Use this screen to turn on Tipasa advanced settings.
This setting turns on Advanced Lending. If you turn on Advance Lending, you will see four additional lending queues in Tipasa: Verifying, Retrieving, Scanning, and Packaging.
Note: If you have also enabled Document Delivery and/or Lending Priorities, you will see the Advanced Lending queues in the Document Delivery and/or Lending Priorities categories.
To select your Advanced Lending setting:
This setting turns on Lending Priorities. Lending Priorities is a separate category at the bottom of the left navigation in Tipasa dedicated to your priority borrowers (for example, a consortium your library is in). For every group you add as a lending priority, there will be separate lending queues dedicated to that group. You can have up to five groups defined as lending priorities.
To turn on Lending Priorities:
To turn off Lending Priorities:
This setting turns on Document Delivery. Document Delivery allows you to manage patron requests for materials your library holds.
To select your Document Delivery setting:
This setting turns on Proven Senders. When Proven Senders is enabled, copy requests filled by a library designated as a proven sender will be automatically processed by the system. Copy requests from the proven sender will be marked as Received and sent to the patron who submitted the request. Proven senders should consist of lenders who supply good, quality documents. Proven senders can include all lenders, only a specific custom holdings group, or all lenders except for a specified custom holdings group to be excluded.
Create new custom holdings groups on the Custom Holdings Groups screen (WorldShare ILL > Custom Holdings Groups).
Note: Turning on Proven Senders does not affect any requests that are already In Transit.
To turn on Proven Senders:
To turn off Proven Senders:
These settings turn on and manage copyright. The Copyright feature allows borrowing libraries to keep track of royalty payments for copies from journals.
There are four Copyright settings that can be enabled.
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Setting |
Description |
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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 accordion 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:
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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:
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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:
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4 |
Clear patron-initiated requests for copyright automatically if they match titles used less than 5 times |
If enabled, this setting allows automations 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 automations with Tipasa. In order to clear as Fair Use, the following must be true:
If this setting is turned off, but copyright management is turned on:
To enable the clearing of requests via automation:
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If fulfilling a request using an Article Exchange-connected scanner, use the check-box to determine whether to:
Please see Scannx and BSCAN integration, for additional information on scanner integration.
Enable automatic local holdings lookup during request profiling: During automation, determine whether to retrieve local holdings and availability information from your OPAC for borrowing and document delivery requests. For more information, please see View local holdings and availability.
Enable automatic local holdings lookup on lender assignment: Display local holdings and availability information from your OPAC for lending requests. See View local holdings and availability for lending requests for more information.
Allow inclusion of off-system partners in lender strings: Turn On to include off-system partners in lender strings built by the Automated Request Manager.
Refer to Off-system borrowing for more information.