Presentation covering the transition from ILLiad to Tipasa given at the Great Lakes Resource Sharing Conference, Perrysburg, OH.

1. Transition complete: A mid-size
academic library's challenges and
triumphs in moving from ILLiad to
Tipasa
Derek Malone
University of North Alabama

2. Background
University of North Alabama
● 7,500 students
● Late ILLiad adopter - 2012-2013?

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.

4. Transition
● Began March 2017
● Fully Completed with ILLiad turned off July 2017

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.

7. Transition
This entire presentation is through the experiences of a former ILLiad user.

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.

9. Reflection
● What we miss
● What we wish for
● What we love

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.

22. What we love
Communication

23. What we love
We’re ILL

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

25. What we love
Web-based staff access
● We can process from wherever, whenever with ease

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?

30. Questions? Thoughts?
Derek Malone
dmalone3@una.edu
256-765-4768