Tipasa release notes for My Account, June 2020

Sign in to My Account

To familiarize yourself with the new interface, and help ensure your institution doesn't encounter any access issues at switchover, sign in with an admin or user account to:

https://yourlibrary.account.worldcat.org/account (replace "yourlibrary" with your library's identifier)

Check custom colors

Because the custom color mapping has changed, we recommend that you check your library's selection of custom colors and update them as needed.

To do this:

1. Sign in at https://yourlibrary.account.worldcat.org/account.
2. Examine the page header/banner, footer, and buttons within the page to ensure colors meet your expectations (e.g., for branding your ILL service or complementing other library pages).
3. To change color selections, go to OCLC Service Configuration and navigate to WorldCat Discovery and WorldCat Local > User Interface Options > Branding & Customization.

My Account custom colors are controlled by these two selections:

Option	Selection (with example color)	Page elements	Recommendation
Primary color		Buttons Active tab List header (27% of primary color) Icons	Use a dark color
Secondary color		Banner and footer Navigation bar (27% of secondary color)	Use a light color

3. Save Changes.

Notes and Tips

• Based on the color selections, text on the buttons, list header, and navigation bar will be either white or black. To switch the text color from white to black (or black to white), try selecting a somewhat lighter (or darker) color.
• Sort icons will appear as greyed out when there are no items to sort. 

Add Chat link to Resources menu

Virtual reference or 'chat' services help your library users connect to reference services wherever they are.

Display of an embedded chat widget is not currently included within the new My Account interface, but we expect to add this capability in a future release. Your configured widget will continue to display in WorldCat Discovery.

To make Chat available to your library users from My Account, you can add a link in the Resources menu (formerly Library Links).

To do this:

1. Go to OCLC Service Configuration and navigate to WorldCat Discovery and WorldCat Local > User Interface Options > Custom Links.
   Note: If the Chat widget is already set up as Custom link 1, and you would like the Chat function to continue to display within WorldCat Discovery, do not make any changes to Custom link 1.
2. Add a new Custom link for your Chat service with:

• Link type: other
• URL: <URL for your virtual reference service>
• Display text: <descriptive text>

3. Save Changes.

Alert users about retention of closed requests

Within the new My Account interface, users will have access to closed requests back to August 2018 (or a shorter amount of time, depending on your Tipasa go-live date and your library's setting for Patron Data Retention).

If you have library users that may rely on ILL request information prior to August 2018, we recommend you advise them to print or otherwise save their records from the user portal no later than June 19.

After June 20, you can still use the Tipasa staff interface to retrieve requests up to 5 years old by searching keyword, author, or Request ID. However, requests dated before August 2018 (or your shorter retention period) are not linked to the user and are not retrievable with patron name, ID, or department. 

For details, see Requests and Search for requests.

Update materials for users and staff

Although library users will be redirected automatically to the new My Account interface, we recommend that you review and update any information (e.g., web pages, screenshots, videos) that you provide about profiles or accounts.

Former URLs	New My Account URL
Tipasa's user portal:  https://yourlibrary.account.worldcat.org/profile (For WMS libraries) WorldCat Discovery's My Account:  https://yourlibrary.account.worldcat.org/myaccount	https://yourlibrary.account.worldcat.org/account

(replace "yourlibrary" with your library's identifier)

Check ILL-circulation integration (for WMS libraries)

If your library uses WorldShare Management Services (WMS), we encourage you to verify that your integration with WorldShare Circulation is set up to best meet your needs.

For details, see Set up integration.