WorldShare License Manager training

Introduction to WorldShare License Manager

This Introduction to WorldShare® License Manager video reviews the benefits of managing licensed and electronic resources, streamlining ERM workflows, and the system interface.

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Set up ILL deflections

This video shows how libraries can set up ILL deflections using License Manager.

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Create and manage templates

This video covers how to create and manage templates in WorldShare® License Manager. Templates can be modified and reused and many are available representing standard vendors license terms. You can also create a new template that your library and others can use.

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Create collection licenses

Use WorldShare License Manager to create and encode information related to the collection 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.

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Create title level licenses

This video provides instructions in how to create and encode information for title level licenses in WorldShare License Manager starting from blank form, cloning an existing collection license, or from templates.

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How to create and manage trial licenses

This video provides instructions in how to create and manage trial licenses in WorldShare License manager.

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Manage licenses

This video covers how to manage licenses in WorldShare® License Manager. After creating licenses in License Manager you can manage them to either edit or delete any license as needed. This video shows the options available.

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How to configure and manage alerts

This video covers how staff at libraries subscribing to OCLC WorldShare License Manager can configure and manage alerts in the system.

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COUNTER reports

In this video, libraries using WorldShare License Manager will learn how to configure vendors to harvest COUNTER reports for their electronic resources, then harvest and manage the reports in a variety of ways, and manage vendors as well.

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How to configure and manage vendors

This video covers the steps of how to create and manage vendors in OCLC WorldShare License Manager.

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Consortia workflows

This video is designed for consortia leads, e-resource librarians, and member-library staff who receive shared licenses in WorldShare License Manager. This video covers the consortia workflows – sharing, accepting, and maintaining licenses in group-aware WorldShare Management System (WMS) consortia.

Chapters: 

00:00:00 Consortia description and share definitions 

00:02:44 Lead library share license 

00:05:38 Member library accept share 

00:08:16 Member library reject share 

00:09:09 Lead library alerts and withdrawals

After completing this video, please take a moment to complete the survey. Thank you!