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WorldShare License Manager release notes, November 2017

Release Date: November 18, 2017

Recommended actions

For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.

Administrative actions

These items require immediate action or decisions.

Action

None

Follow-up actions

In an effort to keep your staff informed of new features and changes, you may also want to consider these items.

Action

None

Browser support 

This release was tested with the following browsers:

  • Chrome Version 60.0.3112.78
  • Firefox 54.0.1
  • Internet Explorer 11.0.9600.18738

Currently supported browsers can be found here.

New Features

Calculate a License’s Usage-Cost

License Manager will now calculate the usage costs of licenses in the license history accordion. This functionality provides a license-level, cost-per-use value for the following COUNTER 3 and 4 reports:

  • BR1, BR2, DB1, PR1, JR1, JR5, and MR1

Note: This functionality requires previously harvested COUNTER reports from within the “Usage Data” section of License Manager.

Steps for calculating usage-cost history on a license:

  1. Within the license’s history accordion, select the report type you would like to use for usage cost calculations. (See the next page for a list of report types available.)
  2. Once a report type is chosen, License Manager analyzes your COUNTER harvest history to find all vendors with reports gathered of that report type. Select one or more vendor sources from either the “Manual Vendor” or “Sushi Vendor” drop-down menus to be used in the usage cost calculation.
     

LMAN_ReleaseNotes_20171118-1.png

 

  1. For a single vendor selection, no further decisions are required. Simply click the “Generate Report” button.
     

LMAN_ReleaseNotes_20171118-2.png

 

Note: License Manager will analyze reports from each license period and then calculate the totals by combining the following fields. For complete descriptions of these reports, see https://www.projectcounter.org/ 
 

Report Type Description COUNTER field used Usage cost calculation
BR1 Book Report 1 ft_total cost / ft_total
BR2 Book Report 2 ft_total cost / ft_total
DB1 Database Report 1 record_views cost / record_views
PR1 Platform Report 1 record_views cost / record_views
JR1 Journal Report 1 ft_total cost / ft_total
JR5 Journal Report 5 ft_total cost / ft_total
MR1 Multimedia Report 1 multimedia cost / multimedia

 

  1. Once calculations are complete, values can be seen either by selecting the “refresh” button or by reloading the license.
     

LMAN_ReleaseNotes_20171118-3.png

 

  1. Calculating usage costs from multiple vendor sources requires an additional step of instructing License Manager how you would like the reports to be combined for each month.
     

LMAN_ReleaseNotes_20171118-4.png

 

  1. Click “View examples” to see the two options for combining monthly reports:
    1. Example 1: “Combine latest reports from all vendors” will allow you to include the totals from each vendor individually. License Manager will include the latest report for each month from each vendor. In the below example, Vendor 1 and Vendor 3 have only one report for December, so both of those values are included. Vendor 2 has duplicate December reports, so License Manager includes only the most recently harvested report.
       

LMAN_ReleaseNotes_20171118-5.png

 

  1. Example 2: “Use only most recent reports for each month” will allow you to use only the most recent report. This can be useful when you have reports harvested from both a vendor’s SUSHI server as well as reports manually uploaded. In this example, the report harvested on January 20th is the most recent and is therefore the only December report used in the usage cost calculation.
     

LMAN_ReleaseNotes_20171118-6.png
 

Usage Report Coverage Analysis

The License Costs history now gives an indication for the coverage of COUNTER reports used in usage cost calculations. This is useful for license periods where usage costs may be affected by either missing reports or by duplicate reports during that time frame.

 

LMAN_ReleaseNotes_20171118-7.png

 

Clicking the “View” button will give you an indication of the reports found for each vendor used in Usage Cost calculations for that license period. This information can be especially useful if reports are missing from a given month. These reports can be added to the vendors harvest history with either a one-time harvest or a manual upload.

“Duplicate report” indications are given as a courtesy. License Manager will always use the latest report for a given month and will combine duplicates from multiple vendors based on your selections in the “Duplicate Reports from Multiple Vendors” options chosen.

A green check mark indicates a single report was found in the harvest history for that month.

 

LMAN_ReleaseNotes_20171118-8.png

Bug fixes

  • A network configuration issue was fixed which was preventing harvests from occurring for non-North American libraries
  • Within the license histories of a small number of licenses, a bug was corrected which was causing extra license period entries
  • A bug was corrected which was preventing shared licenses to be cloned as new licenses
  • “Trial” and “Free Temporarily” licenses will no longer convert to standard licenses if they happen to be renewed
  • Manually uploaded COUNTER reports which indicate a version of COUNTER 4.1 will no longer receive an error message
  • A bug was fixed which was preventing the usage harvester from accurately warning against incorrectly formatted COUNTER reports
  • CSV transformations of raw COUNTER XML files will now sort report fields correctly
  • Error responses from COUNTER-providing vendors will now translate correctly
  • Vendors which include time stamps in their report month COUNTER report fields will no longer cause the report harvests to fail


Please use the discussion forum for License Manager to discuss any issues you encounter, or contact support at support@oclc.org.

The License Manager discussion forum on the OCLC Community Center:
 https://www.oclc.org/community/discu...anager.en.html

Known issues

  • Licenses may time out upon loading due to an error where License Manager attempts to load licenses twice. These timeouts can be ignored and will be fixed in the next release.

Future Releases

• Batch editing of licenses
• Support for public exposure of Trial Databases
• Exposure of public license terms within WorldCat Discovery

Feature Roadmap

The roadmap for WorldShare License Manager can be found incorporated within the WMS roadmap:

https://www.oclc.org/content/dam/com...MANRoadmap.pdf


OCLC project staff regularly review this list and update the features and timing information.

Support website(s)

Support information for this product and related products can be found at:

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