From: L-Soft list server at U. of Connecticut (1.8d) [LISTSERV@UConnVM.UConn.Edu] Sent: Thursday, January 16, 2003 8:29 AM To: Joseph Natale Subject: File: "CLIO-L LOG0210" ========================================================================= Date: Wed, 2 Oct 2002 08:48:51 -0500 Reply-To: Crystal Vedros Sender: ILL Records Management Software User's Group From: Crystal Vedros Subject: Re: Question? Comments: To: whites@ANDREWS.EDU Mime-Version: 1.0 Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: 7bit The Univ. of Kansas Medical Center has purchased and installed Clio Doc to serve the needs of our KUMC patrons who want our interlibrary services dept. to fill their requests for items owned by our library. To date, we are unable to resolve technical error messages that Clio Doc is generating. I would be interested in hearing from anyone using Clio Doc. We'd like to get it working. Crystal Cameron-Vedros Head, Interlibrary Services/Reference Librarian A.R. Dykes Library Univ. of Kansas Medical Center 2100 W 39th AVE Kansas City KS 66160 913-588-7916 cvedros@kumc.edu ========================================================================= Date: Wed, 2 Oct 2002 14:14:39 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Setting up Clio and Clio Request to access more than one Docline account MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Clio users, Some users have more than one account with Docline but are unable to access these multiple accounts in Clio. If you are interested in setting up Clio and Clio Request to access more than one Docline account let me know. Judd Knight Clio Software Support 817-726-3475 ========================================================================= Date: Fri, 4 Oct 2002 09:20:12 -0700 Reply-To: Julia Graham Sender: ILL Records Management Software User's Group From: Julia Graham Subject: OCLC 5 letter symbols? Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=====================_5300041==_.ALT" --=====================_5300041==_.ALT Content-Type: text/plain; charset="us-ascii"; format=flowed Well good morning, This is yet another "someone else asked but I ignored it because it didn't apply to me just yet" message. We have received our very first 5 letter OCLC code, but CLIO will only pick up the first 3 letters. My first clue was that the name of the library was *completely* different in OCLC than the one that CLIO captured. :) So how do we make it so that when we go to look up the library, it'll pull up the proper one? I assume this will be incorporated into the next release of Clio, since I'm sure it's going to start happening more. But what do we do for NOW? thanks, Julia **************************************************************************************************************************************** Julia Graham Interlibrary Loan Coordinator Humboldt State University 1 Harpst St. Arcata, CA 95521 707-826-4889 707-826-5590 (fax) jlg7001@humboldt.edu --=====================_5300041==_.ALT Content-Type: text/html; charset="us-ascii" Well good morning,
This is yet another "someone else asked but I ignored it because it didn't apply to me just yet" message.

We have received our very first 5 letter OCLC code, but CLIO will only pick up the first 3 letters. My first clue was that the name of the library was *completely* different in OCLC than the one that CLIO captured. :)

So how do we make it so that when we go to look up the library, it'll pull up the proper one? I assume this will be incorporated into the next release of Clio, since I'm sure it's going to start happening more.
But what do we do for NOW?

thanks,
Julia

****************************************************************************************************************************************
Julia Graham
Interlibrary Loan Coordinator
Humboldt State University
1 Harpst St.
Arcata, CA 95521
707-826-4889
707-826-5590 (fax)
jlg7001@humboldt.edu --=====================_19099774==_.ALT-- ========================================================================= Date: Wed, 9 Oct 2002 14:04:39 -0500 Reply-To: Karen Hanus Sender: ILL Records Management Software User's Group From: Karen Hanus Subject: "Return To" address on lending bookstrap In-Reply-To: MIME-Version: 1.0 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: 7bit When we print a lending bookstrap there should be a "Return to" address printing out. But, it doesn't print for us. Does anyone know where this address comes from? I would have thought that this would be in the "addresses" preference in Clio. However, we have that all filled in and the address still doesn't print on the bookstrap. Karen Hanus khanus@mcw.edu (414) 456-8310 Fax: (414) 456-6532 Medical College of Wisconsin Libraries P.O. Box 26509 Milwaukee, WI 53226-0509 http://www.lib.mcw.edu ========================================================================= Date: Wed, 9 Oct 2002 16:40:46 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Clio users in Washington State MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Clio users, I am looking for Clio users in Washington State that would be willing to show a potential Clio customer how they use Clio. Please let me know via email. Thanks, Judd Knight Clio Software Support 817-726-3475 ========================================================================= Date: Thu, 10 Oct 2002 09:56:50 -0600 Reply-To: "Hoover, Cheryl" Sender: ILL Records Management Software User's Group From: "Hoover, Cheryl" Subject: Clio request problem MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Clio users and Judd, We are using ClioRequest 3.0 and having a problem. This has been = happening several times a day. After I mark the request Ready to Send to = OCLC in ClioRequest, and go back and click Send Requests, the Status = screen comes up and says "Request 1 sent" but then it hangs up without = finishing the process. The only way out is to close the window, and the = request doesn't appear in the OCLC Review file. Since this means that the request has to be re-entered in the Request = Form, this error is becoming time-consuming. Please help as soon as you = can. Thanks very much, Cheryl Hoover ~*~*~*~*~*~*~*~*~*~*~*~ Cheryl Hoover OCLC: EM2 RSDD Supervisor DOCLINE: MTUEML Montana State University-Billings Ariel: 207.196.232.37 1500 North 30th Street Voice: 406-657-1666 Billings, MT 59101-0298 Fax: 406-657-2037 =20 View our catalog at www.msubillings.edu/library=20 ~*~*~*~*~*~*~*~*~*~*~*~ ========================================================================= Date: Thu, 10 Oct 2002 13:00:52 -0400 Reply-To: Carla Lillvik Sender: ILL Records Management Software User's Group From: Carla Lillvik Subject: Clio request problem (fwd) Comments: To: cliosupport@cliosoftware.com MIME-version: 1.0 Content-type: text/plain; charset=us-ascii; format=flowed Content-transfer-encoding: 7bit Judd-- Interesting...this is the same problem I reported to you yesterday. Carla ---------- Forwarded Message ---------- Date: Thursday, October 10, 2002 9:56 AM -0600 From: "Hoover, Cheryl" To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] Clio request problem Clio users and Judd, We are using ClioRequest 3.0 and having a problem. This has been happening several times a day. After I mark the request Ready to Send to OCLC in ClioRequest, and go back and click Send Requests, the Status screen comes up and says "Request 1 sent" but then it hangs up without finishing the process. The only way out is to close the window, and the request doesn't appear in the OCLC Review file. Since this means that the request has to be re-entered in the Request Form, this error is becoming time-consuming. Please help as soon as you can. Thanks very much, Cheryl Hoover ~*~*~*~*~*~*~*~*~*~*~*~ Cheryl Hoover OCLC: EM2 RSDD Supervisor DOCLINE: MTUEML Montana State University-Billings Ariel: 207.196.232.37 1500 North 30th Street Voice: 406-657-1666 Billings, MT 59101-0298 Fax: 406-657-2037 View our catalog at www.msubillings.edu/library ~*~*~*~*~*~*~*~*~*~*~*~ ---------- End Forwarded Message ---------- --------------------------------------- Carla Lillvik Access and Distance Services Librarian Gutman Library (HMG) Harvard Graduate School of Education 6 Appian Way Cambridge, MA 02138 617-495-3423 phone 617-496-7256 fax carla_lillvik@harvard.edu ========================================================================= Date: Thu, 10 Oct 2002 10:38:56 -0800 Reply-To: Casey Bywater Sender: ILL Records Management Software User's Group From: Casey Bywater Subject: Same here MIME-Version: 1.0 Content-Type: text/plain; charset=us-ascii; format=flowed Content-Transfer-Encoding: 7bit I too have this problem with Clio Request. Not always but some of the time. We are using ClioRequest 3.0 and having a problem. This has been happening several times a day. After I mark the request Ready to Send to OCLC in ClioRequest, and go back and click Send Requests, the Status screen comes up and says "Request 1 sent" but then it hangs up without finishing the process. The only way out is to close the window, and the request doesn't appear in the OCLC Review file. Since this means that the request has to be re-entered in the Request Form, this error is becoming time-consuming. ========================================================================= Date: Thu, 10 Oct 2002 12:54:24 -0500 Reply-To: Lori Fenton Sender: ILL Records Management Software User's Group From: Lori Fenton Subject: Re: Clio request problem (fwd) Comments: To: lillvica@GSE.HARVARD.EDU Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=_81DD14CF.E180FC8D" 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. --=_81DD14CF.E180FC8D Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: quoted-printable We, too, have been experiencing this problem. For what it's worth, when = this happened some time ago, it was a problem at OCLC (can't remember = specifics). Yes, we seem to lose the record it stalls on, but we find if = we just start over, it will eventually send the remaining records.=20 Lori R. Fenton Patron Services Specialist Kansas State University Interlibrary Services 137 Hale Library Manhattan KS 66506-1200 >>> Carla Lillvik 10/10/02 12:00:52 PM >>> Judd-- Interesting...this is the same problem I reported to you yesterday. Carla ---------- Forwarded Message ---------- Date: Thursday, October 10, 2002 9:56 AM -0600 From: "Hoover, Cheryl" To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] Clio request problem Clio users and Judd, We are using ClioRequest 3.0 and having a problem. This has been happening several times a day. After I mark the request Ready to Send to OCLC in ClioRequest, and go back and click Send Requests, the Status screen comes up and says "Request 1 sent" but then it hangs up without finishing the process. The only way out is to close the window, and the request doesn't appear in the OCLC Review file. Since this means that the request has to = be re-entered in the Request Form, this error is becoming time-consuming. Please help as soon as you can. Thanks very much, Cheryl Hoover ~*~*~*~*~*~*~*~*~*~*~*~ Cheryl Hoover OCLC: EM2 RSDD Supervisor DOCLINE: MTUEML Montana State University-Billings Ariel: 207.196.232.37 1500 North 30th Street Voice: 406-657-1666 Billings, MT 59101-0298 Fax: 406-657-2037 View our catalog at www.msubillings.edu/library ~*~*~*~*~*~*~*~*~*~*~*~ ---------- End Forwarded Message ---------- --------------------------------------- Carla Lillvik Access and Distance Services Librarian Gutman Library (HMG) Harvard Graduate School of Education 6 Appian Way Cambridge, MA 02138 617-495-3423 phone 617-496-7256 fax carla_lillvik@harvard.edu --=_81DD14CF.E180FC8D Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: quoted-printable Content-Description: HTML

We, too, have been experiencing this problem. For what it's = worth,=20 when this happened some time ago, it was a problem at OCLC (can't = remember=20 specifics). Yes, we seem to lose the record it stalls on, but = we find=20 if we just start over, it will eventually send the remaining=20 records.

Lori R. Fenton
Patron Services Specialist
Kansas State=20 University
Interlibrary Services
137 Hale Library
Manhattan KS=20 66506-1200

>>> Carla Lillvik=20 <lillvica@GSE.HARVARD.EDU> 10/10/02 12:00:52 PM=20 >>>
Judd--

Interesting...this is the same problem I = reported=20 to you yesterday.

Carla

---------- Forwarded Message=20 ----------
Date: Thursday, October 10, 2002 9:56 AM -0600
From: = "Hoover,=20 Cheryl" <CHoover@MSUBILLINGS.EDU>
To:=20 CLIO-L@UConnVM.UConn.Edu
Subject: [CLIO] Clio request problem

Cli= o=20 users and Judd,
We are using ClioRequest 3.0 and having a problem. This = has=20 been happening
several times a day. After I mark the request Ready to = Send to=20 OCLC in
ClioRequest, and go back and click Send Requests, the Status = screen=20 comes
up and says "Request 1 sent" but then it hangs up without = finishing=20 the
process. The only way out is to close the window, and the request=20= doesn't
appear in the OCLC Review file. Since this means that the = request has=20 to be
re-entered in the Request Form, this error is becoming=20 time-consuming.
Please help as soon as you can. Thanks very much,
Che= ryl=20 Hoover

~*~*~*~*~*~*~*~*~*~*~*~
Cheryl=20 Hoover           &nb= sp;            =           =20 OCLC: EM2
RSDD=20 Supervisor           = ;            &n= bsp;=20 DOCLINE: MTUEML
Montana State=20 University-Billings         &n= bsp;    =20 Ariel: 207.196.232.37
1500 North 30th=20 Street           &nb= sp;     =20 Voice: 406-657-1666
Billings, MT=20 59101-0298           = ;     =20 Fax: 406-657-2037

View our catalog at www.msubillings.edu/library=

~*~*~*~*~*~*~*~*~*~*~*~

----------=20 End Forwarded Message=20 ----------

---------------------------------------
Carla= =20 Lillvik
Access and Distance Services Librarian
Gutman Library=20 (HMG)
Harvard Graduate School of Education
6 Appian Way
Cambridge,= MA=20 02138
617-495-3423 phone
617-496-7256=20 fax
carla_lillvik@harvard.edu

--=_81DD14CF.E180FC8D-- ========================================================================= Date: Thu, 10 Oct 2002 11:25:33 -0700 Reply-To: Violet Maynard-Reid Sender: ILL Records Management Software User's Group From: Violet Maynard-Reid Subject: Address Problem Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="=_04589132.30515FAB" --=_04589132.30515FAB Content-Type: text/plain; charset=US-ASCII Content-Transfer-Encoding: 7bit This problem may have been dealt with before, but since we are fairly new (1 year) we may have missed the solution. Here is our problem, when we process incoming requests in CLIO, we have discovered that some addresses are not complete. We update the addresses in CLIO, but when we print the label with the ship to: address it does not show the edited address. It still gives the address that came with the request. So instead of saving us time, we end up spending time to type new labels in another program. Any ideas on how we can solve this. I should add that we have called and mentioned the problem to the borrowing library, but if we could solve it from our end that would be great. Violet Maynard-Reid Reference Librarian Walla Walla College Library 104 S.W. Adams College Place, WA 99324-1195 Ph: 509-527-2142 Fax: 509-527-2192 --=_04589132.30515FAB Content-Type: text/html; charset=ISO-8859-1 Content-Transfer-Encoding: 8bit

This problem may have been dealt with before, but since we are fairly new (1 year) we may have missed the solution. Here is our problem, when we process incoming requests in CLIO, we have discovered that some addresses are not complete. We update the addresses in CLIO, but when we print the label with the ship to: address it does not show the edited address. It still gives the address that came with the request. So instead of saving us time, we end up spending time to type new labels in another program. Any ideas on how we can solve this.

I should add that we have called and mentioned the problem to the borrowing library, but if we could solve it from our end that would be great.

Violet Maynard-Reid
Reference Librarian
Walla Walla College Library
104 S.W. Adams
College Place, WA 99324-1195
Ph: 509-527-2142
Fax: 509-527-2192

--=_04589132.30515FAB-- ========================================================================= Date: Thu, 10 Oct 2002 15:23:11 -0400 Reply-To: larry Sender: ILL Records Management Software User's Group From: larry Subject: Re: Clio request problem MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_NextPart_000_0366_01C27070.F1966A90" This is a multi-part message in MIME format. ------=_NextPart_000_0366_01C27070.F1966A90 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable There does seem to be a problem at OCLC recently. We have notified them = and they are trying to reolve the difficulty as soon as possible. Larry Perkins Clio Software 114 Bedford Rd. New Boston, NH 03070 T: 603-487-2391 F: 603-487-2833 http://cliosoftware.com ----- Original Message -----=20 From: Lori Fenton=20 To: CLIO-L@UConnVM.UConn.Edu=20 Sent: Thursday, October 10, 2002 1:54 PM Subject: Re: [CLIO] Clio request problem (fwd) We, too, have been experiencing this problem. For what it's worth, = when this happened some time ago, it was a problem at OCLC (can't = remember specifics). Yes, we seem to lose the record it stalls on, but = we find if we just start over, it will eventually send the remaining = records.=20 ------=_NextPart_000_0366_01C27070.F1966A90 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

There does seem to be a problem at OCLC = recently. We=20 have notified them and they are trying to reolve the difficulty as soon = as=20 possible.

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

----- Original Message -----
From:=20 Lori = Fenton=20
To: CLIO-L@UConnVM.UConn.Edu =

Sent: Thursday, October 10, = 2002 1:54=20 PM

Subject: Re: [CLIO] Clio = request problem=20 (fwd)

We, too, have been experiencing this problem. For what it's = worth,=20 when this happened some time ago, it was a problem at OCLC (can't = remember=20 specifics). Yes, we seem to lose the record it stalls on, = but we=20 find if we just start over, it will eventually send the remaining=20 records.

------=_NextPart_000_0366_01C27070.F1966A90-- ========================================================================= Date: Thu, 10 Oct 2002 15:38:33 -0400 Reply-To: "Barbour, Patricia A." Sender: ILL Records Management Software User's Group From: "Barbour, Patricia A." Subject: FW: [CLIO] Clio request problem MIME-Version: 1.0 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: quoted-printable Have you tried the suggestions below? -----Original Message----- From: Barbour, Patricia A. [mailto:barbo1pa@cmich.edu] Sent: Thursday, October 10, 2002 11:20 AM To: Hoover, Cheryl Subject: RE: [CLIO] Clio request problem Hi Cheryl, Check the OCLC # field for a possible space before the number. Or check your library strings for an added comma in between libs or at the end of the string. These are the two things we've found that hang those requests. Good Luck, Pat Patricia Barbour, Interlibrary Loan Coordinator Central Michigan University Libraries PA212a // 300 E. Preston Avenue Mt. Pleasant, MI 48859 989-774-1212 // Fax: 989-774-4499 -----Original Message----- From: Hoover, Cheryl [mailto:CHoover@MSUBILLINGS.EDU]=20 Sent: Thursday, October 10, 2002 11:57 AM To: CLIO-L@UCONNVM.UCONN.EDU Subject: [CLIO] Clio request problem Clio users and Judd, We are using ClioRequest 3.0 and having a problem. This has been happening several times a day. After I mark the request Ready to Send to OCLC in ClioRequest, and go back and click Send Requests, the Status screen comes up and says "Request 1 sent" but then it hangs up without finishing the process. The only way out is to close the window, and the request doesn't appear in the OCLC Review file. Since this means that the request has to be re-entered in the Request Form, this error is becoming time-consuming. Please help as soon as you can. Thanks very much, Cheryl Hoover ~*~*~*~*~*~*~*~*~*~*~*~ Cheryl Hoover OCLC: EM2 RSDD Supervisor DOCLINE: MTUEML Montana State University-Billings Ariel: 207.196.232.37 1500 North 30th Street Voice: 406-657-1666 Billings, MT 59101-0298 Fax: 406-657-2037 =20 View our catalog at www.msubillings.edu/library=20 ~*~*~*~*~*~*~*~*~*~*~*~ ========================================================================= Date: Thu, 10 Oct 2002 15:38:07 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Backing up requests when Clio Request and OCLC communication problems MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Clio Request users, It has been posted to the list that some users have lost requests when attempting to send request to OCLC. To avoid this problem you can do the following to maintain a backup of the requests without having to reenter the requests. Set up Clio Request not to delete requests from the email server. When you get new borrowing requests in Clio Request you will need to immediately open your Email client (MS Outlook 2000) then download the messages from the server. Setup your Email client to filter these emails into a folder for borrowing requests. If you have problems sending requests to OCLC and lose a request you can go to the borrowing request folder in the email client, find the request then resend it to the server. With this type of setup you will need to make sure to disable the automatic "checking for new messages" feature that most email clients have as an option. In order to setup Clio Request to not delete requests from the server go to Options/Setup Email Service Information/ then selecting "No" for the option to "Delete Mail From Server" in Clio Request. For setting up your email client to filter requests into a special folder consult you software's user's manual or online help. With this setup here are the steps to follow. 1. Open Clio Request and Get New Borrowing Requests 2. Open Email Client to download messages that have already been read into Clio Request. If you find that the number of requests is more than the number in Clio Request then you will need to determine which requests may have been sent during the time between getting new borrowing requests and downloading the requests off the server. For the requests that you determine were not uploaded into Clio Request resend them back to the email server. They will be uploaded into Clio Request when you click on Get New Borrowing Requests. 3. Do your normal steps in reviewing the requests in Clio Request then attempt to send the requests to OCLC. 4. If the some of the requests do not go to OCLC and are not in Clio Request then you can go to you email client to resend the requests to the email server. The requests will then be ready to be uploaded into Clio Request when you select the Get New Borrowing Requests button. Backing up the Requestdata.mdb file Another Method of backing up your request is to make a copy of the requestdata.mdb file after you have downloaded the requests from the email account. Go to C:\Program Files\ClioRequest\ folder via My Computer or Windows Explorer then select the requestdata.mdb file. Once highlighted go to Edit/copy then Edit/paste. A copy will be placed in this location with the name "copy of requestdata.mdb". Attempt to send requests to OCLC. If you have problems replace the requestdata.mdb file with the backup. When you replace the original with the backup be sure to keep a backup if you are unsuccessful once again. Judd Knight Clio Software Support 817-726-3475 ========================================================================= Date: Fri, 11 Oct 2002 08:50:31 -0400 Reply-To: "Hedreen, Rebecca C." Sender: ILL Records Management Software User's Group From: "Hedreen, Rebecca C." Subject: Clio request problem MIME-Version: 1.0 Content-Type: text/plain; charset="us-ascii" Content-Transfer-Encoding: quoted-printable We also have this problem occasionally and it seems to be connected to periods of local network instability--for instance, when we are getting lots of time outs on other internet sites because of high traffic or network failures on our end. Our IT people suggested that it was essentially a connection problem with the problem being either on our end, with general internet traffic or with OCLC's network connections. Larry, does Clio Request have an error function for miscommunications with OCLC; could it be hanging because it's still waiting for the response that isn't coming? Rebecca Hedreen ILL and Circulation Frederick Douglass Library University of Maryland Eastern Shore 933 McCain Dr. Princess Anne, MD 21853 rchedreen@mail.umes.edu 410-651-6270; fax 410-651-7597 Ariel: 131.118.123.16 ========================================================================= Date: Fri, 11 Oct 2002 14:53:53 -0700 Reply-To: SIRCULS Network Sender: ILL Records Management Software User's Group From: SIRCULS Network Subject: CLIO Request in SO CA MIME-Version: 1.0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: 7bit Hello, would like to hear from institutions using CLIO Request in Southern California. We want to start using it but would like to talk to someone first. Please reply off list. Thanks!! Angie Nudge sirculs@inlandlib.org %%%%%%%%%%%% TDS/SIRCULS Network sirculs@inlandlib.org www.tierrasol.org www.inlandlib.org %%%%%%%%%%%% ========================================================================= Date: Fri, 11 Oct 2002 09:51:46 -0700 Reply-To: Cindy Winter Sender: ILL Records Management Software User's Group From: Cindy Winter Subject: Purge Records? MIME-Version: 1.0 Content-Type: TEXT/PLAIN; charset=US-ASCII Hello Clio users- Since the USA PATRIOT Act went into effect October 26, 2001 our library along with many others have become even more sensitive about maintaining patron confidentiality. My questions: A. Is Clio going to be working on a way to purge records that are not current requests? (Not including overdue books, or lost items.) We would really like to see this happen. We don't need the records from the past nor the larger file size. B. Has anyone currently found a work around that allows them to purge old records? Cindy Winter, Library Assistant PH(503)988-5245 Interlibrary Loan Office FX(503)988-5221 Multnomah County Library cindyw@multcolib.org 801 SW 10th Portland, OR 97205 http//:www.multcolib.org Sung to the tune of "Satisfaction" by the Rolling Stones "I can't get no -good citations" (Found on the ILL Listserv) ========================================================================= Date: Mon, 14 Oct 2002 09:16:24 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: Clio request problem Comments: To: "Hedreen, Rebecca C." In-Reply-To: <27E69818DE297D40922356A2F0E107F563F512@umesmail.umes.edu> MIME-Version: 1.0 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Rebecca, It is true that problems with communicating with OCLC when sending requests from Clio Request can be due to network and Internet traffic. At times Clio Request will hang because it does not receive a reply from OCLC. 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 Hedreen, Rebecca C. Sent: Friday, October 11, 2002 7:51 AM To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] Clio request problem We also have this problem occasionally and it seems to be connected to periods of local network instability--for instance, when we are getting lots of time outs on other internet sites because of high traffic or network failures on our end. Our IT people suggested that it was essentially a connection problem with the problem being either on our end, with general internet traffic or with OCLC's network connections. Larry, does Clio Request have an error function for miscommunications with OCLC; could it be hanging because it's still waiting for the response that isn't coming? Rebecca Hedreen ILL and Circulation Frederick Douglass Library University of Maryland Eastern Shore 933 McCain Dr. Princess Anne, MD 21853 rchedreen@mail.umes.edu 410-651-6270; fax 410-651-7597 Ariel: 131.118.123.16 ========================================================================= Date: Mon, 14 Oct 2002 09:59:18 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: Purge Records? Comments: To: Cindy Winter In-Reply-To: MIME-Version: 1.0 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Cindy, You always have access to purging records in Clio. If you wish to remove a patron from you records you can go to Administration/Open Tables/Borrowing Requests. Scroll to the Patron Name. Place your cursor in the Patron Name field then sort the borrowing requests from A/Z using the A/Z button on the toolbar. Once the requests are sorted by Patron Name then you can scroll to the patron that you wish to remove. Highlight all the records by clicking on the shaded area left of the first request by that specific patron then hold down the shift key then scroll to his/her last request then select it. Once selected you can click on the delete key to delete the unwanted requests. Follow the same steps with the Borrowing Archive table. Once all of the patron requests have been removed then you can delete the patron's patron record, if you have been maintaining a patron database. Another way to delete old patron requests then remove the patron's patron record is to create a custom delete query. This is possible with the ability to access the tables by opening the cliodata.mdb file using Access for Clio 2.2 or later versions or by linking the BorrowingRequests and BorrowingRequestsArchive tables to a custom database then creating a custom delete query for earlier versions of Clio. Once you have deleted old requests you will need to perform a compact and repair of the database to reduce the size of the database. Remember to always create a backup of the cliodata.mdb file before attempting to compact and repair it. 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 Cindy Winter Sent: Friday, October 11, 2002 11:52 AM To: CLIO-L@UConnVM.UConn.Edu Subject: [CLIO] Purge Records? Hello Clio users- Since the USA PATRIOT Act went into effect October 26, 2001 our library along with many others have become even more sensitive about maintaining patron confidentiality. My questions: A. Is Clio going to be working on a way to purge records that are not current requests? (Not including overdue books, or lost items.) We would really like to see this happen. We don't need the records from the past nor the larger file size. B. Has anyone currently found a work around that allows them to purge old records? Cindy Winter, Library Assistant PH(503)988-5245 Interlibrary Loan Office FX(503)988-5221 Multnomah County Library cindyw@multcolib.org 801 SW 10th Portland, OR 97205 http//:www.multcolib.org Sung to the tune of "Satisfaction" by the Rolling Stones "I can't get no -good citations" (Found on the ILL Listserv) ========================================================================= Date: Mon, 14 Oct 2002 14:53:51 -0500 Reply-To: Marilyn Grush Sender: ILL Records Management Software User's Group From: Marilyn Grush Organization: University of Delaware Subject: CLIO records with IL:0 MIME-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Judd, Could someone please tell me how to go into the administration table for CLIO to delete the IL numbers of 0 which were produced before upgrading to CLIO 3.3? Thanks, Marilyn Marilyn Grush Coordinator, Interlibrary Loan/Document Delivery University of Delaware mgrush@udel.edu (302) 831-6980 phone (302) 831-2481 fax ========================================================================= Date: Mon, 14 Oct 2002 14:59:27 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: Purge Records? Comments: To: "Charlotte C. Rubens" In-Reply-To: <3.0.5.32.20021014122244.00f70aa0@library.berkeley.edu> MIME-Version: 1.0 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Charlotte, Yes, in order to maintain the records but remove the patron name record in the patron database will require archiving all of the requests associated with the patron. Once the patron's requests have been archived you can delete the patron record without Clio attempting to create a new patron record when you review new patrons. Archived requests will not be considered by the Review New Patron process. Judd Knight Clio Software Support 817-726-3475 -----Original Message----- From: Charlotte C. Rubens [mailto:crubens@library.berkeley.edu] Sent: Monday, October 14, 2002 2:23 PM To: Judd Knight; CLIO-L@UCONNVM.UCONN.EDU Subject: Re: [CLIO] Purge Records? Is there a way to purge the patron name from the record, and not the whole record? I collect and compare statistics from year to year, so I want to keep the requests, but I would like to "disconnect" the patron name from the request. Charlotte C. Rubens Interlibrary Services University of California, Berkeley At 09:59 AM 10/14/2002 -0500, Judd Knight wrote: >Cindy, > >You always have access to purging records in Clio. If you wish to remove a >patron from you records you can go to Administration/Open Tables/Borrowing >Requests. Scroll to the Patron Name. Place your cursor in the Patron Name >field then sort the borrowing requests from A/Z using the A/Z button on the >toolbar. Once the requests are sorted by Patron Name then you can scroll to >the patron that you wish to remove. Highlight all the records by clicking >on the shaded area left of the first request by that specific patron then >hold down the shift key then scroll to his/her last request then select it. >Once selected you can click on the delete key to delete the unwanted >requests. Follow the same steps with the Borrowing Archive table. Once all >of the patron requests have been removed then you can delete the patron's >patron record, if you have been maintaining a patron database. > >Another way to delete old patron requests then remove the patron's patron >record is to create a custom delete query. This is possible with the >ability to access the tables by opening the cliodata.mdb file using Access >for Clio 2.2 or later versions or by linking the BorrowingRequests and >BorrowingRequestsArchive tables to a custom database then creating a custom >delete query for earlier versions of Clio. > >Once you have deleted old requests you will need to perform a compact and >repair of the database to reduce the size of the database. Remember to >always create a backup of the cliodata.mdb file before attempting to compact >and repair it. > >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 Cindy Winter >Sent: Friday, October 11, 2002 11:52 AM >To: CLIO-L@UConnVM.UConn.Edu >Subject: [CLIO] Purge Records? > > >Hello Clio users- > > >Since the USA PATRIOT Act went into effect October 26, 2001 our library >along with many others have become even more sensitive about maintaining >patron confidentiality. > >My questions: > >A. Is Clio going to be working on a way to purge records that are not >current requests? (Not including overdue books, or lost items.) > >We would really like to see this happen. We don't need the records from >the past nor the larger file size. > >B. Has anyone currently found a work around that allows them to purge old >records? > > >Cindy Winter, Library Assistant PH(503)988-5245 >Interlibrary Loan Office FX(503)988-5221 >Multnomah County Library cindyw@multcolib.org >801 SW 10th Portland, OR 97205 http//:www.multcolib.org > > >Sung to the tune of "Satisfaction" by the Rolling Stones > >"I can't get no -good citations" > >(Found on the ILL Listserv) > > ========================================================================= Date: Mon, 14 Oct 2002 14:30:22 -0700 Reply-To: Cindy Winter Sender: ILL Records Management Software User's Group From: Cindy Winter Subject: Re: Purge Records? Comments: To: Judd Knight In-Reply-To: MIME-Version: 1.0 Content-Type: TEXT/PLAIN; charset=US-ASCII Judd, Thanks for you help. Questions: Can we delete requests by year instead of patron? We want to get rid of all requests going back to 1999. Excluding of course the current year and anything that is not returned. I'm guessing this will be a lot of work if we have to go into each patron's record and delete their old requests, and also have to check the date returned field. Can we do as you suggest and delete requests by admin mode, but then use borrowing requests and then sort by year? (This still seems like it will take a lot of time. However, in fairness I haven't tried yet.> Comments: We get about 1400 requests a month for borrowing, so from a time use standpoint I really hope Cliosoftware will consider writing a purge feature into a future upgrade. Perhaps options for purging could be: purge request after the life cycle of an ill request has been completed or by prior year? Thanks C. Winter On Mon, 14 Oct 2002, Judd Knight wrote: > Cindy, > > You always have access to purging records in Clio. If you wish to remove a > patron from you records you can go to Administration/Open Tables/Borrowing > Requests. Scroll to the Patron Name. Place your cursor in the Patron Name > field then sort the borrowing requests from A/Z using the A/Z button on the > toolbar. Once the requests are sorted by Patron Name then you can scroll to > the patron that you wish to remove. Highlight all the records by clicking > on the shaded area left of the first request by that specific patron then > hold down the shift key then scroll to his/her last request then select it. > Once selected you can click on the delete key to delete the unwanted > requests. Follow the same steps with the Borrowing Archive table. Once all > of the patron requests have been removed then you can delete the patron's > patron record, if you have been maintaining a patron database. > > Another way to delete old patron requests then remove the patron's patron > record is to create a custom delete query. This is possible with the > ability to access the tables by opening the cliodata.mdb file using Access > for Clio 2.2 or later versions or by linking the BorrowingRequests and > BorrowingRequestsArchive tables to a custom database then creating a custom > delete query for earlier versions of Clio. > > Once you have deleted old requests you will need to perform a compact and > repair of the database to reduce the size of the database. Remember to > always create a backup of the cliodata.mdb file before attempting to compact > and repair it. > > 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 Cindy Winter > Sent: Friday, October 11, 2002 11:52 AM > To: CLIO-L@UConnVM.UConn.Edu > Subject: [CLIO] Purge Records? > > > Hello Clio users- > > > Since the USA PATRIOT Act went into effect October 26, 2001 our library > along with many others have become even more sensitive about maintaining > patron confidentiality. > > My questions: > > A. Is Clio going to be working on a way to purge records that are not > current requests? (Not including overdue books, or lost items.) > > We would really like to see this happen. We don't need the records from > the past nor the larger file size. > > B. Has anyone currently found a work around that allows them to purge old > records? > > > Cindy Winter, Library Assistant PH(503)988-5245 > Interlibrary Loan Office FX(503)988-5221 > Multnomah County Library cindyw@multcolib.org > 801 SW 10th Portland, OR 97205 http//:www.multcolib.org > > > Sung to the tune of "Satisfaction" by the Rolling Stones > > "I can't get no -good citations" > > (Found on the ILL Listserv) > Cindy Winter, Library Assistant PH(503)988-5245 Interlibrary Loan Office FX(503)988-5221 Multnomah County Library cindyw@multcolib.org 801 SW 10th Portland, OR 97205 http//:www.multcolib.org Sung to the tune of "Satisfaction" by the Rolling Stones "I can't get no -good citations" (Found on the ILL Listserv) ========================================================================= Date: Mon, 14 Oct 2002 12:22:44 -0700 Reply-To: "Charlotte C. Rubens" Sender: ILL Records Management Software User's Group From: "Charlotte C. Rubens" Subject: Re: Purge Records? Comments: To: Judd Knight In-Reply-To: Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii" Is there a way to purge the patron name from the record, and not the whole record? I collect and compare statistics from year to year, so I want to keep the requests, but I would like to "disconnect" the patron name from the request. Charlotte C. Rubens Interlibrary Services University of California, Berkeley At 09:59 AM 10/14/2002 -0500, Judd Knight wrote: >Cindy, > >You always have access to purging records in Clio. If you wish to remove a >patron from you records you can go to Administration/Open Tables/Borrowing >Requests. Scroll to the Patron Name. Place your cursor in the Patron Name >field then sort the borrowing requests from A/Z using the A/Z button on the >toolbar. Once the requests are sorted by Patron Name then you can scroll to >the patron that you wish to remove. Highlight all the records by clicking >on the shaded area left of the first request by that specific patron then >hold down the shift key then scroll to his/her last request then select it. >Once selected you can click on the delete key to delete the unwanted >requests. Follow the same steps with the Borrowing Archive table. Once all >of the patron requests have been removed then you can delete the patron's >patron record, if you have been maintaining a patron database. > >Another way to delete old patron requests then remove the patron's patron >record is to create a custom delete query. This is possible with the >ability to access the tables by opening the cliodata.mdb file using Access >for Clio 2.2 or later versions or by linking the BorrowingRequests and >BorrowingRequestsArchive tables to a custom database then creating a custom >delete query for earlier versions of Clio. > >Once you have deleted old requests you will need to perform a compact and >repair of the database to reduce the size of the database. Remember to >always create a backup of the cliodata.mdb file before attempting to compact >and repair it. > >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 Cindy Winter >Sent: Friday, October 11, 2002 11:52 AM >To: CLIO-L@UConnVM.UConn.Edu >Subject: [CLIO] Purge Records? > > >Hello Clio users- > > >Since the USA PATRIOT Act went into effect October 26, 2001 our library >along with many others have become even more sensitive about maintaining >patron confidentiality. > >My questions: > >A. Is Clio going to be working on a way to purge records that are not >current requests? (Not including overdue books, or lost items.) > >We would really like to see this happen. We don't need the records from >the past nor the larger file size. > >B. Has anyone currently found a work around that allows them to purge old >records? > > >Cindy Winter, Library Assistant PH(503)988-5245 >Interlibrary Loan Office FX(503)988-5221 >Multnomah County Library cindyw@multcolib.org >801 SW 10th Portland, OR 97205 http//:www.multcolib.org > > >Sung to the tune of "Satisfaction" by the Rolling Stones > >"I can't get no -good citations" > >(Found on the ILL Listserv) > > ========================================================================= Date: Tue, 15 Oct 2002 09:29:23 -0500 Reply-To: "Laura S. Hostetler" Sender: ILL Records Management Software User's Group From: "Laura S. Hostetler" Subject: Renewal Notices Mime-Version: 1.0 Content-Type: text/plain; charset="us-ascii"; format=flowed I am having a problem with renewal notices. Each time I ask the system to print the renewals it prints some old ones from last summer. I checked the records and they show received and returned. They have also been archived. Why are they still printing and how do I get them out of the renewals? LAURA H. Laura Hostetler, Library Office Mgr. Harold and Wilma Good Library Goshen College 1700 S. Main St. Goshen, IN. 46526 Ph. (574)535-7430 / Fax (574)535-7438 ******************************************************************** "Next to faculty itself, the library is the most important part of the instructional program of Goshen College."-- Goshen College Faculty Handbook, 4.1 ******************************************************************** ========================================================================= Date: Tue, 15 Oct 2002 13:12:32 -0500 Reply-To: Judd Knight Sender: ILL Records Management Software User's Group From: Judd Knight Subject: Re: Purge Records? Comments: To: "Charlotte C. Rubens" In-Reply-To: <3.0.5.32.20021014122244.00f70aa0@library.berkeley.edu> MIME-Version: 1.0 Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: 7bit Charlotte, Yes, there is a way to remove the patron name from records without deleting the whole record. You will need to perform an update query. An update query can be used to remove the patron's name from the PatronName field. If you are running Clio 3.0 or above you can do the following: (Warning before attempting to perform this type of modification to your database create a backup copy of it.) 1. go to the location of your cliodata.mdb file and open it in Access. 2. In Access select the Query Object then select the New option then select the Design View option 3. Once the Design View appears close the Show table window. 4. After closing the Show table window select from the View option on the Menu bar SQL view. 5. On the SQL View add the following SQL script, replacing any existing script: UPDATE BorrowingRequests SET BorrowingRequests.Patron = Null WHERE (((BorrowingRequests.ReqDate) Between [Beginning Date MM/dd/YY] And [Ending Date MM/dd/YY])); 6. Once entered save the query as PatronNameRemoval. 7. When you run the query you will be asked for the beginning date of requests that you want the patron name removed. Once you have entered the data click OK then you will be asked for the Ending Date, enter it as well. After clicking OK you will be warned that you are about to modify X number of records. Reply Yes. If you are not running Clio 3.0 or later let me know. There are other ways to remove the Patron's name from the requests. 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 Charlotte C. Rubens Sent: Monday, October 14, 2002 2:23 PM To: CLIO-L@UConnVM.UConn.Edu Subject: Re: [CLIO] Purge Records? Is there a way to purge the patron name from the record, and not the whole record? I collect and compare statistics from year to year, so I want to keep the requests, but I would like to "disconnect" the patron name from the request. Charlotte C. Rubens Interlibrary Services University of California, Berkeley At 09:59 AM 10/14/2002 -0500, Judd Knight wrote: >Cindy, > >You always have access to purging records in Clio. If you wish to remove a >patron from you records you can go to Administration/Open Tables/Borrowing >Requests. Scroll to the Patron Name. Place your cursor in the Patron Name >field then sort the borrowing requests from A/Z using the A/Z button on the >toolbar. Once the requests are sorted by Patron Name then you can scroll to >the patron that you wish to remove. Highlight all the records by clicking >on the shaded area left of the first request by that specific patron then >hold down the shift key then scroll to his/her last request then select it. >Once selected you can click on the delete key to delete the unwanted >requests. Follow the same steps with the Borrowing Archive table. Once all >of the patron requests have been removed then you can delete the patron's >patron record, if you have been maintaining a patron database. > >Another way to delete old patron requests then remove the patron's patron >record is to create a custom delete query. This is possible with the >ability to access the tables by opening the cliodata.mdb file using Access >for Clio 2.2 or later versions or by linking the BorrowingRequests and >BorrowingRequestsArchive tables to a custom database then creating a custom >delete query for earlier versions of Clio. > >Once you have deleted old requests you will need to perform a compact and >repair of the database to reduce the size of the database. Remember to >always create a backup of the cliodata.mdb file before attempting to compact >and repair it. > >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 Cindy Winter >Sent: Friday, October 11, 2002 11:52 AM >To: CLIO-L@UConnVM.UConn.Edu >Subject: [CLIO] Purge Records? > > >Hello Clio users- > > >Since the USA PATRIOT Act went into effect October 26, 2001 our library >along with many others have become even more sensitive about maintaining >patron confidentiality. > >My questions: > >A. Is Clio going to be working on a way to purge records that are not >current requests? (Not including overdue books, or lost items.) > >We would really like to see this happen. We don't need the records from >the past nor the larger file size. > >B. Has anyone currently found a work around that allows them to purge old >records? > > >Cindy Winter, Library Assistant PH(503)988-5245 >Interlibrary Loan Office FX(503)988-5221 >Multnomah County Library cindyw@multcolib.org >801 SW 10th Portland, OR 97205 http//:www.multcolib.org > > >Sung to the tune of "Satisfaction" by the Rolling Stones > >"I can't get no -good citations" > >(Found on the ILL Listserv) > > ========================================================================= Date: Wed, 16 Oct 2002 15:09:05 -0400 Reply-To: kdeliso@CWMARS.ORG Sender: ILL Records Management Software User's Group From: Katherine Deliso Subject: old information... In-Reply-To: <5.1.0.14.0.20021015092552.009e99a0@goshen.edu> MIME-Version: 1.0 Content-type: text/plain; charset=US-ASCII Content-transfer-encoding: 7BIT I am having a problem with old information being put on forms for requests ie: when books are overdue and you print out form to send to patron- how do you change that? Katherine L. Deliso American International College 1000 State Street Springfield,MA 01109-3189 FAX: 413-205-3904 Phone: 413-205-3206 ========================================================================= Date: Wed, 16 Oct 2002 11:04:35 -0500 Reply-To: "Mitchell, Patricia" Sender: ILL Records Management Software User's Group From: "Mitchell, Patricia" Subject: Statistics MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----_=_NextPart_001_01C2752D.B892ED10" 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_01C2752D.B892ED10 Content-Type: text/plain Hello, I am trying to figure out my statistics. I am looking at my Borrowing Statistics Report by Group. At the top it gives a number for Unfills. Is this a separate number or is this included in the number of loans and copies? I want an accurate number of actual filled requests. Thanks Trish Mitchell Hewes Library Monmouth College Monmouth, Illinois 61462