Tipasa release notes, August 2024

Administrative actions

These items require immediate action or decisions.

Follow-up actions

In an effort to keep your staff informed of new features and changes, you may also want to consider these items.

Use circulation lending integration to automatically place holds for requested items

For libraries with Sirsi Dynix Horizon or Symphony

Holds can now be placed automatically on items requested from lending institutions that are held by your library when an ISBN or OCLC number is provided in the request. A title-level hold is placed on the requested title, and the circulation system decides which item to use to fill that hold. This saves staff time by eliminating manual steps.

This enhancement also provides a more integrated circulation workflow for libraries with multiple branches. When a new lending request comes in, the system can trigger the circulation system to start routing the requested item to the ILL department for shipping.  If the item is held at a branch, the branch staff are notified that the item is needed so they can get it en route quickly.

Although this feature has first been implemented for Sirsi Dynix systems, we anticipate making it available for other library systems in future releases.

To enable this feature, go to OCLC Service Configuration > WorldShare ILL > Circulation Integration > Lending. Then select the checkbox for Place hold on requested item.

The Circulation History will indicate the success or failure for placing the hold.

For more information, see Set up third-party Circulation integration.

Use Tipasa without a patron data load for fulfillment integration

For libraries with Ex Libris Alma/Primo

You can now provide your patrons with a single view of all library interactions in Primo, while saving ILL staff time by not manually entering requests in Tipasa, and eliminating patron data loads to Tipasa.

Tipasa's new fulfillment integration leverages both ILL request transfer from Alma to Tipasa and circulation integration between Tipasa and Alma.

Your library may configure Alma to process requests placed in Primo in one of two ways. Alma can be configured with an automated rota that includes Tipasa. If the ILL request isn’t fulfilled among libraries in the Alma system, it's sent automatically to Tipasa for fulfillment. Or, ILL staff can use ILL request transfer to manually push the request to Tipasa for fulfillment. 

Once the request is filled, Tipasa updates the Alma request via circulation integration, which triggers the item delivery and appropriate notifications. 

If your library is currently set up with a patron data load, My Account, and Tipasa request forms, and you’d like to instead implement fulfillment integration, please contact OCLC Support. We'll work with you to set up a plan and timeline for moving to fulfillment integration, which includes enabling ILL request transfer, disabling Tipasa request forms, turning off access to My Account, and removing patron data from Tipasa. As a result of these updates, patrons will use Primo for a single view of their library requests.

Staff interface being modernized for improved accessibility, usability, and navigation

In early 2024, the OCLC Resource Sharing Team began a project to modernize the Tipasa staff interface. The modernization does not introduce new functionality but will improve accessibility, usability, and navigation, ensuring clearer organization of information as well as the use of modern components, elements, and behaviors.

Modernized pages will be rolled out and released in a two-phase process. Libraries that participate in the "preview" group will see and use the new pages one release prior to other Tipasa libraries. The release of modernized pages began earlier this year.

For upcoming releases, this list will be updated with additional pages.

If your library team is interested in being included in the preview group, please send an email to oclcresourcesharing@oclc.org. 

For more information, please see the January 31 session of Product Insights: Resource Sharing (timestamp 13:05).

Tag display update in search results

Previously, the request tags were truncate and required you to hover over each cell to see all associated tags. With this release, the tag display wraps, showing all tags linked to the request. This allows you to scan the queue for tags of interest.

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: Thursday, October 16, 2:00 pm, Eastern Daylight Time
Registration: https://community.oclc.org/t5/resour...sharing-events

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 cannot attend, to receive a link to the recorded session.