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Clio Interlending Management System

Clio Interlending Management System. FIL Interlend 2006 University of Southampton 11 July 2006. Larry Perkins, Clio Software Dorothy Perkins, Clio Software. Who we are. Clio Software founded in 1996 Dedicated exclusively to inter-library loan management software

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Clio Interlending Management System

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  1. Clio Interlending Management System FIL Interlend 2006University of Southampton 11 July 2006 Larry Perkins, Clio Software Dorothy Perkins, Clio Software

  2. Who we are • Clio Software founded in 1996 • Dedicated exclusively to inter-library loan management software • Customer base expanded to UK in 2003 • Expanded to Australia in 2005 • New Zealand coming in 2007

  3. Clio – Overview Local Opac British Library Patron Libraries Clio Reports ISO-compliant services Staff Local DB

  4. Clio – Overview • A complete management tool for interlibrary loan • Capture requests from your patrons • Check local resources • Route requests to suppliers • Track requests through their lifetime • Maintain local DB of all transactions forever • Produce custom reports and statistics • Become a paperless office

  5. Patrons • Requests originated via: • Web form • Paper form • OpenURL enabled bibliographic DB • View request status throughout request cycle

  6. Staff Mediation, as desired • Validate citation • Check local holdings • Check other holdings, COPAC, BL, CAIRNS, etc • Email patron • Route to potential lenders directly or via other services

  7. British Library -1 • Submit via ARTEmail • Multiple accounts • All ArtEmail keywords and search levels available for ARTEMail • Default settings for accounts and certain keywords • Complete history of each request

  8. British Library -2 • Review current Replies and other items pending • Chasers and Reapplys automatically scheduled and sent • Send Cancels for Waitlist items • Email patron automatically, if desired • BL Replies ‘Help’ screen

  9. Requesting from other services • Route requests to any ISO compliant service, e.g., UnityUK • Route requests directly to any ISO compliant library • Send requests via text email directly to libraries

  10. Receiving Items • Update record using Clio assigned request # • Email patron • Status available on Clio Web patron screen • Print bookstrap • Request renewals

  11. Reports • 40 built in reports • User selectable time period • Created on demand • Years of data available • MS Access database permits custom reports • Flexible search screens allow export to MS Excel • Support collection development

  12. Summary • Make life easier for your patrons • Make life easier for yourself • Keep your management happy

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