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Tipasa release notes, December 2018

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Release Date: December 15, 2018

Introduction

This release of Tipasa provides several new features and enhancements to help you manage more complex workflows, including:

Details for these and other new features and enhancements are provided below.  Many of these enhancements are the direct result of your feedback.

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
We recommend that you clear your browser's cache before starting to work with Tipasa.

If this link to your library’s catalog has not been set up:

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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.oclc.org/Resource_Sharing/Tipasa/Reference/Search_my_library's_online_catalog

If your library uses WorldShare Management Services (WMS), we encourage you to enable integrations with WorldShare Circulation and WorldShare Acquisitions.

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

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

Note: OPAC integration has been turned on for all WMS libraries.
If your library uses Alma, we encourage you to enable OPAC integration for automatic retrieval of local holdings and availability information.  Please contact OCLC Support to request this be enabled.
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 there been any changes in your contact information or lending policies? 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.

https://help.oclc.org/Resource_Shari...d_known_issues

Gather your team for the upcoming webinar Product Insights: Resource Sharing. 

New features and enhancements

Quickly view Patron Summary

A new Patron Summary rollover has been added in the Request Details to let you quickly view patron details without scrolling to full patron section at the bottom of the request.

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Easily review Purchase Options

A new Purchase tab is now available for easy review of prices and links to vendor sites such as Amazon...  

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... and Get It Now (if you subscribe to the service).

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For more information, see Purchase.  

Keep Staff Notes for a request 

Staff Notes now let you keep notes that are viewable and searchable only by your library staff.  These notes can be added to all types of active and closed requests (borrowing, lending, document delivery, and purchase). 

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The user’s name and date & time are recorded automatically.  Existing notes can be edited or deleted.

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Staff Notes can be searched from the Tipasa Home page.

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For more information, see Staff Notes.

Review Unfilled or Expired requests for up to 30 days

The length of time a request remains in the Unfilled or Expired queue has been increased from 7 to 30 system days.  This provides additional time for you to cancel  the request or create a new one.

Note about statistics: Average Turnaround Time For Unfilled Requests will no longer be included in reports.

For more information, see Request aging.  

View local holdings and availability (for Alma libraries)

OPAC integration for borrowing and lending requests is now available for Alma libraries.  Please contact OCLC Support to request enabling of OPAC integration.

Once enabled, this integration lets you easily:

  • Identify when your library holds the requested item
  • Include local shelving information on printouts
  • Include local shelving information in notifications

Note for WMS libraries: OPAC integration has been enabled in Service Configuration.

For more information, see View local holdings and availability.

Future releases  

The following enhancements are targeted for upcoming releases:

  • View Reprints Desk Article Galaxy price and deliver via Article Exchange
  • Automatically update requests in Alma circulation
  • Improve workflows for multiple locations
  • Resubmit requests with same Request ID after initial lender string is exhausted

Roadmap information is available in the OCLC Community Center.

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: Wednesday, January 16, 2019, 2:00pm, Eastern Daylight Time (New York, GMT-05:00)

Registration: https://www.oclc.org/en/events/2019/rsprodinsights_jan2019.html

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 are unable to attend, to receive a link to the recorded session.

Support websites

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

 

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