Tipasa live and recorded classes
Overview
OCLC offers live and recorded instructor-led training sessions on Tipasa.
Use the links below to register for upcoming live classes, or click the View a recorded session link beneath a live class to access recordings of past training sessions.
Training questions? Please visit OCLC Training FAQ.
Live Tipasa training is intended for libraries currently implementing or using Tipasa. If your library is not a member of a current or previous Tipasa cohort, please see these Recordings or request more information about Tipasa.
Request closed captioning
Closed captioning is available in the US upon request with 5 business days' notice. To request closed captioning for a training session, please contact us at training@oclc.org.
Cancellation policy
In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email before the session.
Live and recorded classes
Introduction to Tipasa
This 60-minute course provides a high-level overview of Tipasa staff and patron features and functionality, including customization options.
| Date | Time | Registration link |
|---|---|---|
| Tuesday, February 6, 2024 | 2:00PM - 3:00 PM Eastern Standard Time, North America [UTC -5] | Register |
View a recorded session
View a recorded session (59 minutes)
Course handouts
Lending workflows
This course provides the basic skills needed to respond to lending requests in Tipasa. After completing this course, you will be able to decide how your library will use lending priorities and advanced lending workflows (verifying, retrieving, scanning, and packaging), and process lending requests for loans and copies in Can You Supply and Lending Priorities queues. This includes printing pull slips/packing slips with your call number, printing shipping labels for loan requests, and transmitting scanned copies via Article Exchange.
| Date | Time | Registration link |
|---|---|---|
| Tuesday, February 13, 2024 | 2:00PM - 3:00 PM Eastern Standard Time, North America [UTC -5] | Register |
View a recorded session
View a recorded session (43 minutes)
Course handouts
Copyright management
This course provides the basic skills needed for staff in libraries in the United States to configure copyright management options and track copyright compliance for ILL requests requiring royalty payments. After completing this course, you will be able to interpret the copyright queue, select the appropriate option in the copyright clearance section of a request, and use Tipasa copyright reports.
| Date | Time | Registration link |
|---|---|---|
| Tuesday, Febuary 20, 2024 | 2:00PM - 3:00 PM Eastern Standard Time, North America [UTC -5] | Register |
View a recorded session
View a recorded session (56 minutes)
Course handouts
Document delivery
This course provides the basic skills needed to configure Tipasa document delivery functionality, and efficiently manage document delivery requests. After completing this course, you will be able to configure automations, patron request workforms, and notifications to facilitate document delivery; fulfill requests from your patrons for physical or electronic resources that your library holds or licenses, as well as open access resources; and change fulfillment type between document delivery and ILL request.
| Date | Time | Registration link |
|---|---|---|
| Tuesday, February 27, 2024 | 2:00PM - 3:00 PM Eastern Standard Time, North America [UTC -5] | Register |
View a recorded session
View a recorded session (56 minutes)
Course handouts
Patron management and notifications
Course description
This course covers all aspects of Tipasa features for interacting with patrons: the User Portal, where patrons can submit and view requests, and access associated Article Exchange, knowledgebase or open access links that were added to their requests; staff management of patron accounts to approve newly registered patrons, or block patrons not in good standing; and activation and customization of patron notifications.
Topics covered include:
- Reviewing the patron experience in the User Portal
- Configuring patron account and request management options
- Customizing Patron Request Workforms in Service Configuration
- Configuring and customizing Patron Notifications in Service Configuration
- Using the Tipasa staff interface, approve or block patron accounts and process requests from patrons
People who should take this course are: staff responsible for assisting patrons in use of the Tipasa User Portal; staff responsible for configuration of patron request forms or notifications or for determining conditions under which requests should be automatically sent to lenders without staff intervention; and staff responsible for approving patron accounts, processing requests from patrons and communicating with patrons throughout the ILL and Document Delivery workflows.
After completing this course, learners will be able to customize the patron request workforms, manage patron accounts and customize notifications, configure patron account and request management options, and assist patrons with User Portal tasks such as setting communication preferences, creating new requests, viewing ILL requests, and viewing knowledge base or Article Exchange articles.
View a recorded session
View a recorded session (63 minutes)