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OCLC Support

Prepare and plan

Find information about steps you can take to prepare for your use of Tipasa.

There are a few things you can do to prepare for your use of Tipasa.

Message Board

Use the Message Board located below the Quick Links section on the Tipasa home page to find information about scheduled system maintenance, training opportunities, ILL-related webinars, and other information about the ILL system.

Browser compatibility

Use the browser compatibility chart to ensure your systems are up to date and can support Tipasa.

OCLC Policies Directory

Add or update your records in the OCLC Policies Directory. The OCLC Policies Directory allows you to:

  • Communicate to other libraries your library’s schedules, contacts, and collections, as well as lending and copying policies.
  • Automatically deflect some lending requests based on criteria your library specifies. 

Once logged in, on the home screen under Quick Links, click OCLC Policies Directory.

For more information, see OCLC Policies Directory. For training related to the OCLC Policies Directory, see:

OCLC Service Configuration

Administrative settings for Tipasa are maintained in OCLC Service Configuration. On the home screen, under Quick Links, click OCLC Service Configuration to go to Service Configuration. For more information on these settings, see OCLC Service Configuration settings.

Configuration Uses Additional information Training

Constant data (borrower data and lender data) 
 

Store frequently-used data, such as address information, and apply it to requests.
Custom Holdings groups and paths
 
Automatically build lender strings, which are libraries to which your borrowing request will be sent, based on your preferred lenders.  Also used for deflections and for lending priorities groups and proven senders.
Automated Request Manager Automate the processing of new borrowing requests.

Smart fulfillment

Increase the speed of delivery of materials based on policy data, lending history, licensing agreements, format preferences, and more. Smart fulfillment includes the following features:

  • Real-time availability for ILL    
  • Automated Request Manager (ARM)
  • Smart lender strings    
  • Express program    
  • Turnaround TIme dashboards

See Smart fulfillment for more information.

For training related to Smart fulfillment, see:

Print settings

Add your logo to book straps. See Print for more information. 

For training related to printing, see:

Additional features

Find information about additional Tipasa features that you and your staff may want to learn more about as you begin.

Feature Uses Additional information Training

Borrowing workflows

Efficiently process new requests from your library’s patrons.

Lending workflows Efficiently process lending requests from other libraries.

Interlibrary Loan Fee Management (IFM)

Reconcile resource-sharing charges and payments with other libraries through their monthly OCLC invoice.

Document Delivery From the Document Delivery queue, fill requests with items from your own collection or choose to use this as an opportunity to educate patrons on how to search your collection more effectively.
Proven Senders Designate individual lenders who provide good quality documents as proven senders. Proven Senders can be combined with automations to allow patrons to receive copies as soon as the lenders scan and send them. See Automated Request Manager for more information.  

Reports

Track metrics, spot trends, and monitor your library’s Tipasa usage