Create a Tipasa account
Find information about creating staff accounts, as well as searching for, editing, and deleting accounts in Tipasa.
Create users
Create accounts for your staff members. Required fields may vary, depending on the services your library subscribes to.
roles to the staff account.
If your library uses third party authentication with provision on demand, instruct the staff user to sign into Tipasa through your authentication method. For example, if your institution uses OpenAthens for authentication, users will sign in through OpenAthens and the account will be automatically provisioned in your WorldShare staff interface. At that point, any staff member with a WORLDSHARE_ILL_ADMIN role can assignLibraries using third party authentication without provision on demand must perform ongoing patron loads in order to add new accounts to Tipasa.
Recommendations
For information about creating patron accounts, please see Create patron accounts.
Create a staff account
- Navigate to the WorldShare interface > Admin tab. See the documentation on User management for more information.
- On the left navigation, under User Management, click New User.
- On the Basic User Data panel, OCLC recommends filling in the following fields:
- First Name: Highly recommended.
- Address, Phone Number, or Email Address: Email is highly recommended. The user/patron needs an email address to create a password for their account.
- User Name: Required. Depending on your institution's configuration, Barcode and User Name may be linked. If you are not using WorldShare Circulation, the User Name field is recommended.
- Barcode is only used for libraries using WorldShare Circulation.
The following fields are required for libraries using WMS Circulation functionality only. Tipasa-only libraries should not include information in any of these fields:
- Barcode
- Patron Type
- Home Branch
- Click Create.
- On the confirmation window, click OK. The user/patron account appears.
Assign roles to a staff account
Prompt your staff member to set a password
Tipasa account roles
- WORLDSHARE_ILL_ADMIN
- WORLDSHARE_ILL_USER
Tipasa roles comparison
Action | Roles | |
---|---|---|
WORLDSHARE ILL ADMIN | WORLDSHARE ILL USER | |
Assign roles to other users. Create a user that automatically has the Everyone role assigned. | x | |
Can use OCLC Service Configuration. | x | |
Create users, regardless of module (Circ, Acq, etc.) | x | |
Delete users. | x | |
Perform all operations, including assigning roles to users. | x | |
Read information about users, regardless of module (Circ, Acq, etc.) | x | |
Retrieve and view users. | x | |
The security context contains all the information about a given user (especially what actions they can perform). This permission allows the user to perform actions on behalf of another user (patron). | x | |
Update information about other users, regardless of module (Circ, Acq, etc.) | x | |
Update institution configuration information relating to authentication and authorization. | x | |
Use the Forgot Password feature to get a new password. | x | x |
Use of WorldShare ILL. | x | x |
View copy and item-level holdings for their institution in WorldCat. | x | x |
View information about a user’s accounts. In some circumstances this may include identifying information about accounts external to OCLC (e.g. where OCLC receives periodic patron updates from an external system, or where authentication is managed by an external system). | x | |
View and export My Library reports under Analytics > Collection Evaluation. | x | x |