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Tipasa training

Tipasa training is intended for libraries currently implementing or using Tipasa.  If your library is not a member of a current or previous Tipasa cohort, please see these recordings or email oclcresourcesharing@oclc.org for information about Tipasa.

OCLC offers live and recorded instructor-led training sessions on Tipasa.

Browse a list of upcoming instructor-led training sessions from the Live classes page, or find all live and recorded training options on the course pages in this guide.

Training questions? Please visit OCLC Training FAQ.


Get Started

Introduction to Tipasa

Register for live, online 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.

Access quiz

This quiz provides an opportunity to check your
knowledge of how Tipasa features relate to some
typical workflows.

Make your Usage Statistics Count: A
workshop

View a recorded session. Requires access to the OCLC
Community Center. See Sign in to the OCLC Community
Center
 for more information.

This 60-minute workshop discusses using OCLC ILL
Usage Statistics to show the value of your ILL services,
streamline workflows, and update policies.

Borrowing

Patron management and notifications

Register for live, online training
View a recorded session

This 60-minute course covers all aspects of Tipasa
features for interacting with patrons.

Copyright management

Register for live, online training
View a recorded session

This 60-minute class covers the Tipasa copyright
management features for libraries in the United States.

 Access tutorial

In this simulation, you will play the role of an ILL
borrowing librarian in the United States. You will
open the copyright queue and work with a request
that does not match a previously requested title.

 Access quiz

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

Watch a video

In this ten-minute video, you will learn how to
print book straps and return labels when you are
the borrowing library.

Print ILL requests

Watch a video

In this eight-minute video, you will learn how to print
full requests.

Respond to conditionals

Watch a video

In this four-minute video, you will learn how a borrowing
library responds to conditionals sent by lenders.

Requests: Expired, overdue, or unfilled

Watch a video

In this seven-minute video, you will learn how to proceed
with requests with the status of expired, overdue, or unfilled.

Lending

Lending priorities and advanced lending workflows

Register for live, online training
View a recorded session

This 60-minute course covers the advanced lending features
of Tipasa designed for libraries who process high volumes of
requests from other libraries, or who have different staff members
responsible for specific steps in responding to new requests.

Enable advanced lending and lending priorities 

 Access tutorial

This simulation provides an opportunity to practice enabling
advanced lending workflows and lending priorities in
Service Configuration.

Tipasa lending workflows 

 Access tutorial

In this simulation, you will play the roles of
an ILL librarian and two student workers, and practice
processing requests using advanced lending workflows.

Advanced lending workflows

 Access quiz

This quiz asks questions to reinforce your understanding
of the Verifying, Retrieving, Scanning, and Packaging queues.

Print book straps and shipping labels

Watch a video

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

Watch a video

In this eight-minute video, you will learn how to print
full requests.

Document delivery

Register for live, online training
View a recorded session

This 60-minute course covers document delivery, a service that libraries can provide to patrons who request delivery of physical items or scanned/electronic copies of articles held by the library.

 Access quiz

This quiz asks questions to reinforce your understanding of Tipasa’s document delivery functionality.

Print ILL requests

Watch a video

In this eight-minute video, you will learn how to print full requests.

Configuration

Create constant data

Watch a video

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

Watch a video

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

Watch a video

This eight-minute video provides an overview of IFM and how borrowing and lending libraries can configure IFM as payment method.

Establishing Policies in OCLC Policies Directory
Part 1

Watch a video

In this eight-minute video, you will learn how to set up and/or edit their policies in OCLC Policies Directory using the Profile, Collections, Schedule, and Contacts tabs.

Establishing Policies in OCLC Policies Directory
Part 2 - Lending Libraries only

Watch a video

In this sixteen-minute video, you will learn how, as a lending library, to set up and/or edit policies for deflections, loans, and copies on the Policies tab in OCLC Policies Directory.

Basics of deflections

Watch a video

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

Watch a video

This six-minute video reviews the steps necessary to deflect requests based on E-Licensing terms which restrict ILL.

Deflecting all electronic items

Watch a video

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.

Curate and Care for your Constant Data: A workshop

View a recorded session. Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.

This 53-minute workshop focuses on creating data records that can be saved and applied to both borrowing and lending requests.

Construct your Custom Holdings: A workshop

View a recorded session. Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.

This 55-minute workshop discusses how to choose lendors to include in custom holdings, explains the auto-creation of lender strings and how lender strings are randomized, and discusses lending priorities and proven senders. 

Fine-tune your Policies and Deflections: A workshop

View a recorded session. Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.

This 42-minute workshop focuses on setting and communicating your ILL policies, using automatic deflections to your advantage, and assessing the effectiveness of your deflection settings.

Automate your Request Process: A workshop

View a recorded session. Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.

This 64-minute workshop discusses the Automated Request Manager in the OCLC Service COnfiguration to automate processing of new borrowing requests.


 

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