After recuperating from an injury I = am once=20 again able to answer your questions regarding Clio problems or any other = questions you may have regarding Clio software. I will be checking = the=20 list for your questions or you can email me at judd@cliosoftware.com.

Judd Knight

Clio = Software

------=_NextPart_000_0010_01C0DC7E.82462900-- ========================================================================= Date: Tue, 15 May 2001 11:07:00 -0400 Reply-To: Ann Ackerson Sender: ILL Records Management Software User's Group From: Ann Ackerson Subject: FW: custom reports MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" > > As one of many academic libraries approaching the end of a fiscal year, > could you help us all by reviewing how to get Judd's reports. They used > to be in his shareware, I think. Today that link did not work for me. > And we would so love to have spiffy reports and graphs.......TIA< Ann > > Ann Ackerson > ILL Borrowing > Colgate University > Hamilton, NY 13346 > > A job without humor is just work. > ========================================================================= Date: Tue, 15 May 2001 14:40:11 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: FW: custom reports Comments: To: Ann Ackerson In-Reply-To: <01020B7EC4B7D311BE2E00508B6F7C1C03D494E4@MAILSV06> MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Ann, You can download the CustomReports from the following location: http://www.cliosoftware.com/reports.htm. Instructions are on the website. Judd Knight Clio Software Support -----Original Message----- From: ILL Records Management Software User's Group [mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Ann Ackerson Sent: Tuesday, May 15, 2001 10:07 AM To: CLIO-L@UCONNVM.UConn.Edu Subject: [CLIO] FW: custom reports > > As one of many academic libraries approaching the end of a fiscal year, > could you help us all by reviewing how to get Judd's reports. They used > to be in his shareware, I think. Today that link did not work for me. > And we would so love to have spiffy reports and graphs.......TIA< Ann > > Ann Ackerson > ILL Borrowing > Colgate University > Hamilton, NY 13346 > > A job without humor is just work. > ========================================================================= Date: Wed, 16 May 2001 13:00:20 -0400 Reply-To: Tim Bishop Sender: ILL Records Management Software User's Group From: Tim Bishop Subject: ILLMEL constant Data Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable Being new to Clio we just received our first lending request today. Clio = seems to keep deleting the ILLMEL constant data information in ILL ME. So = when I send the record to OCLC it returns an error because the :RETURN TO: = information is empty. Every time I add the constant data info back to ILL = ME and then use Clio to update the ILL it deletes this information again. = Can anyone help??? Thank you. Tim Bishop William Hessel Library Lake Michigan College 2755 East Napier Avenue Benton Harbor, MI 49022 616.927.8100 ext 5027 Disclaimer: Any errors in spelling, tact, or fact are transmission=20 errors. ========================================================================= Date: Wed, 16 May 2001 12:30:55 -0400 Reply-To: "Grove, Betty" Sender: ILL Records Management Software User's Group From: "Grove, Betty" Subject: Re: FW: custom reports Comments: To: Judd Knight MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Judd, After Tom, our systems person helped me to download the custom reports, I went in to it to try it out, to see what reports were available. I received the following error message: 'c:\cliodata\cliodata.mdg. is not a valid path. Make sure that the path name is spelled correctly and that you are connected to the sever on wlhich the file reads. I asked our systems person, Tom, and he wants to know, "where" do you change the path that the reports are pointing to? My ill clio data is on z drive. Help! Thanks, Betty Grove/Brevard Comm. College Library/Cocoa Campus ----Original Message----- From: Judd Knight [mailto:judd@CLIOSOFTWARE.COM] Sent: Tuesday, May 15, 2001 3:40 PM To: CLIO-L@UCONNVM.UConn.Edu Subject: Re: [CLIO] FW: custom reports Ann, You can download the CustomReports from the following location: http://www.cliosoftware.com/reports.htm. Instructions are on the website. Judd Knight Clio Software Support -----Original Message----- From: ILL Records Management Software User's Group [mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Ann Ackerson Sent: Tuesday, May 15, 2001 10:07 AM To: CLIO-L@UCONNVM.UConn.Edu Subject: [CLIO] FW: custom reports > > As one of many academic libraries approaching the end of a fiscal year, > could you help us all by reviewing how to get Judd's reports. They used > to be in his shareware, I think. Today that link did not work for me. > And we would so love to have spiffy reports and graphs.......TIA< Ann > > Ann Ackerson > ILL Borrowing > Colgate University > Hamilton, NY 13346 > > A job without humor is just work. > ========================================================================= Date: Wed, 16 May 2001 15:08:14 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Relinking Custom Reports without the link table manager Comments: To: "Grove, Betty" MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Betty, I believe you are missing the link manager plug-in that comes with Access. Since you do not have this feature you will need to relink the tables by doing the following: 1. Delete the following links from CustomReports table: BorPatrons, BorrowingRequests, BorrowingRequestsArchive, GroupMembers, GroupNames, Invoices2, LendingRequests, LendingRequestsArchive, Libraries, and MyAddress. After deleting these table links the only table that should remain is Reports. 2. Now to relink you will need to go to File on the Access menu bar then select Get External Data/Link Tables. 3. At this time you will see a window pop-up entitled Link. Look for the cliodata.mdb file that Clio uses then select it. This will require that you select the drive and directory that the file is located. If you do not know how to do this then ask a coworker with computer skills for help. 4. Once you have selected the cliodata.mdb file you will then need to select the tables that you want to link to the CustomReports database. These tables will be the ones that you removed in the first step. After you have selected them then click on Ok. Once this has been done the CustomReports should be operational. Judd Knight Clio Software Support >Judd, > > After Tom, our systems person helped me to download the custom reports, >I went in to it to try it out, >to see what reports were available. > > I received the following error message: > 'c:\cliodata\cliodata.mdg. is not a valid path. Make sure that the path >name is spelled correctly and that you are connected to the sever on >wlhich the file reads. > > I asked our systems person, Tom, and he wants to know, "where" do you >change the path that the reports >are pointing to? > > My ill clio data is on z drive. > > Help! Thanks, >Betty Grove/Brevard Comm. College Library/Cocoa Campus > > >----Original Message----- >From: Judd Knight [mailto:judd@CLIOSOFTWARE.COM] >Sent: Tuesday, May 15, 2001 3:40 PM >To: CLIO-L@UCONNVM.UConn.Edu >Subject: Re: [CLIO] FW: custom reports > > >Ann, > >You can download the CustomReports from the following location: >http://www.cliosoftware.com/reports.htm. Instructions are on the website. > > >Judd Knight >Clio Software Support > >-----Original Message----- >From: ILL Records Management Software User's Group >[mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Ann Ackerson >Sent: Tuesday, May 15, 2001 10:07 AM >To: CLIO-L@UCONNVM.UConn.Edu >Subject: [CLIO] FW: custom reports > >> >> As one of many academic libraries approaching the end of a fiscal year, >> could you help us all by reviewing how to get Judd's reports. They used >> to be in his shareware, I think. Today that link did not work for me. >> And we would so love to have spiffy reports and graphs.......TIA< Ann >> >> Ann Ackerson >> ILL Borrowing >> Colgate University >> Hamilton, NY 13346 >> >> A job without humor is just work. >> > Judd Knight Clio Software Support ========================================================================= Date: Wed, 16 May 2001 15:12:19 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: turnaround times Comments: To: "Deborah A. Heiden" In-Reply-To: <2183913509.990026391@173-51.lib.umich.edu> MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Deborah, It calculates the turnaround time by calendar days. Judd Knight Clio Software Support -----Original Message----- From: Deborah A. Heiden [mailto:heiden@umich.edu] Sent: Wednesday, May 16, 2001 2:20 PM To: judd@cliosoftware.com Subject: turnaround times Does Clio calculate Clio turnaround times by calendar days or business days?? ___________________________________________________________________________ Deborah A. Heiden Tel: (734) 764-8590 Supervisor of Resource Sharing Fax: (734) 936-3630 University of Michigan Email: heiden@umich.edu 106 HHGL-N OCLC: EYM Ann Arbor, MI 48109-1205 RLIN: MIUG URL: http://www.lib.umich.edu/libhome/services/ill.html ___________________________________________________________________________ ========================================================================= Date: Wed, 16 May 2001 15:40:08 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Archiving question Comments: To: Heather Ballestad MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Heather, Archiving will increase the size of your database temporarily. After archiving you will need to compact the database. This will reduce the size of the cliodata.mdb file. You will notice that the compacting process creates a new cliodata.mdb file entitled cliodata.new. Once you have completed compacting using your file management program, e.g. Windows Explorer, you will need to change the cliodata.mdb file to cliodata.old. Once this has been done then you will need to rename the cliodata.new to cliodata.mdb. If you or your system administrator already maintains a backup of the cliodata.mdb file then you can delete the cliodata.old file. The cliodata.old file is your database with a bunch of gaps. The new cliodata.mdb files has all the information that was in the cliodata.old file but without the gaps. Some people are confused about archiving and backing up the cliodata.mdb file. Clio's archiving process transfers completed requests to the archiving tables. This process along with compacting improves the functioning of the active borrowing and lending tables. This process does not create an extra file. The data remains in the same database. Backing up the cliodata.mdb file is creating an exact copy of it. This may require extra hard drive space. >Judd, > When we archive will this double our files? Will we need more room on >our drive? > >Heather Judd Knight Clio Software Support ========================================================================= Date: Wed, 16 May 2001 15:49:53 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: ILLMEL constant Data Comments: To: bishop@LMC.CC.MI.US In-Reply-To: <006801c0de36$61dc4640$6601a8c0@rodney> MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Tim, You need to modify your constant data record in Clio. Go to the Update Lending Request screen. Select YesLoan. Now select the Edit CD Record button. In the Return To section enter your return to address. Make any other adjustments, Save Changes and Close. Some Clio users create several constant data records, e.g. Microfiche, IFM for the various situations. This is done by clicking on New then giving the constant data record a name in CAPS. Fill out the rest of the information as needed. You may also want to make constant data records for YesCopy. Select YesCopy then click on Edit CD Record Judd Knight Clio Software Support -----Original Message----- From: Rodney Knight [mailto:rbkuta@airmail.net] Sent: Wednesday, May 16, 2001 1:31 PM To: judd@cliosoftware.com Subject: Fw: [CLIO] ILLMEL constant Data -----Original Message----- From: Tim Bishop To: CLIO-L@UCONNVM.UConn.Edu Date: Wednesday, May 16, 2001 12:29 PM Subject: [CLIO] ILLMEL constant Data Being new to Clio we just received our first lending request today. Clio seems to keep deleting the ILLMEL constant data information in ILL ME. So when I send the record to OCLC it returns an error because the :RETURN TO: information is empty. Every time I add the constant data info back to ILL ME and then use Clio to update the ILL it deletes this information again. Can anyone help??? Thank you. Tim Bishop William Hessel Library Lake Michigan College 2755 East Napier Avenue Benton Harbor, MI 49022 616.927.8100 ext 5027 Disclaimer: Any errors in spelling, tact, or fact are transmission errors. ========================================================================= Date: Wed, 16 May 2001 18:23:18 -0400 Reply-To: Tim Bishop Sender: ILL Records Management Software User's Group From: Tim Bishop Subject: managing new libraries Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable How do you all handle the library database? I noticed that whatever you = name a library (For example ELL would have the name William Hessel = Library) appears in the address when you print overdues or bills. What I was doing was giving the record a name that matched the 3-letter = OCLC code that made sense to me. And then filling in the 4 lines of the = address with the actual address. =20 But I see now when I print an overdue, it uses the title name in addition = to the address so in mine the name appears twice. =20 It may seem simple to just delete the name from the 4 lines of the = address, but that is not the case. The name of the library is not always = the top line. Proper Postal protocol requires that each line of an = address gets more specific as you go up from the city/state/zip line. For = example, my address would be: Tim Bishop William Hessel Library Lake Michigan College 2755 East Napier Ave Benton Harbor, MI 49022 So if that address was in my database Lake Michigan College would get = printed twice for overdues. If I took Lake Michigan College out of the = address then it would appear at the top of the address and that is = improper. If I use as the Title the first line of what the address should be, then = I'll have a lot of symbols with the title ILL Department or something = similar. I know I've rambled on about a seemingly trivial issue, but in my eye, = it's not trivial. Any suggestions? (Mine is to not print the title with the address, but = that's a programmer issue). Tim Bishop William Hessel Library Lake Michigan College 2755 East Napier Avenue Benton Harbor, MI 49022 616.927.8100 ext 5027 Disclaimer: Any errors in spelling, tact, or fact are transmission=20 errors. ========================================================================= Date: Thu, 17 May 2001 10:09:14 -0400 Reply-To: Beverly Brasch Sender: ILL Records Management Software User's Group From: Beverly Brasch Subject: archiving Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable I have just archived and compacted my CLIO database. My new cliodata.mdb = file is smaller than the backup file. How do I copy the backup to the = .mdb file? Thank you. Beverly Brasch Interlibrary Loans Kennesaw State University (GKJ) 1000 Chastain Rd. Kennesaw, GA 30144 Phone: 770-423-6002=20 FAX: 770-423-6185 ========================================================================= Date: Thu, 17 May 2001 09:50:30 -0700 Reply-To: Julia Graham Sender: ILL Records Management Software User's Group From: Julia Graham Subject: importing things from another Access database? Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii"; format=flowed Hello, I'm planning for summer projects as well as next semester and realize that one thing we'll have to be prepared for is the new influx of students and their new addresses. Our OPAC is an Access database (Voyager) and I"m wondering if there's any way to import addresses from Voyager so that I can get the new address info into Clio's patron database? The thought of checking EACH student as they fill out an ILL request in the Fall to make sure we have their new address is rather daunting to me, but I'm not sure how else to do it. How do other libraries make sure they have the most current address? thanks, Julia **************************************************************************************************************************************** Julia Graham Borrowing, Interlibrary Loan Humboldt State University 1 Harpst St. Arcata, CA 95521 707-826-4889 ========================================================================= Date: Thu, 17 May 2001 15:43:40 -0400 Reply-To: "Totans, Joann B" Sender: ILL Records Management Software User's Group From: "Totans, Joann B" Subject: Library Database MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" I was wondering how other libraries handle this situation? I have a library (GZM) that filled a loan for a book for us, when I look up in their NAD I found out that they have Name-Address Directory for both lending and borrowing and have different information including two different Ariel Address (which if it is a book why do they have a Ariel address) and they use the same 3 letter code. Do I create two records for the same library? 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: Fri, 18 May 2001 18:19:04 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: Library record completion Comments: To: Francine Mancini In-Reply-To: <3.0.6.32.20010517075209.007a1a60@sequent1.providence.edu> MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Francine, When the library record screen appears use your mouse to grab the lower right-hand corner of the library record window. Enlarge the window. The updates complete window should appear. Judd Knight Clio Software Support -----Original Message----- From: Francine Mancini [mailto:fmancini@postoffice.providence.edu] Sent: Thursday, May 17, 2001 6:52 AM To: Judd Knight Subject: RE: Library record completion Judd, It is Thursday morning. My phone number is 401-865-2582. I will be at my desk at 10:00 our time. Francine At 03:09 PM 5/16/01 -0500, you wrote: >Francine, > >What is your phone number? > >Judd Knight >Clio Software Support > >-----Original Message----- >From: Francine Mancini [mailto:fmancini@postoffice.providence.edu] >Sent: Wednesday, May 16, 2001 3:17 PM >To: Judd Knight >Subject: Re: Library record completion > >Judd, > > > > Undate Complete is not showing in the record. That is the problem. I >am in the Lending function. > > > Francine > > > > > > > > >At 02:32 PM 5/16/01 -0500, you wrote: >>Francine, >> >>If you have finished updating a Library record in Clio and you want it >>considered complete then you will need to select the option Updates >Complete >>on the Library Record. Once you have checked this box on the library >record >>Clio will not consider the record as new. >> >>Judd Knight >>Clio Software Support >> >> >> >> > > > ========================================================================= Date: Fri, 18 May 2001 18:34:18 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: (no subject) Comments: To: Heather Ballestad In-Reply-To: <3B03C897.F3FBA568@library.wisc.edu> MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Heather, Since the request is archived it cannot be updated from the borrowing Request Search display. You will have to go to Administration/Open Tables/Borrowing Archive to update. You will need to updated the following fields: LendingCharges, BillingStatement, Reserved1, and Reserved2. Let me translate, the LendingCharges is the field you enter the amount of the payment to the lender, Billing Statement you would enter "yes" without the quotes, Reserved1 you would enter the check number, and Reserved2 you would enter the date. As for requests that have an incomplete status such as shipped these cannot be archived. Requests that have a complete status of RecCopy, Returned, Cancelled, Unfilled, Complete, No, or YesCopy can be archived. Reports can be generated from archived requests. Judd Knight Clio Software Support -----Original Message----- From: Heather Ballestad [mailto:hballestad@library.wisc.edu] Sent: Thursday, May 17, 2001 7:48 AM To: judd@CLIOSOFTWARE.COM Subject: (no subject) Judd, How much can you update the records once they are archived? Can you bring them up in the Clio search screen and check paid? Or change other things in it? (Also, if they archive all items can you update a shipped to received once it is archived?) Can you run Clio reports against the archived items? Are they included in statistics? Thank you so much for all your assistance, Heather 608-262-8958 -- _ ========================================================================= Date: Fri, 18 May 2001 19:30:08 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: CLIO Question Comments: To: Charlie Smith In-Reply-To: <4.2.0.58.20010517162233.0096bac0@lib.az.us> MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Charlie, With Clio 2.1a and above you can do the following to transfer data from an unfilled ALA to a new ALA. First go to the Borrowing Request Search screen and find the unfilled ALA request. Click on the ALA number twice to bring up the Borrowing Request Detail screen. Now using the key combination Alt+TAB bring up the Borrowing Request main menu. You may have to Alt+TAB till you see the main menu. At the main menu click on Prepare ALA Form. At this time you can Alt+TAB back to the Unfilled ALA request. Click on the field name of the information you want to copy. You will notice that the information is highlighted. At this time select the copy key combination Alt+C (exclude the +). This information will be stored on your clipboard. Office 2000 has the ability to store at least twelve pieces of copied material on the clipboard. Once you have copied all the material you want to transfer to the new ALA request then Alt+TAB back to the new ALA request. At this time you can select from the clipboard the information to paste to the request. If you do not know how to use the clipboard feature then you can simply Alt+Tab back and forth getting the information piece meal. The paste key combination is Alt+V. Judd Knight Clio Software Support -----Original Message----- From: Charlie Smith [mailto:chsmith@lib.az.us] Sent: Thursday, May 17, 2001 6:33 PM To: Judd Knight Cc: Susan Blixt; Daniela Moneta Subject: CLIO Question Judd, I have a question about ALA requests done on CLIO. I understand that you can repeat information if sending several ALA requests to the same library or for the same patron, when creating them. My question is this: if you create and send out an ALA request to a library, and it later comes back unfilled, is there a way to create a new ALA form to request the same item from a different library, without having to re-type in all the information, such as title, author, etc? On OCLC, I know you can do the "new" command and it copies the information from an unfilled request to a new workform, and you simply put in new lender(s) and produce the new request. I am wondering if CLIO has anything in place that I have somehow missed, to eliminate having to type in all the information again, except perhaps the library information and address. No hurry for your reply. Thanks. Charlie Smith, ILL Research Library Arizona State Library, Archives and Public Records Phoenix, AZ _________________________________________________________ Charlie Smith, Library Associate-ILL Research Library Arizona State Library, Archives and Public Records 1700 West Washington Phoenix, AZ 85007 Telephone: (602) 542-3701 Fax: (602) 542-4500 email: chsmith@lib.az.us _________________________________________________________ ========================================================================= Date: Mon, 21 May 2001 10:04:18 -0400 Reply-To: Brenda Dunbar Sender: ILL Records Management Software User's Group From: Brenda Dunbar Subject: Clio at ALA MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Hi - I'm new to the list, so excuse me if this has already been posted. Is there a Clio User's group meeting at ALA? If so, when? Thanks - Brenda Dunbar Brenda Dunbar Library Services Consultant College Center for Library Automation 1238 Blountstown Highway Tallahassee, FL 32304 (850)922-6044 bdunbar@ccla.lib.fl.us www.ccla.lib.fl.us ========================================================================= Date: Thu, 24 May 2001 12:57:46 -0400 Reply-To: larry Sender: ILL Records Management Software User's Group From: larry Subject: New Clio Release Available - users rave! MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_NextPart_000_001C_01C0E451.20CD1910" This is a multi-part message in MIME format. ------=_NextPart_000_001C_01C0E451.20CD1910 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Folks, =20 We are moving towards our announced goal of Clio 3.0 in a series of = steps. Clio 2.2 is the first of these steps. Clio 2.2 adds a significant new capability to Clio. This one = improvement has produced more excitement among our field testers than = any other function we have ever produced! We have demo-ed it in the = past month and the overwhelming response was "How fast can I get it?" = We thought it was a good thing but we had no idea how good you folks = would think it is!! Users have told us that their lending workload is = diminished by 50%. What is this great function? We refer to it affectionately as "the = lending triage screen". It enables you to quickly scan all incoming = lending requests and check your web based catalog by OCLC number or = title for availability, call no, location. If you can't supply, you can = answer No with a reason. If you need to reply with a condition, you may = do so immediately. If you need to check the shelf, you print the = request with call no and location on the pick slip. That's it - you = never even print the Nos or Conditionals. They are updated on OCLC the = next time you send updates. The pick slip has the call no and location = as well as additional info (see below). How does it work? Clio 2.2 provides a built-in connection to your = web-based OPAC. This means just one program open - no switching back = and forth between Clio and a browser - it is all on one screen - less = confusion. Each request is presented with relevant fields displayed. =20 For selected OPAC vendors (Endeavor and Innovative at this time, others = later), Clio 2.2 automatically searches for new lending requests based = on the OCLC number or title of the item. This allows you to extract = the local call number and location from your OPAC records with minimum = effort. =20 For other OPACs, you accomplish the same searching with a few mouse = clicks - no rekeying. =20 Clio 2.2 also incorporates the following additional changes: - The New Lending Request report ('Pick Slip') and Lending Bookstrap = have the full SHIP TO address from the Lending Request.=20 - In addition, the address from the Library table is also printed on the = Lending Bookstrap. You can use either the SHIP TO address or the Library = table address - whichever makes most sense. =20 - The Borrowing bookstrap now includes a return mailing label.=20 - There is also an option to print both the Borrowing and Lending = Bookstraps on a removable stick-on label (Avery #6464). - Every field from the OCLC message is printed on the 'Pick Slip'. This = means, among other things, that the Ariel address will be on the = printout no matter where the borrower put it. These upgrades have been provided as a result of suggestions and = comments from you. Based on our field testing, this upgrade should = result in significant workflow efficiencies in your ILL operation. This initial release of Clio 2.2 requires Access 2000. If you wish to download Clio 2.2 go to = http://cliosoftware.com/download22.htm Please let us know how you like = it. We still have time to incorporate good suggestions into the 3.0 = version. Coming next: Clio/ClioRequest 2.4 which incorporates Docline! Larry and Dorothy Perkins Clio Software 114 Bedford Rd. New Boston, NH 03070 T: 603-487-2391 F: 603-487-2833 ------=_NextPart_000_001C_01C0E451.20CD1910 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Hi Folks,

We are moving towards our announced = goal of Clio=20 3.0 in a series of steps. Clio 2.2 is the first of these = steps.

Clio 2.2 adds a significant new capability to Clio. This one=20 improvement has produced more excitement among our field testers than = any other=20 function we have ever produced! We have demo-ed it in the past = month and=20 the overwhelming response was "How fast can I get it?" We thought = it was a=20 good thing but we had no idea how good you folks would think it = is!! Users=20 have told us that their lending workload is diminished by 50%.

What is this great function? We refer to it affectionately as = "the=20 lending triage screen". It enables you to quickly scan all = incoming=20 lending requests and check your web based catalog by OCLC number or = title for=20 availability, call no, location. If you can't supply, you can = answer No=20 with a reason. If you need to reply with a condition, you may do = so=20 immediately. If you need to check the shelf, you print the request = with=20 call no and location on the pick slip. That's it - you never even = print=20 the Nos or Conditionals. They are updated on OCLC the next time = you send=20 updates. The pick slip has the call no and location as well as = additional=20 info (see below).

How does it work? Clio 2.2 provides a built-in connection to = your=20 web-based OPAC. This means just one program open - no switching = back and=20 forth between Clio and a browser - it is all on one screen - less=20 confusion. Each request is presented with relevant fields=20 displayed.

For selected OPAC vendors (Endeavor and Innovative at this time, = others=20 later), Clio 2.2 automatically searches for new lending requests = based on=20 the OCLC number or title of the item. This allows you to extract = the=20 local call number and location from your OPAC records with minimum = effort. =20

For other OPACs, you accomplish the same searching with a few mouse = clicks -=20 no rekeying.

Clio 2.2 also incorporates the following additional = changes:

- The New Lending Request report ('Pick Slip') and Lending = Bookstrap=20 have the full SHIP TO address from the Lending Request.

- In addition, the address from the Library table is also = printed on the=20 Lending Bookstrap. You can use either the SHIP TO address or the Library = table=20 address - whichever makes most sense.

- The Borrowing bookstrap now includes a return mailing label.

- There is also an option to print both the Borrowing and Lending = Bookstraps=20 on a removable stick-on label (Avery #6464).

- Every field from the OCLC message is printed on the 'Pick = Slip'. This=20 means, among other things, that the Ariel address will be on the = printout no=20 matter where the borrower put it.

These upgrades have been provided as a result of suggestions and = comments=20 from you. Based on our field testing, this = upgrade should=20 result in significant workflow efficiencies in your ILL operation.

This initial release of Clio 2.2 requires Access 2000.

If you wish to download Clio 2.2 go to http://cliosoftware.com/d= ownload22.htm =20 Please let us know how you like it. We still have time to = incorporate good=20 suggestions into the 3.0 version.

Coming next: Clio/ClioRequest 2.4 which incorporates = Docline!

Larry and Dorothy Perkins
Clio = Software
114=20 Bedford Rd.
New Boston, NH 03070
T: 603-487-2391 F:=20 603-487-2833

------=_NextPart_000_001C_01C0E451.20CD1910-- ========================================================================= Date: Thu, 24 May 2001 15:18:18 -0400 Reply-To: larry Sender: ILL Records Management Software User's Group From: larry Subject: Clio 2.4 test help needed MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_NextPart_000_003C_01C0E464.C2AC7B00" This is a multi-part message in MIME format. ------=_NextPart_000_003C_01C0E464.C2AC7B00 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi, I need a volunteer to run a short and relatively simple test as part of = our preparation for releasing Clio 2.4 in the next week or two. In order to run the test you need to have Windows NT 4.0 on your = workstation and have Access 2000. Please let me know as soon as possible if you have this environment and = would be willing to help. Thanks again, Larry Perkins Clio Software 114 Bedford Rd. New Boston, NH 03070 T: 603-487-2391 F: 603-487-2833 ------=_NextPart_000_003C_01C0E464.C2AC7B00 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Hi,

I need a volunteer to run a short and = relatively=20 simple test as part of our preparation for releasing Clio 2.4 in = the next=20 week or two.

In order to run the test you need to = have Windows=20 NT 4.0 on your workstation and have Access 2000.

Please let me know as soon as possible = if you have=20 this environment and would be willing to help.

Thanks again,

Larry Perkins
Clio Software
114 = Bedford=20 Rd.
New Boston, NH 03070
T: 603-487-2391 F:=20 603-487-2833

------=_NextPart_000_003C_01C0E464.C2AC7B00-- ========================================================================= Date: Thu, 24 May 2001 06:59:35 -0600 Reply-To: "Hoover, Cheryl" Sender: ILL Records Management Software User's Group From: "Hoover, Cheryl" Subject: collection development reports MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Hello Everyone, Do the standard collection development reports in Clio include all of the items requested or only the items that were actually filled? Thanks, Cheryl Hoover ~*~*~*~*~*~*~*~*~ Cheryl Hoover RSDD Supervisor Montana State University - Billings OCLC: EM2 1500 North 30th Street Docline: MTUEML Billings, MT 59101-0298 voice: 406.657.1666 fax: 406.657.2037 Ariel: 207.196.232.37 View our catalog at: www.msubillings.edu/library ========================================================================= Date: Fri, 25 May 2001 09:50:51 -0400 Reply-To: Dorothy Porterfield Sender: ILL Records Management Software User's Group From: Dorothy Porterfield Subject: Another CLIO question Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Since I am off in the summers (hey, it's a tough job but someone has to do it) and since my student who does ILL in the summer is very new to the whole ILL process, I hesitate to download new updates to CLIO right now and then not be here to help train her on it. I want to wait until I get back to work the end of August. If we haven't been doing the upgrades all along, can we jump right from 2.0d to whatever upgrade is available by the end of August or do you have to go through each upgrade? Dee Porterfield dporterf@messiah.edu Interlibrary Loan /Murray Library Messiah College One College Ave. Grantham, PA 17027 ========================================================================= Date: Fri, 25 May 2001 09:46:31 -0400 Reply-To: Dorothy Porterfield Sender: ILL Records Management Software User's Group From: Dorothy Porterfield Subject: Updating versions and the cost Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII We've been using CLIO for over 3 years now and love it. Our current version is CLIO 2..0d which we purchased in January 2000. Since it's been over a year, is the CLIO 2.2 version still free for download or do we need to purchase it? Does anyone know how the upgrades work? What about CLIO 3.0 when it is ready? I'm assuming that if we want to add CLIO Web, that will have to be paid for but currently, CLIORequest is free to current CLIO customers. Dee Porterfield dporterf@messiah.edu Interlibrary Loan /Murray Library Messiah College One College Ave. Grantham, PA 17027 ========================================================================= Date: Tue, 29 May 2001 10:46:11 -0400 Reply-To: Sue Gagnon Sender: ILL Records Management Software User's Group From: Sue Gagnon Subject: New Clio Release Available - users rave! MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" We are one of the field testers for Clio 2.2 and I must say that the Clio product just keeps getting better and better. The result of this upgrade is a major streamlining of our lending requests processing. We stay in one window, Clio, and do all the work from there. What a time saver! The upgrade allows you to respond "no" immediately without having to print the requests if it is not found in the catalog, checked out, etc. The printout has a mailing label, so we don't have to write them out. We just cut and tape the label to the package. If any one has other questions, please feel free to e-mail me. I probably won't be able to respond until Monday because I will be in RI for the ILL Conference on Wed. and Thurs. I also have Friday off. Sue Susan E. Gagnon Geisel Library - ILL Saint Anselm College St. Anselm Drive Manchester, NH 03102 Tel: 603-641-7303 Fax: 603-641-7345 ========================================================================= Date: Tue, 29 May 2001 11:03:41 -0400 Reply-To: Joseph Natale Sender: ILL Records Management Software User's Group From: Joseph Natale Subject: Expenditure Report Created w/ Access MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Hi, I just wanted to share a new report that we created with Clio using MSAccess. This report reflects how much we spent in DocDel and Loan fees for 2000-2001 (for borrowing). Each of UConn's 6 campuses are detailed. For each campus (Storrs is the main campus) we've calculated the following: 1. the total cost for loans filled using IFM 2. the total cost for loans filled via invoice 2. the total cost for photocopies filled using IFM 4. the total cost for photocopies filled via invoice 5. an average cost for filled loan 6. an average cost per filled photocopy 7. an average cost per filled request (overall) Check out the report here: http://www.lib.uconn.edu/docdel/Reports/Costs/2000-2001Table.pdf Thanks, Joe Joseph Natale Document Delivery/Shared Resources Librarian University of Connecticut Libraries 369 Fairfield Rd. (U-1005F) Storrs, CT 06269-1005 860-486-3107 voice 860-486-3593 fax libadm47@uconnvm.uconn.edu ========================================================================= Date: Tue, 29 May 2001 10:59:36 -0400 Reply-To: Sue Gagnon Sender: ILL Records Management Software User's Group From: Sue Gagnon Subject: New Clio Release Available - users rave! MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" We are one of the field testers for Clio 2.2 and I must say that the Clio product just keeps getting better and better. The result of this upgrade is a major streamlining of our lending requests processing. We stay in one window, Clio, and do all the work from there. What a time saver! The upgrade allows you to respond "no" immediately without having to print the requests if it is not found in the catalog, checked out, etc. The printout has a mailing label, so we don't have to write them out. We just cut and tape the label to the package. If any one has other questions, please feel free to e-mail me. I probably won't be able to respond until Monday because I will be in RI for the ILL Conference on Wed. and Thurs. I also have Friday off. Sue Susan E. Gagnon Geisel Library - ILL Saint Anselm College St. Anselm Drive Manchester, NH 03102 Tel: 603-641-7303 Fax: 603-641-7345 ========================================================================= Date: Tue, 29 May 2001 12:09:08 -0400 Reply-To: "Vaccarella, Bonnie" Sender: ILL Records Management Software User's Group From: "Vaccarella, Bonnie" Subject: public library use? MIME-Version: 1.0 Content-Type: text/plain Is there a public library out there which uses Cliorequest? I am particularly interested in how we would be able to limit use to our card holding patrons and if there are concerns specific to a public library system. I am willing to summarize responses and share with Clio-l. Thanks for any input. Bonnie Vaccarella Rochester Pubic Library Monroe County Library System Rochester, New York bonniev@libraryweb.org