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Tipasa release notes, October 2017

 Release Date: October 1, 2017

Browser Support

This release was tested with the following browsers:

  • Chrome (latest version)
  • Firefox (latest version)
  • Internet Explorer 11

Adobe Reader and JavaScript need to be enabled.

Browser compatibility chart

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.

Action

Following the release, we recommend that you clear your browser's cache before starting to work with Tipasa.

Have you updated addresses in all your borrower and lender Constant Data? 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 there been any changes in your contact information or lending policies? If so, please make appropriate updates in Policies Directory.

Share release notes with your colleagues.

https://oclc-prod.mindtouch.us/Tipas...d_known_issues

Workflow improvements

Update and save a document delivery request with one click

When you are uploading a document and making other updates to a document delivery request, you can now click Mark as Complete to both save and update the request.  You no longer need to click Save first. 

tipasa-rn-october2017-1.png

Utilize new patron notifications for renewals

New notifications are now available for renewal requests, approvals, and denials.  These notifications can be sent automatically or manually.

To set up the notifications, go to Service Configuration.  Select WorldShare ILL and Notifications, and then open the Borrowing Library to Patrons accordion.

tipasa-rn-october2017-2.png

Scroll down to find the three standard renewal notifications.

tipasa-rn-october2017-3.png

Like other patron notifications, you can edit the content of the notification, preview the content, send a test, and specify manual and/or automated delivery.  Automated notifications can be sent by email and/or SMS (text).  Manual notifications are email only.

If automated delivery is selected:

  • The Renewal Requested notification is sent upon submission of the renewal request by either the patron or ILL staff member to the lender. 
  • The Renewal Approved notification is sent when the lender agrees to renew the loan.
  • The Renewal Denied notification is sent if the lender denies the renewal.

If manual delivery is selected, the ILL staff person can send the notification by using the Email button within the request and selecting the appropriate notification template.

tipasa-rn-october2017-4.png

The patron will see the new due date in their interface.  If you, as the borrowing library, have set up an offset for the patron due date, the patron will see the offset due date (not the due date specified by the lender).

tipasa-rn-october2017-5.png

Automated and manual notifications are listed in the Notification History in the patron interface

(Note: A release of the patron interface is scheduled for October 5, 2017.  Until then, only the date and time will display.  After October 5, the name of the notification will also display.)

tipasa-rn-october2017-6.png

These notifications are also listed in the Notification Log in the staff interface.

tipasa-rn-october2017-7.png

Additional details are available in the Tipasa documentation.

Coming Soon

Workflow improvements

Submit copy requests to other RapidILL institutions 

Development and testing are nearing completion for sending RapidILL copy requests by using Tipasa.  To utilize this service, you must be a RapidILL member library. Once enabled, you will be able to submit requests to RapidILL libraries by placing “RAPID” first in the lender string. If you include “RAPID” as a Proven Sender, the filled request is delivered directly to the patron in the patron interface without intervention by ILL borrowing staff.

Additional information will be posted in the OCLC Community Center as it becomes available.

Process copy requests from other RapidILL institutions

Likewise, fulfillment of RapidILL copy requests by using Tipasa is also nearing completion and to utilize this service you must be a RapidILL member library. Once enabled, you will be able to set up “RAPID” as a Lending Priorities group to easily identify RapidILL requests for fast processing.

Additional information will be posted in the OCLC Community Center as it becomes available.

Automatically update request after scanning the document

Today many scanners allow you to scan a file to email, to a file, or to Article Exchange. With this enhancement, Article Exchange will update the Tipasa request with the URL and password if you have also scanned in the Request ID. You will be able to specify whether (1) the system will update the status of the request automatically and deliver the document to the patron or (2) ILL staff will verify and update the status of the request to then deliver the document to the patron.  This enhancement will be available for both lending and document delivery requests. 

Testing with a variety of scanning vendors and software is underway. A list of supported scanners will be provided in the OCLC Community Center as this testing progresses.

Bug fixes

The following issues have been fixed with this release:

  • You can now edit all patron fields in document delivery requests, including patron address.
  • Email notifications no longer fail due to invalid phone number formats.
  • In the Policies Directory, the Shipping Address is no longer missing from the Profile tab for some institutions.

Known issues

The following known issues have been corrected in this release:

  • Responding to a lending request with IFM selected and the Lending Charge amount blank no longer triggers an error.
  • The value of Patron Status is no longer overwritten when Constant Data with a blank value for Status is applied.
  • Purchase fields now export correctly.

Lists of current known issues and recently fixed issues can be found at:

https://help.oclc.org/Resource_Shari...s/Known_issues

Future releases

Roadmap information is available at: OCLC Tipasa Community

Important links

Product web site

More product information can be found at http://www.oclc.org/en/tipasa.html

Support website(s)

Support information for Tipasa is available here:

  • Training
  • Documentation
  • Release Notes
  • OCLC Support

When calling OCLC Customer Support (U.S.), press option 7 to be directed to a Tipasa Tier 1 Support Specialist.

OCLC Community Center

At the OCLC Community Center, you can: 

  • Connect with community peers
  • Collaborate, ask questions and gain insights
  • Contribute and share ideas to improve products
  • Stay on top of and discuss OCLC announcements

http://www.oclc.org/community/

 

 

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