Categories and queues

Laatst bijgewerkt
Opslaan als pdf

Tipasa Home Quick Links

Quick Links display queues that may require action and are the same queues that appear in the left navigation. Use the Quick Links section on the Home screen to navigate directly to specific queues:

Note: A request can appear in more than one queue at a time.

Borrowing

AE Alert
Copyright
New for Review
- Not Reviewed
- Reviewed
Produced
- In Transit
- Received?
- Expired
- Unfilled
Received
- Overdue
Returned

Lending

Lending Priorities
Note: Although the Lending Priorities header always displays, the Lending Priorities group names display only if they have requests in New Copies, New Loans, or Conditions Accepted.
Supplied
- Not Received
- Overdue
Returned
- Returned/In Transit
- Returned/Complete?

Document Delivery

New
- New - Copies
- New - Loans
In Process
- Retrieving

Request queues

The following tables describe the queues that make up the categories in Tipasa and the actions you can take from the respective queues.

Borrowing Request queues

Queue	Description	Borrower action(s)
AE Alert	Borrower alert category is present when a lender has entered text into the AE Alert field on the workform.	Mark as received Not Received
NEW FOR REVIEW
Not Reviewed	All requests that are brand new to the system. No one in your library has yet viewed these requests. Note: When a user views a request in this category, its status changes to Reviewed. Note: When using the Print All feature to print Not Reviewed requests, a user has the option to use the default setting and auto-update all requests printed to Reviewed or to turn auto-update off and retain the Not Reviewed status. For more information see Print all items in a request queue.	Send Request Change Fulfillment Type Mark Unread Cancel Request
Reviewed	All requests that are new to the system, but have been viewed (reviewed) by your staff. These requests are electronically-generated, waiting for evaluation and/or further processing.	Send Request Purchase Request Change Fulfillment Type Open Access Cancel Request
PRODUCED
Awaiting Response	The request has been submitted by the borrowing library, and is awaiting a response from a potential lender.	Cancel Request
Automation Produced	These requests have been successfully forwarded through automation processing during the past 4 system days.	Depends on the request’s status.
Conditional	Lender has stated conditions for lending in Lending Notes.	Yes No Cancel Request
In Transit	The lender has sent the item.	Mark as received Not Received
Not Received	The Borrower has not received an item sent by Lender and responded No to Received?	Mark as received New
Unfilled	No Lender could supply the item.	Resend Request Change Fulfillment Type New Cancel Request
Received?	The borrower has not yet marked an item as received and the system is asking if it’s an oversight.	Mark as received Not Received
Expired	No Lender could supply the item prior to the Need Before date.	Cancel Request
RECEIVED
Received/ In Use	The Borrower received item from Lender, and it is with the requesting patron.	Return item Renew item Lost
Renewal Requested	The Borrower wants to renew the loan, and is awaiting a response from the lender.	Return item Lost
Renewal Approved	The Lender agreed to renew a loan. Note: Requests will remain in the Renewal Approved queue until the borrower returns the item, requests another renewal, or marks the item as lost.	Return item Renew item Lost
Renewal Denied	The Lender did not renew the loan. Note: Requests will remain in the Renewal Denied queue until the borrower returns the item or marks the item as lost.	Return item Lost
Overdue	The item is 14 or more system days overdue.	Return item Renew item Lost
Recalled	The Lender wants the item returned immediately, or the Lender has sent you an erroneous Yes.	Return item Lost
Received but Missing	The Borrower has marked this item as missing. The request will age after 760 days.	Return item Renew item
RETURNED
Returned	The Borrower has returned the item.	Checked-in/Complete
Returned but Missing	The Borrower has returned the item, but the Lender did not receive it.	Checked-in/Complete

Document Delivery queues

You need to enable Document Delivery in order to see the Document Delivery queues.

Queue	Description	Borrower action(s)
NEW
New - Copies	Copy requests that were created when a Borrower submitted a completed workform and routed to Document Delivery. Note: When a user views a request in this category, its status changes to Considering. Note: When using the Print All feature to print New - Copies requests, a user has the option to use the default setting and auto-update all requests printed to Considering or to turn auto-update off and retain the New status. For more information see Auto-Update with Print All.	Yes No Conditional
New - Loans	Loan requests that were created when a Borrower submitted a completed workform and routed to Document Delivery. Note: When using the Print All feature to print New - Loans requests, a user has the option to use the default setting and auto-update all requests printed to Considering or to turn auto-update off and retain the New status. For more information see Auto-Update with Print All.	Yes No Conditional

Queue

Description

Borrower action(s)

NEW

New - Copies

Copy requests that were created when a Borrower submitted a completed workform and routed to Document Delivery.

Note: When a user views a request in this category, its status changes to Considering.

Note: When using the Print All feature to print New - Copies requests, a user has the option to use the default setting and auto-update all requests printed to Considering or to turn auto-update off and retain the New status. For more information see Auto-Update with Print All.

Yes
No
Conditional

New - Loans

Loan requests that were created when a Borrower submitted a completed workform and routed to Document Delivery.

Note: When using the Print All feature to print New - Loans requests, a user has the option to use the default setting and auto-update all requests printed to Considering or to turn auto-update off and retain the New status. For more information see Auto-Update with Print All.

Yes
No
Conditional

Lending Requests

Time to Respond

The Time to Respond column indicates when a request will age or expire from a Lender's Can You Supply? queues. The Time to Respond column appears in the following queues:

Can You Supply?
- New - Copies
- New - Loans
Considering
- Considering - Copies
- Considering - Loans
Conditions Accepted
Verifying, Retrieving, Scanning, Packaging
Batch response versions of all the above queues and subqueues

The default sort in the above queues is by the Time to Respond column to ensure that requests with the least amount of time before aging or expiring will display at the top of the screen. The Time to Respond column and all additional columns in the queue are sortable.

The following factors are considered when calculating the Time to Respond:

The date and time the queue is being accessed
The lender's Days to Respond from Policies Directory
Non-aging days, such as weekends and holidays
- Non-aging days do not impact request expiration.
The borrower's Need Before Date
- Need Before Date will determine when the request expires.

The calculation considers the sooner of the expiration or aging date and displays the difference in time between when the queue is being accessed and the ultimate aging or expiration date. The values displayed in the Time to Respond column are:

< 12 hours (less than twelve hours)
< 24 hours (less than twenty-four hours)
> 1 day (more than one day)
> 2 days (more than two days)
>3 days (more than three days)
>4 days (more than four days)
>5 days (more than five days)
>6 days (more than six days)
>7 days (more than seven days)

Within each category of Time To Respond above, the system sorts in order by the shipped/returned date and time, from top to bottom. This enables you to work from top to bottom in the queue. The top requests are the ones that will age first, and when multiple requests have the same Time To Respond value, the requests with that value will be sorted by which requests were assigned to your library as the lender first.

Lending Requests queues

Queue	Description	Lender action(s)
CAN YOU SUPPLY?
New - Copies	Copy requests that were created when a Borrower submitted a completed workform, and the request moved through the Lender string sequentially. Note: When using the Print All feature to print New - Copies requests, a user has the option to use the default setting and auto-update all requests printed to Considering or to turn auto-update off and retain the New status. For more information see Auto-update with Print All.	Yes No Conditional
New - Loans	Loan requests that were created when a Borrower submitted a completed workform, and the request moved through the Lender string sequentially. Note: When using the Print All feature to print New - Loans requests, a user has the option to use the default setting and auto-update all requests printed to Considering or to turn auto-update off and retain the New status. For more information see Auto-update with Print All.	Yes No Conditional
Considering - Copies	Copy requests that you have already reviewed.	Yes No Conditional
Considering - Loans	Loan requests that you have already reviewed.	Yes No Conditional
Conditions Accepted	The Borrower has agreed to the condition stipulated.	Yes No
SUPPLIED
Shipped/ In Transit	The Lender has sent the item.	Recall item
Not Received	The Borrower has not received an item sent by Lender and responded No to Received?
Recalled	The Lender wants the item returned immediately, or the Lender has sent you an erroneous Yes.
Overdue	Item is 14 or more system days overdue.	Accept Renewal Deny Renewal Recall item Return item
Renewal Requested	The Borrower wants to renew the loan.	Accept Renewal Deny Renewal Recall item
Received/ In Use	Request has been updated to Received within 7 days of Shipped date for copies, and 14 days for loans.	Recall item
Received but Missing	The Borrower has received the item, but the Patron has lost it.	Return item Renew item
RETURNED
Returned/ In Transit	The Borrower has returned the item.	Checked-in/Complete Not Returned
Returned/ Complete?	Lending requests that are marked Returned by the borrower will stay in transit for 30 days. If the lender does not mark the request as Not Returned or Checked-in/Complete, the request moves to the Returned/Complete? queue.	Checked-in/Complete
Returned but Missing	The Borrower has returned the item, but the Lender did not receive it.	Checked-in/Complete

Lending Priorities

The Lending Priorities feature allows you to enable special queues in Tipasa for requests from priority borrowers. See Lending Priorities for more information.

Each Lending Priorities group will always display in the left navigation, even if there are no active requests in that group.

The number next to the Lending Priorities group name indicates the sum or requests in that group that are in one of the below queues:

New - Copies
New - Loans
Conditions Accepted

Queue	Description	Lender action(s)
CAN YOU SUPPLY?
New - Copies	Copy requests that were created when a Borrower submitted a completed workform, and the request moved through the Lender string sequentially. Note: When using the Print All feature to print New - Copies requests, a user has the option to use the default setting and auto-update all requests printed to Considering or to turn auto-update off and retain the New status. For more information see Auto-update with Print All.	Yes No Conditional
New - Loans	Loan requests that were created when a Borrower submitted a completed workform, and the request moved through the Lender string sequentially. Note: When using the Print All feature to print New - Loans requests, a user has the option to use the default setting and auto-update all requests printed to Considering or to turn auto-update off and retain the New status. For more information see Auto-update with Print All.	Yes No Conditional
Considering - Copies	Copy requests that you have already reviewed.	Yes No Conditional
Considering - Loans	Loan requests that you have already reviewed.	Yes No Conditional
Conditions Accepted	The Borrower has agreed to the condition stipulated.	Yes No
SUPPLIED
Shipped/ In Transit	The Lender has sent the item.	Recall item
Not Received	The Borrower has not received an item sent by Lender and responded No to Received?
Recalled	The Lender wants the item returned immediately, or the Lender has sent you an erroneous Yes.
Overdue	Item is 14 or more system days overdue.	Accept Renewal Deny Renewal Recall item Return item
Renewal Requested	The Borrower wants to renew the loan.	Accept Renewal Deny Renewal Recall item
Received/ In Use	Request has been updated to Received within 7 days of Shipped date for copies, and 14 days for loans.	Recall item
Received but Missing	The Borrower has received the item, but the Patron has lost it.	Return item Renew item
RETURNED
Returned/ In Transit	The Borrower has returned the item.	Checked-in/Complete Not Returned
Returned/ Complete?	Lending requests that are marked Returned by the borrower will stay in transit for 30 days. If the lender does not mark the request as Not Returned or Checked-in/Complete, the request moves to the Returned/Complete? queue.	Checked-in/Complete
Returned but Missing	The Borrower has returned the item, but the Lender did not receive it.	Checked-in/Complete

Purchasing Requests

Queue	Description	Lender action(s)
PURCHASING
Review for Purchase	Lists items the Borrower is considering purchasing.
On Order	Lists items the Borrower wishes to purchase.	Mark as Received Cancel Request
Received?	The Borrower has not received an item sent by a vendor and responded No to Received?	Yes No

Print Queue

For more information see Print requests and manage queue.

Queue	Description	Action(s)
BORROWING
Return Labels	Print Return Labels for your borrowing requests.	Print Remove
Requests	Print the request information related to your borrowing activity.	Print Remove
Book Straps/Stickers	Print Book Straps or Stickers for your borrowing request.	Print Remove
LENDING
Shipping Labels	Print shipping labels for your lending request.	Print Remove
Requests	Print the request information related to your lending activity.	Print Remove
Book Straps/Stickers	Print Book Straps or Stickers for your borrowing request.	Print Remove
PURCHASING
Book Straps	Print Book Straps for your purchasing request.	Print Remove

Manage Copyright

For more information, see US Copyright management.

Queue

Description

Action(s)

View the number of fair uses, planned payments, and other uses that you’ve recorded, as well as the total fees payable.

View

Export

View a list of titles with outstanding copyright payments to determine the amount currently owed. A committed payment is a pledged payment for a copy that has been shipped by a supplying library.

Create Payment Batch

Payment Batches

Set aside committed payments ready for submission to a copyright payment agency. Payments added to Payment Batch are removed from the Committed Payments view.

Action