Tipasa self-paced training
Register for an upcoming Tipasa training course here.
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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. |
46:15 |
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. Transcripts (5 June 2025) |
Borrowing
| Title and description | Length | |
|---|---|---|
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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.
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66:00 |
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 |
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Tipasa borrowing simulation This simulation gives you opportunities to practice various scenarios for processing new borrowing requests. |
N/A | Access tutorial |
| 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:
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. |
63:00 | View recorded session |
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Tipasa US Copyright management 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
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37:30 |
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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. |
N/A | Access the simulation After completing the exercise, please take a few moments to complete this brief survey. |
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Tipasa Document delivery 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 |
34:01 |
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| 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 | |
| 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. |
9:49 |
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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. |
55:57 | View recorded session (18 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. Transcript (18 June 2025)Presentation slides (18 June 2025) 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 |
Configuration
| Title and description | Length | |
|---|---|---|
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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 |
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| 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 |
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| 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. |
7:04 |
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| 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 |
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| 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. |
10:43 |
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| ILL Deflection for electronic resources
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. |
7:20 |
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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.
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8:53 |
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