Learner guide: Introduction to Tipasa

Course overview

This course provides a high-level overview of Tipasa. After completing this course, you will be able to describe the major staff and patron features and functions of Tipasa and how they relate to common borrowing and lending workflows. This includes My Account, patron request workforms, automations, advanced lending workflows, lending priorities, copyright management, proven senders, document delivery, and notifications.

Smart fulfillment

OCLC recommends using smart fulfillment, including real-time availability for ILL, Automated Request Manager (ARM), and smart lender strings to make your borrowing and lending activities more efficient.

Prepare and plan

OCLC recommends reviewing your records in the OCLC Policies Directory, your constant data, and your Custom Holdings groups and paths. For more information, see Prepare and plan.

Tipasa features related to interlibrary loan workflows

Loan request

Borrower New loan request	→	Lender Ja Shipped/In Transit	→	Borrower Mark as received Received/In Use	→	Borrower Return item Returned	→	Lender Checked In/Complete Closed
Patron experience		Advanced lending workflows OPAC integration Lending priorities		Patron experience		Additional Tipasa features applicable to borrower and lender for all request types: Tags and staff notes Automations Export Reports available through OCLC Usage Statistics, WorldShare Reports and WorldShare Report Designer

Copy request

Borrower New copy request		→	Lender Ja Shipped/In Transit		→	Borrower Mark as received Closed
Patron experience	Copyright management		Advanced lending workflows	Lending priorities		Patron experience	Proven senders

Document delivery

Patron Creates request	→	Borrower Complete
Patron experience		Advanced lending workflows	OPAC integration	Patron experience

Sources for new requests

Request workflow

Legend

Tipasa features

Borrowing library staff action
Lending library staff action
Patron experience
Automatic system action

Configuration options for patron experience

Options:

Require approval for new ILL patron accounts
Allow patrons to renew requests online
Allow patrons to cancel requests online
Hide patron due date (to prevent inconsistency with circulation system), or display patron due date and optionally select number of days to offset patron's due date
Customize patron request workforms for:
- Article
- Book
- Other
Enable and customize notifications:
- Borrowing library to patron
- Document delivery library to patron

Legend

Tipasa features

Borrowing library staff action
Lending library staff action
Patron experience
Automatic system action

Automations

Borrowing automations

Lending automations

Choose from these actions:
- Add tags
- Apply constant data
- Build lender string
- Route request to:
  - Review
  - Document delivery, if held
  - Purchase
  - WMS Acquisitions
  - Lenders
- Based on match criteria:
  - Age of material
  - Material format
  - Languages
  - Need before date
  - Patron department
  - Patron note
  - Patron status
  - Patron will pay up to
  - Request type

Choose from these actions:
- Add tags
- Apply constant data
Based on match criteria:
- Branch holding location
- Shelving location
- Custom holding group or profiled group membership of requesting library
- Request type
- Material format

Legend

Tipasa features

Borrowing library staff action
Lending library staff action
Patron experience
Automatic system action

Advanced lending workflows

Lending priorities

Enable special queues for requests from priority borrowers.

Configure display name
Filter by custom holdings group or profiled group

Copyright management

Options:

View copyright clearing in a separate queue
Clear patron-initiated requests for copyright automatically if they match titles used less than five times (with appropriate automation)

Proven senders

Supplemental information

The OCLC Support site connects you to our highly skilled support staff and valuable self-serve resources. These include extensive documentation for OCLC’s products and services, helpful troubleshooting instructions, and other materials to answer your questions.

Tipasa documentation
Tipasa training - Find this class and additional training content here.
What’s new with Tipasa? Check the Tipasa release notes.
Tipasa FAQ & Troubleshooting articles
Tipasa Community Center
- Connect with OCLC staff and peers using Tipasa.
- Share workflows and feedback, and submit enhancement requests.
- Attend webinar events and keep up with product news

Additional questions? Contact OCLC Support in your region.

You’ve made it to the end of the Learner Guide! Allow me to take this opportunity to thank you for attending the Introduction to Tipasa class! Your feedback is important to us – please answer a survey to contribute your feedback on this session.

We look forward to seeing you in the next class!