From: L-Soft list server at U. of Connecticut (1.8d) [LISTSERV@UConnVM.UConn.Edu] Sent: Tuesday, August 20, 2002 2:01 PM To: Joseph Natale Subject: File: "CLIO-L LOG0205" ========================================================================= Date: Tue, 30 Apr 2002 14:12:09 -0500 Reply-To: nicholsSender: ILL Records Management Software User's Group From: nichols Subject: Re: E-mail notices in Clio MIME-version: 1.0 Content-type: text/plain; charset=ISO-8859-1 Content-transfer-encoding: 7BIT I agree with Raymond Schwartz -- we need to have verification that emails were sent because I also have the problem of patrons claiming they never received notification. Sometimes I think that Clio really did not send the email; verification would be very helpful. Linda Linda J. Nichols Library Assistant III Interlibrary Loans Dick Smith Library Box T-0450 Tarleton State University Stephenville, Texas 76402 254.968.9660 Fax 254.968.9468 nichols@tarleton.edu "Perhaps it is a universal truth that the loss of liberty at home is to be charged to provisions against danger, real or pretended, from abroad." -- James Madison to Thomas Jefferson, May 13, 1798 ========================================================================= Date: Wed, 1 May 2002 09:46:26 -0700 Reply-To: Catherine Hamer Sender: ILL Records Management Software User's Group From: Catherine Hamer Subject: Re: E-mail notices in Clio Comments: To: nichols@tarleton.edu In-Reply-To: <3CCEE473@online> MIME-Version: 1.0 Content-type: text/plain; charset=ISO-8859-1 Content-Transfer-Encoding: 8bit I agree! Catherine Hamer Document Delivery/Interlibrary Loan Manager CSU Monterey Bay Library 100 Campus Center Seaside, CA 93955-8001 Ph#: (831) 582-3870 email: catherine_hamer@csumb.edu Fax: (831) 582-3875 ariel: 207.62.129.245 Gotta question? The QandAcafe has answers. Visit http://qandacafe.org/ nichols@tarleton.edu writes: >I agree with Raymond Schwartz -- we need to have verification that emails >were >sent because I also have the problem of patrons claiming they never >received >notification. Sometimes I think that Clio really did not send the email; >verification would be very helpful. > >Linda > >Linda J. Nichols >Library Assistant III >Interlibrary Loans >Dick Smith Library >Box T-0450 >Tarleton State University >Stephenville, Texas 76402 >254.968.9660 >Fax 254.968.9468 >nichols@tarleton.edu > >"Perhaps it is a universal truth that the loss of liberty at home is >to be charged to provisions against danger, real or pretended, from >abroad." -- James Madison to Thomas Jefferson, May 13, 1798 ========================================================================= Date: Wed, 1 May 2002 16:11:40 -0500 Reply-To: DrakeP@JCL.LIB.KS.US Sender: ILL Records Management Software User's Group From: Paul Burton Drake Subject: "Shipped" updates not happening in Clio Borrowing MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" For the past two days, we've discovered that Clio borrowing records are not being updated to the "shipped" status. Most are still in the "Pending" status in Clio, although the OCLC records indicate "Shipped." Before last week, as we were starting up on borrowing through Clio, I captured screen shots to update the status to "Shipped." As of last Wednesday, we now do a daily download of the "Shipped" and "Unfilled" reports and capture into Clio. Any help? suggestions? Thanks, Paul Paul B. Drake Document Delivery Librarian Johnson County Library (KNJ) P.O. Box 2933 Shawnee Mission KS 66201-1333 email drakep@jcl.lib.ks.us voice 913 495 2439 fax 913 495 2440 ariel 207.193.121.81 ========================================================================= Date: Thu, 2 May 2002 11:57:24 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: FW: [CLIO] "Shipped" updates not happening in Clio Borrowing MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Paul, In most cases the Clio status will not change to shipped. The only reason the Clio status would change to shipped would be that the request was not in Clio as a pending record prior to downloading the shipped category. The only status that may change when downloading the shipped category is the OCLC status. Judd Knight Clio Software Support 817-726-3475 -----Original Message----- From: ILL Records Management Software User's Group [mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Paul Burton Drake Sent: Wednesday, May 01, 2002 4:12 PM To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] "Shipped" updates not happening in Clio Borrowing For the past two days, we've discovered that Clio borrowing records are not being updated to the "shipped" status. Most are still in the "Pending" status in Clio, although the OCLC records indicate "Shipped." Before last week, as we were starting up on borrowing through Clio, I captured screen shots to update the status to "Shipped." As of last Wednesday, we now do a daily download of the "Shipped" and "Unfilled" reports and capture into Clio. Any help? suggestions? Thanks, Paul Paul B. Drake Document Delivery Librarian Johnson County Library (KNJ) P.O. Box 2933 Shawnee Mission KS 66201-1333 email drakep@jcl.lib.ks.us voice 913 495 2439 fax 913 495 2440 ariel 207.193.121.81 ========================================================================= Date: Fri, 3 May 2002 11:47:48 -0700 Reply-To: Wiggins.Tanya@EPAMAIL.EPA.GOV Sender: ILL Records Management Software User's Group From: Tanya Wiggins Subject: Library Groups MIME-version: 1.0 Content-type: text/plain; charset=us-ascii Is there any way to print out a list of libraries not assigned to groups. We have discovered that not all of the libraries in our database have been assigned to a group and are not showing up on the Major Stats by Group Lending Report. Tanya Steed Wiggins, Supervisory Librarian IV US EPA NRMRL SPRD Library staffed by ASRC Aerospace Corp. 919 Kerr Research Drive P. O. Box 1198 Ada, OK 74821-1198 Voice: 580-436-8505 Fax: 580-436-8503 email: wiggins.tanya@epa.gov ========================================================================= Date: Mon, 6 May 2002 09:39:50 -0400 Reply-To: "Cayer, John" Sender: ILL Records Management Software User's Group From: "Cayer, John" Subject: *ClioWeb AND SIRSI* MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Please excuse cross postings We are interested in hearing from any libraries out there using the ClioWeb product in a SIRSI environment. Please respond to me off the list. Regards, John A Cayer InterLibrary Services DiMenna-Nyselius Library Fairfield University (FAU) Fairfield, CT 06450-5195 203 254-4044 x2135 jcayer@mail.fairfield.edu ========================================================================= Date: Mon, 6 May 2002 10:58:49 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: Library Groups Comments: To: Wiggins.Tanya@EPAMAIL.EPA.GOV In-Reply-To: MIME-Version: 1.0 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Tanya, In order to get a list of libraries that have not been assigned to a library group you will need to get the customreport.mdb module from http://www.cliosoftware.com/reports.htm. On this report along with some other helpful reports is a report that will determine the groups that have not been assigned to a library group. On the web page please be sure to download the readme file which will give you information on setting up this module and the reports that can be used. Judd Knight Clio Software Support 817-726-3475 -----Original Message----- From: ILL Records Management Software User's Group [mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Tanya Wiggins Sent: Friday, May 03, 2002 1:48 PM To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] Library Groups Is there any way to print out a list of libraries not assigned to groups. We have discovered that not all of the libraries in our database have been assigned to a group and are not showing up on the Major Stats by Group Lending Report. Tanya Steed Wiggins, Supervisory Librarian IV US EPA NRMRL SPRD Library staffed by ASRC Aerospace Corp. 919 Kerr Research Drive P. O. Box 1198 Ada, OK 74821-1198 Voice: 580-436-8505 Fax: 580-436-8503 email: wiggins.tanya@epa.gov ========================================================================= Date: Mon, 6 May 2002 17:13:41 -0700 Reply-To: Pam Masamitsu Sender: ILL Records Management Software User's Group From: Pam Masamitsu Subject: Borrowing Request Report Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii"; format=flowed We're trying to add Patron Notes to this report printout. Has anyone done this? Adding a text box to this layout and using the Patron8 field as source, ends up as a query parameter. Is there something else to change? We basically wanted most all the Borrowing Request Fields to print on one piece of paper and this seemed like the report to modify. Any suggestions? Pam Masamitsu Technical Information Specialist LLNL Main Library Phone: 925-424-4299 masamitsu1@llnl.gov ========================================================================= Date: Tue, 7 May 2002 11:13:44 -0400 Reply-To: whites Sender: ILL Records Management Software User's Group From: whites Subject: Patron match and patron database MIME-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit We have been cleaning up our patron database and we find a few names where we have the patron's record as first name, last name and then we have another record that has it last name, first name. We want to make the record correct and delete the one that has it in first name, last name order. Because some records may be matched to one and some to the other, what proceedure should we follow to consolidate them? Sandra White ========================================================================= Date: Tue, 7 May 2002 12:26:33 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: FW: [CLIO] Patron match and patron database MIME-Version: 1.0 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Sandra, If you delete the incorrect one then the requests that were related to the incorrect patron record will be in the Review New Requests Queue. You will need to rematch these requests to the correct patron record by reviewing new patrons. Judd Knight Clio Software Support 817-726-3475 -----Original Message----- From: ILL Records Management Software User's Group [mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of whites Sent: Tuesday, May 07, 2002 10:14 AM To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] Patron match and patron database We have been cleaning up our patron database and we find a few names where we have the patron's record as first name, last name and then we have another record that has it last name, first name. We want to make the record correct and delete the one that has it in first name, last name order. Because some records may be matched to one and some to the other, what proceedure should we follow to consolidate them? Sandra White ========================================================================= Date: Thu, 9 May 2002 14:44:20 -0400 Reply-To: Sarah Chilton Sender: ILL Records Management Software User's Group From: Sarah Chilton Subject: CLIO customization and workflow Comments: cc: David Bair , Eric Eisinger Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=_FAA711B7.8DECC4CE" 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. --=_FAA711B7.8DECC4CE Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable We are new to CLIO; and are looking for some advice on customization = and workflow. We are a Special Library; with about 150-350 interlibrary = loan requests per month. Currently requests are manually entered into an = Microsoft Access database that I created as soon they are submitted by = patrons. More than half the requests are made through a web template that = drops into a library e-mail account; other requests are made by phone, or = on paper requests forms. Slightly less than half these requests = eventually become OCLC ILL requests. If a patron submits many requests; = they are added to the interlibrary loan database immediately; but may be = submitted as OCLC requests over a period of two weeks. I am trying to = develop a way to continue to get these requests into CLIO immediately; = even if an OCLC request is made at a later date. How are manually = entered requests matched to later OCLC requests by CLIO? (or a re = duplicates created that need to be deleted? ) We are not currently using = CLIO Request; but are interested in exploring that option when we get a = system up and running. =20 Are there any libraries submitting requests to CLIO immediately; then = generating a OCLC requests at a later date? We are also trying to = simplify the patron data since we have a small group of patrons that are = all in house. I'd also like to be able to change the order that informatio= n appears in tables; to make it more useful to me. We have attempted to = do some customization with no success. Any advise or help would be = greatly appreciated. Sarah Chilton SChilton@Brookings.edu Interlibrary Loan Librarian Brookings Institution Library (202) 797-6234 =20 --=_FAA711B7.8DECC4CE Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Content-Description: HTML We are new to CLIO; and are = looking=20 for some advice on customization and workflow. We are a Special = Library;=20 with about 150-350 interlibrary loan requests per month. Currently=20= requests are manually entered into an Microsoft Access database that = I=20 created as soon they are submitted by patrons. More than half = the=20 requests are made through a web template that drops into a library = e-mail=20 account; other requests are made by phone, or on paper reque= sts=20 forms. Slightly less than half these requests eventually = become=20 OCLC ILL requests. If a patron submits many requests; they are added = to=20 the interlibrary loan database immediately; but may be submitted as = OCLC=20 requests over a period of two weeks. I am trying to = develop a=20 way to continue to get these requests into CLIO immediately; even if = an=20 OCLC request is made at a later date. How are manually = entered=20 requests matched to later OCLC requests by CLIO? (or a re=20 duplicates created that need to be deleted? ) We are not currently = using=20 CLIO Request; but are interested in exploring that option when we get a = system=20 up and running.Are there any libraries submitting = requests=20 to CLIO immediately; then generating a OCLC requests at a later date? = We=20 are also trying to simplify the patron data since we have a small group = of=20 patrons that are all in house. I'd also like to be able to change=20 the order that information appears in tables; to make it=20 more useful to me. We have attempted to do some customizat= ion=20 with no success. Any advise or help would be greatly=20 appreciated.Sarah ChiltonSChilton@Brookings.eduInterlibrary Loan LibrarianBrookings Institution Library(202) 797-6234 =20--=_FAA711B7.8DECC4CE-- ========================================================================= Date: Fri, 10 May 2002 10:49:40 -0500 Reply-To: DrakeP@JCL.LIB.KS.US Sender: ILL Records Management Software User's GroupFrom: Paul Burton Drake Subject: Clio Troubleshooting Manual MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" I've developed a Clio troubleshooting manual to cover some of the "routine" problems that we've encountered with Clio. If you'd like a copy, let me know and I'll email it as an attachment. I would appreciate any feedback for correction or addition. Thanks, Paul Paul B. Drake Reference Librarian Johnson County Library (KNJ) P.O. Box 2933 Shawnee Mission KS 66201-1333 email drakep@jcl.lib.ks.us voice 913 495 2439 ========================================================================= Date: Fri, 10 May 2002 11:56:46 -0500 Reply-To: DrakeP@JCL.LIB.KS.US Sender: ILL Records Management Software User's Group From: Paul Burton Drake Subject: Can't email: Clio Troubleshooting Manual MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" I've discovered that my email wouldn't let me respond to requests with the files as attachments. "Not sufficient" memory. If you send me a disc, I'll copy and mail back. Paul -----Original Message----- From: Drake, Paul Sent: Friday, May 10, 2002 10:50 AM To: CLIO-L@UConnVM.UConn.Edu Subject: Clio Troubleshooting Manual I've developed a Clio troubleshooting manual to cover some of the "routine" problems that we've encountered with Clio. If you'd like a copy, let me know and I'll email it as an attachment. I would appreciate any feedback for correction or addition. Thanks, Paul Paul B. Drake Reference Librarian Johnson County Library (KNJ) P.O. Box 2933 Shawnee Mission KS 66201-1333 email drakep@jcl.lib.ks.us voice 913 495 2439 ========================================================================= Date: Fri, 10 May 2002 13:24:18 -0500 Reply-To: Crystal Vedros Sender: ILL Records Management Software User's Group From: Crystal Vedros Subject: EFTS, Clio Doc Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable Is EFTS for Docline users now available with Clio?=20 Is anyone using ClioDoc to provide items from your own collections? Crystal Cameron Vedros Interlibrary Services Univ. of Kansas Medical Center cvedros@kumc.edu=20 913-588-7916 ========================================================================= Date: Fri, 10 May 2002 13:01:07 -0500 Reply-To: DrakeP@JCL.LIB.KS.US Sender: ILL Records Management Software User's Group From: Paul Burton Drake Subject: UPDATE - need 3 discs: Can't email: Clio Troubleshooting Manual MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" I created this Troubleshooting manual as PowerPoint presentations. It takes 3 discs! I'm sending a copy to ClioSoftware - hopefully anything useful would be posted on its website. Thanks for the interest. Paul -----Original Message----- From: Drake, Paul Sent: Friday, May 10, 2002 11:57 AM To: 'CLIO-L@UConnVM.UConn.Edu' Subject: Can't email: Clio Troubleshooting Manual I've discovered that my email wouldn't let me respond to requests with the files as attachments. "Not sufficient" memory. If you send me a disc, I'll copy and mail back. Paul -----Original Message----- From: Drake, Paul Sent: Friday, May 10, 2002 10:50 AM To: CLIO-L@UConnVM.UConn.Edu Subject: Clio Troubleshooting Manual I've developed a Clio troubleshooting manual to cover some of the "routine" problems that we've encountered with Clio. If you'd like a copy, let me know and I'll email it as an attachment. I would appreciate any feedback for correction or addition. Thanks, Paul Paul B. Drake Reference Librarian Johnson County Library (KNJ) P.O. Box 2933 Shawnee Mission KS 66201-1333 email drakep@jcl.lib.ks.us voice 913 495 2439 ========================================================================= Date: Mon, 13 May 2002 12:37:42 -0400 Reply-To: Nancy Rosedale Sender: ILL Records Management Software User's Group From: Nancy Rosedale Subject: Troubleshooting Clio Request Setup/ Copyright reports Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii"; format=flowed We are having trouble getting Clio Request to bring messages in from our mailbox. The messages appear to have been read when viewed in email but nothing appears in Clio Request. We get a parsing error 94 about Null values. We have checked off "mark new requests ready to send" and played around with different subject line entries to see what works...so far, nothing does. Any suggestions? Also, in Clio 3, we continue to have trouble getting a current count from Copyright Status Reports. Is there some setting we need to change to get Clio to more accurately count recent copies received? Thanks!! Nancy A. Rosedale Supervisor, Interlibrary Loan Dept. Bailey Howe Library University of Vermont 538 Main St. Burlington, VT 05405 802-656-0922 nrosedal@zoo.uvm.edu ========================================================================= Date: Fri, 17 May 2002 14:47:06 -0400 Reply-To: Dorothy Porterfield Sender: ILL Records Management Software User's Group From: Dorothy Porterfield Subject: Setting preferences for Bookstraps Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: 7bit With all the hoopla over putting stickers on borrowed books, we've decided to revert back to doing bookstraps for all of our incoming books but use the stickers for our books going out. When I went into "Preferences" and "Notices Customize", I chose the Borrowing option and changed it from sticker labels to bookstraps. However, it then changed our Lending side to bookstraps also. Is there any way to just change it on one side of things without it automatically changing the other side as well? Dee Porterfield dporterf@messiah.edu Interlibrary Loan/Murray Library PO Box 3002 Messiah College One College Ave. Grantham, PA 17027 ========================================================================= Date: Fri, 17 May 2002 15:30:13 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: Setting preferences for Bookstraps Comments: To: Dorothy Porterfield In-Reply-To: MIME-Version: 1.0 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Dee, The selection of labels or bookstraps cannot be individually selected for lending and borrowing. If you select bookstraps for borrowing it will change the label setting for lending to bookstaps and visa versa (sp?). Judd Knight Clio Software Support 817-726-3475 -----Original Message----- From: ILL Records Management Software User's Group [mailto:CLIO-L@UConnVM.UConn.Edu]On Behalf Of Dorothy Porterfield Sent: Friday, May 17, 2002 1:47 PM To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] Setting preferences for Bookstraps With all the hoopla over putting stickers on borrowed books, we've decided to revert back to doing bookstraps for all of our incoming books but use the stickers for our books going out. When I went into "Preferences" and "Notices Customize", I chose the Borrowing option and changed it from sticker labels to bookstraps. However, it then changed our Lending side to bookstraps also. Is there any way to just change it on one side of things without it automatically changing the other side as well? Dee Porterfield dporterf@messiah.edu Interlibrary Loan/Murray Library PO Box 3002 Messiah College One College Ave. Grantham, PA 17027 ========================================================================= Date: Wed, 29 May 2002 11:04:24 -0500 Reply-To: Baumbach Susan K Sender: ILL Records Management Software User's Group From: Baumbach Susan K Subject: Venders MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable We are looking at venders, I would appreciate any input that you could = give about which vender you are using and your likes and dislikes. And = how compatible it is with CLIO. THANK YOU FOR YOUR HELP. Susan Baumbach Library Technical Assistant Interlibrary Loan O'Keefe Library St. Ambrose University 518 W. Locust St. Davenport, IA 52803 E-Mail baumbachsusank@ambrose.sau.edu Phone: 563-333-6467 ========================================================================= Date: Thu, 30 May 2002 14:20:56 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: Patron dB Comments: To: Mary McQueen In-Reply-To: <3CF6740A.BAFD5349@wfpl.net> MIME-Version: 1.0 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Mary, If the requests are consecutive then you can use the key combination CTRL and the apostrophe key ['] to copy the same data that was used in the previous request. For example if I wanted to use the same patron name from the previous request created I would place my cursor in the Patron Name field then enter the key combination. Judd Knight Clio Software Support 817-726-3475 -----Original Message----- From: Mary McQueen [mailto:mmcqueen@wfpl.net] Sent: Thursday, May 30, 2002 1:49 PM To: judd@cliosoftware.com Subject: Patron dB Dear Judd, Easy question first. Is there a way to copy and paste a record when doing manual request in ClioRequest? I often have several requests for the same item with different critera (like geneological microfilms) and it was so easy to do them in OCLC by just typing new and changing the pertinent details. Clio seems a step backwards from this process as, so far, I'm putting all the data in fresh for each request then sending it up to OCLC. Have I missed something? Was wondering similar things when putting in several requests from the same person. Can I copy and edit to make a new request keeping the patron info? Thanks, Mary McQueen ========================================================================= Date: Fri, 31 May 2002 11:34:13 -0500 Reply-To: Pattisue Thoman Sender: ILL Records Management Software User's Group From: Pattisue Thoman Subject: Borrowing turnaround statistics Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable I have used the statistics form on Clio that shows borrowing turnaround. = I would like to get more detail and wonder if anyone else has already = found a way to do this. More specifically : Is there a way to compare = turnaround by library group? Also, when I ran the regular borrowing = turnaround report a few numbers seemed "off the scale"; is there any easy = way to see which requests they were and determine if something was wrong = with the record? =20 Thanks for any help with this. Pattisue Thoman Access Services Librarian Oklahoma Baptist University (OCLC - OKB) OBU Box 61310 500 W. University Shawnee, OK 74804 E-mail: Pattisue_Thoman@mail.okbu.edu Ariel address:164.58.88.223 or Ariel@mail.okbu.edu Phone:(405)878-2269