The Purchase option allows you to track items you may wish to purchase, instead of borrowing via interlibrary loan. This feature allows you to input relevant data about the item you're purchasing, and tracks usage in OCLC Usage Statistics.
Note: Currently, the functionality allows tracking only, but future enhancements are planned.
Note: Vendor is mandatory.
The Purchase Request information displays at the top of the request details.
Note: If your institution uses WorldShare Acquisitions, you can also submit purchasing requests to the Purchasing Requests > On Order in WorldShare Acquisitions directly. Please see WorldShare Acquisitions Integration for more information.
Note: Requests that are On Order will be aged to Received? status after 21 system days. Please see Request Aging for more information.
The following table shows how the request status appears to staff in the Tipasa interface and to the patron in My Account.
Staff view in Tipasa | Patron view in My Account | Description |
---|---|---|
Review for Purchase | Submitted | The request is in the Review for Purchase queue awaiting staff member evaluation. |
On Order | Item requested for purchase | The requested item is on Order. |
Received/Closed | Received by library | The request is updated to Received. Any configured notifications are sent to the patron. |
Received/Closed | Available to view | A link to the requested item has been added to the Item URL field in Tipasa and the request is updated to Received. |
The Staff Notes tab allows you to keep notes that are viewable and searchable only by your library staff. Staff Notes can be added to active and closed requests. The number on the tab indicates how many Staff Notes currently exist for a particular request.
All staff users within an institution can add, edit and delete notes. Any staff member may edit any existing notes. The original author displays in the left column with the most recently-edited-by user name appearing just below the note.
Note: Only staff with the WorldShare ILL Admin role will be able to see the name of the author of the staff notes. Staff with the WorldShare ILL User role will see a date and time stamp for when the note was created/updated along with the name of the library.
The most recently added note will display at the top of the Staff Notes tab. Edited notes display based on the updated date and time.
Add a note
Note: There can be up to 500 notes per request.
Edit a Staff Note
A message appears confirming the note successfully saved.
Delete a Staff Note
Caution: Deleted notes are not retrievable.
A message appears confirming the Staff Note has been deleted.
The below WorldShare Interlibrary Loan reports include all types of purchase requests, including requests sent to WorldShare Acquisitions:
Please see WorldShare Interlibrary Loan reports for more information.