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Learner guide: Introduction to Tipasa

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Course overview

This course provides a high-level overview of Tipasa. After completing this course, you will be able to describe the major staff and patron features and functions of Tipasa and how they relate to common borrowing and lending workflows. This includes My Account, patron request workforms, automations, advanced lending workflows, lending priorities, copyright management, proven senders, document delivery, and notifications.

Smart fulfillment

OCLC recommends using smart fulfillment, including real-time availability for ILL, Automated Request Manager (ARM), and smart lender strings to make your borrowing and lending activities more efficient.

Prepare and plan

OCLC recommends reviewing your records in the OCLC Policies Directory, your constant data, and your Custom Holdings groups and paths. For more information, see Prepare and plan.

Tipasa features related to interlibrary loan workflows

Loan request

Borrower → Lender
  • Yes
  • Shipped/In Transit
 → Borrower
  • Mark as received
  • Received/In Use
 → Borrower
  • Return item
  • Returned
 → Lender
  • Checked In/Complete
  • Closed
Patron experience   Advanced lending workflows

OPAC integration

Lending priorities		   Patron experience   Additional Tipasa features applicable to borrower and lender for all request types:
  • Tags and staff notes
  • Automations
  • Export
  • Reports available through OCLC Usage Statistics, WorldShare Reports and WorldShare Report Designer

Copy request

Borrower   → Lender
  • Yes
  • Shipped/In Transit
   → Borrower
  • Mark as received
  • Closed
Patron experience Copyright management   Advanced lending workflows Lending priorities   Patron experience Proven senders

Document delivery

Patron → Borrower
  • Complete
Patron experience   Advanced lending workflows OPAC integration Patron experience

 

Sources for new requests

intro-to-tipasa-sources-for-new-requests.png

 

Request workflow

intro-to-tipasa-request-workflow.png

 

                      Legend

Tipasa features
  • Borrowing library staff action
  • Lending library staff action
  • Patron experience
  • Automatic system action

Configuration options for patron experience

Options:

  • Require approval for new ILL patron accounts
  • Allow patrons to renew requests online
  • Allow patrons to cancel requests online
  • Hide patron due date (to prevent inconsistency with circulation system), or display patron due date and optionally select number of days to offset patron's due date
  • Customize patron request workforms for:
    • Article
    • Book
    • Other
  • Enable and customize notifications:
    • Borrowing library to patron
    • Document delivery library to patron

                                                                                                                   intro-to-tipasa-configuration-options-patron.png

                      Legend

Tipasa features
  • Borrowing library staff action
  • Lending library staff action
  • Patron experience
  • Automatic system action

Automations

Borrowing automations Lending automations
  • Choose from these actions:
    • Add tags
    • Apply constant data
    • Build lender string
    • Route request to:
      • Review
      • Document delivery, if held
      • Purchase
      • WMS Acquisitions
      • Lenders
    • Based on match criteria:
      • Age of material
      • Material format
      • Languages
      • Need before date
      • Patron department
      • Patron note
      • Patron status
      • Patron will pay up to
      • Request type
  • Choose from these actions:
    • Add tags
    • Apply constant data
  • Based on match criteria:
    • Branch holding location
    • Shelving location
    • Custom holding group or profiled group membership of requesting library
    • Request type
    • Material format

 

 

 

 

 

 

                                                           Legend

Tipasa features
  • Borrowing library staff action
  • Lending library staff action
  • Patron experience
  • Automatic system action

Advanced lending workflows

intro-to-tipasa-advanced-lending-workflows.png

Lending priorities

Enable special queues for requests from priority borrowers.

  • Configure display name
  • Filter by custom holdings group or profiled group

intro-to-tipasa-lending-priorities.png

Copyright management

Options:

  • View copyright clearing in a separate queue
  • Clear patron-initiated requests for copyright automatically if they match titles used less than five times (with appropriate automation)

intro-to-tipasa-copyright-management.png

Proven senders

intro-to-tipasa-proven-senders.png

Supplemental information

The OCLC Support site connects you to our highly skilled support staff and valuable self-serve resources. These include extensive documentation for OCLC’s products and services, helpful troubleshooting instructions, and other materials to answer your questions.

Additional questions? Contact OCLC Support in your region.

You’ve made it to the end of the Learner Guide! Allow me to take this opportunity to thank you for attending the Introduction to Tipasa class! Your feedback is important to us – please answer a survey to contribute your feedback on this session.

We look forward to seeing you in the next class!