Create a license from a template

To search for a template:

1. On the left side of the screen, expand Templates.
2. From the list, select the index to search:
   • Template Name: The name you entered when creating the template in License Manager
   • Licensor: The vendor from whom you are licensing the collection
   • Collection: The collection associated with the template you want to find
   • Documents: The documents (files or URLs) you added to the template you want to find
3. Type the search term in the search box.
4. Click Search or press <Enter>.
   • If the search results extend to two or more screens, use the navigation links (top and bottom of list) to move between screens. Screen headers and footers show your position within the list. For example: Results 11-20 of 56
   • Previous searches appear below the Search button. Click a search to return to it
5. On the Search results screen, click the Name of the template to access it.

 Note: If no search criteria is entered, all results will be listed. To browse templates, leave the search box empty and click Search.

Filter results

Template results can be filtered by:

• Licensor
• License Level
• Type

Expand Filter by Licensor or Filter by Type and begin typing.

Columns in search results

Search results are sorted alphabetically by template name. To change the sort order, click any column heading.

• Name: The name you typed when creating the template in License Manager. Click the template Name to access the template
• Paper clip icon: The paper clip icon indicates attachments
• Licensor: The vendor from whom you are licensing the collection. Licensor is the only filter available for templates
• License Level: Collection or Title
• Type: Public or private
• Action: Create License. Click Create License to create a license from the template

As you complete the license fields, please remember to click Save.  Asterisks (*) indicate required fields.

 Note: Consortia with group aware will see an additional Sharing accordion. See Share licenses (Group aware for consortia).

General

Fill out the general information for your License. 

Field	Description
Name	The name of the license.  Example: EBSCOhost Master License Agreement
License Type	The type of license: Free Temporarily: Licenses that are not associated with a cost in any way Standard: Renewable licenses intended to cover multiple contract periods. Trial Period: Licenses that are not associated with a cost and are intended for evaluation purposes.   Note:   This field will not be editable after the license has been saved.
License Level	The level of the license. Options include: Collection (Default) Title
Licensee	Your library.
Start Date	The date the license period begins A license that has been accepted and has a start date in the future will automatically become active on the start date.  Note:   This field will not be editable after the license has been renewed, activated or shared.
Renewal Deadline	The deadline for renewal or cancelation. See Terms of use for information about the Renewal Deadline Approaching term of use to edit the alert notification date.  By default, the Renewal approaching alert is set to notify you two weeks before the renewal deadline.
Renewal Options	Choose between Auto Renew and Manual Renew.  Note: This field appears after the License has been saved.
End Date	The date the license period ends. See Terms of use for information about the End Date Approaching term of use to edit the alert notification date. By default, the About to expire alert is set to notify you two weeks before the renewal deadline.
Activation	The license is considered active and enforceable when Activate License is selected.
Termination	Mark license as terminated.    Note: This field appears after the License has been saved.
Auto Select	When selected, your specified collections or titles, depending on the license level, will be selected automatically upon activating the license.  See Automatically select and deselect collections. The functionality to automatically select or deselect collections is not available for private collections, shared collections, or collections in which you have enabled MARC record delivery.
Auto Deselect	When selected, your specified collections or titles, depending on the license level,  will be deselected when the license expires.  See Automatically select and deselect collections. The functionality to automatically select or deselect collections is not available for private collections, shared collections, or collections in which you have enabled MARC record delivery.
Status	The status of the license: Current: License is in effect Expired: License is no longer in effect Pending: License has been created, but is not in effect.
Current Cost	Click Edit to enter the cost of the license.
Responsible Person(s)	Indicate the person(s) responsible for a given license.
Date Signed	The date your library's representative signed the license.
Description	Any descriptive notes on the license.

 

Collections

• For Collection level licenses

Vendors group the titles libraries subscribe to into collections. The collections in the Collection Lookup list are stored in the WorldCat knowledge base.

Add collections to a license:

1. In the Collection Lookup list, type the collection you are looking for. Search results appear automatically when you stop typing.
2. In the search results, click Collection Name. The collection will then appear in the table to the right.
3. Optional: To edit the collection, click the Collection Name in the table. For more information, see Collection-level settings in knowledge base collections. 

Titles

• For Title level licenses

Vendors group the titles libraries subscribe to into collections. The collections in the Collection Lookup list are stored in the WorldCat knowledge base.

Add Titles to a license:

1.  Click the Add Titles button to open the Add Titles modal.
2. Search for Titles you would like to license:
   • Search by Collection to see which titles are within a specific Collection.
   • Search by Title to see titles from any Collection.
     • Use the Search Scope to narrow your results.
     • Use the checkboxes at the left of the table to select the title(s) you want to add to your license.
     • The count of the number of titles selected will appear at the bottom of the window.
     • Click Reset to start over with your search and selections.
3. Click Add to link the title(s) to your license. You will see the selected Titles in a table in the Titles accordion on your license.
   1. Remove any unwanted titles, if needed.
   2. Use the Add Titles button to add more titles.  
4. Click Save. The titles are now attached to the license.

 Note: Each license is limited to 900 titles.

Vendor

The Vendor accordion allows you to relate a license to a vendor file from WorldShare Acquisitions (WMS Acquisitions > Vendors).  Asterisks (*) indicate required fields.  

1.  Select the Contract type from the drop-down menu:
   • Single Vendor: The license relates to a single vendor entity.  
   • Multiple Vendor: The license simply records all vendors associated with the license; typically, this is used to organize many collections around a single term of use such as Interlibrary Loan.
2.  Use the Select Vendor drop-down to select the existing vendors from the Manage Vendors section which have been marked as "My Library Partner."  If you have selected Multiple vendors, they will be listed under the Vendor Information column with the option to display the below fields:
   • Location:  Displays the default address from the "Addresses" section of the vendor file (if available).
   • Contact: Displays the default contact information from the "Contacts" section of the vendor file (if available).
   • Email: Displays the email address from the "Contacts" section of the vendor file (if available).
   • Vendor Link: Displays the first URL for a vendor from the "Links & Logins" section of the vendor file (if available).

        To remove a vendor, click on the Remove option under the Actions column.

Terms of Use (optional)

See Terms of Use.

Documents (optional)

Upload documents relevant to the license such as addendums, riders, notes, and so forth. To add a document:

1. Enter a Document Label to help define what is found in your document.
2. Click Choose File and locate the file.
3. Add an optional label. Document labels cannot exceed 255 characters.
4. Click Upload.
5. Repeat for multiple documents.
6. Click Save at the top of the screen to finish attaching documents to the license.

Documents cannot exceed 10 MB.

Documents are organized in a table:

• Each document includes the following information: format, uploaded by, uploaded date, modified by, and modified date.
• Click column headers to change the table sort order.
• Click the filters to narrow the table results.
• Use the delete icon to remove a document.
• Use the edit icon to edit a document label name.

Remember to Save your license after making document changes.  Complete document details will not be updated until the license is Saved. 

Bookmarks (optional)

Add links to documents relevant to the license such as addendums, riders, notes, and so forth. To add a link to a license:

1. Enter a Bookmark Label to help define what is found in your bookmark link.
2. Enter a URL into the text field. Supported URL protocols are: HTTP, HTTPS, and FTP.
3. Click Add Bookmark.

Bookmark labels cannot exceed 40 characters.

Comments (optional)

Add Comments.

1. Click in the Add Comment box to add a comment about the license.
2. Click Add.

History

The History accordion will be available after a license is created. History provides details about:

• License Costs
• License Changes

Survey Data (trials)

See Trial license survey with response goal tracking.

 

Remember to click Save after altering any settings.

If you want to monitor public templates to ensure that edits continue to meet local needs, you can select the Follow Template option from the Template Actions drop-down.  An email alert will then be sent if any edits occur on this template in the future.

The History accordion lists the changes that have occurred.  After an edit to a template, libraries have the option to make additional changes or to clone the template as private and revert to the edits of a previous state.