WorldShare License Manager rollout plan
Find a checklist of tasks necessary to perform in order to implement WorldShare License Manager.
☐ Attend WorldShare License Manager implementation sessions
☐ Review WorldShare License Manager training
- These training materials provide guidance on using the License Manager
☐ Assign License Manager account roles
☐ Create license records representing your license agreements with the vendors of electronic resources
- ☐ Associate your license records with your WorldCat knowledge base collections or individual titles
- ☐ Configure your terms of use
- ☐ Set up ILL deflection policies to deflect lending requests based on your preferences
☐ Configure Alerts for License Manager events
☐ Configure COUNTER API harvesting of usage reports
- ☐ Configure COUNTER 5 and COUNTER 5.1 vendors for reporting
- ☐ Complete the Harvest Setup process
- ☐ Set up Recurring Harvest profiles
☐ Review available E-Resources reports
☐ Join the discussion in the WorldShare License Manager Community Center
☐ Continue to review WorldShare License Manager release notes