Tipasa digest, 2022
With your ideas and feedback, we introduced new features and enhancements in 2022 to help you better manage your ILL workflows. And, virtual events provided a way for ILL community members to stay connected and share information.
Highlights from 2022
All features and events listed in this table are included with your Tipasa subscription with no additional charge.
Save staff time and ensure compliance with your library's policies and preferences:
Learn more at Automated Request Manager for Lending.
Product Insights: Resource Sharing (October 2022) - Lending automation (starts at 24:17)
Managing off-system requests
Record and track all ILL requests between your library and off-system libraries.
(An off-system library is one that doesn’t use an OCLC resource sharing solution or uses a system that doesn’t integrate with an OCLC solution.)
Learn more at Off-System Requesting.
OCLC workshop - Ditch the Sticky Notes: Learn to manage borrowing and lending off-system requests in WorldShare ILL and Tipasa (presented at the Northwest Interlibrary Loan & Resource Sharing Conference, September 2022)
Product Insights: Resource Sharing (October 2022) - Off-system requesting (starts at 16:43)
ILL request transfer
Transfer your unfilled borrowing requests from your integrated library system (ILS) to Tipasa by using the new ISO standard (18626).
Now available for:
Note: If your library is using ILL Direct Request, which is being retired in March 2023, you need to take a few steps to transition to the new ILL request transfer service.
Product Insights: Resource Sharing (October 2022) - ILL request transfer (starts at 4:03)
Streamlined holdings update
Reduce “Not Owned” responses to ILL requests with a streamlined WorldCat holdings update—available at no additional charge with your current OCLC Cataloging subscription.
Learn more at oc.lc/holdings-request.
Product Insights: Resource Sharing (October 2022) - Streamlined holdings update (starts at 14:25)
More circulation systems supported
In addition to Ex Libris Alma and WMS, you can now integrate Tipasa with your III Sierra or III Millennium circulation system via NCIP.
Key events and educational opportunities
Update your knowledge and skills with community events and training sessions.
OCLC Resource Sharing User Group Meeting (January 2022) - Document on accessibility being developed by OCLC SHARES (starts at 5:45)
RSC22 pre-conference ILL 101 sessions (four 1-hour recordings)
RSC22 web series (six 1-hour recordings)
Product Insights: Resource Sharing (October 2022) - What's included with your subscription? (starts at 4:05)
ONLINE TRAINING, VIDEOS, AND TUTORIALS
Exploring ILL statistics
Revisit the discussion posts provided by Brian Shupp, OCLC Resource Sharing intern.
*Event recordings and discussion posts require sign-in to the OCLC Community Center.
OCLC Resource Sharing for Groups
NEW! - Modern consortial resource sharing solution
Empower your library group with streamlined consortial resource sharing that speeds delivery for your library users.
This new consortial borrowing solution builds on smart fulfillment functionality, the OCLC resource sharing network, and your current ILL service (WorldShare ILL, Tipasa, or ILLiad).
Learn more at oc.lc/resource-sharing.
Product Insights: Resource Sharing (October 2022) - Resource Sharing for Groups (starts at 38:47)
|For information about implementing OCLC Resource Sharing for Groups, please request more information from an OCLC representative.|
Full digest of new features and enhancements
|Automate actions for new lending requests to ensure consistent processing||August 2022|
|More efficiently build lending automations with more detailed error messaging||October 2022|
Managing off-system requests
Improving your workflows and processes
|Discover Items more efficiently using new search customization options||February 2022|
|Aging period for requests in problem statuses is now 180 days||June 2022|
|Integrate Tipasa with III Sierra or III Millennium to streamline workflows||August 2022|
|For an all-Tipasa library group: Create custom interlibrary loan reports for your Tipasa consortium||August 2022|
|See dates adjusted for your library's time zone (coming soon)||February 2023|
Improving your users' experience
|For libraries with WorldCat Discovery: View search activity in My Account (search history and saved searches)||March 2022|
|For libraries with WMS: View WorldShare Circulation borrowing history||June 2022|
|Offer users an improved Profile tab layout||August 2022|
|Provide users with more intuitive access to article links||August 2022|
|View the Article Exchange interface in French (with more languages to come)||October 2022|
Additional event recordings
Tipasa community meeting
Tipasa community members gathered for a virtual meeting in August 2022 to share tips and experiences related to the user portal (My Account) experience and Report Designer templates.
To access the recording and slides, see the Tipasa community meeting event page. A community resources list (PDF) that includes best practices, tips, and support resources is also available, as well as instructions for using Report Designer (PDF).
OCLC Resource Sharing Conference (RSC22) web series
OCLC invites you to view the recordings from the 2022 OCLC Resource Sharing Conference web series. Recordings and slides are available in the OCLC Community Center.
- Controlled digital lending for resource sharing: Law and policy since 2018
Kyle K. Courtney, Harvard University; Dave Hansen, Duke University
- Working smarter not harder: How to automate your holdings and configure policies to expedite fulfillment
Scott Brandwein and Helen Pinder, SWAN Library Services
- Lightning sessions: Resource sharing at the Internet Archive and E-book lending/borrowing demystified
Brewster Kahle, Internet Archive; Krista Higham, Millersville University
- The persistence of CONTU: The results of two surveys
Meg Atwater-Singer, The University of Evansville; Cindy Kristof, Kent State University
- A look into the future of ILL services
Peter Collins, OCLC; Stephanie Spires, Atlas Systems
PJ Koch, Saint Louis University Medical Center; Nicole Reuter, College of St. Benedict and St. John's
- Controlled digital lending during global COVID-19 and beyond
Xuan (Lily) Pang, University of Florida; Peggy Glatthaar, Florida Gulf Coast University
- ILL 101 - in partnership with IDS Project
- Copyright 101
- Borrowing 101
- Lending 101
- Assessment 101
Fast, convenient, and intuitive are not enough. OCLC’s resource sharing services go further to offer the library on-demand with new smart fulfillment capabilities. A user’s request sets a dynamic, data-driven process in motion that delivers accurate resource options and delivery recommendations in just seconds, all within OCLC’s enhanced resource sharing services.
- Real-time availability for ILL
- Automated Request Manager
- Smart lender strings
- Express program
- Other OCLC services that interact with smart fulfillment (WorldCat knowledge base, Local holdings records)
OCLC offers free training sessions, included with your Tipasa subscription. Whether you are new to using Tipasa or just need a refresher, we encourage you to participate in Live classes:
- Introduction to Tipasa
- Lending workflows
- Copyright management
- Document delivery
Class recordings, self-paced courses and practices, and shorter videos on Tipasa are also available for on-demand learning. For more information, and to access all Tipasa training resources, see Tipasa training.
OCLC Community Center
The OCLC Community Center offers opportunities to:
- Connect with community peers
- Collaborate, ask questions, and gain insights
- Contribute and share ideas to improve products
- Stay on top of and discuss OCLC announcements
OCLC Research: SHARES
As institutions evolve toward a notion of “collective collections,” resource sharing partnerships that expand access to collections are of primary importance. SHARES, the resource sharing consortium of the OCLC Research Library Partnership, unites trusted partners that provide low-cost access to their diverse collections. SHARES also supports resource sharing innovation and best practices.
For the latest activities, see SHARES.