Tipasa release notes, August 2024
Release Date: August 25, 2024
Introduction
This release of Tipasa provides new features and enhancements in addition to a number of bug fixes. These features will help you manage more complex workflows, including:
- Use circulation lending integration to automatically place holds for requested items (for Sirsi Dynix Horizon or Symphony)
- Use Tipasa without a patron data load for fulfillment integration (for Ex Libris Alma)
The enhancements 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 |
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For best performance, it's very important to clear your browser's cache before starting to work with Tipasa! |
Be sure to utilize Smart fulfillment functionality, including:
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As part of Smart fulfillment, OCLC's Express digital delivery program enables digital resource sharing among a select group of libraries using the WorldShare ILL network that have turnaround times for lending digital materials of 18 hours or less. More than 1,000 libraries from around the world are actively participating in Express based on their ability to deliver articles and other digital resources within this timeframe. More than 600 of the Express program libraries are also members of Libraries Very Interesting in Sharing (LVIS), which agree to supply articles to each other for free. With this release, the improved turnaround time dashboard helps you see where your library's turnaround time falls with respect qualifying for Express. For more information, see: |
Have your contact information or lending policies changed? If so, please make the appropriate updates in the 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 |
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Share these release notes with your colleagues. |
Remember to visit the OCLC Community Center to connect with OCLC and other community members. |
New features and enhancements
Use circulation lending integration to automatically place holds for requested items
For libraries with Sirsi Dynix Horizon or Symphony
Holds can now be placed automatically on items requested from lending institutions that are held by your library when an ISBN or OCLC number is provided in the request. A title-level hold is placed on the requested title, and the circulation system decides which item to use to fill that hold. This saves staff time by eliminating manual steps.
This enhancement also provides a more integrated circulation workflow for libraries with multiple branches. When a new lending request comes in, the system can trigger the circulation system to start routing the requested item to the ILL department for shipping. If the item is held at a branch, the branch staff are notified that the item is needed so they can get it en route quickly.
Although this feature has first been implemented for Sirsi Dynix systems, we anticipate making it available for other library systems in future releases.
To enable this feature, go to OCLC Service Configuration > WorldShare ILL > Circulation Integration > Lending. Then select the checkbox for Place hold on requested item.
The Circulation History will indicate the success or failure for placing the hold.
For more information, see Set up third-party Circulation integration.
Use Tipasa without a patron data load for fulfillment integration
For libraries with Ex Libris Alma/Primo
You can now provide your patrons with a single view of all library interactions in Primo, while saving ILL staff time by not manually entering requests in Tipasa, and eliminating patron data loads to Tipasa.
Tipasa's new fulfillment integration leverages both ILL request transfer from Alma to Tipasa and circulation integration between Tipasa and Alma.
Your library may configure Alma to process requests placed in Primo in one of two ways. Alma can be configured with an automated rota that includes Tipasa. If the ILL request isn’t fulfilled among libraries in the Alma system, it's sent automatically to Tipasa for fulfillment. Or, ILL staff can use ILL request transfer to manually push the request to Tipasa for fulfillment.
Once the request is filled, Tipasa updates the Alma request via circulation integration, which triggers the item delivery and appropriate notifications.
If your library is currently set up with a patron data load, My Account, and Tipasa request forms, and you’d like to instead implement fulfillment integration, please contact OCLC Support. We'll work with you to set up a plan and timeline for moving to fulfillment integration, which includes enabling ILL request transfer, disabling Tipasa request forms, turning off access to My Account, and removing patron data from Tipasa. As a result of these updates, patrons will use Primo for a single view of their library requests.
Note
Staff interface being modernized for improved accessibility, usability, and navigation
In early 2024, the OCLC Resource Sharing Team began a project to modernize the Tipasa staff interface. The modernization does not introduce new functionality but will improve accessibility, usability, and navigation, ensuring clearer organization of information as well as the use of modern components, elements, and behaviors.
Modernized pages will be rolled out and released in a two-phase process. Libraries that participate in the "preview" group will see and use the new pages one release prior to other Tipasa libraries. The release of modernized pages began earlier this year.
The modernized version of this page... | Released to the preview group... | Released to all Tipasa libraries... |
Request Details: Purchase tab | January 2024 | February 2024 |
Request Details: Staff Notes tab | February 2024 | June 2024 |
Tipasa Home page | February 2024 | June 2024 |
Search results page | April 2024 | June 2024 |
Search results page: Tag display | June 2024 | August 2024 |
Request Details: Request History tab | August 2024 | August 2024 |
Create Request, non-batch queues | August 2024 | October 2024 |
For upcoming releases, this list will be updated with additional pages.
If your library team is interested in being included in the preview group, please send an email to oclcresourcesharing@oclc.org.
For more information, please see the January 31 session of Product Insights: Resource Sharing (timestamp 13:05).
Tag display update in search results
Previously, the request tags were truncate and required you to hover over each cell to see all associated tags. With this release, the tag display wraps, showing all tags linked to the request. This allows you to scan the queue for tags of interest.
Bug fixes and known issues
For a full list of current and recently fixed issues, see Known issues.
Important links
Post-release session
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 .
Date: Wednesday, October 16, 2:00 pm, Eastern Daylight Time
Registration: https://community.oclc.org/t5/resour...sharing-events
Please note the session time zones when registering. The sessions will be recorded and archived for future viewing on the OCLC Community Center. Please register, even if you cannot attend, to receive a link to the recorded session.
OCLC Resource Sharing Conference web series
OCLC invites you view presentations from the 2024 OCLC Resource Sharing Conference (RSC24) web series. This series of free, virtual sessions focused on topics of interest to the OCLC interlibrary loan community. Recordings and slides are available in the community center.
RSC24 includes these sessions:
- March 13: Lightning sessions | Recording
- It’s dangerous to go alone: The collaborative process of providing resources for teaching
- Streamlining access: The merge of information services and interlibrary loan for an almost seamless library experience
- From silo to collaboration: Embedding resource sharing in collection management
- March 27: Forming a more perfect union: The groundbreaking harmonization of resource sharing policies across and within Big Ten Academic Alliance libraries | Recording
- April 10: Panel presentation: The power of collaboration: Cross-departmental cooperation and resilience | Recording
- April 24: Lightning sessions | Recording
- Win-win purchasing: Using ILL to automate your collection development for print items
- Book digitization: How the UConn Library accommodates patrons with print disabilities
- A tiered system approach to ILL borrowing
- May 1: Lightning sessions | Recording
- Building bridges beyond borders: Key findings from the international interlibrary loan survey
- Emerging Nations Article Exchange Program
- May 8: Advancing resource sharing: OCLC and Atlas Systems innovations in APIs and AI | Recording
Virtual Workshop Series: Learn how to fine-tune your ILL setup
Were you able to join us for all of our Virtual Workshops where we showed how you can optimize your library’s ILL setup and workflows, and save time?
The series included the following topics:
- Part 1: Fine-tune your policies and deflections (recording, slides, and checklist available)
- Part 2: Construct your custom holdings (recording, slides, and checklist available)
- Part 3: Automate your request process (recording, slides, and checklist available)
- Part 4: Curate and care for your constant data (recording, slides, and checklist available)
- Part 5: Make your usage statistics count (recording, slides, and checklist available)
Support websites
Support information for this product and related products can be found at: