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Create a new license

Creating a license

There are three ways to create a license:

  1. Create a new license.
    • Create a license starting with a blank form.  
  2. Clone a license.
    • Search for an existing license and clone a license.
  3. Create a license from a template.
    • Search for and use public templates created by other libraries.
    • You can also Create a license template.  Use the template for your libraries purposes or make it public so that other libraries can use it.

For instructions on cloning a license or creating a license from a template, see Create a license or template.

Create a new license

To create a license, refer to a copy of the license from the vendor (licensor) and encode its terms into License Manager using the following steps:

  1. Expand Licenses and click Create a License.
  2. Select a License Type from the drop-down list.
  3. Click Continue.
     
    License Type Description
    Standard License Create a renewable license intended to cover multiple contract periods.
    Perpetual License Create a license without an end date.
    Temporarily Free License Create a license not associated with a cost.
    Trial Period License Create a license intended for an evaluation period.

Watch a video

Creating Licenses in License Manager (8:22)

Use WorldShare® License Manager to create and encode information related to the license, including license details and terms of use, start and end dates, renewals, and document storage and linking. This video walks through the process of creating and encoding this information.

 

Complete the license fields

As you complete the license fields, please remember to click Save.  Asterisks (*) indicate required fields.

 Note: Consortia with group aware will see an additional Sharing accordion. See Share licenses (Group aware for consortia).

General

Fill out the general information for your License. 

Field Description
Name The name of the license.  Example: EBSCOhost Master License Agreement
License Type

The type of license:

  • Free Temporarily: Licenses that are not associated with a cost in any way
  • Standard: Renewable licenses intended to cover multiple contract periods.
  • Trial Period: Licenses that are not associated with a cost and are intended for evaluation purposes. 

 Note:   This field will not be editable after the license has been saved.

Licensee Your library.
Start Date

The date the license period begins

  • A license that has been accepted and has a start date in the future will automatically become active on the start date.

 Note:   This field will not be editable after the license has been renewed, activated or shared.

Renewal Deadline The deadline for renewal or cancelation.
Renewal Options

Choose between Auto Renew and Manual Renew.

 Note: This field appears after the License has been saved.

End Date

The date the license period ends.
Activation The license is considered active and enforceable when Activate License is selected. 
Termination

Mark license as terminated.  

 Note: This field appears after the License has been saved.

Auto Select When selected, your specified collections will be selected automatically upon activating the license.  See Automatically select and deselect collections.
Status

The status of the license:

  • Current: License is in effect
  • Expired: License is no longer in effect
  • Pending: License has been created, but is not in effect.
Current Cost Click Edit to enter the cost of the license.
Responsible Person(s) Indicate the person(s) responsible for a given license. 
Date Signed The date your library's representative signed the license.
Description Any descriptive notes on the license.

 

 

Collections
Vendors group the titles libraries license into collections.  The collections in the Collection Lookup list are stored in the WorldCat knowledge base.

Add collections to a license:

  1. In the Collection Lookup list, type the collection you are looking for.  Search results appear automatically when you stop typing.
  2. In the search results, click Collection Name .The collection will then appear in the table to the right.
  3. Optional:  to edit the collection, click the Collection Name in the table.  For more information, see the Collection Manager documentation page. 

You can also elect to automatically deselect collection(s) when the license expires by selecting the checkbox next to License Expiration.  The automatic deselect is not available for private collections, shared collections, or collections with MARC record delivery enabled.  

Vendor
The Vendor accordion allows you to relate a license to a vendor file from WorldShare Acquisitions (WMS Acquisitions > Vendors).  Asterisks (*) indicate required fields.  
  1.  Select the Contract type from the drop-down menu:
    • Single Vendor: The license relates to a single vendor entity.  
    • Multiple Vendor: The license simply records all vendors associated with the license; typically, this is used to organize many collections around a single term of use such as Interlibrary Loan.
  2.  Use the Select Vendor drop-down to select the existing vendors from the Manage Vendors section which have been marked as "My Library Partner."  If you have selected Multiple vendors, they will be listed under the Vendor Information column with the option to display the below fields:
    • Location:  Displays the default address from the "Addresses" section of the vendor file (if available).
    • Contact: Displays the default contact information from the "Contacts" section of the vendor file (if available).
    • Email: Displays the email address from the "Contacts" section of the vendor file (if available).
    • Vendor Link: Displays the first URL for a vendor from the "Links & Logins" section of the vendor file (if available).

        To remove a vendor, click on the Remove option under the Actions column.

Terms of Use (optional)

See Terms of Use.

Documents (optional)

Upload documents relevant to the license such as addendums, riders, notes, and so forth. To add a document:

  1. Click Choose File and locate the file.
  2. Click Upload.

Documents cannot exceed 10 MB.

Bookmarks (optional)

Add links to documents relevant to the license such as addendums, riders, notes, and so forth. To add a link to a license:

  1. Enter a URL into the text field. Supported URL protocols are: HTTP, HTTPS, and FTP.
  2. Click Add.
Comments (optional)

Add Comments.

  1. Click in the Add Comment box to add a comment about the license.
  2. Click Add.
History

The History accordion will be available after a license is created. History provides details about:

  • License Costs
  • License Changes
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