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Tipasa exercises

Reinforce your skills with these hands-on training exercises for Tipasa.

How to use these exercises

OCLC's hands-on training exercises are designed to give you an opportunity to practice building your skills while working in a safe environment.

These interactive exercises can help you learn a new service, teach a new staff member how to use a service, and can also prepare you with basic knowledge about a service prior to taking one of our instructor-led courses.

Automated Request Manager

In this self-paced course, you will learn the benefits of using automations, and what information you should review and update before creating automations.  The course includes video demonstrations of creating borrowing and lending automations, and you will have opportunities to check your knowledge.

Course: Automated Request Manager

After completing the course, please take a few moments to complete this brief survey.

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Introduction to Tipasa quiz

This quiz provides an opportunity to check your knowledge of how Tipasa features relate to some typical workflows.

 Quiz: Introduction to Tipasa

After completing the quiz, please take a few moments to complete this brief survey.

Borrowing

Borrowing workflows course

This self-paced course provides demonstrations and practice exercises for processing requests in the New for Review queue that have been submitted by your patrons, and sending the requests to potential lenders.  This includes building lender strings for loan requests and copy requests using automations and Custom Holdings, as well as by manually selecting lending libraries.  It also includes demonstrations and practice exercises for receiving loan requests and printing borrower book straps, and returning loan requests and printing return labels.

 Course: Tipasa borrowing workflows

After completing the course, please take a few moments to complete this brief survey.

Copyright management simulation

In this simulation, you will play the role of an ILL borrowing librarian in the United States. You will use the copyright management features in Tipasa to mark requests as Clear for fair use (CCG) and Clear with fee payment required (CCG); add a new title to your library's copyright table; and view copyright reports.

 Simulation: Copyright management

After completing the exercise, please take a few moments to complete this brief survey.

Copyright management quiz

This quiz asks questions to reinforce your understanding of Tipasa copyright management features for libraries in the United States.

 Quiz: Copyright management

After completing the exercise, please take a few moments to complete this brief survey.

Lending

Lending workflows simulation

This simulation gives you opportunities to practice various scenarios for processing new lending requests in your priority lending queue, including printing book straps and shipping labels, as well as attaching a scanned article using Article Exchange for a copy request.

 Simulation: Tipasa lending workflows

After completing the exercise, please take a few moments to complete this brief survey.

Advanced lending workflows quiz

This quiz asks questions to reinforce your understanding of the Verifying, Retrieving, Scanning, and Packaging queues.

 Quiz: Advanced lending workflows

After completing the exercise, please take a few moments to complete this brief survey.

Document delivery

Document delivery quiz

This quiz asks questions to reinforce your understanding of Tipasa’s document delivery functionality.

 Quiz: Document delivery

After completing the exercise, please take a few moments to complete this brief survey.

 

Having trouble accessing a specific hands-on training module or simulation?
 Please contact us at training@oclc.org or call 1-800-848-5800.