Updating returns

========================================================================= Date: Tue, 4 Mar 2003 09:37:20 -0500 Reply-To: larry Sender: ILL Records Management Software User's Group From: larry Subject: Reminder for March MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_NextPart_000_0030_01C2E231.A7082940" This is a multi-part message in MIME format. ------=_NextPart_000_0030_01C2E231.A7082940 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable To our customers, Just a reminder that you need to sign up for your annual Service and = Support Contract by the end of June. If you have a budget cycle that makes this deadline difficult to meet, = please let us know so that we can work something out. We want you to = have the latest and greatest. Larry Perkins Clio Software 114 Bedford Rd. New Boston, NH 03070 T: 603-487-2391 F: 603-487-2833 http://cliosoftware.com ------=_NextPart_000_0030_01C2E231.A7082940 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

To our customers,

Just a reminder that you need to sign = up for your=20 annual Service and Support Contract by the end of June.

If you have a budget cycle that makes = this deadline=20 difficult to meet, please let us know so that we can work something = out. =20 We want you to have the latest and greatest.

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_0030_01C2E231.A7082940-- ========================================================================= Date: Wed, 5 Mar 2003 14:34:25 -0500 Reply-To: Ann Ackerson Sender: ILL Records Management Software User's Group From: Ann Ackerson Subject: Updating returns MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----_=_NextPart_001_01C2E34E.3B2F504B" This is a multi-part message in MIME format. ------_=_NextPart_001_01C2E34E.3B2F504B Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Please help?? After I borrow an item, I need to keep track of how and = when it gets returned. I know how to update the date and status on Clio = but we need to keep track of more options than the "returned via" = pulldown menu contains (to include local co-op deliveries). I went to = the preferences screen but it didn't list the "returned via" section as = something I could fix. Has anyone found how to expand the options = beyond "mail, UPS, and Fedex" ??? We are hoping to keep track of the = items, erase the names and be prepared for Patriot Act folks who might = come knocking. But we need to know exactly how the books were returned. = All help and hints appreciated. Ann Ackerson ILL Borrowing=20 Colgate University Hamilton, NY 13346 A job without humor is just work. ------_=_NextPart_001_01C2E34E.3B2F504B Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Updating returns

Please help?? After I borrow an item, I = need to keep track of how and when it gets returned. I know how to = update the date and status on Clio but we need to keep track of more = options than the "returned via" pulldown menu contains (to = include local co-op deliveries). I went to the preferences = screen but it didn't list the "returned via" section as = something I could fix. Has anyone found how to expand the options = beyond "mail, UPS, and Fedex" ??? We are hoping to keep track = of the items, erase the names and be prepared for Patriot Act folks who = might come knocking. But we need to know exactly how the books = were returned. All help and hints appreciated.

Ann Ackerson
ILL Borrowing
Colgate University
Hamilton, NY 13346

A job without humor is = just work.

------_=_NextPart_001_01C2E34E.3B2F504B-- ========================================================================= Date: Thu, 6 Mar 2003 17:19:00 -0600 Reply-To: Donald Nagolski Sender: ILL Records Management Software User's Group From: Donald Nagolski Subject: Weird Docline Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=_8CD3D86A.EA8BDE81" 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. --=_8CD3D86A.EA8BDE81 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable Lately, we've seen some weird things happening when capturing Docline = requests via Clio. For instance, today we had 23 Docline requests, the = Clio message said 36 were downloaded, but then only 23 printed. The other = day we had 72 requests, all were downloaded into Clio but only 46 printed. = This has been happening off and on for the past week or so. I'm not sure = where the problem lies. Is it with Docline or with Clio or both? Can = anyone shed some light? 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) --=_8CD3D86A.EA8BDE81 Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Content-Description: HTML

Lately, we've seen some weird things = happening when=20 capturing Docline requests via Clio. For instance, today we had 23 = Docline=20 requests, the Clio message said 36 were downloaded, but then only 23=20 printed. The other day we had 72 requests, all were downloaded into = Clio=20 but only 46 printed. This has been happening off and on for the past = week=20 or so. I'm not sure where the problem lies. Is it with Docline = or=20 with Clio or both? Can anyone shed some light?

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)

--=_8CD3D86A.EA8BDE81-- ========================================================================= Date: Thu, 6 Mar 2003 09:03:41 -0800 Reply-To: Julia Graham Sender: ILL Records Management Software User's Group From: Julia Graham Subject: new service and support contract, a few questions Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=====================_4497296==.ALT" --=====================_4497296==.ALT Content-Type: text/plain; charset="us-ascii"; format=flowed Good morning, I was alerted that our library had not yet sent in our service and support contract and I'm afraid I deleted the original message because I figured we wouldn't be purchasing an upgrade. :-) My supervisor wants a few questions asked, so I'm posting them to the list, since I suspect he isn't the only one who has these questions. 1: What happens if we do NOT do the service and support contract? Will we not be allowed to ask for any tech support from the listserv? Will CLIO be yanked from our computers? 2: I assume this must be renewed each year. Will the price stay stable or will it potentially go up each year? Thanks for answering these questions. Julia **************************************************************************************************************************************** Julia Graham Interlibrary Loan Coordinator Humboldt State University 1 Harpst St. Arcata, CA 95521 707-826-4889 707-826-5590 (fax) jlg7001@humboldt.edu --=====================_4497296==.ALT Content-Type: text/html; charset="us-ascii" Good morning,
I was alerted that our library had not yet sent in our service and support contract and I'm afraid I deleted the original message because I figured we wouldn't be purchasing an upgrade. :-)

My supervisor wants a few questions asked, so I'm posting them to the list, since I suspect he isn't the only one who has these questions.

1: What happens if we do NOT do the service and support contract? Will we not be allowed to ask for any tech support from the listserv? Will CLIO be yanked from our computers?

2: I assume this must be renewed each year. Will the price stay stable or will it potentially go up each year?

Thanks for answering these questions.

Julia

****************************************************************************************************************************************
Julia Graham
Interlibrary Loan Coordinator
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
707-826-5590 (fax)
jlg7001@humboldt.edu --=====================_4497296==.ALT-- ========================================================================= Date: Thu, 6 Mar 2003 15:35:39 -0500 Reply-To: Jason Vance Sender: ILL Records Management Software User's Group From: Jason Vance Subject: Clio: Do I need paper back-files?! MIME-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Clio Folks: Is there any reason to keep the most recent three years of ILL forms in PAPER since we have the same information in Clio? My reading of the ILL code and CONTU Guidelines doesn't seem to specify a format for retention. I inherited the practice of keeping both paper and electronic from my predecessor, as he did from his, but I'm ready to buck tradition and free up some filing cabinets. Any cheers or words of caution? Jason Vance Morehead State University Morehead, KY ========================================================================= Date: Fri, 7 Mar 2003 08:18:11 -0500 Reply-To: "Hedreen, Rebecca C." Sender: ILL Records Management Software User's Group From: "Hedreen, Rebecca C." Subject: Re: Weird Docline MIME-Version: 1.0 Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: quoted-printable I don't use the Docline end of Clio, but on the OCLC end you can download more than one category at a time. So, for instance, Clio might download 20 Pending and 15 Returned in the lending side, and give you a total downloaded of 35. Could that be happening from Docline? 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: Thu, 6 Mar 2003 17:19:00 -0600 From: Donald Nagolski Subject: Weird Docline Lately, we've seen some weird things happening when capturing Docline = =3D requests via Clio. For instance, today we had 23 Docline requests, the =3D Clio message said 36 were downloaded, but then only 23 printed. The other =3D day we had 72 requests, all were downloaded into Clio but only 46 printed. =3D This has been happening off and on for the past week or so. I'm not sure =3D where the problem lies. Is it with Docline or with Clio or both? Can = =3D anyone shed some light? 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) ========================================================================= Date: Fri, 7 Mar 2003 08:40:48 -0800 Reply-To: Cindy Winter Sender: ILL Records Management Software User's Group From: Cindy Winter Subject: Re: Clio: Do I need paper back-files?! Comments: To: Jason Vance In-Reply-To: <3E67B11B.58335C4F@moreheadstate.edu> MIME-Version: 1.0 Content-Type: TEXT/PLAIN; charset=US-ASCII Jason, I agree with your interp. of the CONTU guide lines. I don't think you need to keep the paper. Just back up CLIO often. We don't keep the paper. We just keep the record in Clio. Anything we've paid copyright on we note in the Clio record. Also we delete patron name and personal info from any request that is six months or older. So all we're really keeping is the journal info. On Thu, 6 Mar 2003, Jason Vance wrote: > Clio Folks: > > Is there any reason to keep the most recent three years of ILL forms in > PAPER since we have the same information in Clio? My reading of the ILL > code and CONTU Guidelines doesn't seem to specify a format for > retention. > > I inherited the practice of keeping both paper and electronic from my > predecessor, as he did from his, but I'm ready to buck tradition and > free up some filing cabinets. > > Any cheers or words of caution? > > Jason Vance > Morehead State University > Morehead, KY > Cindy Winter, Library Assistant PH(503)988-5245 Interlibrary Loan Office FX(503)988-5221 Multnomah County Library cindyw@multcolib.org 801 SW 10th Portland, OR 97205 http//:www.multcolib.org Sung to the tune of "Satisfaction" by the Rolling Stones "I can't get no -good citations" (Found on the ILL Listserv) ========================================================================= Date: Fri, 7 Mar 2003 09:06:24 -0800 Reply-To: Julia Graham Sender: ILL Records Management Software User's Group From: Julia Graham Subject: Fwd: RE: [CLIO] new service and support contract, a few questions Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=====================_4625881==.ALT" --=====================_4625881==.ALT Content-Type: text/plain; charset="us-ascii"; format=flowed Since I have received at least 4 messages from folks asking me to share what I found out, I'm sending the message that Judd sent to me, since it answers the questions. I think perhaps this information should also be shared with the ILL-L listserv, since it seems I'm not the only person who was confused about this... >>Julia, >> >> >> >>In order to continue to give customer support and upgrades to the Clio >>products we have had to initiate an annual Service and Support fee. This >>fee does not mean that you have to stop using Clio if you decide not to >>pay the fee. As for what you get with the fee is continued customer >>support and potential updates (the number of updates will vary) to add or >>improve the features in Clio. The version you are using has been paid >>for. If you decide not to accept the service and support fee you can >>continue to use the version of Clio you have purchased but Clio cannot >>continue to provide free customer support or updates. The Service and >>Support fee is based upon the number of ILL transactions performed in an >>annual year. You can view the fee chart on the Clio website. Clio is >>willing to work with institutions that have already prepared budgets for >>the year. If your institution has already prepared a budget for this >>year then you can contact Dotty Perkins to work out some type of payment >>arrangement for the future. She can be reached by email at >>dotty@cliosoftware.com or by phone 603-487-2391. >> >> >> >>If you do not agree to a service and support contract then you will not >>receive customer support or future upgrades after June 30, 2003 from Clio >>Software. As for resolving problems you may have with the version you >>now own without a service and support contract you can post to the Clio >>list server. The University of Connecticut hosts the Clio list >>server. Clio does not control this list. >> >> >> >>As for the stability of the price of the service and support fee from >>year to year I really cannot give you a guarantee. I am not sure whether >>any software company that charges a fee can guarantee that their fees >>will not increase after a year. If for some reason the fee increases, >>not to say it will, and your institution decides that it cannot continue >>to pay the fee then your institution can continue to use the version you >>own. We are not going to yankClio from your computers. >> >> >> >>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! >> >> --=====================_4625881==.ALT Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Since I have received at least 4 messages from folks asking me to share what I found out, I'm sending the message that Judd sent to me, since it answers the questions. I think perhaps this information should also be shared with the ILL-L listserv, since it seems I'm not the only person who was confused about this...

Julia,

In order to continue to give customer support and upgrades to the Clio products we have had to initiate an annual Service and Support fee. This fee does not mean that you have to stop using Clio if you decide not to pay the fee. As for what you get with the fee is continued customer support and potential updates (the number of updates will vary) to add or improve the features in Clio. The version you are using has been paid for. If you decide not to accept the service and support fee you can continue to use the version of Clio you have purchased but Clio cannot continue to provide free customer support or updates. The Service and Support fee is based upon the number of ILL transactions performed in an annual year. You can view the fee chart on the Clio website. Clio is willing to work with institutions that have already prepared budgets for the year. If your institution has already prepared a budget for this year then you can contact Dotty Perkins to work out some type of payment arrangement for the future. She can be reached by email at dotty@cliosoftware.com or by phone 603-487-2391.

If you do not agree to a service and support contract then you will not receive customer support or future upgrades after June 30, 2003 from Clio Software. As for resolving problems you may have with the version you now own without a service and support contract you can post to the Clio list server. The University of Connecticut hosts the Clio list server. Clio does not control this list.

As for the stability of the price of the service and support fee from year to year I really cannot give you a guarantee. I am not sure whether any software company that charges a fee can guarantee that their fees will not increase after a year. If for some reason the fee increases, not to say it will, and your institution decides that it cannot continue to pay the fee then your institution can continue to use the version you own. We are not going to yankClio from your computers.

Judd Knight

Clio Software Support

817-726-3475

Reminder: If you hav= e not done so already, sign up for your Service and Support contract soon!

--=====================_4625881==.ALT-- ========================================================================= Date: Fri, 7 Mar 2003 11:34:59 -0600 Reply-To: Donald Nagolski Sender: ILL Records Management Software User's Group From: Donald Nagolski Subject: Re: Weird Docline Comments: To: rchedreen@MAIL.UMES.EDU Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=_A4FBFF42.15742131" 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. --=_A4FBFF42.15742131 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable Docline is different. You just capture the pendings. >>> "Hedreen, Rebecca C." 03/07/03 07:18AM >>> I don't use the Docline end of Clio, but on the OCLC end you can download more than one category at a time. So, for instance, Clio might download 20 Pending and 15 Returned in the lending side, and give you a total downloaded of 35. Could that be happening from Docline? 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: Thu, 6 Mar 2003 17:19:00 -0600 From: Donald Nagolski Subject: Weird Docline Lately, we've seen some weird things happening when capturing Docline =3D requests via Clio. For instance, today we had 23 Docline requests, the =3D Clio message said 36 were downloaded, but then only 23 printed. The other =3D day we had 72 requests, all were downloaded into Clio but only 46 printed. =3D This has been happening off and on for the past week or so. I'm not sure =3D where the problem lies. Is it with Docline or with Clio or both? Can =3D anyone shed some light? 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) --=_A4FBFF42.15742131 Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Content-Description: HTML

Docline is different. You just capture the pendings.

>>> "Hedreen, Rebecca C." <rchedreen@MAIL.UMES.EDU= >=20 03/07/03 07:18AM >>>
I don't use the Docline end of Clio, but = on the=20 OCLC end you can
download more than one category at a time. So, = for=20 instance, Clio might
download 20 Pending and 15 Returned in the lending = side,=20 and give you a
total downloaded of 35.

Could that be happening = from=20 Docline?

Rebecca Hedreen
ILL and Circulation
Frederick = Douglass=20 Library
University of Maryland Eastern Shore
933 McCain Dr.
Prince= ss=20 Anne, MD 21853
rchedreen@mail.umes.edu
410-651-6270; fax=20 410-651-7597
Ariel: 131.118.123.16

-----Original=20 Message-----
------------------------------

Date: &nbs= p;=20 Thu, 6 Mar 2003 17:19:00 -0600
From: Donald = Nagolski=20 <dnagols@LUMC.EDU>
Subject: Weird Docline

Lately, we've = seen=20 some weird things happening when capturing Docline =3D
requests via = Clio. =20 For instance, today we had 23 Docline requests, the
=3D
Clio message = said 36=20 were downloaded, but then only 23 printed. The
other =3D
day = we had 72=20 requests, all were downloaded into Clio but only 46
printed. =3D
This= has=20 been happening off and on for the past week or so. I'm not
sure=20= =3D
where the problem lies. Is it with Docline or with Clio or=20 both? Can =3D
anyone shed some light?

Donald J.=20 Nagolski
Coordinator, Access Services
Loyola University Medical=20 Center
Library of the Health Sciences
2160 South First Avenue
Mayw= ood,=20 IL 60153
708-216-5308
708-216-8115 (fax)

--=_A4FBFF42.15742131-- ========================================================================= Date: Fri, 7 Mar 2003 13:24:25 -0500 Reply-To: larry Sender: ILL Records Management Software User's Group From: larry Subject: Re: new service and support contract, a few questions Comments: To: Julia Graham Comments: cc: Judd MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_NextPart_000_0008_01C2E4AC.DFC8ECB0" This is a multi-part message in MIME format. ------=_NextPart_000_0008_01C2E4AC.DFC8ECB0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Julia, If you do not sign up for a Service and Support contract you may = continue to use the software that you have. You may submit questions to = the Clio list maintained and operated by the Univ of Conn. It is an annual contract. We have no plans at this time to increase the = annual fee. Obviously, we cannot guarantee that will continue to be the = case into the distant future. Larry Perkins Clio Software 114 Bedford Rd. New Boston, NH 03070 T: 603-487-2391 F: 603-487-2833 http://cliosoftware.com ----- Original Message -----=20 From: Julia Graham=20 To: CLIO-L@UConnVM.UConn.Edu=20 Sent: Thursday, March 06, 2003 12:03 PM Subject: [CLIO] new service and support contract, a few questions Good morning, I was alerted that our library had not yet sent in our service and = support contract and I'm afraid I deleted the original message because I = figured we wouldn't be purchasing an upgrade. :-) My supervisor wants a few questions asked, so I'm posting them to the = list, since I suspect he isn't the only one who has these questions. 1: What happens if we do NOT do the service and support contract? = Will we not be allowed to ask for any tech support from the listserv? = Will CLIO be yanked from our computers? 2: I assume this must be renewed each year. Will the price stay = stable or will it potentially go up each year? Thanks for answering these questions. Julia = *************************************************************************= *************************************************************** Julia Graham Interlibrary Loan Coordinator Humboldt State University 1 Harpst St. Arcata, CA 95521 707-826-4889 707-826-5590 (fax) jlg7001@humboldt.edu=20 ------=_NextPart_000_0008_01C2E4AC.DFC8ECB0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Julia,

If you do not sign up for a Service and = Support=20 contract you may continue to use the software that you have. You = may=20 submit questions to the Clio list maintained and operated by the Univ of = Conn.

It is an annual contract. We have = no plans at=20 this time to increase the annual fee. Obviously, we cannot = guarantee that=20 will continue to be the case into the distant future.

Larry Perkins
Clio Software
114 Bedford Rd.
New Boston, NH = 03070
T: 603-487-2391 F: 603-487-2833
http://cliosoftware.com

----- Original Message -----
From:=20 Julia=20 Graham
To: CLIO-L@UConnVM.UConn.Edu =

Sent: Thursday, March 06, 2003 = 12:03=20 PM

Subject: [CLIO] new service and = support=20 contract, a few questions

Good morning,
I was alerted that our library had not = yet=20 sent in our service and support contract and I'm afraid I deleted the = original=20 message because I figured we wouldn't be purchasing an upgrade. = :-)

My=20 supervisor wants a few questions asked, so I'm posting them to the = list, since=20 I suspect he isn't the only one who has these = questions.

1: What=20 happens if we do NOT do the service and support contract? Will = we not be=20 allowed to ask for any tech support from the listserv? Will CLIO = be=20 yanked from our computers?

2: I assume this must be = renewed each=20 year. Will the price stay stable or will it potentially go up = each=20 year?

Thanks for answering these = questions.

Julia
=
***********************************************************= *************************************************************************= ****
Julia Graham
Interlibrary Loan=20 Coordinator
Humboldt State University
1 Harpst St.
Arcata, CA = 95521
707-826-4889
707-826-5590 (fax)
jlg7001@humboldt.edu=20

------=_NextPart_000_0008_01C2E4AC.DFC8ECB0-- ========================================================================= Date: Fri, 7 Mar 2003 11:53:40 -0800 Reply-To: Troy Christenson Sender: ILL Records Management Software User's Group From: Troy Christenson Subject: Some DO need paper back-files?! MIME-version: 1.0 Content-type: text/html; charset=us-ascii Content-transfer-encoding: 7bit From the State of Washington and a State funded institution.

When I asked that question I was directed to:
http://www.secstate.wa.gov/archives/pdf/STATE%20GS%20MANUAL%204-2002.pdf
Appendix D

I was told that working paper generated for state purposes (i.e.: ILL requests printed out to pull materials with) were state property and were to be disposed of as determined by the State Records Retention Schedule (Three years). The electronic record (Clio) is not the same as the original and cannot substitute.

Troy
______________________________-

Cindy Winter wrote:

Jason,

I agree with your interp. of the CONTU guide lines. I don't think you
need to keep the paper. Just back up CLIO often.

We don't keep the paper. We just keep the record in Clio.
Anything we've paid copyright on we note in the Clio record.
Also we delete patron name and personal info from any request that is six
months or older. So all we're really keeping is the journal info.


On Thu, 6 Mar 2003, Jason Vance wrote:

Clio Folks:

Is there any reason to keep the most recent three years of ILL forms in
PAPER since we have the same information in Clio?  My reading of the ILL
code and CONTU Guidelines doesn't seem to specify a format for
retention.

I inherited the practice of keeping both paper and electronic from my
predecessor, as he did from his, but I'm ready to buck tradition and
free up some filing cabinets.

Any cheers or words of caution?

Jason Vance
Morehead State University
Morehead, KY


Cindy Winter, Library Assistant        PH(503)988-5245
Interlibrary Loan Office               FX(503)988-5221
Multnomah County Library               cindyw@multcolib.org
801 SW 10th Portland, OR  97205        http//:www.multcolib.org


Sung to the tune of "Satisfaction" by the Rolling Stones

"I can't get no -good citations"

(Found on the ILL Listserv)

--
**********************************************************************
** Troy Christenson               E-Mail: tchristenson@mail.ewu.edu **
** Manager, Interlibrary Loan     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: Mon, 10 Mar 2003 09:52:58 -0500 Reply-To: Mary Abdoney Sender: ILL Records Management Software User's Group From: Mary Abdoney Organization: Eckerd College Library, Interlibrary Loan Subject: "Error in parse email request" MIME-Version: 1.0 Content-Type: multipart/mixed; boundary="------------37BDC8BE6224F27238827845" This is a multi-part message in MIME format. --------------37BDC8BE6224F27238827845 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Fellow Clio users, Since some minor changes in our ILL request form, I have had the message "error in parse email request" appear when downloading in ClioRequest. Then, nothing appears in the "view borrowing requests" box. Is it possible that our web designer has changed some of the text box labels without telling me and that has cause this error? Please help! Thanks. Mary Abdoney --------------37BDC8BE6224F27238827845 Content-Type: text/x-vcard; charset=us-ascii; name="abdonemm.vcf" Content-Transfer-Encoding: 7bit Content-Description: Card for Mary Abdoney Content-Disposition: attachment; filename="abdonemm.vcf" begin:vcard n:Abdoney;Mary tel;fax:727.864.8997 tel;work:727.864.8475 x-mozilla-html:FALSE url:http://www.eckerd.edu/library/mary.htm org:Eckerd College Library;Interlibrary Loan version:2.1 email;internet:abdonemm@eckerd.edu title:ILL/Science Librarian/Reference adr;quoted-printable:;;4200 54th Street South=0D=0A;Saint Petersburg;Florida;33711;US fn:Mary Abdoney end:vcard --------------37BDC8BE6224F27238827845-- ========================================================================= Date: Fri, 7 Mar 2003 14:12:52 -0800 Reply-To: Troy Christenson Sender: ILL Records Management Software User's Group From: Troy Christenson Subject: Re: Some DO need paper back-files?! Comments: To: Judd Knight MIME-version: 1.0 Content-type: text/html; charset=us-ascii Content-transfer-encoding: 7bit This is true,

However after it is changed by writing on the paper, at that point it becomes a new original document. We add call numbers, damage notes, etc. and it no longer matches the electronic form, even if you add information to Clio. We have found that there is not enough fields in Clio to add all the notes we have on some of our paperwork.

Troy

Judd Knight wrote:

Troy,

From what I have read in the Washington General Records Retention Schedule your printout is not an original document but a copy. The printout is a copy of the original electronic lending request received. The original is the electronic request that you receive from OCLC, which is in electronic form. Now, if you receive a paper request, like ALA requests in the mail that is a different story. Since your printout of an original electronic received record is a copy it can be discarded. As for borrowing requests that are received in paper form they have to be kept, since their original format is paper.

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 Troy Christenson
Sent: Friday, March 07, 2003 1:54 PM
To: CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Some DO need paper back-files?!

>From the State of Washington and a State funded institution.

When I asked that question I was directed to:
http://www.secstate.wa.gov/archives/pdf/STATE%20GS%20MANUAL%204-2002.pdf
Appendix D

I was told that working paper generated for state purposes (i.e.: ILL requests printed out to pull materials with) were state property and were to be disposed of as determined by the State Records Retention Schedule (Three years). The electronic record (Clio) is not the same as the original and cannot substitute.

Troy
______________________________-

Cindy Winter wrote:
Jason,
 
I agree with your interp. of the CONTU guide lines. I don't think you
need to keep the paper. Just back up CLIO often.
 
We don't keep the paper. We just keep the record in Clio.
Anything we've paid copyright on we note in the Clio record.
Also we delete patron name and personal info from any request that is six
months or older. So all we're really keeping is the journal info.
 
 
On Thu, 6 Mar 2003, Jason Vance wrote:
 
  
Clio Folks:
 
Is there any reason to keep the most recent three years of ILL forms in
PAPER since we have the same information in Clio?  My reading of the ILL
code and CONTU Guidelines doesn't seem to specify a format for
retention.
 
I inherited the practice of keeping both paper and electronic from my
predecessor, as he did from his, but I'm ready to buck tradition and
free up some filing cabinets.
 
Any cheers or words of caution?
 
Jason Vance
Morehead State University
Morehead, KY
 
    
 
Cindy Winter, Library Assistant        PH(503)988-5245
Interlibrary Loan Office               FX(503)988-5221
Multnomah County Library               cindyw@multcolib.org
801 SW 10th Portland, OR  97205        http//:www.multcolib.org
 
 
Sung to the tune of "Satisfaction" by the Rolling Stones
 
"I can't get no -good citations"
 
(Found on the ILL Listserv)
 
  
--
**********************************************************************
** Troy Christenson               E-Mail: tchristenson@mail.ewu.edu **
** Manager, Interlibrary Loan     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       **
**********************************************************************

--
**********************************************************************
** Troy Christenson               E-Mail: tchristenson@mail.ewu.edu **
** Manager, Interlibrary Loan     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: Fri, 7 Mar 2003 15:33:06 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: Some DO need paper back-files?! Comments: To: Troy Christenson In-Reply-To: <3E68F8C4.9010507@ewu.edu> MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_NextPart_000_0025_01C2E4BE.D959B7D0" This is a multi-part message in MIME format. ------=_NextPart_000_0025_01C2E4BE.D959B7D0 Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit Troy, From what I have read in the Washington General Records Retention Schedule your printout is not an original document but a copy. The printout is a copy of the original electronic lending request received. The original is the electronic request that you receive from OCLC, which is in electronic form. Now, if you receive a paper request, like ALA requests in the mail that is a different story. Since your printout of an original electronic received record is a copy it can be discarded. As for borrowing requests that are received in paper form they have to be kept, since their original format is paper. 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 Troy Christenson Sent: Friday, March 07, 2003 1:54 PM To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] Some DO need paper back-files?! >From the State of Washington and a State funded institution. When I asked that question I was directed to: http://www.secstate.wa.gov/archives/pdf/STATE%20GS%20MANUAL%204-2002.pdf Appendix D I was told that working paper generated for state purposes (i.e.: ILL requests printed out to pull materials with) were state property and were to be disposed of as determined by the State Records Retention Schedule (Three years). The electronic record (Clio) is not the same as the original and cannot substitute. Troy ______________________________- Cindy Winter wrote: Jason, I agree with your interp. of the CONTU guide lines. I don't think you need to keep the paper. Just back up CLIO often. We don't keep the paper. We just keep the record in Clio. Anything we've paid copyright on we note in the Clio record. Also we delete patron name and personal info from any request that is six months or older. So all we're really keeping is the journal info. On Thu, 6 Mar 2003, Jason Vance wrote: Clio Folks: Is there any reason to keep the most recent three years of ILL forms in PAPER since we have the same information in Clio? My reading of the ILL code and CONTU Guidelines doesn't seem to specify a format for retention. I inherited the practice of keeping both paper and electronic from my predecessor, as he did from his, but I'm ready to buck tradition and free up some filing cabinets. Any cheers or words of caution? Jason Vance Morehead State University Morehead, KY Cindy Winter, Library Assistant PH(503)988-5245 Interlibrary Loan Office FX(503)988-5221 Multnomah County Library cindyw@multcolib.org 801 SW 10th Portland, OR 97205 http//:www.multcolib.org Sung to the tune of "Satisfaction" by the Rolling Stones "I can't get no -good citations" (Found on the ILL Listserv) -- ********************************************************************** ** Troy Christenson E-Mail: tchristenson@mail.ewu.edu ** ** Manager, Interlibrary Loan 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 ** ********************************************************************** ------=_NextPart_000_0025_01C2E4BE.D959B7D0 Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: quoted-printable

Tr= oy,

Fr= om what I have read in the Washington General Records Retention Schedule your = printout is not an original document but a copy. The printout is a copy of the original electronic lending request received. The original is = the electronic request that you receive from OCLC, which is in electronic form. Now, if you receive = a paper request, like ALA requests in the mail that is a different story. Since your printout of an = original electronic received record is a copy it can be discarded. As for borrowing requests that = are received in paper form they have to be kept, since their original format = is paper. =

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!

<= span class=3DEmailStyle18>

-----Original Message-----
From: ILL Records = Management Software User's Group [mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Troy Christenson
Sent: Friday, March 07, = 2003 1:54 PM
To: = CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Some DO = need paper back-files?!

>From the State of Washington and a State funded institution.

When I asked that question I was directed to:
http://www.secstate.wa.gov/archives/pdf/STATE%20GS%20MANUAL%204-= 2002.pdf
Appendix D

I was told that working paper generated for state purposes (i.e.: ILL = requests printed out to pull materials with) were state property and were to be = disposed of as determined by the State Records Retention Schedule (Three = years). The electronic record (Clio) is not the same as the original and = cannot substitute.

Troy
______________________________-

Cindy Winter wrote:

Jason,<=
/pre> <=
/pre>I agree with your interp. of the =
CONTU guide lines. I don't think you<=
/pre>need to keep the paper. Just back =
up CLIO often.<=
/pre> <=
/pre>We don't keep the paper. We just =
keep the record in Clio.<=
/pre>Anything we've paid copyright on =
we note in the Clio record.<=
/pre>Also we delete patron name and =
personal info from any request that is six<=
/pre>months or older. So all we're =
really keeping is the journal info.<=
/pre> <=
/pre> <=
/pre>On Thu, 6 Mar 2003, Jason Vance =
wrote:<=
/pre> <=
/pre>  <=
/pre>Clio Folks:<=
/pre> <=
/pre>Is there any reason to keep the =
most recent three years of ILL forms in<=
/pre>PAPER since we have the same =
information in Clio?  My =
reading of the ILL<=
/pre>code and CONTU Guidelines doesn't =
seem to specify a format for<=
/pre>retention.<=
/pre> <=
/pre>I inherited the practice of =
keeping both paper and electronic from my<=
/pre>predecessor, as he did from his, =
but I'm ready to buck tradition and<=
/pre>free up some filing =
cabinets.<=
/pre> <=
/pre>Any cheers or words of =
caution?<=
/pre> <=
/pre>Jason Vance<=
/pre>Morehead State =
University<=
/pre>Morehead, KY<=
/pre> <=
/pre>    <=
/pre> <=
/pre>Cindy Winter, Library =
Assistant        =
PH(503)988-5245<=
/pre>Interlibrary Loan Office           &n=
bsp;   FX(503)988-5221<=
/pre>Multnomah County Library           &n=
bsp;   cindyw@multcolib.org<=
/pre>801 SW 10th Portland, OR  97205        =
http//:www.multcolib.org<=
/pre> <=
/pre> <=
/pre>Sung to the tune of =
"Satisfaction" by the Rolling Stones<=
/pre> <=
/pre>"I can't get no -good =
citations"<=
/pre> <=
/pre>(Found on the ILL =
Listserv)<=
/pre> <=
/pre>  <=
/pre>







--<=
/pre>**********************************=
************************************<=
/pre>** Troy Christenson           &n=
bsp;   E-Mail: tchristenson@mail.ewu.edu =
**<=
/pre>** Manager, Interlibrary =
Loan     =
Dept. E-mail: ewuill@mail.ewu.edu =
**<=
/pre>** Eastern Washington =
University  Tel: (509) =
359-2819 Fax: 359-6456 **<=
/pre>** Libraries  100 LIB           &n=
bsp; OCLC: WEA  NUC =
Code: WaChenE      **<=
/pre>** 816 F Street           &n=
bsp;       ARIEL:  ARIEL.EWU.EDU           &n=
bsp; **<=
/pre>** Cheney, WA  99004-2453  USA    ARIEL:  146.187.156.72            =
**<=
/pre>**           &n=
bsp;           &nb=
sp;           &nbs=
p;            =
;            =
      **<=
/pre>**      http://www=
.library.ewu.edu/services/ill/mainpage.html       =
**<=
/pre>**********************************=
************************************<=
/pre>

 <=
/p>

------=_NextPart_000_0025_01C2E4BE.D959B7D0-- ========================================================================= Date: Wed, 12 Mar 2003 10:07:40 -0600 Reply-To: Richard Samford Sender: ILL Records Management Software User's Group From: Richard Samford Organization: Pittsburg [KS] State University Subject: ClioRequest web form and ADA/BOBBY MIME-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Has anyone out there been able to modify their ClioRequest web form to be ADA compliant, and pass level III in Bobby as well as the W3C XHTML validator? (he asks innocently );) In particular, how do you deal with two fields (for instance the Book and Photocopy Title fields) with the same value/name/id ? I 'must' convert our form to XHTML and comply with ADA/508 guidelines, and can't figure out how to get around this. Thanks, (and send all tips/sympathy cards to...) Richard -- Richard Samford | samford@mail.pittstate.edu Interlibrary Loan | vox: (620)235-4890 Leonard H. Axe Library | fax: 620/235-4090 Pittsburg State University | http://library.pittstate.edu/ Pittsburg, KS 66762-5889 | OCLC: KFP ========================================================================= Date: Fri, 14 Mar 2003 01:34:23 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Clio Summer Tour Comments: To: owner-ILL-L@listserv.it.northwestern.edu MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Clio users, Clio Software is hitting the road this summer and going on tour! Richard will be cruising the highways and byways in the Clio Super Cruiser and can visit you for a day or two of training and/or installation at a big discount. Free informational meetings and software demonstrations can also be arranged as time and geography allow. Our normal fee for a one-to-two day site visit is $1000. For this special summer tour, we are offering one-to-two day training and/or installation site visits for just $500. With that small investment, you can make sure you are getting the most out of Clio or ClioAdvanced! Tour Schedule These dates are completely tentative and open to revision. Travel to the regions listed below will totally depend on the number of people that respond and sign up for a visit: if we don't get more than a few sites per region, it won't be worth Richard's time to go there. So rally together your other nearby Clio users and make sure they sign up for a visit, too, to ensure that Richard comes to your neighborhood this summer. As people express interest, we will list them in the time period that they have requested, so the order of regions to be visited might change. Get your request in now to ensure a visit at a time that is most convenient for you! Late May - South Central: Texas and nearby states Early June - Southwest: New Mexico, Arizona, and Southern California Late June - home Early July - Pacific Northwest: Northern California, Oregon and Washington Late July - Northern Rockies: Colorado, Montana, etc. Early August - New England area? Late August - North Central: Michigan, Illinois, Minnesota, etc. September and after - open to suggestions: Southeast and Florida? For scheduling a visit this summer email Richard Perkins at Richard@cliosoftware.com. 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: Fri, 14 Mar 2003 07:58:34 -0500 Reply-To: Beverly Brasch Sender: ILL Records Management Software User's Group From: Beverly Brasch Subject: CLIO and Windows 2000 PRO Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable Does Clio work well with Widows 2000 PRO? Are there any slight problems I = should be aware of? 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 Mar 2003 13:28:50 -0800 Reply-To: Julia Graham Sender: ILL Records Management Software User's Group From: Julia Graham Subject: changing an OCLC request to an ALA request? Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=====================_20336752==.ALT" --=====================_20336752==.ALT Content-Type: text/plain; charset="us-ascii"; format=flowed Good afternoon, I wondered if there's a way in CLIO to take an old unfilled request and change it into an ALA request, complete with a different lender? I hate to re-key all the information into a record if it's already there in Clio. Has anyone tried to do this and if so, could you tell me? :-) Thanks, Julia **************************************************************************************************************************************** Julia Graham Interlibrary Loan Coordinator Humboldt State University 1 Harpst St. Arcata, CA 95521 707-826-4889 707-826-5590 (fax) jlg7001@humboldt.edu --=====================_20336752==.ALT Content-Type: text/html; charset="us-ascii" Good afternoon,
I wondered if there's a way in CLIO to take an old unfilled request and change it into an ALA request, complete with a different lender? I hate to re-key all the information into a record if it's already there in Clio. Has anyone tried to do this and if so, could you tell me? :-)

Thanks,
Julia

Ju= lia,

Th= ere is a way to transfer information from an old unfilled request to a new ALA = request with a different lender. = In order to do this you will need to first open the Unfilled Request by = double-clicking on its number to display it in the BorrowingRequest Details screen. Once displayed you will need = to use the key combination [ALT] [TAB] twice to display the Borrowing Main Menu. Once the Borrowing Main Menu is displayed select the Prepare ALA = Form button. Once the new ALA = form appears you are now ready to copy and paste the information from the = Unfilled request to the new ALA request. = In order to perform this operation you will need to select the key = combination [ALT] [TAB] to bring up the = Unfilled request once again then select the text box name of the information you = want to copy. Once you click on = the text box name the information in the field will be highlighted. Once highlighted you can use = the key combination [CTRL] C to copy this information to the computers = clipboard. Once the information is on the = computer’s clipboard perform another [ALT] [TAB] to return to the blank ALA form to = paste the information into the appropriate text box by selecting the text box = then using the key combination [CTRL] V paste the information into it. Once pasted return to the = Unfilled request details screen and proceed to make the same transfer as = well.

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!

<= span class=3DEmailStyle16>

-----Original Message-----
From: ILL Records = Management Software User's Group [mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Julia Graham
Sent: Monday, March 17, = 2003 3:29 PM
To: = CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] changing = an OCLC request to an ALA request?

Good afternoon,
I wondered if there's a way in CLIO to take an old unfilled request and = change it into an ALA request, complete with a different lender? I hate = to re-key all the information into a record if it's already there in = Clio. Has anyone tried to do this and if so, could you tell me? :-)

Thanks,
Julia

**********************************= *************************************************************************= *****************************
Julia Graham
Interlibrary Loan Coordinator
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
707-826-5590 (fax)
jlg7001@humboldt.edu

------=_NextPart_000_0007_01C2ED41.62709E00-- ========================================================================= Date: Wed, 19 Mar 2003 13:46:05 -0600 Reply-To: Kevin O'Brien Sender: ILL Records Management Software User's Group From: Kevin O'Brien Subject: editing library symbols Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii"; format=flowed Clio users, Is it possible to manually edit the library symbol field? I have noticed several OCLC institutions that have abbreviations longer than three characters (e.g. PUCIL, T5YIL) appear in my Clio library database with their abbreviations shortened to just three characters. Kevin O'Brien, UIC Library of the Health Sciences Interlibrar