Tipasa digest, 2021

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December 2021 digest

The year 2021 was filled with challenges and change, as we continued to adjust to the impacts of the COVID-19 pandemic. With your ideas and feedback, we introduced new features and enhancements to help you better manage your ILL workflows. And, virtual events provided a way for ILL community members to stay connected and share information.

2021 highlights

Highlight

Resource

DELIVERY SPEED

Save staff time and get resources to library users even faster with smart fulfillment functionality—available across all OCLC resource sharing services (WorldShare ILL, Tipasa, and ILLiad)

DETAILS

Get started with smart fulfillment (also at this webpage: oc.lc/sf-get-started)
- Real-time availability for ILL (to request setup, use this form: oc.lc/realtimeill)
- Automated Request Manager
- Smart lender strings
- Express program
- Improve turnaround time – Actions for borrowing and lending

EVENT RECORDINGS

Product Insights: Resource Sharing (April 2021) – Tips for putting it all together (1 hour)
OCLC Resource Sharing User Group Meeting – ALA Annual 2021 (1 hour)
- Hear how three libraries respond to ILL requests within 2.9 hours on average. They explain how they achieve their fast turnaround times as well as share tips and best practices.
Maximize the delivery speed of your resource sharing service* (1 hour)
- Hear ILL community members share how they get resources into library users’ hands quickly and efficiently. They discuss how automating request processes can be customized by weighing ILL policy data, lending history, licensing agreements, format preferences, and more.
Embracing automation to improve ILL turnaround time and save staff time* – Northwest ILL Conference 2021 (47 minutes)

OCLC NEXT BLOG

Why a “Library on-demand” vision benefits from pandemic wisdom – by Cathy King, March 2021
Getting smarter – by Peter Collins, June 2021

ACCURATE HOLDINGS

Ensure you don't receive requests for serial years or volumes not held by your library with up-to-date local holdings records (LHRs) and WorldCat knowledge base collections

DETAILS

Other OCLC services that interact with smart fulfillment - WorldCat knowledge base and local holdings records (LHRs)

EVENT RECORDINGS

The Impact of Accurate Holdings: Joining Forces to Speed Your ILL Service – Northwest ILL Conference 2021 (9 minutes)
- With services your library already uses, get resources into users' hands more quickly and accurately.
Maximizing your investments in OCLC services* (1 hour)
- Hear OCLC experts and librarians share their insights and discuss how to get resources into users' hands faster with OCLC services. They discuss the importance of accurate WorldCat holdings, including what they are and how they impact other OCLC services, including WorldShare ILL, FirstSearch, and more.

STANDARDS AND APIs

Optimize resource sharing with ILL Direct Transfer and ILL APIs

DETAILS

ILL Direct Transfer service – available for integrated library systems (ILSs) from Ex Libris and Innovative

EVENT RECORDING

DevConnect 2021: Managing and highlighting collections using APIs* (52 minutes)

EDUCATIONAL OPPORTUNITIES

Update your knowledge and skills with community events and training sessions

EVENT RECORDINGS

RSC21 web series* (six 1-hour recordings)
Works in Progress Webinar: It’s Here! The OCLC Interlibrary Loan Cost Calculator* (1 hour)
OCLC Virtual Workshop: “You had me at data”—Using statistics to up your ILL game – Northwest ILL Pre-conference (2 hours)

ONLINE TRAINING, VIDEOS, AND TUTORIALS

Tipasa Training

*Hear from your Resource Sharing community colleagues!

Full digest of new features and enhancements

Automate and improve workflow efficiencies

Enhancement	Release date
Get items to your library's users faster by automatically sorting lender strings by turnaround time	February 2021
Better prioritize request processing with the new Time To Respond calculation	April 2021
Utilize Canadian and Spanish copyright compliance types	April 2021
Utilize extended interoperability with other group systems and peer-to-peer requesting	April 2021
Improve citation accuracy and streamline workflows with the new PMID lookup feature	June 2021
Quickly see your library’s lending and borrowing turnaround times	August 2021
Utilize Time To Respond improvements to better prioritize request processing	October 2021
Discover items more efficiently using new search customization options	October 2021

Better manage e-resources

Enhancement	Release date
More efficiently borrow print serials with automated consideration of Local Holdings Records	February 2021
Customize Article Exchange settings to better reflect your library's policies and the copyright policies in your country	October 2021

Utilize local date formatting

Enhancement	Release date
Utilize local date formats in notifications	December 2021

Note COVID-19-related changes

Enhancement	Release date
Utilize more time to process RapidILL requests	February 2021
Aging period extended for problem statuses	February 2021

Enhance library users' experience

Enhancement		Release date
ACCESSIBILITY	Provide library users with skip navigation and improved tabbing for increased accessibility	April 2021
ACCESSIBILITY	Link to cookie notice and accessibility statement	December 2021
CUSTOMIZATION	Enhance your users' experience with a floating chat button	March 2021
	Configure new link and navigational bar colors to customize My Account for your library users	June 2021
	Display a custom message for your library users	September 2021
	Choose your own label for the Resources menu	December 2021
INACTIVITY TIMEOUTS	Provide library users with interface enhancements, including improved inactivity notifications	June 2021
NOTIFICATIONS	Ensure library users receive updates on ILL requests	December 2021
REQUEST FORMS	Provide a better experience on patron request forms for Country, State/Province, and Format fields	January 2021
REQUEST FORMS	Include links and formatting in ILL patron request forms to better communicate with users	March 2021
FOR WMS LIBRARIES	Identify My Account activity in WorldShare Circulation and Reports	January 2021
	Utilize new messages to communicate when an item is available for in-house use only	June 2021
	Provide improved messages for WorldShare Circulation renewal failures	September 2021
FOR WORLDCAT DISCOVERY SUBSCRIBERS	Automatically hide WorldCat Discovery features to provide your users with a more consistent discovery experience	April 2021

For the full list of updates, see 2021 My Account release notes.

Additional event recordings

Tipasa community meeting

Tipasa community members gathered for a virtual meeting in October 2021 to share tips and experiences.

To access the recording and slides, see the Tipasa community meeting event page. A community resources list that includes best practices, tips, and support resources is also available.

Smart fulfillment office hour

OCLC product experts offered and office hour session in December 2021 for helping your library make the most of smart fulfillment.

See Tipasa office hours: Smart fulfillment to access the recording and slides from this Q&A session on automated request manager, smart lender strings, real-time availability, and the knowledge base integration, as well as how to use statistics to monitor progress.

OCLC Resource Sharing Conference (RSC21) web series

OCLC invites you to revisit the sessions of the OCLC Resource Sharing Conference 2021 Web Series. 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.

Recordings and slides are available at the links below for all six sessions:

Page, scan, send, re-shelve: A mobile scanning station for ILL electronic document delivery service (March 30, 2021)

Xuan (Lily) Pang, Director of Access and Resource Sharing, University of Florida
Lara J. Beserock, Library Assistant III, University of Florida
Ashley Monahan, Interlibrary Loan Assistant, University of Florida

ILL and the Pandemic: Learning from the unexpected (April 28, 2021)

Anna Vaglio, Bocconi University
Mattia Fortunati, Bocconi University
Agnese Riva, Bocconi University
Petra Otten, Wageningen University & Research Library
Dicky van Donselaar, Wageningen University & Research Library

Renewing library resource sharing in challenging times: Collaborating to meet library user needs and demonstrating the value of ILL services (May 12, 2021)

Bethany Sewell, The College of New Jersey
Katie Cohen, Ramapo College of New Jersey
Meg Massey, The Pennsylvania State University
Phoebe Walker, New York University
Lapis David Cohen, University of Pennsylvania
Beth Posner, The Graduate Center, CUNY
J. Silvia Cho, The Graduate Center, CUNY

Managing resource sharing during the COVID-19 pandemic: experiences and impacts (May 25, 2021)

Ashli Wells, Vanderbilt University Massey Law Library
Robyn Weisman, Vanderbilt University Heard Libraries
Marta Ambroziak, New York Medical College
Brynne Norton, University of Maryland College Park
Lorraine Woods, University of Maryland College Park

Controlled digital lending in two private academic libraries (June 10, 2021)

John Raymond, Siena College
Diana Hurlburt, Siena College
Peter Bae, Princeton University

A look at ILL into the future: An updated on your ILL services (June 15, 2021)

Peter Collins, OCLC
Cathy King, OCLC
Stephanie Spires, Atlas Systems (ILLiad)

Product Insights: Resource Sharing

For overviews of 2021 features and enhancements, review the recorded 1-hour webinars for Product Insights: Resource Sharing.

Important links

OCLC Community Center

The community pages provide Discussions, News, and Events for the Tipasa community, as well as regular updates on and outcomes from product research activities coordinated by the OCLC Resource Sharing Product Team.

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.

Virtual Workshop Series: Learn how to fine-tune your ILL setup

Were you able to join us for the Virtual Workshops where we showed how you can optimize your library’s ILL setup and workflows – and save time?

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)

OCLC Support sites

Support information for this product and related products can be found at: