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Tipasa release notes, August 2021

 

Release Date: August 15, 2021

Introduction

This release of Tipasa provides a new feature and numerous bug fixes. This feature will help you manage more complex workflows, including:

Recommended actions

For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.

Administrative actions

These items require immediate action or decisions.

Action

It's very important to clear your browser's cache before starting to work with Tipasa!

Be sure to utilize Smart fulfillment functionality, including:

If your library uses WorldShare Management Services (WMS), we encourage you to verify that your integrations with WorldShare Circulation and WorldShare Acquisitions are set up to best meet your needs.

https://help-nl.oclc.org/Resource_Sharing/Tipasa/WorldShare_Circulation_Integration

https://help-nl.oclc.org/Resource_Sharing/Tipasa/WorldShare_Acquisitions_integration

Note: Local holdings and availability (OPAC) integration has been turned on for all WMS libraries.

If your library uses Ex Libris Alma, we encourage you to enable OPAC integration for automatic retrieval of local holdings and availability information and circulation integration for automatic creation of temporary items and automated checkout/check-in. Please contact OCLC Support to request these be enabled.

https://help-nl.oclc.org/Resource_Sharing/Tipasa/Borrowing_Requests/Process_requests#View_local_holdings_and_availability

https://help-nl.oclc.org/Resource_Sharing/Tipasa/Configuration/Tipasa_Non-WMS_Circulation_Integration

If your library uses Innovative's Sierra, we encourage you to enable OPAC integration for automatic retrieval of local holdings and availability information. Please contact OCLC Support to request these be enabled.

https://help-nl.oclc.org/Resource_Sharing/Tipasa/Borrowing_Requests/Process_requests#View_local_holdings_and_availability

For all other library systems, if the link to your library’s catalog has not been set up or if the link needs to be updated, follow the instructions below. When you have enabled your online catalog links, you can quickly search your catalog for requested items as a borrower or lender.

https://help-nl.oclc.org/Resource_Sharing/Tipasa/Reference/Search_my_library's_online_catalog

Have you updated addresses within each of your borrower and lender Constant Data records in OCLC Service Configuration? If not, please do so on behalf of all your borrowing and lending partners. Address labels do not print properly unless the addresses are formatted correctly.

Have your contact information or lending policies changed? If so, please make the appropriate updates in OCLC Policies Directory.

Follow-up actions

In an effort to keep your staff informed of new features and changes, you may also want to consider these items.

Action

Share these release notes with your colleagues.

During the COVID-19 crisis, review the information summarized in this News post:

See also:

Have you signed up for email alerts for News in the Community Center? This ensures that Tipasa release notes and events come straight to your inbox. 

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Have you familiarized yourself with the new reporting capabilities for Tipasa in WorldShare Report Designer?  

An overview recording is available in the OCLC Community Center:

https://www.oclc.org/community/ill_prime/events/analytics.en.html

New features and enhancements

Quickly see your library’s lending and borrowing turnaround times 

You can now easily see your lending and borrowing turnaround time averages on the Tipasa home page with the new turnaround time dashboard. The dashboard helps you evaluate how quickly borrowed items are getting to your patrons as well as how quickly your library is filling lending requests from other libraries. It also makes viewing turnaround times more convenient by eliminating the steps of logging in and downloading reports.


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What data is available from the dashboard?

  • The charts dashboard displays 365 days, on a rolling basis.
  • Weekly averages serve as individual data points, and the most recently available figures are from the previous week.
  • Separate data points are shown for copies and loans.

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Data definitions

  • Borrowing   
    • Request produced (when the request is first sent to lenders) to borrower received (when the borrower marks the item as received). This is the same way that borrowing turnaround time is calculated elsewhere. 
  • Lending 
    • Turnaround time values are calculated differently from lending turnaround time expressed elsewhere. Here, it is defined as: 
      •  Lender assigned (when your library is first assigned the lending request) to borrower received (when the borrowing library marks the item as received)
        • This figure takes into account shipping time, whereas the other lender turnaround time value reflects lender assigned to lender shipped.
        • You can see the impact of shipping time by comparing monthly lending turnaround time figures in OCLC Usage Statistics (Lender Activity Overview Report) to what is seen in the turnaround time charts on the Tipasa home page. The difference between the two values reflects the impact of shipping time.

How can this data be used? 

  • Become more aware of your turnaround statistics over time.
  • Track the impact of workflow changes you make to your ILL process.
    • As a borrower, take advantage of new smart fulfillment features like using automated request manager to build smart lender strings.
    • As a lender, get set up for real-time availability so you do not receive requests for items that are checked out, missing, in repair, etc.

How can I improve my library’s turnaround time?

You can make improvements by using smart fullfillment features, as well as considering these tips to Improve turnaround time

For more information about this new feature, see Turnaround Time dashboards.

Notes

Purchase Options removed

The options on the Purchase tab for vendors such as AbeBooks, Amazon, Amazon Kindle, Barnes and Noble, Better World Books, and I-Tunes are no longer available within Tipasa. These will be replaced in the future with an improved link experience. 

CCC Get It Now and Reprints Desk Article Galaxy will continue to display when those options are available.

Bug fixes

For a list of current and recently fixed issues for Tipasa, see Known issues.

Future releases

Roadmap information is available in the OCLC Community Center.

Important links

Product Insights: Resource Sharing

To help you become familiar with the enhancements and fixes included in this release, please attend the upcoming webinar Product Insights: Resource Sharing

OCLC Resource Sharing Conference (RSC21) web series

OCLC invites you to view the recordings of the presentations from the 2021 OCLC Resource Sharing Conference web series. This year’s series of six free, virtual sessions featured electronic document delivery, controlled digital lending, and moving resource sharing forward during this challenging time.

RSC21 included these sessions:

  • Tuesday, March 30, 1:00-2:30 pm | “Page, scan, send, reshelve: A mobile scanning station for ILL electronic document delivery service” 
  • Wednesday, April 28, 11:00 am-12:30 pm | “ILL and the pandemic: Learning from the unexpected”
  • Wednesday, May 12, 1:00-2:30 pm | “Renewing resource sharing in challenging times: Collaborating to meet library user needs and demonstrating the value of ILL services”
  • Tuesday, May 25, 1:00-2:30 pm | “Managing resource sharing during COVID-19 pandemic: Experiences and impacts—three perspectives”
  • Thursday, June 10, 1:00-2:30 pm | “Controlled digital lending in two private academic libraries: Same services with diverse tools”
  • Tuesday, June 15, 11:00 am-12:30 pm | “A look at ILL into the future: An update on your ILL services”

Recordings of these 60 minute presentations are available here.

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

Were you able to join us for all of our 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: 

Support websites

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

 

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