Tipasa self-paced training

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Title and description

Length

Introduction to Tipasa

This course provides a high-level overview of Tipasa staff and patron features and functionality, including customization options.

56:54

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Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer.

Transcript

Presentation slides

Learner guide

Access the course quiz

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

Make your Usage Statistics Count: A workshop

This session discusses using OCLC ILL Usage Statistics to show the value of your ILL services, streamline workflows, and update policies.

60:00

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Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.

Borrowing

Title and description	Length
Tipasa borrowing workflows 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.	N/A	Access self-paced course 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.	N/A	Access the simulation After completing the exercise, please take a few moments to complete this brief survey.
Patron management and notifications 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, knowledge base 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 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. Intended audience: This course is intended primarily for staff responsible for assisting patrons in the use of the Tipasa My Account; staff responsible for the 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.	1:03:00	View recorded session Class handout
Copyright management This course provides the basic skills needed for library staff 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.	52:00	View recorded session Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. Transcript Presentation slides Learner guide Access the course quiz After completing the course and course quiz, please take a few moments to complete this brief survey.
Print book straps and return labels This video shows how to print book straps or stickers and return labels (5:35 in video) when you're the borrowing library.	10:21
Print ILL requests This video shows how to print full requests.	7:46
Requests: Expired, overdue, or unfilled This video covers the procedures for ILL requests with the status of expired, overdue, or unfilled.	11:29

Lending

Title and description	Length
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.	41:00	View recorded session Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. Transcript Presentation slides Learner guide
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.	N/A	Access the simulation 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.	N/A	Access the quiz After completing the exercise, please take a few moments to complete this brief survey.
Print book straps and shipping labels This video shows how to print book straps or stickers, and shipping labels, when you're the lending library.	8:50
Print ILL requests This video shows how to print full requests.	7:46

Document Delivery

Title and description	Length
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.	59:00	View recorded session Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. Transcript Presentation slides Learner guide Access the course quiz After completing the course and course quiz, please take a few moments to complete this brief survey.

Configuration

Title and description	Length
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.	N/A	Access self-paced course After completing the course, please take a few moments to complete this brief survey.
Creating constant data This video shows how to create, edit and maintain constant data records in OCLC Service Configuration for accuracy and efficiency in ILL borrowing and lending.	8:37
Custom Holdings for Interlibrary Loan This video shows how to create and edit custom holdings groups and custom holdings paths then apply them to your interlibrary loan requests. Custom holdings are the group(s) of your preferred lending libraries that you can apply to your ILL requests for the system to automatically add then to the lender string on your ILL requests, thus saving you time when processing those requests.	13:14
OCLC IFM - Interlibrary Loan Fee Management This video provides an overview of IFM and how borrowing and lending libraries can configure IFM as payment method.	7:37
Establish ILL Policies in OCLC Policies Directory Libraries using OCLC interlibrary loan services will learn how to set up and/or edit policies in OCLC Policies Directory.	22:47	;
Basics of deflections This video provides an overview of the types of ILL deflections and how you can set up deflections for items your library does not lend through ILL, including supplier status.	10:54
Deflecting knowledge base collections This video reviews the steps necessary to deflect requests based on E-Licensing terms that restrict ILL.	5:39
Deflecting all electronic items This video shows how to create deflection policies for all electronic items, reviews the impact it has on requests, and shows where to review statistics on requests deflected.	5:45
Curate and Care for your Constant Data: A workshop This session focuses on creating data records that can be saved and applied to borrowing and lending requests.	53:00	View a recorded session Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
Construct your Custom Holdings: A workshop This session discusses how to choose lenders to include in custom holdings, explains the auto-creation of lender strings and how lender strings are randomized, and discusses lending priorities and proven senders.	55:00	View a recorded session Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
Fine-tune your Policies and Deflections: A workshop This session focuses on setting and communicating your ILL policies, using automatic deflections to your advantage, and assessing the effectiveness of your deflection settings.	42:00	View a recorded session Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.
Automate your Request Process: A workshop This session discusses the Automated Request Manager in the OCLC Service Configuration to automate processing of new borrowing requests.	1:04:00	View a recorded session Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center.