Connecting Clio and OCLC
How does Clio communicate with OCLC
Setting up accounts
In the Preferences area you can enter your OCLC account details. These are the master account ID and password (not the ones you use individually in the WorldShare login process). The account ID looks something like 100-123-456 and the password is usually 6-8 characters.
While you're entering the account details you can also set a number of default settings, for things like borrowing notes, max cost and need by date.
You can also set an auto-download time for borrowing and/or lending requests.
Finally you can tell Clio whether any ArticleExchange url/password information should be passed along to the patron (see more about this option here).
While you're entering the account details you can also set a number of default settings, for things like borrowing notes, max cost and need by date.
You can also set an auto-download time for borrowing and/or lending requests.
Finally you can tell Clio whether any ArticleExchange url/password information should be passed along to the patron (see more about this option here).
A note about addresses
OCLC has a rule about addresses. For any addresses you use with OCLC be sure you've followed the rules - the preference page has an example of the correct format. Clio will remove the special formatting when it uses the address elsewhere, in emails or printouts, so you don't have to create non-OCLC preference entries.
Sending Borrowing requests to OCLC
For more information about sending Borrowing requests to OCLC see here
Getting information from OCLC into Clio
For both Borrowing and Lending requests, Clio needs to talk to OCLC and get updates on what's happened to the requests. On each of the Borrowing and Lending sides of Clio there is a Get Updates option in the Tasks menu.
You can use the checkboxes to tell Clio which categories you want Clio to download from OCLC, and the 'set default' button to choose which boxes are checked by default. The default categories are also the ones that will be downloaded in an auto-download, if you've chosen to use that feature.
Some libraries download all the categories every time. Others save categories like 'special messages' and 'renewal request' once in a while when they have a moment to process them.
How often you download updates depends quite a lot on your volume, so it varies from library to library. If you're unsure, a good place to start is to have the auto-download happen in the hour or so before you arrive in the morning, and then run the download process yourself a couple times a day for each of Borrowing and Lending. It's a good idea to refresh the information before doing a lot of updating - so if you're updating several items to received-copy it's a good idea to at least download the Shipped category from OCLC. That way Clio has as much information as possible before you update the item; that should reduce errors and reduce the need for you to enter information into Clio.
You can use the checkboxes to tell Clio which categories you want Clio to download from OCLC, and the 'set default' button to choose which boxes are checked by default. The default categories are also the ones that will be downloaded in an auto-download, if you've chosen to use that feature.
Some libraries download all the categories every time. Others save categories like 'special messages' and 'renewal request' once in a while when they have a moment to process them.
How often you download updates depends quite a lot on your volume, so it varies from library to library. If you're unsure, a good place to start is to have the auto-download happen in the hour or so before you arrive in the morning, and then run the download process yourself a couple times a day for each of Borrowing and Lending. It's a good idea to refresh the information before doing a lot of updating - so if you're updating several items to received-copy it's a good idea to at least download the Shipped category from OCLC. That way Clio has as much information as possible before you update the item; that should reduce errors and reduce the need for you to enter information into Clio.
Updating requests
All your updates (received-copy or yes-loan or returned for example) should be done in Clio. Clio will then communicate with OCLC and tell OCLC how to update the request. There's no need to update the request twice.
For information about how to resolve any errors that happen during this process, click here
For information about how to resolve any errors that happen during this process, click here