WorldShare License Manager rollout plan

☐ Attend WorldShare License Manager implementation sessions

☐ Review WorldShare License Manager training

• These training materials provide guidance on using the License Manager

☐ Assign License Manager account roles

☐ Create license records representing your license agreements with the vendors of electronic resources

•  ☐ Associate your license records with your WorldCat knowledge base collections or individual titles
• ☐ Configure your terms of use
• ☐ Set up ILL deflection policies to deflect lending requests based on your preferences

☐ Configure Alerts for License Manager events

☐ Configure COUNTER API harvesting of usage reports

• ☐ Configure COUNTER 5 and COUNTER 5.1 vendors for reporting
• ☐ Complete the Harvest Setup process
  • ☐ Set up Recurring Harvest profiles

☐ Review available E-Resources reports

☐ Join the discussion in the WorldShare License Manager Community Center

☐ Continue to review WorldShare License Manager release notes