A. Carter, Sr. Librarian
Midwest Research Institute
Kansas City, MO 64110-2299
kcarter@mriresearch.org
-------------------------------------
=========================================================================
Date: Tue, 20 Mar 2001 11:28:59 -0700
Reply-To: "Buckley, Julie"
Sender: ILL Records Management Software User's Group
From: "Buckley, Julie"
Subject: Re: MORE QUESTIONS ABOUT CLIO PATRON MATCHING
Comments: To: kcarter@mriresearch.org
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Hi,
we also pass on some charges to users or their departments. I use "Borrowing
Requests by Department". You can use different account numbers or whatever
in this field. If one user charges to different accounts, you can put those
into the respective requests' account fields. Make sense?
Julie Buckley
Head of Public Services
(ILL,Reserves, Circulation)
Montana Tech Library MZJ
Butte MT 59701 USA
406 496-4222
-----Original Message-----
From: Kimberly Carter [mailto:kcarter@MRIRESEARCH.ORG]
Sent: Tuesday, March 20, 2001 8:42 AM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] MORE QUESTIONS ABOUT CLIO PATRON MATCHING
I don't mean to pile on the current discussion about Patron Matching, but
since it was on the table I thought I'd ask this question:
Our library charges back the cost of ILLs to our patrons (employees). I
currently use the ID Field in OCLC for that number (for example, #12345).
My question is how to handle the same patron using a different ID numbers.
For example, Patron Carter has requested items using numbers #12345 and
#67890. For matching purposes, should I have more than one patron entry
for Carter -- one for each number? How does this affect other functions --
running reports, etc.? Since I'm a fairly new user, I have only one record
per person, but it occurs to me that may not be the best way for me to use
CLIO.
This may be an unusual situation in most libraries, definitely not for our
institution. A similar library problem would be a patron who pays for his
materials with both a Visa and a Mastercard, which of course have different
numbers.
Thanks for any and all responses. As always with librarians, other
perspectives prove to be enlightening!
--------------------------------------
Kimberly A. Carter, Sr. Librarian
Midwest Research Institute
Kansas City, MO 64110-2299
kcarter@mriresearch.org
-------------------------------------
=========================================================================
Date: Tue, 20 Mar 2001 14:17:55 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: MORE QUESTIONS ABOUT CLIO PATRON MATCHING
Comments: To: kcarter@mriresearch.org
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
Kimberly,
The optimum use of the id field is to have an id that is exclusively used by
one patron. This will not create a problem of duplicate patron records for
the same patron. As for charge numbers I would place these in the patron
notes field. The patron notes field is not seen by lenders.
Judd Knight
Clio Software Support
----- Original Message -----
From: "Kimberly Carter"
To:
Sent: Tuesday, March 20, 2001 9:42 AM
Subject: [CLIO] MORE QUESTIONS ABOUT CLIO PATRON MATCHING
> I don't mean to pile on the current discussion about Patron Matching, but
> since it was on the table I thought I'd ask this question:
>
> Our library charges back the cost of ILLs to our patrons (employees). I
> currently use the ID Field in OCLC for that number (for example, #12345).
>
> My question is how to handle the same patron using a different ID numbers.
> For example, Patron Carter has requested items using numbers #12345 and
> #67890. For matching purposes, should I have more than one patron entry
> for Carter -- one for each number? How does this affect other
functions --
> running reports, etc.? Since I'm a fairly new user, I have only one
record
> per person, but it occurs to me that may not be the best way for me to use
> CLIO.
>
> This may be an unusual situation in most libraries, definitely not for our
> institution. A similar library problem would be a patron who pays for his
> materials with both a Visa and a Mastercard, which of course have
different
> numbers.
>
> Thanks for any and all responses. As always with librarians, other
> perspectives prove to be enlightening!
>
> --------------------------------------
> Kimberly A. Carter, Sr. Librarian
> Midwest Research Institute
> Kansas City, MO 64110-2299
> kcarter@mriresearch.org
> -------------------------------------
>
=========================================================================
Date: Tue, 20 Mar 2001 14:18:49 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Fw: [CLIO] patron info
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Content-Transfer-Encoding: 7bit
----- Original Message -----
From: "Judd Knight"
To: "Ann Ackerson"
Sent: Tuesday, March 20, 2001 11:11 AM
Subject: Re: [CLIO] patron info
> Ann,
>
> This is not a good idea. In this situation you are advertising a patron's
> private email to lenders. There maybe other problems.
>
> Judd Knight
> Clio Software Support
>
>
> ----- Original Message -----
> From: "Ann Ackerson"
> To:
> Sent: Tuesday, March 20, 2001 8:24 AM
> Subject: [CLIO] patron info
>
>
> > We're thinking of replacing the patron last name with their email
address.
> > This would avoid the confusion when the constant data fills in a name
for
> > those patrons too lazy to both name and email address. We also like the
> > idea that the email provides a unique moniker, unlike Smith, Jones and
> > Wilson. Has anyone tried this? Are their ramifcations we're not
thinking
> > of??
> >
> > Ann Ackerson
> > ILL Borrowing
> > Colgate University
> > Hamilton, NY 13346
> >
> > A job without humor is just work.
> >
>
=========================================================================
Date: Wed, 21 Mar 2001 09:19:31 -0500
Reply-To: Ben Hogben
Sender: ILL Records Management Software User's Group
From: Ben Hogben
Subject: advertising e mail address
Comments: To: AAckerson@MAIL.COLGATE.EDU
MIME-version: 1.0
Content-type: text/plain; charset=us-ascii
Content-transfer-encoding: 7BIT
Hi Ann,
I believe that the patron's e-mail address shows up on the OCLC pending
(for non-Clio users) anyway. So, I'm not sure "advertising" is an issue
especially since most, if not all, libraries protect patron information
to comply with privacy laws/policies.
Ben
----- Original Message -----
From: "Judd Knight"
To: "Ann Ackerson"
Sent: Tuesday, March 20, 2001 11:11 AM
Subject: Re: [CLIO] patron info
> Ann,
>
> This is not a good idea. In this situation you are advertising a
patron's
> private email to lenders. There maybe other problems.
>
> Judd Knight
> Clio Software Support
>
>
> ----- Original Message -----
> From: "Ann Ackerson"
> To:
> Sent: Tuesday, March 20, 2001 8:24 AM
> Subject: [CLIO] patron info
>
>
> > We're thinking of replacing the patron last name with their email
address.
> > This would avoid the confusion when the constant data fills in a
name
for
> > those patrons too lazy to both name and email address. We also like
the
> > idea that the email provides a unique moniker, unlike Smith, Jones
and
> > Wilson. Has anyone tried this? Are their ramifcations we're not
thinking
> > of??
> >
> > Ann Ackerson
> > ILL Borrowing
> > Colgate University
> > Hamilton, NY 13346
> >
> > A job without humor is just work.
> >
--
Ben Hogben, Access Services Manager
Ithaca College Library
bhogben@ithaca.edu
Phone: (607) 274-1689
=========================================================================
Date: Wed, 21 Mar 2001 15:37:41 -0500
Reply-To: Beth Coogan
Sender: ILL Records Management Software User's Group
From: Beth Coogan
Subject: Re: advertising e mail address
Comments: To: Ben Hogben
In-Reply-To: <3AB8B873.6A92D92D@ithaca.edu>
Mime-Version: 1.0
Content-Type: text/plain; charset="us-ascii"; format=flowed
Actually, the only patron field that displays in OCLC to the lender is the
patron name. All other patron fields, notes, address, email, status, dept.
etc. only display to the borrower in OCLC. In Clio, all fields display.
So, if I understand what Judd is saying is that if the email address is
used in the patron name field, in OCLC, it will display to the lender, thus
advertising that patron's email to anyone who cares to look.
Beth Coogan
At 09:19 AM 3/21/01 -0500, you wrote:
>Hi Ann,
>
>I believe that the patron's e-mail address shows up on the OCLC pending
>(for non-Clio users) anyway. So, I'm not sure "advertising" is an issue
>especially since most, if not all, libraries protect patron information
>to comply with privacy laws/policies.
>
>Ben
>
>
>----- Original Message -----
>From: "Judd Knight"
>To: "Ann Ackerson"
>Sent: Tuesday, March 20, 2001 11:11 AM
>Subject: Re: [CLIO] patron info
>
>
> > Ann,
> >
> > This is not a good idea. In this situation you are advertising a
>patron's
> > private email to lenders. There maybe other problems.
> >
> > Judd Knight
> > Clio Software Support
> >
> >
> > ----- Original Message -----
> > From: "Ann Ackerson"
> > To:
> > Sent: Tuesday, March 20, 2001 8:24 AM
> > Subject: [CLIO] patron info
> >
> >
> > > We're thinking of replacing the patron last name with their email
>address.
> > > This would avoid the confusion when the constant data fills in a
>name
>for
> > > those patrons too lazy to both name and email address. We also like
>the
> > > idea that the email provides a unique moniker, unlike Smith, Jones
>and
> > > Wilson. Has anyone tried this? Are their ramifcations we're not
>thinking
> > > of??
> > >
> > > Ann Ackerson
> > > ILL Borrowing
> > > Colgate University
> > > Hamilton, NY 13346
> > >
> > > A job without humor is just work.
> > >
>
>--
>Ben Hogben, Access Services Manager
>Ithaca College Library
>bhogben@ithaca.edu
>Phone: (607) 274-1689
Elizabeth C. Coogan
Sr. Library Associ.Specialist
Interlibrary Loan
Brown University
Providence, RI 02912
Elizabeth_Coogan@brown.edu
=========================================================================
Date: Thu, 22 Mar 2001 11:51:10 -0600
Reply-To: pneseth@METROPO.MCCNEB.EDU
Sender: ILL Records Management Software User's Group
From: Pam Neseth
Subject: Windows 2000
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Is anyone using Windows 2000 with CLIO. Are there any problems?
Pam Neseth
Metropolitan Community College
CAP UNIT/ILL
402 457-2760 (voice)
402 457-2768 (fax)
=========================================================================
Date: Mon, 26 Mar 2001 09:58:05 -0500
Reply-To: Pat Barbour
Sender: ILL Records Management Software User's Group
From: Pat Barbour
Subject: [Fwd: Borrowing Patron email notices]
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Thanks Judo. Okay, anyone who is using the email function in Clio to notify
patrons of received matter, can you advise me on the best place to pull the
email address from?
We have patrons who have multiple email addresses. They are all suppose to use
the University email, but many of the students use hotmail, aol, etc.
Thanks in advance,
Pat
Judo Knight wrote:
> Pat,
>
> You may want to post your email to the Clio list serv. I am pretty sure
> that depending upon the type of patrons that an institution provides
> services too will determine the best method. My best guess is that
> institutions with exclusive patrons with email accounts that do not change
> regularly would enter an email address into the patron's record and use this
> email as the 1st place for Clio to look. Institutions with patrons that are
> not exclusive and have multiple email accounts then using the email from the
> borrowing request would be best.
>
> Judd Knight
> Clio Software Support
>
> ----- Original Message -----
> From: "Pat Barbour"
> To:
> Sent: Friday, March 23, 2001 12:22 PM
> Subject: Borrowing Patron email notices
>
> > Hello Judd,
> > What is the best way to set up this feature of CLIO?
> > Is it better to key the email to the Patron Record or the Borrowing
> > Request?
> > Can you give me some tips?
> > Thanks,
> > Pat
> >
> > --
> > Patricia Barbour, Document Access Coordinator
> > Central Michigan University Libraries (EZC)
> > Finch - Document Access
> > 1275 S. Franklin Street
> > Mt Pleasant MI 48859
> > 517-774-3022 Phone
> > 517-774-4499 Fax
> > pat.barbour@cmich.edu
> >
> >
> >
--
Patricia Barbour, Document Access Coordinator
Central Michigan University Libraries (EZC)
Finch - Document Access
1275 S. Franklin Street
Mt Pleasant MI 48859
517-774-3022 Phone
517-774-4499 Fax
pat.barbour@cmich.edu
=========================================================================
Date: Tue, 27 Mar 2001 09:53:14 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: Re: Clio custom reports
Comments: To: "Farrington, Kimberly (Library)"
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_0007_01C0B6A3.BDC80260"
This is a multi-part message in MIME format.
------=_NextPart_000_0007_01C0B6A3.BDC80260
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Kimberly,
If you cannot relink the tables then you will have to do the following. =
Write down the names of the tables that are associated with the Custom =
Report database then delete the invalid linked tables from this =
database. After deleting the invalid linkage go to File on the Menu bar =
and select from the drop down menu Get External Data/Link Tables. At =
this time browse to your active cliodata.mdb file. Select it. At this =
time you will be given the option to select tables from the cliodata.mdb =
file to link to the CustomReports Database. Select the ones that you =
have written down then select OK. Once this has been done the =
CustomReports database should be operational.
Judd Knight
Clio Software Support
----- Original Message -----=20
From: Farrington, Kimberly (Library)=20
To: 'Judd Knight'=20
Sent: Tuesday, March 27, 2001 9:00 AM
Subject: FW: [CLIO] Clio custom reports
Hi Judd,
I finally had a spare minute to in which I tried to download the new =
ClioReports. But, I have encountered a snag. I downloaded it to our =
Shared S: drive, which is where Cliodata resides. We are all running =
Clio 2.1a and Access 2000, so I clicked convert, it converted and =
opened. But as per the readme file, it says that this assumes that the =
data is on the C: drive. So, I went to Tools, and selected Add-Ins. =
The only selection is Add-In Manager. I selected it and there is =
nothing there. So, I couldn't connect it to our S: drive. =20
So, now what should I do??? =20
Thanks in advance for all of your help, Kim
-----Original Message-----
From: Judd Knight [mailto:judd@CLIOSOFTWARE.COM]
Sent: Friday, February 23, 2001 3:49 PM
To: CLIO-L@UCONNVM.UConn.Edu
Subject: [CLIO] Clio custom reports
Clio users,
Clio has a custom reports database that you can download from the =
following location: http://cliosoftware.com/reports.htm. Instructions =
on how to setup the database can be downloaded from the webpage above.
Here is a list of the reports that can generated:
a.. A breakdown of loan requests of departments by the group =
affiliations that you have created.=20
b.. A breakdown of copy requests of departments by the group =
affiliations that you have created.=20
c.. A breakdown of the final status of requests by Dept.=20
d.. Turnaround time report: breakdown by Group affiliations=20
e.. Turnaround time report for Copies: breakdown by lenders=20
f.. Turnaround time report for Loans: breakdown by lenders =20
g.. Copyright Details by Title and Lender=20
h.. Copyright Titles Summarized by Lender=20
i.. Journal Titles by Citation Date=20
j.. Libraries Not Belonging to any Group=20
k.. Titles Grouped by Patron Department- Copies=20
l.. Titles Grouped by Patron Department- Loans=20
m.. TopBorrowers=20
n.. TopBorrowersCopies=20
o.. TopBorrowersLoans=20
p.. TopLenders=20
q.. TopLendersCopies=20
r.. TopLendersLoans
Judd Knight
Clio Software Support
------=_NextPart_000_0007_01C0B6A3.BDC80260
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Kimberly,
If you cannot relink the tables then =
you will have=20
to do the following. Write down the names of the tables that are=20
associated with the Custom Report database then delete the invalid =
linked tables=20
from this database. After deleting the invalid linkage go to File =
on the=20
Menu bar and select from the drop down menu Get External Data/Link =
Tables. =20
At this time browse to your active cliodata.mdb file. Select =
it. At=20
this time you will be given the option to select tables from the =
cliodata.mdb=20
file to link to the CustomReports Database. Select the ones that =
you have=20
written down then select OK. Once this has been done the =
CustomReports=20
database should be operational.
Judd Knight
Clio Software Support
----- Original Message -----
From:=20
Farrington, Kimberly =
(Library)=20
Sent: Tuesday, March 27, 2001 =
9:00=20
AM
Subject: FW: [CLIO] Clio custom =
reports
Hi=20
Judd,
I=20
finally had a spare minute to in which I tried to download the new=20
ClioReports. But, I have encountered a snag. I =
downloaded it=20
to our Shared S: drive, which is where Cliodata resides. We are =
all=20
running Clio 2.1a and Access 2000, so I clicked convert, it converted =
and=20
opened. But as per the readme file, it says that this assumes =
that the=20
data is on the C: drive. So, I went to Tools, and selected=20
Add-Ins. The only selection is Add-In Manager. I selected =
it and=20
there is nothing there. So, I couldn't connect it to our S: =
drive. =20
So,=20
now what should I do???
Thanks in advance for all of your =
help, =20
Kim
Clio users,
Clio has a custom reports database =
that you can=20
download from the following location: http://cliosoftware.com/reports.htm. =
Instructions on=20
how to setup the database can be downloaded from the webpage=20
above.
Here is a list of the reports that =
can=20
generated:
- A breakdown of loan requests of =
departments by the group affiliations that you have =
created.=20
- A breakdown of copy requests of=20
departments by the group affiliations that you have =
created.=20
- A breakdown of the final status of =
requests by=20
Dept.=20
- Turnaround time report: breakdown by =
Group=20
affiliations=20
- Turnaround time report for Copies: =
breakdown by=20
lenders=20
- Turnaround time report =
for Loans:=20
breakdown by lenders =20
- Copyright Details by Title and =
Lender=20
- Copyright Titles Summarized by =
Lender=20
- Journal Titles by Citation =
Date=20
- Libraries Not Belonging to any =
Group=20
- Titles Grouped by Patron Department- =
Copies=20
- Titles Grouped by Patron Department- =
Loans=20
- TopBorrowers=20
- TopBorrowersCopies=20
- TopBorrowersLoans=20
- TopLenders=20
- TopLendersCopies=20
- TopLendersLoans
Judd Knight
Clio Software Support
------=_NextPart_000_0007_01C0B6A3.BDC80260--
=========================================================================
Date: Tue, 27 Mar 2001 22:18:16 -0600
Reply-To: Judd Knight
Sender: ILL Records Management Software User's Group
From: Judd Knight
Subject: TLA convention
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_0009_01C0B70B.D213A540"
This is a multi-part message in MIME format.
------=_NextPart_000_0009_01C0B70B.D213A540
Content-Type: text/plain;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio users,
I will be unavailable to respond to Clio problems via email this =
Wednesday and Thursday. I will be at the Texas Library Association =
convention in San Antonio. If your problem is extremely important you =
can still reach me at 817-726-3475.
Judd Knight
Clio Software Support
------=_NextPart_000_0009_01C0B70B.D213A540
Content-Type: text/html;
charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
Clio users,
I will be unavailable to respond to =
Clio problems=20
via email this Wednesday and Thursday. I will be at the Texas =
Library=20
Association convention in San Antonio. If your problem is =
extremely=20
important you can still reach me at 817-726-3475.
Judd Knight
Clio Software Support
------=_NextPart_000_0009_01C0B70B.D213A540--
=========================================================================
Date: Thu, 29 Mar 2001 14:31:02 -0500
Reply-To: "Totans, Joann B"
Sender: ILL Records Management Software User's Group
From: "Totans, Joann B"
Subject: CLIO
MIME-Version: 1.0
Content-Type: text/plain; charset="iso-8859-1"
Good afternoon,
Could you tell me what you use the Custom Search Field for. You see it when
you go in to Update Borrowing Request, it appears only when you check off
Received Copy or Received Loan and it is retrievable in excel.
We use two account numbers consisting of 5 digits for each patron, we are
trying to figure out where we can place these account numbers and be able to
retrieve and sort it in excel. I was using the space for City and State but
this is not retrievable in excel.
Any suggestions would be helpful.
Thank you
JoAnn Totans
Brookhaven National Laboratory
Building 477A / P.O. Box 5000
Interlibrary Loan
Upton, New York 11973-5000
Tele 631-344-3138
Fax: 631-344-2090
totans@bnl.gov
=========================================================================
Date: Thu, 29 Mar 2001 15:12:45 -0500
Reply-To: Pat Barbour
Sender: ILL Records Management Software User's Group
From: Pat Barbour
Subject: E-mail Notices in Clio
MIME-Version: 1.0
Content-Type: text/plain; charset=us-ascii
Content-Transfer-Encoding: 7bit
Hello again,
I am trying to set up email notices to send to patrons when their
materials are received.
I have gone into Preferences; Notices-Customize and clicked on the
Patron Notice tab.
I chose Loans; Email if possible, otherwise print; and get the email
address from the Patron Table 1st.
We tried it today and Clio came back with an "Error 17".
Is there something I'm missing? I checked in the Patron Table and all
but one person had email addresses. And they were correct addresses
too.
Can anyone help steer me in the right direction?
Thanks,
Pat
--
Patricia Barbour, Document Access Coordinator
Central Michigan University Libraries (EZC)
Finch - Document Access
1275 S. Franklin Street
Mt Pleasant MI 48859
517-774-3022 Phone
517-774-4499 Fax
pat.barbour@cmich.edu