Borrowing Topics

How does Borrowing workflow work? (New Requests)

Getting oriented to the Borrowing workflow in Clio

Sending Borrowing Requests to OCLC

Clio can send requests into OCLC using a number of different options

Sending Borrowing Requests To Docline

How to work with Clio and Docline to send New Borrowing Requests to Docline's service

Sending Borrowing Requests to Rapid

Clio can communicate with Rapid to perform holdings checks and create requests.

New Requests - without external systems

Sending New requests directly to potential lenders (or filling the request yourself) is possible using Order tabs or Update options

View How does Borrowing workflow work? (Receiving Items)

How to tell Clio that an item has been received

Receiving Pdfs

When you receive pdf files or links from lending libraries you can pass the information on to your patron