WorldShare Reports release notes, May 2023
Release Date: May 4, 2023
This release of WorldShare Reports and Report Designer provides new features and maintenance fixes. These features will help you manage more complex workflows, including:
- Improved data ingest processing of COUNTER 5 usage
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.
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
You may wish to re-run your typical standard COUNTER 5 reports if you regularly (or occasionally) delete/clean up COUNTER 5 usage data files in the License Manager application. You may find the need to re-harvest certain months of COUNTER 5 usage data in License Manager to re-sync the data with WorldShare Reports.
|If you manually harvest any COUNTER 5 usage files, you may wish to re-run any reports containing manually harvested usage data to ensure accurate results for your relevant reporting period(s).|
New features and enhancements
Improved data ingest processing of COUNTER 5 usage
Better synchronization to WorldShare License Manager COUNTER 5 data harvesting
WorldShare Reports COUNTER 5 reporting will now better synchronize with harvested WorldShare License Manager usage data, as recorded in the License Manager harvest summary. Specifically, the following new behaviors are followed:
- COUNTER 5 usage data files harvested in License Manager that you deleted may not have been previously reflected as deleted in WorldShare reports. With this release, there will be a reconciliation of any deleted files between License Manager and WorldShare Reports.
- If your institution has multiple COUNTER 5 usage files harvested for a given usage month, the most recent file is used for reporting in WorldShare Reports (current functionality). However, if you delete the most recent file in License Manager, the next most recent file now becomes the primary data for your COUNTER 5 reporting. Previously, WorldShare Reports would delete the usage month of data and not replace it with the next most recent file harvested in License Manager.
Note: If the next most recent file is expired, no data will be loaded. You should re-harvest data in License Manager for that usage month/vendor/report type and view your COUNTER 5 reports the following day in WorldShare Reports.
- Some manually harvested COUNTER 5 usage files (i.e., not harvested via SUSHI) in License Manager may have resulted in inflated counts in COUNTER 5 reports for those vendors. The measures associated with those manual harvests will be restated. If you actively do your COUNTER 5 data harvesting manually instead of via SUSHI, you may want to re-run COUNTER 5 reports for your relevant reporting period(s) after this release is completed.
The above behaviors apply to COUNTER 5 usage data only. The COUNTER 4 data processing components were not modified as part of this release. We encourage you to utilize COUNTER 5 for your e-resource usage reporting needs.
Support information for this product and related products can be found at: