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Lending workflows


Course description

This course covers Tipasa lending workflows for loan and copy requests.  This includes Advanced Lending Workflows, designed for libraries that process high volumes of requests from other libraries, or who have different staff members responsible for specific steps in responding to new requests.  It also includes Lending Priorities, which enables lenders to give special service to requests from libraries they have designated as priority borrowers, such as consortium members or in-state libraries.

After completing this course, learners will be able to retrieve and process new lending requests from priority borrowers and other libraries, process requests in the verifying, retrieving, scanning, and packaging queues and explain the relationship of these queues to Document Delivery and Lending Priorities.

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 email  for information about Tipasa.

Registration deadline for live classes is 2 hours before the session start time.

Register for live, online training

Date Time Registration link
Thursday, June 9, 2022 2:00PM - 3:00PM Eastern Daylight Time, North America [UTC -4] Register

View a recorded session

View a recorded session  (43 minutes)

Course handouts

Learner guide - Lending workflows


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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

Cancellation policy
In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email in advance of the session.