Tipasa release notes, December 2023

Administrative actions

These items require immediate action or decisions.

Action
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If your library uses Alma, Horizon, Millennium, Sierra, or Symphony for Circulation,  add your pickup location codes to your patron request forms. This will ensure that the codes are populated for temporary circulation items. For details, see the section below for Define pickup location codes for improved integration with your Circulation system.
Be sure to utilize Smart fulfillment functionality, including: Real-time availability for ILL, which significantly reduces the number of times you respond “no” and “In use, on loan” Automated Request Manager, which enables you to save time by automating routine ILL workflows Smart lender strings through the Automated Request Manager, which helps you improve fill rates and turnaround times Turnaround Time dashboards and tips to Improve turnaround time
Have your contact information or lending policies changed? If so, please make the appropriate updates in the 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.
If you haven't already, visit the new OCLC Community Center for new ways to connect with OCLC and other community members. To make the most of the new community structure:  Use your existing Community Center account to sign in. Just click “Sign in” in the upper right corner of the screen. All accounts and subscriptions have been migrated, so when you sign in, you will have access to all your existing posts and continue receiving notifications.  Read and agree to the Code of Conduct and Terms of Use. As part of launch, you will be prompted the first time you sign in to read and agree to the new OCLC Online Engagement Code of Conduct and Terms of Use. Visit the Tipasa product community and click Manage subscriptions. We recommend that you subscribe to all boards to be notified of updates in all spaces – new options include Events, Recordings, and Ideas.  Visit the new Resource Sharing knowledge community and click Manage subscriptions. We recommend that you subscribe to all boards in this space also to be notified of updates – including newly scheduled Product Insights sessions and general resource sharing news.

Define pickup location codes for improved integration with your Circulation system

For libraries using Alma, Horizon, Millennium , Sierra, or Symphony for Circulation

Previously, pickup locations for third-party Circulation systems were text-only strings defined in your request forms and displayed in the staff interface and request forms. With this release, you are now able to additionally define location codes that can be passed from Tipasa to your Circulation system for inclusion in temporary circulation items.

Setup of location codes is done in OCLC Service Configuration. To do this, go to WorldShare ILL > Request Forms. Select the Article, Book, or Other form, and click to view/edit the values for the Pickup Location field.

If the names of your pickup locations are already set up, you can add location codes. Click the pencil icon for the location, add the code, and click Save.

Or, you can click Add Locations to create a new pickup location with a location code. Enter the name and code, click +Add, and then click Save.

For example, if you have two pickup locations and the default location of "no selection":

Then the drop-down menu in the request form and staff interface will appear like this:

With this release, you'll need to add the location codes to each of the Tipasa request forms that include the Pickup Location field. When a temporary item is created in your Circulation system, both the name and code for the selected pickup location will be included.

Note: If a Home Branch and/or Pickup Location value is defined within a patron’s record (WorldShare Admin module), that value will override the default pickup location that has been defined for the Tipasa request form (OCLC Service Configuration).

In an upcoming release, functionality will be added to OCLC Service Configuration that will allow you to centrally define pickup location codes - rather than specifying them for a specific Tipasa form.

For more information, Configure Pickup Location on Request Forms.

Use the Resource Sharing Request API to extend your library's ability to create and retrieve requests

The Resource Sharing Request API is now available for use by your library's staff to offer custom interfaces that include the following features:

• Create requests that are processed by automation, put in review, or sent directly to lenders.
• Search requests based on a patron identifier to provide your patron with their outstanding requests.
• Get full details of individual requests such as bibliographic information, status, and much more.

For more information, view the recording of Product Insights: OCLC APIs, October 2023. (The Resource Sharing Request API section begins at the 15:00 time stamp.)

Also, please visit the short URL oc.lc/rs-apis.

Post-release session

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

Date: Wednesday, January 31, 2:00 pm, Eastern Standard Time (UTC -05:00)
Registration: https://community.oclc.org/t5/resource-sharing-events/product-insights-resource-sharing/ec-p/49417#M7

Please note the session time zones when registering. The sessions will be recorded and archived for future viewing on the OCLC Community Center. Please register, even if you cannot attend, to receive a link to the recorded session.

OCLC Resource Sharing Conference web series 

The 2024 OCLC Resource Sharing Conference (RSC24) web series will begin in March 2024, and the program committee is currently accepting presentation proposals. Please watch the news in the coming weeks for the agenda and registration.

Recordings and slides from the 2023 OCLC Resource Sharing Conference (RSC23) web series are available in the community center. The free, virtual sessions from RSC23 included:

• Some changes are here to stay: Managing resource sharing in the 21st century | Recording and slides
• RSC23 Lightning sessions - Conducting interlibrary loan user surveys and Training student employees on ILL processing | Recording and slides
• Law, not guidelines: Moving beyond CONTU | Recording and slides
• Exceed your library users’ expectations with your ILL services | Recording and slides
• Lightning sessions- Resource sharing: an Italian perspective, Resource share the love, and Resource sharing trends survey | Recording and slides
• Workshop - Tips to improve staff workflows and users’ experience | Recording and slides

Also, ILL 101 sessions hosted by IDS Project are available at the Online Learning Institute.

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:

• 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)