WorldShare License Manager SUSHI Reports

Hi. Welcome to WorldShare License Manager SUSHI Reports session. In this video, you will learn how to configure your vendors, harvest usage reports via SUSHI, see how you can solve some issues with your reports and how to contact support, find more training materials and documentation. The first step for setting up your SUSHI report is configuring your vendors in the system. Your vendor must be a counter-compliant vendor. Let’s see how you can configure your vendors in License Manager. To configure your vendors, log into your WorldShare account and click the “Licenses” tab. Then on the left side panel, click the “Usage Data” option. Enter the search term for your vendor and un-check the “My Configured Vendors” box. Then click “Search”. In this example, I’m searching by the vendor’s name. As you will find your vendor, click the “Configure” button on the right side. Enter your request ID and customer ID. This is the information you have to access your vendor’s SUSHI server. Usually email address or username and your ID number with your vendor. Then click the “Test and Save” button. Please refer to our documentation page for a list of requirements from each vendor. Once your vendor is configured in the system, you will be able to search for it and edit the information or delete this configuration. After you have configured your vendors, then you can establish how you want to harvest your reports. Let’s see how you can set up to harvest counter usage reports via SUSHI. There are a variety of types of counter usage reports under the categories of journal, database, platform, book, multimedia, title and consortia reports. WorldShare License Manager supports certain counter reports as listed. Please refer to our documentation page for an updated list of reports currently supported in License Manager. You have two options for the reports. One time harvesting for counter XML files that have been downloaded manually from a vendor’s website or transfer reports from configured vendors. Recurring harvesting, you schedule once and harvest the reports on an ongoing basis. Once a harvest is scheduled for a configured vendor, it can be accessed through the harvest history screen. Please refer to our documentation page to find the supported reports for one-time and recurring harvesting. To set up one-time harvesting, log into WorldShare and click the “Licenses” tab. Then on the left side panel, click “Usage Data” option and the “Harvest Setup” button. Under the “One-Time Harvest” tab, select the source for your report. If you’re transferring XML file that you’ve downloaded manually from a vendor’s website and saved in your computer or if you’re transferring an XML file directly from the configured vendor. If transferring file from your computer, then search for the vendor that published the counter report entering its name in the search box and selecting it. Then choose your file. Click the “Validate” button. The version and report type of the file you uploaded is displayed for you to enter the start date and end date in the respective fields and then save. If transferring files from configured vendors, first search for your vendor using the search box and select to your vendor from the result. Select the type of report you want to generate from the list of supported reports from the selected vendor. You can select multiple types. Then enter the start date and end date. Click on the calendar icon next to each field. Then save it. To set up recurring harvest, under the “Recurring Harvest” tab, search for your vendor using the search box. Then click the vendor’s name to select it. Select the report type you want to generate from the list of supported reports for this vendor. You can choose multiple types of reports. Choose the start date. Click on the calendar icon next to the respective field and select the status of the report, if active or inactive. Then click “Save”. Your reports will be generated monthly starting on day 15th of each month. To retrieve your one-time harvesting and recurring harvesting reports, log in to WorldShare account. Click the “Licenses” tab and on the left side panel, click “Usage Data” option. Then the “Harvest History” button. You will be able to filter your reports by version, harvest type. One-time harvesting will be under manual or by results count. In this example, I filter by type, manual and result count success. Then I click the first vendor to see the results. Here I have listed all the one-time harvesting with success for this vendor. At this point, I can filter this result by report type, date range or harvest date. Under the “Results” column on the right, you will find raw data XML, which represents the file you uploaded when setting up the one-time harvesting and transformed data XML, CSV, which represents your uploaded data transformed in the system. SUSHI enhanced it. Click the CSV file to retrieve your report in Excel format. You can perform bulk actions where you have the option to select several reports, check the box next to each one and select the desired action on the harvest history action. You can bulk the harvest, combine multiple reports into a single CSV file or extend delete date by one year. This is the CSV file of a single counter for JR1 report from the vendor I used in this example. If you want to see a license associated with the harvest on your WorldShare Account home page, click “Licenses” tab. Then on the left side panel expand the “Licenses” option. Select the scope for your search and enter your search term. Then click “Search” to retrieve the license associated with the harvest from where you’ve just retrieved a harvesting report, like in this example where I’m searching by license name. Sometimes things don’t work as planned. Let’s see some report issues that might arise when trying to harvest your reports. There are some situations where the result counts for your harvest displays results under the “No Usage” column when in fact there was usage for those collections. For the example of American Psychological Association, the first two columns, Success and Usage are in fact both considered to be successful report harvests. There are also situations where the result counts for your harvest displays results under the error column. The error column can consist of any of the following. Vendor timed out and didn’t respond. Vendor did not accept the user’s credentials. Vendor warned too many report requests which means the user must wait until the next stage to continue or any other problem that might not have been encountered before. Your workflow is to monitor error results and walk with your vendors to correct those if possible. Please report to OCLC Customer Support if you experience an unusual issue. Consider creating an account to access the Community Center, where you can participate in discussions with other librarians, harvesting reports in License Manager, so you can share experience and practices. Community Center also allows you to suggest enhancements to License Manager. If you need additional help, please visit the URL on the screen for documentation, training and contact information for OCLC Support in your region. Thanks for watching.

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