Tipasa digest, 2020
The year 2020 was filled with change. New workflows, tools, and processes helped us all adjust during the COVID-19 pandemic. Virtual events let all of us as members of the ILL community share information and stay connected. New features and enhancements were implemented to help you better manage your workflows—many of these were the result of your ideas and feedback.
Here, we provide the highlights from 2020 as well as a complete digest of Tipasa features, enhancements, and news.
Highlights from 2020
Key enhancements implemented in 2020 can be "game changers" for you in 2021, saving your staff time and speeding turnaround for your library users.
- Automated Request Manager's user-friendly interface helps you more easily streamline your workflows to focus on requests that require more time and attention. You define the criteria and specify whether requests are placed in your review queue or submitted to lenders. The system applies your criteria to automatically build lender strings, apply constant data, or tag requests.
- Real-time availability allows the system to automatically say No to requests that have an OPAC status of unavailable, letting requests move through the lender string faster and reducing the number of requests your staff need to manually process.
- E-resource and Holdings page improvements assist you with finding lenders more easily and building lender strings more quickly and accurately.
- The new My Account interface provides your library users at WMS libraries with a more seamless and intuitive user experience.
COVID-19-related workflows remain important for 2021.
- Setting your Days To Respond for loan requests to 16 or 20 as a visual cue to borrowers
- New profiled group CCOV joins ACOV and BCOV
- Using Tipasa automation for mailing to patron’s homes
Key events helped us stay connected and ensure system setups are optimized.
- OCLC Resource Sharing Conference 2020 Web Series
- 5-Part Virtual Workshop Series: Learn how to fine-tune your ILL setup
- Tipasa Community Meeting
As we move into 2021, we look forward to gathering your input via user research and the OCLC Community Center, meeting with you in upcoming events, and sharing news about more new features and enhancements.
Full digest of features, enhancements, and news
Automation and efficiency
Enhancement | Release Date |
---|---|
Automated Request Manager (formerly Direct Request) |
March 2020 |
Availability (for libraries with WorldCat Discovery with Availability) |
August 2020 |
Workflow efficiencies |
April 2020 |
ISO 18626 |
October 2020 |
E-resources
Enhancement | Release Date |
---|---|
Article Exchange |
April 2020 |
Holdings and lender strings |
June 2020 |
Seamless intuitive user experience (My Account)
Enhancement | Release Date |
---|---|
Provide library users with an enhanced My Account experience |
June 2020 |
Configurations |
July 2020
October 2020 |
User interface improvements and fixes
|
July 2020 |
COVID-19-related workflows and information
Important links
Product Insights: Resource Sharing
To help you become familiar with the features and enhancements, see the recorded webinars Product Insights: Resource Sharing.
OCLC Resource Sharing Conference (RSC20) web series
OCLC invites ILL professionals and users of OCLC’s resource sharing solutions to revisit the sessions of the OCLC Resource Sharing Conference 2020 Web Series. In these recordings, we discuss how we’re all moving forward together, including best practices and ways to better connect your users with the information they need as your libraries reopen.
This unique series offers an opportunity to learn about the latest resource sharing advancements. You’ll also learn how to improve your operational efficiency, save time, and elevate user services.
The series included the following sessions:
- Outreach and customer service (recording and slides available)
- Using ILL statistics for decision-making (recording and slides available)
- Making ILL materials accessible: Examining the law, current practices, and the future (recording and slides available)
- OCLC/Atlas update (recording and slides available)
- May the source be with you: VIVA whole e-book lending (recording and slides available)
Virtual Workshop Series: Learn how to fine-tune your ILL setup
The series included the following topics:
- Part 1: Fine-tune your policies and deflections (recording, slides, and checklist available)
- Part 2: Construct your custom holdings (recording, slides, and checklist available)
- Part 3: Automate your request process (recording, slides, and checklist available)
- Part 4: Curate and care for your constant data (recording, slides, and checklist available)
- Part 5: Make your usage statistics count (recording, slides, and checklist available)
Tipasa Community Meeting
The first ever Tipasa Community Meeting was held on 9 December 2020.
Topics in the session included:
- Automations and other tools that power ILL processes
- Smart fulfillment and other workflow improvements
- Recap of tools to help you deal with COVID-19 impacts
And fellow ILL professionals shared how they’ve incorporated Tipasa features into their workflows.
Access the recording and slides. And because we received so many great questions during the meeting, we provided answers in this extensive Q&A document.
Resource Sharing Research site (OCLC Community Center)
The Resource Sharing Research site provides Discussions, News, and Events for the Resource Sharing community, as well as regular updates on and outcomes from product research activities coordinated by the OCLC Resource Sharing Product Team.
For the latest postings, see Resource Sharing Research Notes.
OCLC Research: SHARES
As institutions evolve toward a notion of “collective collections,” resource sharing partnerships that expand access to collections are of primary importance. SHARES, the resource sharing consortium of the OCLC Research Library Partnership, unites trusted partners that provide low-cost access to their diverse collections. SHARES also supports resource sharing innovation and best practices.
For the latest activities, see SHARES.
Support websites
Support information for this product and related products can be found at:
- Tipasa product website
- OCLC Community Center - Requires sign-in. For assistance, please contact OCLC Support.
- OCLC Support: When calling OCLC Customer Support (U.S.), press option 7 to be directed to a Tipasa Tier 1 Support Specialist.