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CLIO setup notes


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CLIO's web site

http://www.cliosoftware.com

Help person

Judd - judd@cliosoftware.com

817-726-3475

best to contact him by email as he can seldom be reached by phone.

Current versions installed:

CLIO 3.6a [December 3, 2003]
CLIO Request 3.6a - is automatically installed when the CLIO install is run.

Data Directory:

Clio data is stored in L:Common\CLIO\Cliodata.mdb (shared common).

Make sure that there is NO copy of cliodata on the local C: drive!!!!!

Should be backed up daily by IT (if there is any question about this happening - it should be backed up to one fo the local computers daily).

The first time you run CLIO it should ask where the CLIO data file is stored - It is VERY important to set it correctly at install or correcting the problems created can be difficult.

Access 2000

must be installed on the computer where CLIO is to be used.

OCLC ILL MicroEnhancer

must be installed on the computer where CLIO is to be used. Install Passport and ILL ME then copy the the OCLC apps directory from an already installed computer using CLIO as there are special files contained within that need to be moved over.

General Setup Notes

Clio Request Setup Notes

Clio Setup Notes

 

General Setup notes:

Clio is set up on - (each has its own ID number A,B,C….) This helps identify where the requests come from and to prevent overriding each others work.

  • Ariel workstation - A Reference
  • Desk student computer - B
  • Wayne's computer - C
  • Mike's computer - D
  • Reference Office - E

The settings do not appear to be transferable and have to be set up on each computer for both CLIO and CLIO request. If they are not done properly, CLIO won't work right.

There is a stand alone help file which is installed on each computer called CLIO Help. A copy also lives in L:\Common\clio .

Setting up CLIO REQUEST

There are a number of settings that must be changed before CLIO Request will work on our system.

Run CLIO Request and from the top menu bar select OPTIONS

 

Setup Email Server
change the following fields
Field
data
My incoming email server imap.lemoyne.edu
Server type IMAP4
Outgoing email server smtp.lemoyne.edu
My email return address ill@lemoyne.edu
My name Wayne Stevens
Account Login ill
Password See ILL Supervisor for password
Add these 3 lines to the Message Subject Lines box:
remove any other lines

WWW ILL Journal Request Submittal
WWW ILL Book Request Submittal
WWW ILL Chapter Request Submittal

Sample screen

Setup Email Field Names
change the following fields
Field
data

Change the first entry in EmailFieldName from Name: to Patron:

Be very careful not to change anything else or the transfer will not work

Sample screen

Setup Supplier Service
change the following fields
Field
data
OCLC authorization 100-080-361
OCLC Password See ILL Supervisor for current password
OCLC Symbol VFL
USERID
  • Ariel workstation - A Reference
  • Desk student computer - B
  • Wayne's computer - C
  • Mike's computer - D
  • Reference Office - E
My Institution Le Moyne College
Default Service: Direct to Review
Default Max Cost $0=RECIP
Last Transaction Number See CLIO database for last number
Mark new request ready to send check this box

Sample screen

Setup My Addresses
change the following fields - remove all others
Field
data
Name: Interlibrary Loan/ Noreen Reale Falcone Library
Name - Line 2: Le Moyne College
Street: 1419 Salt Springs Road
City: Syracuse
State: NY
Country: USA
Postral Code: 13214-1399
Ship Via: UPS/Lib Rate or ARIEL: 192.231.122.41
Name: Billing Address AJCU,(for UMI SUN 500/ACV 05o) FEIN 0545842

Sample screen

CLIO Setup Notes

MicroEnhancer ILL:

Must be on each computer.

No work is actually done on the microenhancer other than transfer data back and forth to OCLC and CLIO.

All the work should be done on CLIO or on OCLC Passport.

Particularly important is that the constant data be maintained on CLIO not ILL-ME.

Messages that need to be transferred include (must be set up in each microenhancer)

Direct produced Recalled
Review Special Messages/ Borrower
Pending (select Print also) Special Messages/ Lender
Conditional Will supply
Conditional Pending (select Print also)

Shipped

Unfilled Renewal OK
Expired NoRenew
Renewal Request Online Produce

 

Fixing Problems

System crashes while in use

Error message is - Error in Check DB version 3343 Unrcognized database format 'L:\COMMON\CLIO\cliodata.mdb

Database needs to be repaired.

Steps are

  1. Open Access
  2. Select Tools
  3. Select Database Utilities
  4. Select Compact and Repair Database
  5. It will prompt for the old database name (cliodata.mdb on L:)
  6. It will prompt for a new name - use cliodata_new.mdb
  7. The database will repair and convert
  8. rename the old file on L: to cliodata_corrupt_date.mdb
  9. copy the cliodata_new.mdb to L: and rename it to be cliodata.mdb

THIS TAKES LOTS OF DISKSPACE! Make sure you have enough on the network drive before attempting!!!

The resulting cliodata.mdb file will be smaller than the originating one (in most cases).

 

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Last updated: July 20, 2004
 
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