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Tipasa release notes, August 2019

Release Date: August 18, 2019

Introduction

This release of Tipasa provides a number of new features and enhancements in addition to numerous bug fixes. These features will help you manage more complex workflows, including:

These enhancements, as well as additional improvements below, are the direct result of your feedback.

Recommended actions

For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.

Administrative actions

These items require immediate action or decisions.

Action
It's very important to clear your browser's cache before starting to work with Tipasa!

If this link to your library’s catalog has not been set up:

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Or if the link needs to be updated, follow the instructions below. When you have enabled your online catalog links, you can quickly search your catalog for requested items as a borrower or lender.

https://help.oclc.org/Resource_Sharing/Tipasa/Reference/Search_my_library's_online_catalog

If your library uses WorldShare Management Services (WMS), we encourage you to enable integrations with WorldShare Circulation and WorldShare Acquisitions.

https://help.oclc.org/Resource_Sharing/Tipasa/WorldShare_Circulation_Integration

https://help.oclc.org/Resource_Sharing/Tipasa/WorldShare_Acquisitions_integration

Note: OPAC integration has been turned on for all WMS libraries.

If your library uses Ex Libris Alma, we encourage you to enable OPAC integration for automatic retrieval of local holdings and availability information and circulation integration for automatic creation of temporary items and automated checkout/check-in.  Please contact OCLC Support to request these be enabled.

https://help.oclc.org/Resource_Sharing/Tipasa/Borrowing_Requests/Process_requests#View_local_holdings_and_availability

https://help.oclc.org/Resource_Sharing/Tipasa/Configuration/Tipasa_Non-WMS_Circulation_Integration

If your library uses Innovative's Sierra, we encourage you to enable OPAC integration for automatic retrieval of local holdings and availability information.  Please contact OCLC Support to request these be enabled.

https://help.oclc.org/Resource_Sharing/Tipasa/Borrowing_Requests/Process_requests#View_local_holdings_and_availability

Have you updated addresses within each of your borrower and lender Constant Data records in OCLC Service Configuration? If not, please do so on behalf of all your borrowing and lending partners.  Address labels do not print properly unless the addresses are formatted correctly.

Have there been any changes in your contact information or lending policies? If so, please make the appropriate updates in OCLC Policies Directory.

Follow-up actions

In an effort to keep your staff informed of new features and changes, you may also want to consider these items.

Action

Share these release notes with your colleagues.

Gather your team for the upcoming webinar Product Insights: Resource Sharing

Date: Wednesday, October 23, 2019, 2:00pm, Eastern Daylight Time (New York, GMT-05:00)
Registration: https://www.oclc.org/community/ill_prime/events/oct19.en.html

Have you signed up for email alerts for News in the Community Center? This will ensure that Tipasa release notes and events come straight to your inbox. 

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Have you familiarized yourself with the new reporting capabilities for Tipasa in WorldShare Report Designer?  

An overview recording is available in the OCLC Community Center:

https://www.oclc.org/community/ill_prime/events/analytics.en.html

For personalized assistance, join the upcoming Analytics office hours.  

Date: Thursday, August 29, 2019, 11:00am, Eastern Daylight Time (New York, GMT-05:00)
Registration: https://www.oclc.org/community/WSAnalytics/events/officehours-aug2019.en.html

Include Request ID with problem reports

When reporting an issue with Tipasa, it's very helpful to include the Request ID.  Including this information allows us to directly trace what happened on the request we are troubleshooting.

New features and enhancements

Apply two new reasons for no

You can now respond to requests with two new reasons for no. These have been added to the reason for no drop-down list: 

  • On reserve
  • Publisher embargo

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The list of reasons has been re-ordered so the most popular reasons appear first.  Also, the two new reasons for no will also appear in OCLC Usage Statistics and Report Designer.

For more information, see Respond No to Requests as a Lender.

Use tag enhancements

Add and remove tags from closed requests

You can now add and remove tags from closed requests: 

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One use for this might be adding a tag such as "Patron Invoiced", which you might do with a book that was returned to the lender with damage. 

View tags in the borrower renewal queues

You can now view tags as a borrower in the renewal queues: Renewal Requested, Renewal Approved, and Renewal Denied: 

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A potential use for this is if your library needs to adjust due dates in your circulation system when a renewal is approved by a lender. For example, you could use tags such as "Not Updated" and "Renewed in Circ" (or the lag of a tag) to keep track of which requests you have updated in the circulation system.  

For more information, see Tags and Renew item.

Utilize increased ISSN search limit for Direct Request

The ISSN search limit when using Direct Request has been increased from 50 to 100 ISSNs, which will enable Direct Request to make a bib match more often.  The error below should appear less often, allowing Direct Request to automatically send requests to lenders. 

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For more information, see Direct Request Profiles.

View the Policies Directory in French

Policies Directory can now be viewed in French.  From the Tipasa Home page, select French from the Language drop-down list.

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Then, click the link to the OCLC Policies Directory from the Quick Links section of the Tipasa Home page. When any language other than French is selected, Policies Directory will display in English.

When you access the Policies Directory directly using https://illpolicies.oclc.org, the default language for your web browser will be used.

Bug fixes

  • Lending Library to Borrowing Library notifications are now being sent based on the correct due date. Previously, if a loan request passed through several lenders before being filled, some Lending Library to Borrowing Library notifications were triggered based on the incorrect due date.  
  • Clicking on the hyperlinked message title in the Notification Log now shows the message content. Previously, the message content was empty. 

Known issues

Current known issues can be found here.

Future releases  

Roadmap information is available in the OCLC Community Center.

Important links

Product Insights: Resource Sharing

To help you become familiar with the new features, enhancements and improvements included in this release, please attend the upcoming webinar Product Insights: Resource Sharing

Support websites

Support information for this product and related products can be found at:

 

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