Getting Started Topics
Clio System Overview
A top-level description of the pieces of the Clio System
How do I get Help?
What are the sources of help when you have a question
Staff Application Preferences - Initial Setup
These preferences are the most important to complete before starting to use Clio
How does the Borrowing workflow work? (Clio Statuses)
As a request moves through its life it changes status in Clio. Here are the different status values and what they mean
How does the Lending Workflow Work? (Clio Statuses)
As a request moves through its life it changes status in Clio. Here are the different status values and what they mean
Connecting Clio and Docline
You need to install a small browser extension to allow Clio and Docline to work together.
Connecting Clio and OCLC
How does Clio communicate with OCLC
Connect Clio and Rapid
Tell Clio how you'd like it to communicate with Rapid and process New requests
Connecting Clio and British Library
Clio can connect with your BL accounts, allowing Clio to submit and update requests