WorldShare License Manager training

Find training on WorldShare License Manager here.

OCLC offers training videos on WorldShare License Manager.

Training questions? Please visit OCLC Training FAQ.

For WorldShare License Manager training in French, please see Vidéos en français.

 

Introduction to WorldShare License Manager

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This ten-minute video reviews the benefits of managing licensed and electronic resources and streamlining ERM workflows, as well as the system interface.

Set up ILL deflections 

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

Create and manage templates

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This five-minute 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.

Create licenses

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Use nine-minute WorldShare License Manager to create and encode information related to the 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.

Create title level license

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This eight-minute 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.

Manage licenses

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This seven-minute 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.

SUSHI reports

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