Tipasa self-paced training

View recorded session ( 5 June 2025)

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. 

Presentation slides ( 5 June 2025)

Transcripts (5 June 2025)

Learner guide

Access the course quiz

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

Tipasa borrowing workflows

This course provides the basic skills needed to process and manage borrowing requests in Tipasa, In this course, you will learn how to process and manage loan and copy requests how to enable and use the U.S. copyright feature for copy requests, how to enable and use the document delivery functionality for those items owned by your library, and how to take advantage of automation and notification options to provide a seamless experience to your patrons. 

View recorded session (12 June 2025)

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. 

Transcripts (12 June 2025)

Presentation slides (12 June 2025)

Learner guide

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

Tipasa borrowing simulation

This simulation gives you opportunities to practice various scenarios for processing new borrowing requests.

• 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

Class handout
 

Tipasa US Copyright management

This video 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 watching this video, 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.

Chapters:

00:00:00 Introduction

00:00:31 Basics of Tipasa Copyright management

00:06:47 Configure Tipasa Copyright management

00:12:10 Explaining the Copyright queue

00:20:08 Process Clear for Fair use

00:23:56 Process Clear with fee payment

00:30:08 Process No matches found

00:33:49 Copyright reports

Learner guide

Access the quiz

Survey

Tipasa 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.

Tipasa Document delivery

This video provides the basic skills needed to configure Tipasa document delivery functionality, and efficiently manage document delivery requests. After watching this video, 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.

Chapters:

00:00:00 Introduction

00:03:00 Document Delivery configuration

00:07:20 Configure Patron request form

00:10:54 Configure Patron notifications for Document Delivery

00:14:08 Process article requests in Document Delivery

00:21:11 Process knowledge base requests in Document Delivery

00:24:50 Process Open Access items in Document Delivery

00:29:52 Generate reports

Learner guide

Access the quiz

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.

Survey

Print ILL requests

This video shows how to print full requests.

Survey

ILL Requests: Expired, overdue, or unfilled

This video covers how a borrowing library should proceed with interlibrary loan requests with the status of expired, overdue, or unfilled in OCLC Interlibrary Loan services.

 Survey

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.

Survey

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. 

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.

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.

Survey

Print ILL requests

This video shows how to print full requests.

Survey

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.

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.

Survey

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.

Survey

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.

Survey

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.

Survey

Basics of ILL deflection

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 and item-level deflection.

Survey

In this video you will learn how to set Interlibrary loan terms for OCLC interlibrary loan services for your electronic resources, including your e-book collections, articles, and databases. You will learn how to activate your WorldCat knowledge base collections for enhanced ILL, and how to create deflection policies for your electronic collections.

Survey

Set ILL deflection in WorldShare License Manager

This video provides instructions in how to set up deflections for OCLC interlibrary loan for electronic resources configured in WorldShare License Manager, according to your e-license terms, if your library subscribes to this service.

Survey