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Tipasa Interlibrary Loan Procedures

Accessing Requests

New article requests the Not Reviewed queue. 

Click on the Request ID or the title to view the request.

Before requests can be sent out, four actions need to be taken:

  • ensure the request has a complete citation
  • ensure the request has a GOOD OCLC number 
  • clear copyright 
  • have the proper lender string 

OCLC Number

Find a GOOD OCLC Number

If the record has no OCLC number you must add one. Search WorldCat outside of Tipasa or search it using the "Discover Items" menu option in the left column.  

1. If a request comes to Tipasa with an ISSN/ISBN, an automated process checks OCLC and adds an OCLC number to the request. This OCLC number may not always be the best one. This is especially true for ISSN numbers because currently Tipasa cannot match an ISSN without a hyphen to a good OCLC record.

For all copy requests that have an OCLC number you must be sure the OCLC number applied is one that will work for the loan, which is:

  • preferably one that corresponds to an electronic edition (for both articles and book chapters)
  • has a sufficient number of holdings

Click on the View Holdings link next to the OCLC number field:

If the number of holdings seems sufficient then the OCLC number is good. If the number of holdings seems low (less than 10), then find a better OCLC number. 

2. Be sure to click the SAVE button on the request if you change/add an OCLC number!

3. When a proper OCLC number is added to a request, mark the request as reviewed--click the "Mark as Reviewed" button in the top-right. 

Copyright

If the article was published more than 5 years ago the copyright clearance step is not necessary and Tipasa will indicate that in the Copyright Clearance section of the request. Follow these steps to clear copyright:

1. Expand the Copyright Clearance section of the request:

2. If no option to select a copyright status appears, click on the link "Check for similar previously borrowed titles." 

3. The copyright table opens. Select a journal that matches the journal in the request. If no matching journal appears, click on the CREATE NEW TITLE button. This action adds the title to the copyright table and populates the Copyright Clearance section of the request. Choose the appropriate option (we use only two choices):

  • Clear for Fair Use (CCG)

Select this option only if there are less than 6 total uses:

  • Clear with fee payment required (CCG) -- NEVER CHOOSE THIS OPTION!
  • Other -- Select this option if there are 6 or more total uses. Then put the note "Check for open access or purchase" in the note field. 

  • Cancel request and do not clear -- NEVER CANCEL A REQUEST!

4. Click the SAVE button in the top-right.

5. If you selected OTHER and added a note about open access or purchase, add the tag "Purchase?" to the request and click the SAVE button again. 

At this point, if the citation has been reviewed and a good OCLC# is on the record and the copyright has been cleared, click the Mark as Reviewed button in the top-right. 

Lender String

1. Examine the Lender string. If there are no lenders in the Lender String, click on View Holdings next to the OCLC number field. Select RAPIDPLUS to filter the holdings. 

2. Click the GO button. If there are lenders for the item, the lender string should populate. If the lender string does not populate with lenders, then ILL staff should examine holdings of individual libraries and add lenders one-by-one.

Note: There are some libraries we only request articles from as a last resort, either because they send poor quality scans or send TIFs instead of PDFs. The list of these libraries can be found here.

3. Click the UPDATE REQUEST button:

Apply Constant Data and Send Request

The final step before sending the request is to apply constant data. 

In the upper right of the request select a constant data option:

  • COPY -- Select this for article requests
  • DEFAULT -- We do not use this one.
  • LOAN -- Select this if the item is a loan request and the patron is not faculty or staff
  • LOANFAC -- Select this if the item is a loan request and the patron is faculty or staff

Finally, click the SEND REQUEST button in the top-left.