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WorldShare License Manager Release Notes, August 2019

Release Date: August 10, 2019

Introduction

License Manager continues to expand its support for COUNTER report harvesting.  Statistics gathered from COUNTER-compliant vendors help to inform your decision making as you select and maintain your library’s e-resources. To date, License Manager accepts all COUNTER 4 reports from 123 vendors via both manual upload and SUSHI vendor connections.

With this release, we're pleased to offer both automatic and manual harvesting of COUNTER 5 reports featuring SUSHI connections to more than 30 COUNTER 5 compliant vendors.  Reports offered this release include:  

  • PR_P1 – Platform-level usage
  • TR_J1 – Journal Requests (Excluding OA_Gold)
  • TR_B1 – Book Requests (Excluding OA_Gold)

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

New features and enhancements

Support for COUNTER 5 Report Harvesting

COUNTER 5 is a new reporting standard, you may find it useful to visit COUNTER.org for a full description of the changes. Support for COUNTER 5 report harvesting includes updates to the following functionality within License Manager:

SUSHI Vendor configuration

COUNTER 5 requires a new SUSHI URL for each supported vendor. Currently License Manager supports “Requestor ID”, “Customer ID”, and “API Key” methods for authentication. Each vendor will have its own required fields and License Manager will accept any combination of credential fields. COUNTER 5 provides for a more robust set of error responses by vendors, examples of which can be referenced from the COUNTER standard in Appendix F: Handling Errors and Exceptions.

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One-time and recurring harvests

You can configure COUNTER 5 reports for both one-time and recurring harvests in the same way as COUNTER 4 reports

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Manual harvests

License Manager supports the upload of COUNTER 5 reports in comma-delimited (CSV), tab-delimited (TSV), and EXCEL (XLS and XLSX) formats. As with COUNTER 4 reports, there is still a requirement for the report format to strictly conform to the COUNTER 5 standard. A new feature of the COUNTER 5 standard is a free file validation tool sponsored by COUNTER.org and OCLC. (note: this tool is currently in “preview” mode and will likely be moved in the future.)

If the file you are attempting to upload into License Manager is being rejected, use the COUNTER validation tool to discover where the file is failing to conform to the COUNTER standard, and then edit the file until it conforms.

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Harvest History

License Manager now provides a link to COUNTER 5 reports which have been harvested via a SUSHI vendor connection. To view the “original file” source, simply click the link in a vendor’s harvest history. Your browser will then show the raw JSON report on the provider’s SUSHI server. Harvested reports can still be viewed in CSV format, and multiple months can still be combined into a single file via the “Harvest History Actions” menu.

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Harvest Summary

License Manager allows for a summary view of individual report metrics across all vendors, for a single report, with COUNTER 5. The harvest summary view will also display a coverage view across all vendors to allow you to quickly isolate any missing months, and to harvest those months with a single click.

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License History

License Manager now allows for the calculation of usage costs within individual licenses across COUNTER versions 4 and 5. This functionality continues to be found within each license in the “History” accordion. Because COUNTER 4 and 5 are distinct standards, and the data is collated differently, some caution should be used when comparing these numbers. COUNTER.org has published compatibility guidance on their website, and License Manager translates that document into the following crosswalk:

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Bug fixes

An improvement to the error handling for the license vendor section will now indicate if a vendor was only partially associated with a license, i.e. not saved correctly. Previously the license would not save, and there was no indication that the vendor accordion within the license needed further editing.

Known issues

The usage cost calculator, found in a license’s history, now incorrectly includes a column titled “Report Type” which only includes COUNTER 4 report types, even though COUNTER 5 report types may be used in the calculations. This will be fixed in a subsequent release.

Important links

Post release sessions

To help you become familiar with the new features, enhancements and improvements included in this release, there is one update sessions scheduled. Please note the session time zones when registering. The sessions will be recorded and archived for future viewing on the OCLC Community Center. Please register, even if you are unable to attend, to receive a link to the recorded session.

WorldShare Management Services release update session

Date: Monday, August 12th

Time: 11:30am EDT(UTC -4)

Registration: Register Now

Support website(s)

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