Clio Interlending Management System

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Clio Interlending Management System

• FIL Interlend 2006 University of Southampton
• 11 July 2006

Larry Perkins, Clio Software Dorothy Perkins,
Clio Software
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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

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

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Patrons

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

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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

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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

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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

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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

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Receiving Items

• Update record using Clio assigned request
• Email patron
• Status available on Clio Web patron screen
• Print bookstrap
• Request renewals

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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

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Summary

• Make life easier for your patrons
• Make life easier for yourself
• Keep your management happy