3. Background
Around 8,000 annual requests
½ lending, ¼ borrowing, ¼ document delivery
1 staff member, 1 student employee, 1 supervisor
Delivery & scanning both in department.
Instruction and many other things is are a responsibility.
5. Transition
● Differing attitudes before the transition;
● Staff member didn’t want to transition;
● Supervisor was greatly supportive of the transition;
● Dean was OK with either choice.
6. Transition
● One major piece to our transition was a transition in staff;
● It had been discussed before and was internally declined.
8. Transition set up
We do not:
● Utilize direct borrowing;
● Auto-populate requests;
● Have any proven senders set up (though we’re in the process of changing
that.
10. What we miss
ILLiad lending printing freedom
We had a smoother process set up for us in ILLiad with book label first, then
shipping.
“Considering” is basically an extra step in our workflow.
11. What we miss
Fully customizing sign-up and request forms
● We do love the forms, they’re extremely user-friendly;
● They’re also responsive - which is AWESOME;
● However, with ILLiad forms, we could add additional content;
● We could use that content for relaying junk mail messages;
● And, we’re having junk mail issues.
12. What we miss
Customizable labels
● We used the heavily with ILLiad;
● We’re told this is a forthcoming development and we’re greatly looking
forward to it;
● Currently we’re doing our own borrowing (tedious & daily) customization.
13. What we miss
Changing our accidental copies to loans
● This was easy in ILLiad;
● It’s easy in Tipasa too IF the LENDER has taken care of it;
● If it isn’t taken care of by the lender and the borrower misses it, patron
information disappears!
14. What we miss
Patron information
● We understand the security details and like the thought behind patron
information disappearing;
● However, we do want/need to retain patron information for a bit of time;
● It’s very difficult if other complications arise if patron information is gone.
15. What we miss
Policy Directory
● It would be nice to be able to click the policy directory in the request to view
information on the borrower
16. What we wish for
Unfilled requests expire!
● This is my biggest issue with the transition;
● The resubmission isn’t really a resubmit, rather it’s a new request;
● The patron sees “unable to fill;”
● The new request allows the same lenders to be chosen;
● The old request has to be cancelled;
● It’s an overall unfriendly process for an academic library.
17. What we wish for
Confirmation of high-consequence clicks
● Accidental clicking of Yes/No or “Reason for No” in Lending;
● “Open Access” accidental clicking in a borrowing/document delivery request
(though this “open access” in document delivery is awesome!
18. What we wish for
Request field box
● Change the order;
● Change what’s in the boxes;
● Not include everything.
19. What we wish for
Request information in the Discover area:
20. What we wish for
.tif files to not be so complicated
● The process is extremely difficult to get a .tif converted, and where it belongs;
● This wish is possibly more Tipasa independent, we really just don’t want .tif
files.
21. What we love
The user interface
● The responsive design is extraordinary;
● It allows us to ask for the simplistic things we need;
● We’re easy able to customize field that are asked for.
24. What we love
Label printing options
● We’re able to mandate at which label the print begins, which is extremely
helpful if you’ve used so many labels
26. What we love
Sending articles/Article Exchange
● Article exchange works seamlessly for us;
● Sending and receiving is easy and time-efficient.
27. What we love
“Search my library’s online catalog”
● This feature works really well in Tipasa;
● It’s easy to take the needed request information and drop it into the request
28. Reflection
Are we happy that we moved to Tipasa?
● There were some initial learning pains, but yes, we’re at a good spot right
now. We do wish some additional changes were made (as discussed), but we
do feel listened to with the vendor.
What is our biggest frustration?
● We feel internally that our biggest frustrations stem from us being an
academic library. We feel that a lot of the process frustrations that we’re
running up against could be academic library specific.
29. Take 5-10
Discuss with those around you your transition concerns and opportunities.
Has one of you already transitioned?
What are you adverse to in the transition?
What are you looking forward to?