myStationety Stationery

If you are running Clio 2.0 or above = you should=20 seriously consider converting your cliodata.mdb file to an Access 97 or = 2000=20 format. This will improve the performance of Clio in your=20 environment. The location of both Access 97 and 2000 converters = can be=20 found at http://cliosoftware.com/CliodataConverter.htm<= /DIV>

**Important**

If you decide to convert the = cliodata.mdb file to=20 an Access 2000 format you will be unable to open the file with earlier = versions=20 of Clio. You will need to get Clio 2.1.

Judd Knight

Clio Software Support

------=_NextPart_000_009A_01C047F8.9D749A60-- ========================================================================= Date: Wed, 8 Nov 2000 09:34:07 -0800 Reply-To: Elaine Shuman Sender: ILL Records Management Software User's Group From: Elaine Shuman Subject: Couldn't find system.mdw MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----_=_NextPart_001_01C049AA.18C47790" This message is in MIME format. Since your mail reader does not understand this format, some or all of this message may not be legible. ------_=_NextPart_001_01C049AA.18C47790 Content-Type: text/plain; charset="iso-8859-1" I've installed the Clio2.1 upgrade. I'm going through the Clio converter process. When I try to open the CliodataNew.mdb file, I get the message: Couldn't find system.mdw required for startup I have 3 copies of this file on my hard drive Common Files\System Microsoft Office\Office \Clio2 I am using NT 4.0 Access 2000 Elaine Shuman Electronic Resources Librarian Oregon Research Institute Library 1715 Franklin Blvd Eugene, OR 97403 (541) 484-2123 ext. 2172 (541) 484-1108 fax e-mail: elaines@ori.org mailto:elaines@ori.org http://www.ori.org ------_=_NextPart_001_01C049AA.18C47790 Content-Type: text/html; charset="iso-8859-1" myStationety Stationery

I've installed the Clio2.1 upgrade.

I'm going through the Clio converter process.

When I try to open the CliodataNew.mdb file, I get the message:

Couldn't find system.mdw required for startup

I have 3 copies of this file on my hard drive

Common Files\System

Microsoft Office\Office

\Clio2

I am using NT 4.0

Access 2000

Elaine Shuman
Electronic Resources Librarian

Oregon Research Institute Library
1715 Franklin Blvd
Eugene, OR 97403
(541) 484-2123 ext. 2172
(541) 484-1108 fax
e-mail: elaines@ori.org mailto:elaines@ori.org
http://www.ori.org

------_=_NextPart_001_01C049AA.18C47790-- ========================================================================= Date: Wed, 8 Nov 2000 14:42:59 -0600 Reply-To: Nada Vaughn Sender: ILL Records Management Software User's Group From: Nada Vaughn Subject: CLIO Couldn't find e-mail addresses MIME-Version: 1.0 Content-Type: TEXT/PLAIN; charset=US-ASCII Hello, Frequently, we have the problem where CLIO will not send an e-mail notification to a patron. We check the patron database, and the patron's name is entered correctly, as well as the correct e-mail address, but Clio continues to print a notification, as if there is no available e-mail. We tried choosing the option "send e-mail, do not print", then we get an error message, or sometimes it prints anyway. How can we avoid this problem? Thanks, Nada *************************************** ******************************* * Nada A. Vaughn * * Voice---(314)935-4087 * * Interlibrary Loan Supervisor * * Fax ----(314)935-4719 * * Washington University, St. Louis * * Ariel --(128.252.173.23 * * nvaughn@library.wustl.edu * * WTU (OCLC) * * * * * *************************************** ******************************* ========================================================================= Date: Thu, 9 Nov 2000 09:42:39 -0500 Reply-To: Ann Marie Ferraro Sender: ILL Records Management Software User's Group From: Ann Marie Ferraro Organization: Tisch Library, Tufts University Subject: patron matching! MIME-version: 1.0 Content-type: text/plain; charset=us-ascii Content-transfer-encoding: 7BIT I've been having a problem with "patron matching" in borrowing. I'm able to transfer the new OCLC borrowing requests into CLIO but when I go to do the new patron matching no names appear to do the matching! If I recall the problem occured once before but I don't remember the solution. Your help would be greatly appreciated Ann Marie Ferraro Doc/Delivery Coordinater Tisch Library/Tufts Univ ========================================================================= Date: Thu, 9 Nov 2000 10:25:11 -0500 Reply-To: "Tuthill, Christopher" Sender: ILL Records Management Software User's Group From: "Tuthill, Christopher" Subject: Clio Statistics MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Hi everyone! I have only been using Clio for a few days and I have a question about statistics. When I try to make a statistics report in Clio, the message says "there is no data for this report." I could not find an answer to this in the Clio manual, and was wondering what I'm doing wrong. Thank you, Chris Tuthill SUNY-Cobleskill ========================================================================= Date: Fri, 10 Nov 2000 01:15:05 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: loading up Comments: To: Bob Edinoff MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Bob, I would network Clio in this fashion. Install Clio on each PC then place the cliodata.mdb file on the server. Each copy of Clio should be pointed to this file. As for how to setup OCLC's Microenhancer and Passport an understanding of the ILL Clio process must be made. In Passport ILL borrowers at your institution make requests. These requests are best downloaded by OCLC's Microenhancer as "online produced". This information is stored in a download.dat, Ill.dat and Illindex.dat files and stored in the ILLME subdirectory of the OCLCAPPS directory. Clio retrieves this information by being pointed to this Data Directory. Clio has its own data files that came with Clio on a separate disk that should be copied to the Data Directory. Here are the names of these files: Cd_copy.dat, Cd_loan.dat, N_compl.dat, Download.dat, Ill.dat, Illindex.dat, N_compl.dat, N_cond.dat, N_delreq.dat, N_future.dat, N_no.dat, N_nocond.dat, N_norecv.dat, N_norr.dat, N_recall.dat, N_recvd.dat, N_renew.dat, N_retrnd.dat, N_ship.dat, N_yescnd.dat, N_yescop.dat, N_yesln.dat, N_yesrec.dat, N_yesrr.dat, Update.dat, and Updated.dat. The data files are used to send updates to the Microenhancer. The Microenhancer and Clio should be pointed at the same Data Directory. The Clio setup for proper data transfer is located in Preferences/Data Directories/Microenhancer Data Directory. You can determine the location that the Microenhancer is pointing by going to Tools/Options/Data Directory in the Microenhancer. As for networking Passport this should not effect Clio per se. I am not sure of the steps involved in networking this program. You should be aware that Clio will need to know the location of screens.svs file. The screens.svs file is usually located in the OCLCAPPS directory. This file is created and appended to by a macro feature in Passport called Savescreen. The Savescreen macro is used by some ILL departments to capture data for Clio. Some institutions still use this feature and it is still available for them to use. You will need to make sure that Clio is pointed to this location by adjusting "Preferences/Data Directories/Passport Data Directory. Reference and Tracking Patron's Requests As for tracking patron's requests this will require the installation of Clio on the local hard drives of each reference pc pointing to the cliodata.mdb file on the server and access to Passport. This setup is needed due to the fact that the borrowing "In Process" category is not available to the borrowing institution to download into Clio. Let me explain. Some requests will not be in Clio if a created request is not downloaded during the short duration that it has a status of pending. Requests that are not downloaded as pending change to an In Process request when the lending library downloads their pending requests. Borrowing requests that have this status cannot be downloaded via the Microenhancer. The "In Process" category that is downloadable via the Microenhancer is the lending side requests. Due to this situation a patron's request may have been requested but it will not be in Clio until the status changes to "shipped" or goes unfilled, provided the ILL department does upload the "shipped and unfilled" categories on a regular basis into Clio. Reference personnel will need to be aware of this situation. If they do a search for a patron's request in Clio and do not find the request they will need to still do a patron search in OCLC using Passport to determine whether the request is active. If the request cannot be found in either locations then the request has not been made. In conclusion, 1. You need to be concerned with Clio and the Microenhancer pointed at the same Data Directory. 2. Dat files for Clio should be placed in this Data Directory for updating in Clio to function properly. 3. Passport can be networked but you need to be aware that Clio needs to know the location of the screens.svs file. 4. Reference will need access to Clio and Passport to have full knowledge of the status of a patron's request. Judd Knight Clio Software Support ----- Original Message ----- From: "Bob Edinoff" To: Sent: Thursday, November 09, 2000 2:13 PM Subject: loading up > Judd, > > Have just received Clio and I have a few questions. > Can we load it on a network drive so it is available at multiple > stations? I think I know > the answer is yes but are there any special requirements. Also do we > have to load passport and/or microenhancer on each station or can they > be networked as well? > The basic idea is to allow anyone on reference staff to track patrons > orders. I will be working with our network administrators but want to > have some idea of what to tell them. > I'm sure you will be hearing a lot from me in the future. I have already > joined the list serve and will > attend a Palinet workshop later this month. > Thanks > > Bob > > Robert Edinoff > Reference and Interlibrary Loan Librarian > Lancaster Area Library > 125 N Duke St. > Lancaster, PA 17602 > (717) 394 2651 > edinoff@lancaster.lib.pa.us > ========================================================================= Date: Fri, 10 Nov 2000 09:37:33 -0600 Reply-To: Katherine Moss Sender: ILL Records Management Software User's Group From: Katherine Moss Subject: Re: Clio Statistics -- another question. Comments: To: judd@cliosoftware.com MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Hi everyone, I also have a (different) question about the statistics: How is borrowing turnaround time calculated? Is it the difference between the day the request is produced on OCLC to day it is updated to "received"? I imagine it is but I just wanted to be sure. Is it "calendar days", or "working days" i.e. are weekends and holidays included? Thanks. > -----Original Message----- > From: ILL Records Management Software User's Group > [mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Tuthill, Christopher > Sent: Thursday, November 09, 2000 9:25 AM > To: CLIO-L@UCONNVM.UConn.Edu > Subject: [CLIO] Clio Statistics > > > Hi everyone! > > I have only been using Clio for a few days and I have a question about > statistics. When I try to make a statistics report in Clio, the message > says "there is no data for this report." I could not find an > answer to this > in the Clio manual, and was wondering what I'm doing wrong. > > Thank you, > > Chris Tuthill > SUNY-Cobleskill > ========================================================================= Date: Fri, 10 Nov 2000 10:00:05 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Fw: [CLIO] Clio Statistics -- another question. MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit ----- Original Message ----- From: "Judd Knight" To: "Katherine Moss" Sent: Friday, November 10, 2000 9:58 AM Subject: Re: [CLIO] Clio Statistics -- another question. > Katherine, > > The Borrowing turnaround report's turnaround time is based upon the > difference between the date the item was received in Clio and the patron > request date. If the patron request date is blank then the request date is > used. The difference between the patron request date and request date is > that the patron request date is a date that is entered by the ILL staff > during update to take into consideration previous unfilled requests that > were made for the material by the same patron. The calculation of the > patron request date gives you an accurate determination of the actual > turnaround time for a patron's request. > > Judd Knight > Clio Software Support > > > ----- Original Message ----- > From: "Katherine Moss" > To: > Cc: > Sent: Friday, November 10, 2000 9:37 AM > Subject: RE: [CLIO] Clio Statistics -- another question. > > > > > > Hi everyone, > > > > > > I also have a (different) question about the statistics: > > > > How is borrowing turnaround time calculated? Is it the difference between > > the day the request is produced on OCLC to day it is updated to > "received"? > > I imagine it is but I just wanted to be sure. Is it "calendar days", or > > "working days" i.e. are weekends and holidays included? Thanks. > > > > > -----Original Message----- > > > From: ILL Records Management Software User's Group > > > [mailto:CLIO-L@UCONNVM.UConn.Edu]On Behalf Of Tuthill, Christopher > > > Sent: Thursday, November 09, 2000 9:25 AM > > > To: CLIO-L@UCONNVM.UConn.Edu > > > Subject: [CLIO] Clio Statistics > > > > > > > > > Hi everyone! > > > > > > I have only been using Clio for a few days and I have a question about > > > statistics. When I try to make a statistics report in Clio, the message > > > says "there is no data for this report." I could not find an > > > answer to this > > > in the Clio manual, and was wondering what I'm doing wrong. > > > > > > Thank you, > > > > > > Chris Tuthill > > > SUNY-Cobleskill > > > > > > > > ========================================================================= Date: Fri, 10 Nov 2000 10:51:20 -0600 Reply-To: kareen Sender: ILL Records Management Software User's Group From: kareen Subject: updating IFM libraries Comments: To: Judd Knight In-Reply-To: <004201c01f31$b66980c0$025d170a@airmail.net> Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii" Judd, I have a question that I'm passing on to you and the listserv. Alison has retired so I don't know who to ask here at UofA. My problem is I've had to learn to update lending IFM requests. I've downloaded the list from OCLC and went into CLIO to update verifications. I have two institutions that aren't in the CLIO IFM. What do I do? One was originally updated as an Invoice institution. I corrected it in the Library database. We had updated both lending requests as filled and billed by IFM. I can understand why the one wasn't in the IFM Billing, but both? Can anyone help me? Kareen Kareen Turner ILL Lending Unit Supervisor University of Arkansas Fayetteville, AR 72701-1201 phone: 501-575-6424 fax: 501-575-5558 email: akturner@mail.uark.edu ========================================================================= Date: Fri, 10 Nov 2000 19:02:33 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: updating IFM libraries Comments: To: kareen MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Kareen, In Clio what is the charged status of the two requests? Where the requests in question invoiced or no charge ? If you have a request that was updated as an invoice billed request but it should have been IFM you can change this by going to Review Invoices, call up the invoice number or scroll to the invoice in question, double click on the invoice number which will give you the "Details for Invoice", and double click on the ILL number. At this point you will see the Lending Billing Details screen. On this screen you can change the billing method, the amount of the charge and you can confirm that the charge has been paid. In your situation you would change the Billing Method to IFM. This will remove the invoice, if you are billing by once invoice per request. At this time you can go back to the Main Billing menu and select Review IFM Records. IFM records are grouped by institutions. You may have to click on the Next button to find the borrowing institution request that you have changed to IFM. At this time you can make extra adjustments to the record as needed. As for a request that a billing method was not applied you can call up the request by going to Search Lending Request screen and do a search for the lending request by ILL number. At this time double click on the ILL number to pull up the Lending Request Detail screen. To edit the record click on the edit record button. With the request in edit mode enter in the billing method field IFM. When you have completed the edit close the record. Now when you go to Billing and review ifm records you will notice that the request will have been added. Now why these requests did not have the appropriate method applied in the first place there can be multiple reasons. Even with this you can still do some checking on probable causes. The first would be your constant data record for IFM. Go to the Lending Update screen and select either Yes Copy or Yes Loan. After you have done this you can select the appropriate constant data record for review. Find the IFM constant data record then click on the Edit CD Record button. You may have two, one for books and the other for copy. If you do not have an IFM constant data record click on the Edit CD Record button then Click on the New button that is on the Edit Copy Constant Data Record (ECCD) window. In the (ECCD) for IFM you want several fields set. First you want to give the constant data record a name, if the CD is New. Next you want to set the charge amount. The last thing is to set the billing method which in this case will be IFM. Be sure to verify each constant data record for completeness. The second possible reason can be the processing procedures. Be sure to divide the requests into different batches by billing methods applied, No Charge requests, IFM and Invoice. In this process you will make it less likely that you update in Clio with the wrong constant data record. Judd Knight Clio Software Support ----- Original Message ----- From: "kareen" To: Sent: Friday, November 10, 2000 10:51 AM Subject: [CLIO] updating IFM libraries > Judd, I have a question that I'm passing on to you and the listserv. > Alison has retired so I don't know who to ask here at UofA. My problem is > I've had to learn to update lending IFM requests. I've downloaded the list > from OCLC and went into CLIO to update verifications. I have two > institutions that aren't in the CLIO IFM. What do I do? One was > originally updated as an Invoice institution. I corrected it in the > Library database. We had updated both lending requests as filled and > billed by IFM. I can understand why the one wasn't in the IFM Billing, but > both? Can anyone help me? Kareen > > Kareen Turner > ILL Lending Unit Supervisor > University of Arkansas > Fayetteville, AR 72701-1201 > phone: 501-575-6424 > fax: 501-575-5558 > email: akturner@mail.uark.edu > ========================================================================= Date: Mon, 13 Nov 2000 14:49:54 -0500 Reply-To: Beverly Brasch Sender: ILL Records Management Software User's Group From: Beverly Brasch Subject: HELP Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable I send a message about a CLIO problem to Larry... but got no response. = Can someone help? I tried to archive records and did fine with Borrowing, but when I tried = to do the Lending, I got the following message: "Error in Archive click = 3218. Couldn't update: currently locked." Can someone tell me what this = means? Also today after reading new borrowing requests into Cli0, I was told that = there were new patron names that needed to be matched, but when the screen = came up it was blank. What could this be? Also, if anyone can tell me good instructions on how to "repair" before = compacting, I would greatly appreciate it. Can I compact after archiving = without doing the "repair"? =20 I know I am asking for a lot of help, but we lost all our date recently = and had to use a backup file. We are still trying to get things to work = correctly. I would be sooooooo grateful for any help. 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, 13 Nov 2000 16:21:58 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: clio!] Comments: To: Charlotte Keys MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Charlotte, Sorry Charlotte, I was assuming you had Clio 2.0d when I asked you about Clio.mdb. Anyway here are some steps to take to see whether the new requests are matched to their patron record. First go to Search Patron Database and click on Review New Patrons to see if there are requests that have not been matched. Next step is to go to the Borrowing Request Search display. Do a search for a request that you fill is not matched. Double click on the ILL number to open the Borrowing Request Display. At this point check the Patron Matched field. If it say yes then the patron has been match to a patron record. If you are not sure of what patron record the patron has been matched too then you can go to Administration/Open Tables/Borrowing Requests. In the Borrowing Request table search for the request that is in question. When you have found the request scroll to your right to find the patron id field. Write down the id number. Go to Administration/Open Table/Patrons. Scroll down the Customer Id field until you find the corresponding id number. If they do not match then you will need to pull the request up in the Borrowing Request Search and go to its detail screen and change the patron match field to "No". After you have done this go back to Search Patron Database. Click on Review New Patrons to match the request to it appropriate Patron record or create a new patron record. If you have any problems let me know. Judd Knight Clio Software Support ----- Original Message ----- From: "Charlotte Keys" To: "Judd Knight" Sent: Monday, November 13, 2000 1:24 PM Subject: Re: clio!] > Sorry Judd, I did misread you. The PCs in question do not have a > clio.mdb, they have a clio.mde file. There doesn't seem to be a > clio.mdb anywhere--not on server, not on PCs. > > Charlotte > > Judd Knight wrote: > > > > Charlotte, > > > > I just want to make sure we are on the same page. When I say clio.mdb I am > > not talking about the cliodata.mdb. Please let me know that we are in > > agreement. > > > > Judd Knight > > Clio Software Support > > > > ----- Original Message ----- > > From: "Charlotte Keys" > > To: "Judd Knight" > > Sent: Monday, November 13, 2000 11:43 AM > > Subject: Re: clio!] > > > > > No, the database is stored centrally on our NT server. The > > > workstations access it. > > > > > > CK > > > > > > Judd Knight wrote: > > > > > > > > Charlotte, > > > > > > > > Is the Clio.mdb file installed on each pc locally? > > > > > > > > Judd Knight > > > > Clio Software Support > > > > > > > > ----- Original Message ----- > > > > From: "Charlotte Keys" > > > > To: "Judd Knight" > > > > Sent: Monday, November 13, 2000 9:58 AM > > > > Subject: [Fwd: clio!] > > > > > > > > > We have had a couple of unusual things happen over the last few days. > > > > > Last week we were having problems with the patron matching feature. I > > > > > repaired the database and compacted it and the problems went away for > > > > > an afternoon. > > > > > > > > > > Today the head of ILL sent me this email (below). The message > > > > > appeared on two workstations using CLIO simultaneously. The message > > > > > on each PC referenced the user "admin" on the OTHER PC, if you see > > > > > what I mean. > > > > > > > > > > We canceled out on one and retried on the other. The ILL ME transfers > > > > > that were in process seem to have taken place, BUT once again we > > > > > cannot patron match. > > > > > > > > > > Do I need to repair the database again? Can you think of what might > > > > > be causing this? > > > > > > > > > > Thanks, > > > > > Charlotte > > > > > > > > > > -------- Original Message -------- > > > > > Subject: clio! > > > > > Date: Mon, 13 Nov 2000 10:18:25 -0500 > > > > > From: Ann Marie Ferraro > > > > > Organization: Tisch Library, Tufts University > > > > > To: Charlotte Keys > > > > > > > > > > I've aready submitted a "blue sheet" > > > > > > > > > > I was in the middle of transfering info into CLIO on two machines when > > > > > this message appeared: "could'nt save :currently locked by user > > > > > "admin" on PC XXXXX > > > > > > > > > > thanks > > > > > Ann Marie > > > > > > > > > ========================================================================= Date: Mon, 13 Nov 2000 21:09:44 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Error in Preview Click 3070 Microsoft jet database error in Borrowing Turnaround report MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_NextPart_000_00D6_01C04DB6.0BEAD5A0" This is a multi-part message in MIME format. ------=_NextPart_000_00D6_01C04DB6.0BEAD5A0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Clio users, The following error" "Error in Preview Click 3070 Micosoft jet Database = engine does not recognize "BorTurnaround" as a valid field name or = expression," is created by running a report with time parameters that = do not coincide with any request date. You may have received requests = during the time parameter but if the time parameter did not cover the = time the requests were created then you will receive an error. =20 After receiving this error to complete the report expand the time = parameter and run the report again. Judd Knight Clio Software Support ------=_NextPart_000_00D6_01C04DB6.0BEAD5A0 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Clio users,

The following error" "Error in Preview = Click 3070=20 Micosoft jet Database engine does not recognize "BorTurnaround" as a = valid field=20 name or expression," is created by running a report with time = parameters=20 that do not coincide with any request date. You may have=20 received requests during the time parameter but if the time = parameter did=20 not cover the time the requests were created then you will receive an=20 error.

After receiving this error to complete = the report=20 expand the time parameter and run the report again.

Judd Knight

Clio Software Support

------=_NextPart_000_00D6_01C04DB6.0BEAD5A0-- ========================================================================= Date: Tue, 14 Nov 2000 11:07:15 -0600 Reply-To: Heather Ballestad Sender: ILL Records Management Software User's Group From: Heather Ballestad Organization: UW-Madison GLS Subject: Schools referring items MIME-Version: 1.0 Content-Type: multipart/mixed; boundary="------------2553295816F6F4435A00547F" This is a multi-part message in MIME format. --------------2553295816F6F4435A00547F Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit I was wondering if there was a way to change the lender string in Clio when recieving? We know how to select a school in our string but we need to be able to add a new school. Today we recieved an item from UC South Regional Library Facility. Our initial request was sent to CUT and they referred it to the facility. While oclc changed the lender string Clio did not. So the only school our student could choose from when recieving is CUT. Is there anyway to change the lender string? Thanks, Heather Ballestad -- _ --------------2553295816F6F4435A00547F Content-Type: text/x-vcard; charset=us-ascii; name="hballestad.vcf" Content-Transfer-Encoding: 7bit Content-Description: Card for Heather Ballestad Content-Disposition: attachment; filename="hballestad.vcf" begin:vcard n:Ballestad;Heather x-mozilla-html:FALSE org:231 Memorial Library;262-1193 or 262-8958 adr:;;;;;; version:2.1 email;internet:hballestad@library.wisc.edu title:Interlibrary Loan fn:Heather Ballestad end:vcard --------------2553295816F6F4435A00547F-- ========================================================================= Date: Wed, 15 Nov 2000 08:13:38 -0500 Reply-To: Larry Perkins Sender: ILL Records Management Software User's Group Comments: RFC822 error: MESSAGE-ID field duplicated. Last occurrence was retained. Comments: RFC822 error: MESSAGE-ID field duplicated. Last occurrence was retained. From: Larry Perkins Subject: ISO Testing volunteers wanted Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii" To our customers, We have been working, together with other ILL software vendors, on development of an ISO-compliant messaging capability. This exciting new capability will permit libraries to exchange ILL requests, and other related messages like SHIPPED and RENEWAL, directly with other libraries. This eliminates the need to use one of the existing, and costly, bibliographic utilities to manage requests between libraries using proprietary technology. Any library with an ISO compliant ILL system will be able to exchange information with any other ISO-compliant library even if the software systems are from different vendors. We are ready to test these new capabilities in an operational library environment. In order to simplify the initial testing process we would like to start with two or three existing Clio customers who do a lot of lending and borrowing between each other. As an incentive we will provide the complete suite of Clio products (ClioRequest, ClioDoc and ClioWeb) in addition to the ClioISO capability free of charge to those libraries that are selected for testing. So, if you and a couple of friends would like to 'get in early' and take advantage of this exciting opportunity please let us know right away. Larry and Dorothy Perkins Clio Software 114 Bedford Rd. New Boston, NH 03070 T: 603-487-2391 F: 603-487-2833 URL: ========================================================================= Date: Wed, 15 Nov 2000 12:34:15 -0500 Reply-To: Joseph Natale Sender: ILL Records Management Software User's Group From: Joseph Natale Subject: Re: ISO Testing volunteers wanted MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" The University of Connecticut would be willing to test the new capabilities with anyone else on the list with whom we trade regularly. Thanks, Joe 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 ----------------- Original message (ID=661D32E0) (49 lines) ------------------- Date: Wed, 15 Nov 2000 08:13:38 -0500 To: "ILL Records Management Software User's Group" From: Larry Perkins Subject: ISO Testing volunteers wanted To our customers, We have been working, together with other ILL software vendors, on development of an ISO-compliant messaging capability. This exciting new capability will permit libraries to exchange ILL requests, and other related messages like SHIPPED and RENEWAL, directly with other libraries. This eliminates the need to use one of the existing, and costly, bibliographic utilities to manage requests between libraries using proprietary technology. Any library with an ISO compliant ILL system will be able to exchange information with any other ISO-compliant library even if the software systems are from different vendors. We are ready to test these new capabilities in an operational library environment. In order to simplify the initial testing process we would like to start with two or three existing Clio customers who do a lot of lending and borrowing between each other. As an incentive we will provide the complete suite of Clio products (ClioRequest, ClioDoc and ClioWeb) in addition to the ClioISO capability free of charge to those libraries that are selected for testing. So, if you and a couple of friends would like to 'get in early' and take advantage of this exciting opportunity please let us know right away. Larry and Dorothy Perkins Clio Software 114 Bedford Rd. New Boston, NH 03070 T: 603-487-2391 F: 603-487-2833 URL: ========================================================================= Date: Wed, 15 Nov 2000 09:18:35 -0800 Reply-To: Julia Graham Sender: ILL Records Management Software User's Group From: Julia Graham Subject: updating records that have been archived? Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii"; format=flowed Okay, we just archived and compacted our database so this is the first time I've come across this problem. Many libraries do not invoice until months later and two requests I'm trying to update are in the archives. I'm TRYING to edit them to show that we've paid the invoices but Clio won't let me! Isn't there any way to change a record once it's been archived? If there isn't, I'm not going to be able to archive back very far to make sure that all the records accurately reflect payments. thanks, julia **************************************************************************************************************************************** Julia Graham Borrowing, Interlibrary Loan Humboldt State University 1 Harpst St. Arcata, CA 95521 707-826-4889 ========================================================================= Date: Wed, 15 Nov 2000 14:05:42 EST Reply-To: Ruth Shoge Sender: ILL Records Management Software User's Group From: Ruth Shoge Subject: Re: ISO Testing volunteers wanted Comments: To: larry@CLIOSOFTWARE.COM MIME-Version: 1.0 Content-Type: text/plain; charset=iso-8859-1 Content-Transfer-Encoding: quoted-printable Washington College in Chestertown, Maryland would be willing to = test the new capabilities with anyone else on the list with whom we = trade regularly. Ruth Shoge Ref/ILL Librarian Miller Library Washington College Chestertown, MD 21620 410 778 7292 410 778 7288 (fax) OCLC symbol WWS ----------------- Original message (ID=3D661D32E0) (49 lines) ------------------- Date: Wed, 15 Nov 2000 08:13:38 -0500 To: "ILL Records Management Software User's Group" From: Larry Perkins Subject: ISO Testing volunteers wanted To our customers, We have been working, together with other ILL software vendors, on development of an ISO-compliant messaging capability. This = exciting new capability will permit libraries to exchange ILL requests, and = other related messages like SHIPPED and RENEWAL, directly with other = libraries. This eliminates the need to use one of the existing, and costly, bibliographic utilities to manage requests between libraries using proprietary technology. Any library with an ISO compliant ILL = system will be able to exchange information with any other ISO-compliant = library even if the software systems are from different vendors. We are ready to test these new capabilities in an operational = library environment. In order to simplify the initial testing process we = would like to start with two or three existing Clio customers who do a = lot of lending and borrowing between each other. As an incentive we will = provide the complete suite of Clio products (ClioRequest, ClioDoc and = ClioWeb) in addition to the ClioISO capability free of charge to those = libraries that are selected for testing. So, if you and a couple of friends would like to 'get in early' and = take advantage of this exciting opportunity please let us know right = away. Larry and Dorothy Perkins Clio Software 114 Bedford Rd. New Boston, NH 03070 T: 603-487-2391 F: 603-487-2833 URL: ========================================================================= Date: Fri, 17 Nov 2000 14:42:40 -0600 Reply-To: Sean Buchanan Sender: ILL Records Management Software User's Group From: Sean Buchanan Subject: error saverec 3163 ... too many characters, then application lock! Comments: To: CLIO-L@.UCONN.EDU Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable ** Low Priority ** To All, I have prepared several ALA forms in CLIO (ver. 2.0 build 11/14/99) and = I occasionally run into this problem. because.... I put too many characters in some fields... Imprint, Edition, Verified or Description... When I get this error, I lose all the data in all those fields because = clio locks up and it doesn't even tell me which field caused the lockup = and the dialog box that mentions the error tells me to put less characters = in some field and displays an 'OK' button to press. When I press OK, the = dialog box reappears and I am unable to relieve myself of this now = persistent recurring box. I have to end the task by force and start clio over again! Please tell me what the limit of characters is for each field!! Thank you, D. Sean Buchanan Webpage Editor, Interlibrary Services, Evans Library Texas A&M University 5000 TAMU College Station, Texas, USA 77843-5000 ariel: 165.91.220.14 phone: 979-862-1842 fax: 979-862-1841 ========================================================================= Date: Fri, 17 Nov 2000 15:17:06 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: error saverec 3163 ... too many characters, then application lock! Comments: To: Sean Buchanan MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Sean, This can happen unfortunately. Some fields are limited in the amount of data they can hold. Lender field can only hold 5 characters, DateRequested=8, Patron Request Date=8, Recdate=8, Needbefore=8, RequestSubmittedVia=5, Patron=100, PDept=50, PStatus=50, PEmail=50, Patron ID=50, MaxCost=67, CopyrightCompl=3, Author=100, Title=255, Edition=50, Imprint=50, ISSN/ISBN=50, Article=255, Vol=71, No=72, Date=70, Pages=67, Verified=255, Description=100, Borrowing Notes=255, Custom Search=100 Also make sure you avoid using non-alphanumeric characters in Submitted Via field. CCG or CCL should only be entered in the Copyright Compliance field. Judd Knight Clio Software Support ----- Original Message ----- From: "Sean Buchanan" To: Sent: Friday, November 17, 2000 2:42 PM Subject: [CLIO] error saverec 3163 ... too many characters, then application lock! ** Low Priority ** To All, I have prepared several ALA forms in CLIO (ver. 2.0 build 11/14/99) and I occasionally run into this problem. because.... I put too many characters in some fields... Imprint, Edition, Verified or Description... When I get this error, I lose all the data in all those fields because clio locks up and it doesn't even tell me which field caused the lockup and the dialog box that mentions the error tells me to put less characters in some field and displays an 'OK' button to press. When I press OK, the dialog box reappears and I am unable to relieve myself of this now persistent recurring box. I have to end the task by force and start clio over again! Please tell me what the limit of characters is for each field!! Thank you, D. Sean Buchanan Webpage Editor, Interlibrary Services, Evans Library Texas A&M University 5000 TAMU College Station, Texas, USA 77843-5000 ariel: 165.91.220.14 phone: 979-862-1842 fax: 979-862-1841 ========================================================================= Date: Mon, 20 Nov 2000 16:44:35 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: ALA Form Comments: To: Susanne McNatt MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Susanne, Unfortunately with Clio 2.0b you do not have access to the report that is the source of the ALA form for modification. If you do have a pc that has Access 97 with the Service Release 2b patch installed then you could install Clio 2.0d. If you have Access 2000 then you could install Clio 2.1. Either of these versions of Clio would give you access to the ALA report for modification. As for the description field this field was designed for use during the point of updating the request in Clio. When the request is updated to received a description of the condition of the material could be made. If you want to give information to the Lending library in regards to a description of the material that is being requested you need to place it in the borrowing notes. This information will print out in the Special Notes area. Judd Knight Clio Software Support ----- Original Message ----- From: "Susanne McNatt" To: "Judd Knight" Sent: Monday, November 20, 2000 1:28 PM Subject: Re: [CLIO] error saverec 3163 ... too many characters, then application lock! > Judd -- We're running Clio 2.0b. Susanne / smcnatt@princeton.edu > > > On Mon, 20 Nov 2000, Judd Knight wrote: > > > Susanne, > > > > What version of Clio are you running? > > > > Judd Knight > > Clio Software Support > > > > > > ----- Original Message ----- > > From: "Susanne McNatt" > > To: "Judd Knight" > > Sent: Monday, November 20, 2000 10:39 AM > > Subject: Re: [CLIO] error saverec 3163 ... too many characters, then > > application lock! > > > > > > > Judd -- > > > > > > I have some additional questions about the capacity of the ALA form that > > > I'm hoping you can answer: > > > > > > Verified: This field appears to allow generous input, but only about 30 > > > characters appear on our printed ALA form. Is there a way to expand the > > > capacity for printed characters? > > > > > > Description: This field does not print to our ALA form. Is this meant to > > > be for internal notes only? > > > > > > Susanne McNatt > > > Interlibrary Services > > > Princeton University Library > > > smcnatt@princeton.edu > > > > > > > > > > > > > > > ========================================================================= Date: Wed, 22 Nov 2000 09:13:57 -0500 Reply-To: Pam Burke Sender: ILL Records Management Software User's Group From: Pam Burke Subject: new user - message file question Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable Hello,=20 New Clio user here. I'm wondering how Clio users manage the messages in = their message file - thing like renewal requests etc. As far as I can tell = - no flags seem to be jumping up for me as to what kind of messages I = have, when I click "get new oclc requests".=20 Am I missing something? Or do most people just run a search for items with = message file kind of statuses? Thanks, Pamela Burke Technology Instruction Librarian Landmark College pburke@landmarkcollege.org (802)387-1628 ========================================================================= Date: Mon, 27 Nov 2000 11:08:48 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: new user - message file question Comments: To: Pam Burke MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Pam, In order to manage the message files you can do queries in Clio as well as printing out certain message files via the Microenhancer to update Clio. For instance renewal requests can be queried in Cio by selecting the Clio Status as the field to search and the criteria to be YesLoan. This will then filter for all outstanding loan requests. You can scroll down this list to view the requests that have a OCLC Status of RENEWAL REQUEST. Another option would be to print out the renewal request message file via the Microenhancer, get OCLC messages in Clio then using the printouts as a reference to update Clio. Judd Knight Clio Software Support ----- Original Message ----- From: "Pam Burke" To: Sent: Wednesday, November 22, 2000 8:13 AM Subject: [CLIO] new user - message file question Hello, New Clio user here. I'm wondering how Clio users manage the messages in their message file - thing like renewal requests etc. As far as I can tell - no flags seem to be jumping up for me as to what kind of messages I have, when I click "get new oclc requests". Am I missing something? Or do most people just run a search for items with message file kind of statuses? Thanks, Pamela Burke Technology Instruction Librarian Landmark College pburke@landmarkcollege.org (802)387-1628 ========================================================================= Date: Mon, 27 Nov 2000 23:49:05 -0600 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: added functionality.... possible developements? Comments: To: Sean Buchanan Comments: cc: Larry Perkins MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Sean, I understand your situation and I can see that this can be a problem. Here is a possible solution. This solution requires changing the email server setup in Clio Request from delete messages left on the server to not delete messages on the server and back again. In the morning you would set the option to "Delete Mail From Server:" to "No". This setting is located under Options/Setup Email Server Information. After this is done you "Get New Borrowing Requests". After the requests have been downloaded change the "Delete Mail From Server" to "Yes". At this point "Get New Borrowing Requests" once again. These two steps should be done without any delay between the steps. You should now have two copies of the requests for the day and the mail server should not have any remaining requests. For the first set of requests do your normal review and then send them to OCLC review file. Be sure to unselect the duplicates so they do not get sent with the original requests. Requests in the OCLC review file that you determine to be fillable "in-house" print a copy of the request and delete the review file. Once you have completed reviewing your OCLC review file return to Clio Request with your print outs of requests that were cancelled. Review the copy set in the "View Borrowing Request Summary" for the requests that were cancelled and click on the Request to bring up the Review Details screen. On this screen set the Routing to ALA Form and select the lending library to the symbol that you have designated as a symbol for request that have been filled "in-house". After you have set the routing for the cancelled requests to ALA Form Summary return to the Request Summary and make sure that the requests that you are sending to Clio as an ALA are exclusively selected. Once you have sent these requests to Clio then you can delete the rest of the duplicates in Clio Request. This is easily done going to the Review Detail screen of the first duplicate request then selecting the "Delete Record button. After deletion you will notice that the next duplicate request will be displayed and can be readily deleted in the same manner as before. Once you have completed deleting all of the remaining duplicates start Clio. In Clio you will need to delete the "orphaned" records that have a 0 ILL number that have ALA request. Update the ALA requests to Cancelled with your reason entered in the Borrowing Notes field. Please let me know if you have any problems. Judd Knight Clio Software Support ----- Original Message ----- From: "Sean Buchanan" To: ; "Sean Buchanan" Sent: Tuesday, November 21, 2000 11:49 AM Subject: added functionality.... possible developements? ** Low Priority ** Judd, When using clio-request we send almost everything to oclc because it is too slow to search our catalog with clio-request up at the same time. We only use clio request to filter out test, duplicate, and fouled up web requests. Since many of the oclc requests are deleted as a review record we are stuck with an orphaned '0' clio record. We then have to delete this record and recreate it with a negative clio number just so we can assign it this record number and a lender that corresponds in our database to an unfilled status. There should be a way to assign the next 'x' clio numbers to orphaned '0' records... Also, via its association with access we should be able to copy information (not record number) to another record without having to reenter information. Could you please respond with some discussion on the subject? Thank you for your time and help, D. Sean Buchanan Webpage Editor, Interlibrary Services, Evans Library Texas A&M University 5000 TAMU College Station, Texas, USA 77843-5000 ariel: 165.91.220.14 phone: 979-862-1842 fax: 979-862-1841 ========================================================================= Date: Tue, 28 Nov 2000 16:50:50 -0600 Reply-To: Carol Turner Sender: ILL Records Management Software User's Group From: Carol Turner Subject: Duplicate records in Library Database Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=====================_29101525==_.ALT" --=====================_29101525==_.ALT Content-Type: text/plain; charset="us-ascii"; format=flowed Hi! I am wondering if there is a way to delete duplicate records in the library database. Thanks, Carol Turner Northwestern University Library --=====================_29101525==_.ALT Content-Type: text/html; charset="us-ascii" Hi!

I am wondering if there is a way to delete duplicate records in the library database.

Thanks,

Carol Turner
Northwestern University Library
--=====================_29101525==_.ALT-- ========================================================================= Date: Wed, 29 Nov 2000 13:15:14 -0800 Reply-To: Cassandra Palmore Sender: ILL Records Management Software User's Group From: Cassandra Palmore Subject: Error message 3167 Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii"; format=flowed Hi All, We are having trouble with the borrowing side of Clio: 1. Sending borrowing updates to the microenhancer from CLIO. An error message will come up saying 'Error 3167 - record deleted'. Our lending updates are fine. For now, we are updating borrowing requests directly in the microenhancer. 2. When we try to search for borrowing requests in Clio by various statuses, the same error message comes up. 3. Also, when we try to complete queries in Access, the error message will come up here, too. It's strange, the data that I queried shows up, but only for a split second, then ALL of the fields turn into: #NAME?. Has anyone else experienced this error message? Can anyone help? Thank you, '~~''~~''~~''~~''~~''~~''~~' Cassandra Palmore Access Services Supervisor Collins Memorial Library University of Puget Sound Tacoma, WA 98416 Phone: 253.879.3612 Fax: 253.879.3670 '~~''~~''~~''~~''~~''~~''~~' ========================================================================= Date: Wed, 29 Nov 2000 09:10:39 -0500 Reply-To: Charlotte Keys Sender: ILL Records Management Software User's Group From: Charlotte Keys Organization: Tisch Library, Tufts University Subject: [Fwd: Clio problem report form submission] MIME-version: 1.0 Content-type: text/plain; charset=us-ascii Content-transfer-encoding: 7BIT I submitted this as a problem report yesterday but haven't heard anything back. Are any other users out there successfully using CLIO Request with IMAP 4 against a server that requires use of SSL? I am unsuccessful at logging into our IMAP server with CLIO Request and assume it is an SSL issue as username, password and folder are all set as they should be for our mailbox. See message below for error message details. Thanks, Charlotte -------- Original Message -------- Subject: Clio problem report form submission Date: Tue, 28 Nov 2000 12:01:31 -0500 From: support@cliosoftware.com To: charlotte.keys@tufts.edu CC: richard@cliosoftware.com Hello! You submitted a problem report at the Clio Software website containing the following information: ********************************************************* Date/time: {ts '2000-11-28 11:58:49'} Institution: Tisch Library,Tufts Univ Name: Charlotte Keys Email: charlotte.keys@tufts.edu Phone: 617 627 5194 Product: ClioRequest 2.0 Trying: I am installing CLIO Request to test it out for our environment. Description: We use IMAP 4 server here with SSL. CLIORequest doesn't seem to be able to login (see error message below). We MUST use SSL when we connect to this server, so if CLIO REquest doesn't support SSL I will need to return it. ErrorDesc: Error on IMAPConnect 10061 This is Form Submission number 125. ********************************************************* Thank you for using the problem report form on our website. We will get back to you regarding your problem as soon as we can. --Clio Software Support ========================================================================= Date: Wed, 29 Nov 2000 10:31:29 -0600 Reply-To: Sara Fitzpatrick Sender: ILL Records Management Software User's Group From: Sara Fitzpatrick Subject: OCLC status EXPIRED records not imported Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii" Does anyone have any idea why CLIO does not import records with the OCLC status of EXPIRED? When I do a download on the Microenhancer I do include records with expired status. When I tell CLIO to "get new OCLC requests" it imports and updates all the other records that have been downloaded but when I check on the expired requests, they still display the previous status. CLIO doesn't update the record to OCLC status of EXPIRED and the records are left in limbo. I don't often have expired requests but recently I've had 2 and they are just left hanging. Is there anyway to manually update them? Going in to the record and trying to edit the OCLC status to expired does not work. Any advice would be appreciated. Thanks. Sara Fitzpatrick Interlibrary Loan Coordinator Eden-Webster Library (ELW) 475 E. Lockwood St Louis MO 63119 sfitzp@library2.webster.edu (314) 961-2660 ext 7807 fax: (314) 968-7113