Tipasa self-paced training

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Title and description

Lunghezza

Training resource

Introduction to Tipasa

This course provides a high-level overview of Tipasa staff and patron features and functionality, including customization options.

Topics:

How Tipasa works
Prepare for Tipasa

- Customization options

- Patron features and configurations

Overview of Borrowing workflows
Overview of Lending workflows
Overview of Tipasa reports

75:00

View recorded session ( 29 January 2026)

Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer.

Presentation slides ( 29 January 2026)

Transcripts (29 January 2026)

Learner guide

Access the course quiz

After completing the course and course quiz, please take a few moments to complete this brief survey.

Prestito

Title and description	Lunghezza	Training resource
Tipasa borrowing workflows 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. Topics: Process Loan requests - New For Review Receive and return in batch Process copy requests U.S. Copyright Patron experience Consegna dei documenti Usage reports	62:00	View recorded session (22 October 2025) Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. Transcripts (22 October 2025) Presentation slides (22 October 2025) Learner guide After completing the course, please take a few moments to complete this brief survey.
Tipasa borrowing interactive guided tour This interactive guided tour gives you opportunities to practice various scenarios for processing new borrowing requests.	N/A	Access tutorial After completing the exercise, please take a few moments to complete the survey. Thank you!
Patron management and notifications This course covers all aspects of Tipasa features for interacting with patrons: the User Portal, where patrons can submit and view requests and access associated Article Exchange, knowledge base or open access links that were added to their requests; staff management of patron accounts to approve newly registered patrons, or block patrons not in good standing; and activation and customization of patron notifications. Topics covered include: Reviewing the patron experience in the User Portal Configuring patron account and request management options Customizing Patron Request Workforms in Service Configuration Configuring and customizing Patron Notifications in Service Configuration Using the Tipasa staff interface, approve or block patron accounts and process requests from patrons After completing this course, learners will be able to customize the patron request workforms, manage patron accounts and customize notifications, configure patron account and request management options, and assist patrons with User Portal tasks such as setting communication preferences, creating new requests, viewing ILL requests, and viewing knowledge base or Article Exchange articles. Intended audience: This course is intended primarily for staff responsible for assisting patrons in the use of the Tipasa My Account; staff responsible for the configuration of patron request forms or notifications or for determining conditions under which requests should be automatically sent to lenders without staff intervention; and staff responsible for approving patron accounts, processing requests from patrons and communicating with patrons throughout the ILL and Document Delivery workflows.	63:00	View recorded session Class handout
Tipasa US Copyright management This video provides the basic skills needed for library staff in the United States to configure copyright management options and track copyright compliance for ILL requests requiring royalty payments. After watching this video, 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. Chapters: 00:00:00 Introduzione 00:00:31 Basics of Tipasa Copyright management 00:06:47 Configure Tipasa Copyright management 00:12:10 Explaining the Copyright queue 00:20:08 Process Clear for Fair use 00:23:56 Process Clear with fee payment 00:30:08 Process No matches found 00:33:49 Copyright reports Learner guide Access the quiz Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	37:30
Tipasa Copyright management interactive guided tour In this interactive guided tour, 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.	N/A	Access the guided tour After completing the exercise, please take a few moments to complete the survey. Thank you!
Consegna di documenti Tipasa This video provides the basic skills needed to configure Tipasa document delivery functionality, and efficiently manage document delivery requests. After watching this video, 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. Chapters: 00:00:00 Introduzione 00:03:00 Configurazione fornitura documento 00:07:20 Configurare il modulo di richiesta utente 00:10:54 Configurare le notifiche agli utenti per la fornitura di documenti 00:14:08 Elaborare richieste di articoli in Consegna documento 00:21:11 Elaborare richieste knowledge base in Fornitura documenti 00:24:50 Elabora item Open Access in Consegna documento 00:29:52 Genera report Learner guide Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	34:01	Access the quiz After completing the exercise, please take a moment to complete the survey. Thank you!
Stampa fascette libri ed etichette per i resi Questo video mostra come stampare fascette o adesivi per libri ed etichette per la restituzione (5:35 nel video) quando sei la biblioteca richiedente. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	10:21
Stampa richieste ILL This video shows how to print full requests. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	7:46
Richieste ILL: scadute, scadute o non soddisfatte This video covers how a borrowing library should proceed with interlibrary loan requests with the status of expired, overdue, or unfilled in OCLC Interlibrary Loan services. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	9:49

Prestito

Title and description	Lunghezza	Training resource
Flussi di lavoro per il prestito 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. Topics: Lending Priorities definition Advanced workflows definition Answer Loan and copy requests- Priority queue Answer Loan and copy requests- Regular queue Usage reports Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	57:51	View recorded session (29 October 2025) Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. Transcript (29 October 2025) Presentation slides (29 October2025) Learner guide
Lending workflows interactive guided tour This interactive guided tour 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.	N/A	Access the guided tour After completing the exercise, please take a few moments to complete the survey. Thank you!
Advanced lending workflows quiz This quiz asks questions to reinforce your understanding of the Verifying, Retrieving, Scanning, and Packaging queues.	N/A	Access the quiz After completing the exercise, please take a few moments to complete the survey. Thank you!
OCLC Article Exchange This overview and demonstration explains what Article Exchange is and demonstrates use of Article Exchange (including OCR functionality) in filling copy requests as a Lender. It also demonstrates receiving those copy fulfillments as a Borrower and emailing the AE details to the patron. Article Exchange is part of your resource sharing subscription.	5:51
Print book straps and shipping labels This video shows how to print book straps or stickers, and shipping labels, when you're the lending library. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	8:50
Stampa richieste ILL This video shows how to print full requests. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	7:46

Configurazione

Title and description	Lunghezza	Training resource
Automated Request Manager This self-paced course is divided into academic and public libraries. Select the option that applies to your library. 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.	N/A	Access Automation self-paced course as Public Library After completing this course, please take a moment to complete the survey. Thank you! Access Automation self-paced course as Academic Library After completing this course, please take a moment to complete the survey. Thank you!
Creazione di dati costanti This video shows how to create, edit and maintain constant data records in OCLC Service Configuration for accuracy and efficiency in ILL borrowing and lending. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	8:37
Custom Holdings for Interlibrary Loan This video shows how to create and edit custom holdings groups and custom holdings paths then apply them to your interlibrary loan requests. Custom holdings are the group(s) of your preferred lending libraries that you can apply to your ILL requests for the system to automatically add then to the lender string on your ILL requests, thus saving you time when processing those requests. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	13:14
OCLC IFM - Interlibrary Loan Fee Management This video provides an overview of IFM and how borrowing and lending libraries can configure IFM as payment method. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	7:04
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. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	22:47
Basics of ILL deflection This 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 and item-level deflection. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	10:43
ILL Deflection for electronic resources In this video you will learn how to set Interlibrary loan terms for OCLC interlibrary loan services for your electronic resources, including your e-book collections, articles, and databases. You will learn how to activate your WorldCat knowledge base collections for enhanced ILL, and how to create deflection policies for your electronic collections. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	7:20
Impostare la deviazione ILL in WorldShare License Manager Questo video fornisce istruzioni su come impostare le deviazioni per il prestito interbibliotecario OCLC per le risorse elettroniche configurate in WorldShare License Manager, in base ai termini della licenza elettronica, se la biblioteca è abbonata a questo servizio. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	8:53

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