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Tipasa release notes, October 2024

 

Release Date: November 2, 2024

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

For best performance, it's very important to clear your browser's cache before starting to work with Tipasa!

Be sure to utilize Smart fulfillment functionality, including:

NEW! Be sure to turn on the knowledge base coverage check to automatically respond no for copy requests outside your coverage or license terms.

As part of Smart fulfillmentOCLC's Express digital delivery program enables digital resource sharing among a select group of libraries using the WorldShare ILL network that have turnaround times for lending digital materials of 18 hours or less.

More than 1,000 libraries from around the world are actively participating in Express based on their ability to deliver articles and other digital resources within this timeframe. More than 600 of the Express program libraries are also members of Libraries Very Interesting in Sharing (LVIS), which agree to supply articles to each other for free. 

With this release, the improved turnaround time dashboard helps you see where your library's turnaround time falls with respect qualifying for Express.

For more information, see:

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.

Remember to visit the OCLC Community Center to connect with OCLC and other community members.

New features and enhancements 

Utilize the knowledge base coverage check to automatically respond no for copy requests outside your coverage or license terms

Do you frequently get requests for titles you own but the requested item falls outside your coverage range or license terms? So then, many of your lending responses are "lacking"?

Now, if your library uses the WorldCat knowledge base to specify coverage and license details for your collections, you can take advantage of the new knowledge base coverage check. When a borrower requests an item that falls outside your defined coverage range or license terms, the system can automatically respond no for you. This enhancement reduces staff time spent manually responding no to requests while also lowering the number of "lacking" responses, which is the number one lending reason for no systemwide.

To enable this automatic no response based on coverage or license terms, go to OCLC Service Configuration > WorldShare ILL > Interlibrary Loan Options > Knowledge Base Integration. Select the option to say no to requests automatically based on knowledge base coverage and license terms.

new kb option.jpg

Notes:

  • Previous functionality has not changed.
    • If you have set up a deflection for knowledge base collections in the OCLC Policies Directory, the automatic deflection will continue to work. You do not need to edit or remove it.
    • When the borrowing library uses automation to create the lender string, the knowledge base holdings are checked. As before, your symbol will not be included if the item falls outside your coverage or license terms.
  • When the borrowing library staff person manually creates the lender string (i.e., does not use automation), or they cannot see knowledge base holdings in their user interface (e.g., ILLiad, CLIO), this new coverage check provides an automatic no response for you. The system first checks to see if you own the title, and then it checks your coverage and license terms.
  • This feature does not apply if your library doesn't have the title in your knowledge base collection or your library doesn't use the knowledge base.
  • You may not want to enable this feature if you regularly provide items from your print collections and prefer to continue to receive and review requests for items outside your knowledge base coverage range, 

When this feature is enabled and the system responds no automatically, your Resource Sharing Lender Reasons for No report from OCLC Usage Statistics will show a system-supplied response that indicates the knowledge base check resulted in a date out of range or license problem. 

The borrowing library will see a similar response in their Supplier History.

kb auto no history.jpg

For more information, see Smart fulfillment.

No holdings in the WorldCat knowledge base? ​Add some!

Even if you manually set holdings, coverage, and license terms on a few big collections, it will have an impact!

One quick approach is to take around 30 minutes to manually add five to 10 big collections along with the corresponding license terms. See what impact this has on your lending, and then move toward more comprehensive holdings in the knowledge base.​

To request access to WorldShare Collection Manager, visit oc.lc/getcm

Fill copy requests faster for your patrons with new intelligent-timing automation

Released on November 7

Smart lender strings help you speed borrowing turnaround time and improve fill rates by choosing lenders that are most likely to fill the request. The automated request manager sorts lenders by copy turnaround time while also factoring in the lenders' deflections, license terms, and serial holdings.

Smart lender strings now also leverage AI to provide intelligent timing, so you can use borrowing automation to factor in the actual times when lenders process copy requests.

 speeding delivery.jpg

For example:

  • One of your library's patrons submits a request at 5 PM local time by using your patron request form.
  • The automated request manager builds a smart lender string based on your custom holdings, including its typical factors (lender copy turnaround times, deflections, license terms, and serial holdings), plus now also a preference for lenders that are currently processing requests.
  • The request is sent to lenders most likely to fill the request, including those on the West Coast or outside the US.
  • With Proven Senders, automatic notifications, and Article Exchange, there's now more potential for your patron to receive the requested item that same evening.

How does it work?

  • This feature is for copies only.
  • Intelligent timing uses historical data to determine the hours each lending library typically processes copy requests and factors in that data when sorting the symbols within each of your custom holding groups.
  • To take advantage of intelligent timing:
    • You do not need to make any configuration changes.
    • Automation must be used to send requests to lenders. This enables the selection of lenders that are processing requests at the time the request is sent. (Automations that send requests to review cannot take advantage of intelligent timing.)
    • Include global libraries in the first custom holdings group in your path used for copy automations. The more global libraries and the more time zones represented, the more impact intelligent timing will have.
    • If you're a member of Libraries Very Interested in Sharing (LVIS), consider making the profiled group LVIS the first group in the path.
    • Apply constant data that specifies how much you're willing to pay and specify payment by Interlibrary Loan Fee Management (IFM). For free borrowing, use Max Cost = 0.

For more information, see Smart lender strings through the Automated Request Manager.

For circulation integration, configure borrower identifiers for placing holds and checking out items 

For libraries with Alma, Horizon, Millennium, Sierra, or Symphony

Released on October 30

Libraries using third-party circulation integration can now define custom borrower identifiers to be used in NCIP messages for placing holds (RequestItem) and checking out items (CheckOutItem). Previously, the OCLC symbol was used in these NCIP messages, but now, you can map an institution's OCLC symbol to a barcode or other identifier of your choice for circulation integration.

To set up custom identifiers for borrowers, go to OCLC Service Configuration > WorldShare ILL > Circulation Integration > Lending.

configure borrower id.jpg

You can choose to define a default borrower identifier and you can map a custom identifier for each of your borrowing libraries.

The circulation history now also includes the custom borrower identifier.

borrower id history.jpg

Use the Resource Sharing Request API to cancel or renew requests

The Resource Sharing Request API, which became available in December 2023, now includes additional features that allow your library to offer custom interfaces. The two new features allow library staff and users to:

  • Cancel an ILL request
  • Renew an ILL request

To implement the API in your local system,  you can request a WSKey through the OCLC Developer Network. For more information, please visit oc.lc/rs-apis.

Note 

Staff interface being modernized for improved accessibility, usability, and navigation 

In early 2024, the OCLC Resource Sharing Team began a project to modernize the Tipasa staff interface. The modernization does not introduce new functionality but will improve accessibility, usability, and navigation, ensuring clearer organization of information as well as the use of modern components, elements, and behaviors.

Modernized pages will be rolled out and released in a two-phase process. Libraries that participate in the "preview" group will see and use the new pages one release prior to other Tipasa libraries. The release of modernized pages began earlier this year.

The modernized version of this page... Released to the preview group... Released to all Tipasa libraries...
Borrowing Request Details: Purchase tab January 2024 February 2024 
Borrowing Request Details: Staff Notes tab February 2024  June 2024 
Tipasa Home page February 2024  June 2024 
Search results page April 2024  June 2024 
Search results page: Tag display June 2024  August 2024 
Borrowing Request Details: Request History tab August 2024 August 2024
Non-batch queues August 2024 October 2024
Create Request August 2024 October 2024

For upcoming releases, this list will be updated with additional pages.

If your library team is interested in being included in the preview group, please send an email to oclcresourcesharing@oclc.org

For more information, please see updates provided in Product Insights: Resource Sharing webinars (January 31, June 6, and October 16).

Non-batch queues 

All queues that do not offer a batch update have been modernized with this release. In addition, the Export button has moved from the right to the left (for consistency with other pages), and the paging options have been made more standard (now 10, 25, 50, 100, 200, or 500 rows per page).

This screenshot shows an example of a Borrowing Requests: Produced queue prior to this release.

non-batch queue before.jpg

And, this screenshot shows an example of that queue after the release.

non-batch queue after.jpg

Bug fixes and known issues 

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

Important links 

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: Tuesday, February 4, 2:00 pm, Eastern Standard Time
Registration: https://community.oclc.org/t5/resour...sharing-events

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 2025 OCLC Resource Sharing Conference (RSC25) web series will begin in March 2025, and the program committee is currently being formed. Please watch the news in the coming weeks for the call for proposals.

Recordings and slides from the 2024 OCLC Resource Sharing Conference (RSC24) web series are available in the community center. The free, virtual sessions from RSC24 included:

  • March 13: Lightning sessions | Recording
    • It’s dangerous to go alone: The collaborative process of providing resources for teaching
    • Streamlining access: The merge of information services and interlibrary loan for an almost seamless library experience
    • From silo to collaboration: Embedding resource sharing in collection management
  • March 27: Forming a more perfect union: The groundbreaking harmonization of resource sharing policies across and within Big Ten Academic Alliance libraries | Recording
  • April 10: Panel presentation: The power of collaboration: Cross-departmental cooperation and resilience | Recording
  • April 24: Lightning sessions | Recording
    • Win-win purchasing: Using ILL to automate your collection development for print items
    • Book digitization: How the UConn Library accommodates patrons with print disabilities
    • A tiered system approach to ILL borrowing
  • May 1: Lightning sessions | Recording
    • Building bridges beyond borders: Key findings from the international interlibrary loan survey
    • Emerging Nations Article Exchange Program
  • May 8: Advancing resource sharing: OCLC and Atlas Systems innovations in APIs and AI | Recording

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: