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Introduction to License Manager for WMS users

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Discover key information, resources, and workflows that will help you get started with WorldShare License Manager.

Overview

This page serves as an introductory resource for WorldShare License Manager, providing essential documentation and training materials. It is intended for users who are:

  • New to using License Manager
  • Returning to License Manager and looking to review key workflows and functions

This resource is designed to help you get started and build a solid foundation for using License Manager effectively. On this page, you will find

  • Information about roles assigned to License Manager users
  • Additional resources to help you explore advanced features when ready

License Manager interface

Visit About License Manager for a detailed overview of the interface. Find information about the full functionality and advanced features of the module.

Roles

The roles assigned to your WorldShare account determine your access level and the actions you can take. The main product roles are described below.

For library admin: To manage roles, see WorldShare Admin > User Management.

For library staff: If you are unsure which roles are assigned to your account, ask an admin user at your library. If your institution does not have an admin user, please contact OCLC Support.

To view full descriptions and comparisons of all roles, see License Manager account roles.

​​​​​License Manager roles

  Action Roles
License Manager Admin License Manager Staff License Manager Supervisor License Manager Senior Staff
Access OCLC Service Configuration x      
Access your institution’s holdings. x x x x
Activate a vendor for use within both Acquisitions and Licenses. x   x x
Add comments to a license. x   x x
Assign roles to other users. Create a user that automatically has the Everyone role assigned. x   x  
Browse licenses. x x x x
Create users, regardless of module (Circ, Acq, etc.) x   x  
Create a vendor. x   x x
Delete comments. x   x x
Delete users. x   x  
Edit comments. x   x x
Edit a license. x   x x
Edit public vendors (indicated by globe icon) and the public data for this Vendor, including name, country, etc. x      
Edit a template. x   x x
Edit vendor data for your library only. x x x x
Find a vendor. x x x x
Modify your institution’s configuration settings. x   x  
Modify your institution’s holdings. x   x x
Perform all operations, including assigning roles to users. x   x  
Publish a vendor to all libraries. x   x x
Read information about self via WorldCat Local/Discovery. x   x  
Read information about users, regardless of module (Circ, Acq, etc.) x x x  
Remove a vendor from your list of active partners (in Acquisitions or License Manager). x   x x
Retrieve and view users. x   x  
Schedule automatic and manual harvests of usage data. x   x x
The security context contains all the information about a given user (especially what actions they can perform). This permission allows the user to perform actions on behalf of another user (patron). x   x  
Send a one-time alert to any user. x   x x
Subscribe to Alerts (configure alerts in the Admin module). x   x x
Trial Licenses button x   x x
Update information about other users, regardless of module (Circ, Acq, etc.) x   x  
Update information about self via WorldCat Local/Discovery. x   x x
Update institution configuration information relating to authentication and authorization. x   x  
Use the Forgot Password feature to get a new password. x   x  
Use a template to create a new license. x   x x
View, claim, unclaim, and delete alerts in the menu bar. x x x x
View all templates. x   x x
View the configuration settings for automatic harvests. x x x x
View information about a user’s accounts. In some circumstances this may include identifying information about accounts external to OCLC (e.g. where OCLC receives periodic patron updates from an external system, or where authentication is managed by an external system). x   x  
View a license. x x x x
View My Library and export data. x x x x
View the results of an automatic and manual harvest. x x x x
View trial license survey results x x x x

View a vendor.

 x x x x

Access WSKEY Management at the OCLC Developer Network.

 x      

Search

License Manager provides a variety of methods to search and browse. For detailed instructions on searching, see Search in License Manager.

Reports

WorldShare Acquisitions offers a variety of reports to monitor your institution's activity in WorldShare. Visit Available WMS reports to find available reports and their locations.

Community Center

Current WorldShare License Manager product users are encouraged to join the OCLC Community Center to connect with peers and OCLC staff on product workflows, attend webinars, and provide feedback on the product. For more information, see OCLC Community Center: WorldShare License Manager community.

Training

OCLC offers recorded classes and videos on WorldShare License Manager. See WorldShare License Manager self-paced training.

Next steps

OCLC Support

For any queries not answered by this page or License Manager documentation and training, please contact OCLC Support.