Create a new license template

Overview

Create a license template for your use and make it public so other libraries can use it. There are two ways to create a license template:

1. Create a new license template.
2. Clone a template as "Private."

Create a template

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

1. Expand Templates and click Create a License.

Complete the template fields

General

Fill out the general information for your template.

Field	Description
Name	The name of the template.
Licensor	Undefined until Collections are added.  See Collections.
Type	Choose the type of template you are creating: Public:  Available for all libraries to use Private: Only for use by your library.   Note:   This field will not be editable after you have saved the new template.
Description	Any description notes for the template.

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 template:

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.

Once you have added the Collection(s), the Licensor value under the General tab will be updated to the provider of the collection(s).   

Terms of Use (optional)

See Terms of Use.

Documents (optional)

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

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 template.
2. Click Add.

History

The History accordion will be available after a license is created. History provides details about changes to the template. 

Survey Data (trials)

See Trial license survey with response goal tracking.

Remember to click Save after altering any settings.

Use template actions

To perform a template action, Search for a template and select an action from Template Actions drop-down list:

• Create License
• Delete Template
• Clone as Private
• Follow template