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OCLC Support

Set up Copyright

Find information about setting up Copyright in the OCLC Service Configuration for US copyright management in Tipasa.

Before you can begin to use copyright management, you must enable the Copyright features in OCLC Service Configuration.

To turn on copyright management and related features:

  1. Sign in to Service Configuration.
  2. On the left navigation, click WorldShare ILL > Advanced Workflows.
  3. On the Advanced Workflows screen, under US Copyright Management, select the settings you want to turn on. You must select the first On check box in order to manage copyright and use the other settings. See the Copyright settings table below for details on each copyright setting.

     Note: When the copyright check is turned off, you will no longer see the queue and no new entries will be added.

Copyright settings

There are four Copyright settings that can be enabled:

  Setting Description
1 Select whether you want to manage copyright for requested copies

This setting turns on copyright management in Tipasa. When turned on, the Copyright Clearance section appears in borrowing requests when Copy is selected as the Type.

If this setting is not selected, copyright management is turned off completely and the below settings do not apply. Additionally, the system reverts to the WorldShare Interlibrary Loan copyright options for borrowers in constant data and on request forms.

To enable copyright:

  1. Select the On check box.
  2. Click Save.
2 View copyright clearing in a separate queue

This setting turns on the Copyright queue. If enabled, copy requests that have not been marked with copyright clearance will also appear in the Copyright queue. For more information, see Copyright queue.

To enable Copyright queue:

  1. Select the On check box.
  2. Click Save.
3 Number of years required for copyright

This setting determines the number of years required for copyright, depending on your library's interpretation of the CONTU guidelines. This number is referred to as your "copyright time frame." The default setting is 5 calendar years.

For example, if you have 5 calendar years selected, and you are processing a borrowing request that has an issue date within five years of the current year, you will have to select a copyright clearance. If the issue date is over five years old, you will not have to select a copyright clearance.

If the number of years required changed, new requests will be evaluated based on the new setting. Existing requests will maintain the previously selected setting.

To change the number of years required for copyright:

  1. From the list, select 5 calendar years or 6 calendar years.
  2. Click Save.
4 Clear patron-initiated requests for copyright automatically if they match titles used less than 5 times

If enabled, this setting allows automation to clear as Fair Use and to be sent to lenders if the title is matched exactly to a copyright WorldCat record and the use count is less than five. This setting will only work if you have at least one automation configured with Copy selected as the Request Type under Matches. For more information, see Using automation with Tipasa.

In order to clear as Fair Use, the following must be true:

  • The request must have an Issue Date.
    • If there is no Issue Date or the year cannot be determined from the value in the field, the request is treated as being within your library's copyright time frame and routed to New for Review for copyright evaluation.
  • The data in the request can be used to make exactly one match to a copyright WorldCat record in your library's copyright table.
    • If there are multiple matches, library staff will need to select the most appropriate match in the request in the WorldShare interface.
  • The Use Count for the matched title must be less than five.

If this setting is turned off, but copyright management is turned on:

  • Copy requests with an Issue Date within your copyright time frame will not be automatically cleared or sent to lenders.
  •  Note: Since automations that require copyright clearance will be halted, if your library is using copyright management, you may see an increase in the number of requests that are routed to New for Review. These requests will need to be evaluated by library staff and assigned a copyright selection before being submitted to lenders.

  • Any constant data records that contain a selection of Conforms to CONTU Guidelines (CCG), CCL, or None will not be applied. These values are only set directly when copyright management is turned off.

To enable the clearing of automations:

  1. Select the On check box.
  2. Click Save.