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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:

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

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:

As part of Smart fulfillmentOCLC'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

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.

automatic lending hold.jpg

The Circulation History will indicate the success or failure for placing the hold.

circ history success message.jpg

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. 

fulfillment integration.jpg

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.

tags in queue.jpg

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:

Support websites

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