WorldShare License Manager release notes, April 2020

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Release Date: April 18, 2020

Introduction

In this release, License Manager continues its support for the COUNTER 5 usage statistics standard through the availability of additional report types. Reports offered this release include:

TR_J3 - Journal Usage by Access Type
TR_J4 - Journal Requests by YOP (Excluding OA_Gold)
TR_B3 - Book Usage by Access Type
TR - Title Master Report

License Manger has added a platform field to the configuration page for COUNTER 5 SUSHI vendor as well as the 'Request a Vendor' page. This field has been added as a more permanent solution for enabling the SUSHI harvest of COUNTER 5 reports from the various Elsevier platforms

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

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

New features and enhancements

Additional COUNTER 5 Reports Available for Harvesting

With License Manager, we continue to build on the adoption of COUNTER 5 across libraries. 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 120 vendors and select COUNTER 5 reports for 111 vendors.

With this release, we are happy to announce License Manager offers both automatic and manual harvesting of one additional COUNTER 5 report type. The following report is now available for harvesting in addition to the TR_J1, TR_J2, TR_B1, TR_B2, PR_P1, DR_D1, DR_D2:

TR_J3 – Journal Usage by Access Type
TR_J4 – Journal Requests by YOP (Excluding OA_Gold)
TR_B3 – Book Usage by Access Type
TR – Title Master Report

Since COUNTER 5 is being deployed by many vendors, you may find it useful to visit COUNTER.org for a full description of the changes. License Manager will continue to update the list of COUNTER 5 supported vendor connections to ensure that your library has access to your usage statistics. In addition, if you have a COUNTER SUSHI vendor connection that you would like to see added to License Manager, you can utilize the ‘Request a Vendor’ feature.

COUNTER 4 and 5 Crosswalk

As we continue to increase the number of supported reports and vendors for COUNTER 5, it is important to remember COUNTER 4 and 5 are distinct standards. The data is collated differently, and some caution should be used when comparing these numbers. COUNTER.org has published compatibility guidance on their website, and with this release License Manager can combine “Database” results in a license’s history as illustrated in the following crosswalk:

Note: not all metric types translate between the two standards.

Addition of Platform Field for COUNTER 5 SUSHI Vendors

With this latest release, License Manager has added a platform field to the configuration page for COUNTER 5 SUSHI vendors, as well as on the ‘Request a Vendor’ page. License Manager added this field to enable a more permanent solution to enable the SUSHI harvest of COUNTER 5 reports from the various Elsevier platforms as well as helping your library configure other vendors that maybe using the platform field in their COUNTER 5 SUSHI requests.

A short video describing this change can be found here and screenshots showing the Elsevier changes can be found below.

Elsevier Configuration with API Key as Platform Field Work around

Elsevier Configuration after the Implementation of the Platform Field

Bug fixes

A bug that previously prevented users from seeing which COUNTER 5 reports were enabled for recurring SUSHI harvests has been fixed.