Tipasa training
OCLC offers live and recorded instructor-led training sessions, self-paced courses and practices, and shorter videos on Tipasa.
Training questions? Please visit OCLC Training FAQ.
For Tipasa training in French, please see Formation en français.
Get started
Introduction to Tipasa
Register for an upcoming training
View a recorded session
This 60-minute class provides a high-level overview of Tipasa staff and patron features and functionality, including customization options.
Borrowing
Tipasa borrowing workflows
Register for an upcoming training
This course provides the basic skills needed to process and manage borrowing requests in Tipasa. In this course, you will learn how to process and manage loan and copy requests, how to enable and use the U.S. copyright feature for copy requests, how to enable and use the document delivery functionality for those items owned by your library, and how to take advantage of automation and notification options to provide a seamless experience to your patrons.
Patron management and notifications
This 60-minute course covers all aspects of Tipasa features for interacting with patrons.
Copyright management for United States libraries
This course provides the basic skills needed for staff in libraries in the United States to configure copyright management options and track copyright compliance for ILL requests requiring royalty payments. After completing this course, you will be able to interpret the copyright queue, select the appropriate option in the copyright clearance section of a request, and use Tipasa copyright reports.
In this simulation, you will play the role of an ILL borrowing librarian in the United States. You will use the copyright management features in Tipasa to mark requests as Clear for fair use (CCG) and Clear with fee payment required (CCG); add a new title to your library's copyright table; and view copyright reports.
This quiz asks questions to reinforce your understanding of Tipasa copyright management features for libraries in the United States.
Print book straps and return labels
In this ten-minute video, you will learn how to print book straps or stickers and return labels when you are the borrowing library.
Print ILL requests
In this eight-minute video, you will learn how to print full requests.
Requests: Expired, overdue, or unfilled
In this seven-minute video, you will learn how to proceed with requests with the status of expired, overdue, or unfilled.
Lending
Lending workflows
Register for an upcoming training
View a recorded session
This course provides the basic skills needed to respond to lending requests in Tipasa. After completing this course, you will be able to decide how your library will use lending priorities and advanced lending workflows (verifying, retrieving, scanning, and packaging), and process lending requests for loans and copies in Can You Supply and Lending Priorities queues. This includes printing pull slips/packing slips with your call number, printing shipping labels for loan requests, and transmitting scanned copies via Article Exchange.
Lending workflows simulation
This simulation gives you opportunities to practice various scenarios for processing new lending requests in your priority lending queue, including printing book straps and shipping labels, as well as attaching a scanned article using Article Exchange for a copy request.
Advanced lending workflows quiz
This quiz asks questions to reinforce your understanding of the Verifying, Retrieving, Scanning, and Packaging queues.
Print book straps and shipping labels
In this nine-minute video, you will learn how to print book straps or stickers, and shipping labels, when you're the lending library.
Print ILL requests
In this eight-minute video, you will learn how to print full requests.
Document Delivery
Document delivery
This course provides the basic skills needed to configure Tipasa document delivery functionality, and efficiently manage document delivery requests. After completing this course, you will be able to configure automations, patron request workforms, and notifications to facilitate document delivery; fulfill requests from your patrons for physical or electronic resources that your library holds or licenses, as well as open access resources; and change fulfillment type between document delivery and ILL request.
This quiz asks questions to reinforce your understanding of Tipasa’s document delivery functionality.
Configuration
Automated Request Manager
In this self-paced course, you will learn the benefits of using automations, and what information you should review and update before creating automations. The course includes video demonstrations of creating borrowing and lending automations, and you will have opportunities to check your knowledge.
Creating constant data
In this ten-minute video, you will learn how to create, edit and maintain constant data records in OCLC Service Configuration for accuracy and efficiency in ILL borrowing and lending.
Custom Holdings for interlibrary loan
In this ten minute video, you will learn how to create and edit custom holdings groups and custom holdings paths then apply them to your interlibrary loan requests.
OCLC IFM - Interlibrary Loan Fee Management
This eight-minute video provides an overview of IFM and how borrowing and lending libraries can configure IFM as payment method.
Establish ILL Policies in OCLC Policies Directory
Libraries using OCLC interlibrary loan services will learn how to set up and/or edit policies in OCLC Policies Directory.
Basics of deflections
This eleven-minute video provides an overview of the types of ILL deflections and how you can set up deflections for items your library does not lend through ILL, including supplier status.
Deflecting knowledge base collections
This six-minute video reviews the steps necessary to deflect requests based on E-Licensing terms which restrict ILL.
Deflecting All Electronic items
This six-minute video shows how to create deflection policies for all electronic items, reviews the impact it has on requests, and shows where to review statistics on requests deflected.