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USER MANUAL

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1. Bulletin of the Belgan Mathamatcal Society Simon Sier Tit Belkan Mathematical Society Project Euclid Journal 1370 1444 f t l 1 Bulletin of tha Belen Maitihernabsc od Socuety imon Sipi The Belgian Materna ad Society Project Euchd Journal riid B pai 1 Bulletin of the Helgan Mathernabcadl ocuelty Sron Stevan The lekprari enlherabicad Society Preci Euchd Journal 1370 1444 fp hind amp ca CM Ch D C d C O oC DR o do GC mc mimo sm 11 um cm ume m de Li PO a 25 26 27 28 23 Eu 7 E 3 u 35 36 3 38 3 40 41 42 43 44 45 a5 54 33 e f the SUSHI service request is unsuccessful an error message will show 4 amp Unable to get report from SUSHI service Please check connection report details and availability e An error can be caused by one of the following reasons If the connection details are incorrect If the report details do not match with supported SUSHI server reports If the report is not available for the provided current details f the response is not a COUNTER report If the request from the service has been rejected Other conditions defined by the publishers SUSHI service 3rd party e More information can be found from the Related Actions box e f a user can t get a report from the SUSHI connection and the SUSHI service provider has stated t
2. ACS Master license ID 1401 Consortium No Name ACS Master license Start date 01 01 2013 End date 31 12 2013 Local URL Order No Note Current file KB l nkserver svarsbilaga 1 docx Created 02 10 2013 Modified 02 10 2013 E ose DI Remove Other information Resource name ACS e journals package Resource format E journal package Latest invoice Vendor No vendor selec to Sas vendor So Cosi Estimate 2013 700 00 EUR Na Edit Annual prices e When clicking the Select vendor link users can add an existing vendor to the license Change license Springer license vendor Name Springer license Vendor Select a Warning Changing vendor will remove all internal contact persons Save Cancel e Users can also change the current vendor from the Change vendor link after the user has selected one vendor to the current license 30 6 2 Adding a contact e Contacts can be added to a vendor from the Vendor menu from the Create new contact link or the View vendor contacts location and then by clicking the Create new contact link List of vendor contacts Vendor Wiley View Contacts 4 No contacts Create new contact e f a vendor has no contacts a No contacts message will be displayed e A new contact can be added from the Create new contact link or from the vendor menus Create new contact link 6 2 1 Adding a contact to a vendor e
3. List of usage statistics Resource name Elsevier Year Month Downloads month Searches month Statistics file IET 2012 January 120 Statistics file1 csv Edit 2012 February 123 123 3 SERIES Se ee Edit March ants Statistics file3 csv 4 4 Adding a resource contact e Users can add resource contacts to a resource from the Resource details page from the Add resource contact link which is under the Related Action box Resource contact contact name Phone Email e The list of resource contact persons is limited to 5 people per resource e The Contact name is the only mandatory field e f an email address is inserted it must be in the correct format containing the mark e Users can also Edit or Remove contacts from the list view e Phone numbers can contain numbers or characters 5 Adding a license to a resource e f a resource doesn t have a license connected to it a warning message No license added will be displayed Springer RELATED ACTIONS ID 1228 View licenses Resource format Database View tithes Active Passive Active View resource contacts Resource name Resource URL Responsible person Acquisition date End date Cancellation date Order number Admin URL Admin username Admin password Admin note Help URL End user username End user password Statistics URL Statistics username Statistics password Statistics note Subject collections Resource no
4. and End dates of the selected license do not overlap with existing license dates that are already assigned to the same resource e rganizations can have licenses that are not connected to any resource but these licenses will not show up on the front page since the front page only shows licenses that are connected to resources To access these licenses that have no resource connections you can enter a resource and click on Select License From here a drop down menu will open where all connected and disconnected licenses are shown e icenses that are not connected to any resources are created when a user clicks on the Remove button within the license This does not delete the license it only removes the connection to a resource allowing users to later select the removed license into other resources Springer Enter license details Enter license details for Springer Consortium Yes Nu License name Start date 01 01 2013 E End date 31 12 2013 Local URL Order No Note License file Browse e When a license is saved successfully there will be a License saved message displayed Springer license ID 1521 Consortium No Name springer license Start date 01 04 2013 End date 31 12 2013 Local URL Order No Note Created 12 12 2013 Modified 12 12 2013 EI rene DI ence Other Information Resource name Springer Resource format Dalabase Latest invoice Vendor A
5. annual year is the selected year and the invoice target year is the selected year E Library expenses for specific years and resources Including years 2011 2012 2013 2012 Elsevier Second license Elsevier 0 00 580 00 580 00 2012 Flsewaer Flseviers tredje licens 09 11 201 al nn n an New England Journal of Medicine Massachusetts Medical Society 0 00 0 00 Elsevier second license Elsevier O00 4580 00 Elsevier Elseviers tredje licens 0 00 0 00 New England Journal of Medicine Massachusetts Medical Society 05 02 2013 930 00 View report in CSV format 40 13 3 Price development e Users can compare the price development in the Price development report by selecting the First and Second year and then the resources Price development First year 2012 Second year 2013 IT m ePress Resources LM tiles l MathScinet New England Journal of Medicine Oxford University Press PressDisplay Ubm Enter report details Price development First year 2012 Ti Second year 2013 Elsewer E Elsevier Journals Consult ePress New Enaland Journal of Mecdicine nd kiersi Press Resources Chdord Unnaersity Pre Springer Spnnger database Therme Wiley Package Price development Comparing years 7012 and 2013 e The report function compares the sum of the first year s invoices with the sum of the second year s invoices and then calculates the change in the User Currency value and the Change in
6. e The Cost per search User currency is the Total expenses divided with the Number of searches e he FTE is the number of FTEs in the selected year e The Number of downloaded searched report type articles per FTE is the calculated number where the sum of the fetched statistics downloads searches is divided with the FTE count for the selected year 13 6 Usage development for searches e The Usage development for searches report fetches information about the resources statistics for the selected years e The Report type Searches Downloads defines which type of statistics will be searched searches or downloads Usage development for searches Including years 2010 2011 2012 2013 2014 140 0 January February 148 0 2013 0 0 0 0 0 0 0 0 0 March April Way June July August September November December 0 0 0 0 0 0 0 October 0 0 0 288 2012 Included Springer Elsevier 2013 Included Elsevier Skipped Springer View report in CSV format Usage development for downloads Including years 2010 2011 2012 2015 2014 g January 130 February 138 March April 2013 May June July september October November EH a EB IR De Ra ee d Ie 0 0 0 0 August 0 0 0 0 0 December 2012 Included Springer Elsevier 2013 Included Elsevier skipped Springer View report in CSV format e he report displays the statistics years which
7. 12 2013 e Users can edit license consortium information name start and end dates and change the license file e f a user edits the license start and end dates all annual prices will be re created and the annual price information will be copied from the licenses first annual price e All annual price related information will be deleted like annual price cost centers and need to be manually added again if the user so wishes e f the user wishes to download the uploaded license file the file which was inserted into the license it can be done by clicking the license filename Springer license License saved ID 1921 Consortium No Name Springer license Start date 01 01 2013 End date 31 12 2013 Local URL Order No Note Current file Springer License txt Created 12 12 2013 Modlfled 12 12 2013 ome Remove e f users wish to replace a license file it can be done from the Replace file file chooser Enter license details Consortium Yes No License name Springer license Start date U1U1 2013 A End date 31 12 2013 Id Local URL Order No Note Current fila Replace file Browse m e f users wish to delete a license file it can be done from the Delete file link e Editing a license will set the Modified date to the current date 19 5 2 Copying a license e Users can copy an existing license from the Copy link in the license details page List of licenses amp License co
8. 1932 6157 Api 12 13 The Annals of Applied Statistics The Insti ute of Mathematical Stabstics Project Euchd Journal 1922 8157 Ahim The Annas al Probability The Inatdute of Mathematical Sibalestiex Project Euchd Journal 0091 1798 m total nF er The Annals al Probability The Institute of Mathematical Stabesies Projeti Euchd Journal 0081 1998 Mdl te zi The Annals of Probability The Institule of Mathematical Stabsties Project Euclid Journal 0081 198 P nimi The Annals of Statisti 5 The Institute of Mathematical Stabstics Project Eucid Journal 008 5354 A_ioial 55 Ba The Annais of Statistics The Institute of Mathematical Statistics Project Euclid Journal 0050 5354 f pdf 55 64 Th Annals of Statistics The haue of Mathematical Statistics Project Euclid Journal QUDO 5334 f1 himd Africa Statistica The Staistics and Probability African Society Project Euclid Journal 2316 090X ft total 0 Afrika Sitalrstian he Stasits and Probably Alican Society Propect Euchd Journal 23168 DOX fi pei a Alnka Sbalrabicn The Stakes and Probabilty Ansan Society Prageci Euchd Jaurnal PUTER M hii Advances in Theoretical and Mathematical Physica Internabanal Press of Boston Project Euchd Journal T B5 Df61 Miotal Advances in Theoretical and Mathematical Physics International Press of Boston Project Euclid Journal 1085 0701 fi pdf Advances in Theoretical and Mathematical Physis Intentional Press af Boston Prajeet Euchid Journal 105 0761 fi hini
9. 33 8 Breadcrumbs 34 9 Adding a cost centre 34 10 Managing internal orders 30 11 Adding FTE 36 12 Managing Users 36 12 1 Viewing users 36 12 2 Editing a user 3 12 3 Creating a user 38 13 Reporting 39 13 1 E Library expenses for current year report 39 13 2 E Library expenses for specific years and resources 40 13 3 Price development 41 13 4 Expenses per searches downloads 43 13 5 Expenses amp amounts for searches downloads 44 13 6 Usage development for searches 45 13 7 Expenses per cost centre for specific years 46 13 7 1 Expenses per cost centre and vendor for specific years 4 13 8 Resource report 48 13 9 Title report 49 14 Import menu D0 14 1 Importing titles D0 14 2 Importing statistics 651 14 3 Importing COUNTER Statistics 52 15 Help Menu 54 15 1 How to create a new resource video tutorial 54 15 2 LIDBERM support 54 Lm information delivery 1 LIDERM login e ibERM service is located at https www liberm fi e The Service is protected by SLL certificate meaning that communication between users browser and the server is fully encrypted by this certificate e Supported browsers for the service are Mozilla Firefox 3 6 or newer Internet Explorer 8 or newer Chrome Safari Opera and Maxthon e Customers can type their username and password to the text fields provided and then login to the service by clicking the Login button LibERITI Login to LibERM llaernnme Passwo
10. Publisher X Platform Z Book Report 3 Release 4 Total for all titles Publisher Y Platform Z Publisher Y Platform Z 9 891212 321399 Publisher X Platform Z 3 889871 123478 Publisher Y Platform Z g 892457 123177 TN m 9 563432 Publisher X Platform 2 2342345 Delete All e From here the user can then scroll the different types of COUNTER statistics e he user can also delete all COUNTER statistics within the resource at hand e f more information on COUNTER statistics is required please consult http www projectcounter org faqs html e f more information is required concerning the structure of the required excel files for different report types of COUNTER release 4 please see the following PDF _http www projectcounter org r4 COPR4 pdf 53 15 Help menu 15 1 How to create a new resource video tutorial e Users can view the How to create new resource video tutorial by clicking the How to create a new resource link from the Help menu e Viewing this tutorial requires that Adobe Flash Player plugin is installed which can be installed from http get adobe com flashplayer Help How to create a new resource LibERM Support 15 2 LIBERM Support e Users can send email to LIBERM Support from the Help menu by clicking the LibERM Support or by clicking the liberm support 2l Minfo com link in the footer section e Any and all feedback on the service is much appreciated and will h
11. be made with the same fields as when searching for titles in resources Title name ISSN elSBN Access URL and Publisher name e Search parameters can be reset from the Reset button ePress titles Search x sher name Price EUR Actio creme Jjesco Access URL Publisher name Delete All e itle information can be edited from the Action columns Edit link e The title list can be Exported to Excel csv format from the Export to Excel link 21 2 3 Title name ISSN cISBN Format Access URL UserID Password Note 4 Iitlel E Book www exampleone com 5 Tille 2 Nune Ihis is an example note www exarnipglelwuo curm m a i a oe E a List of titles Publisher name Price EUR Acquisition number Examples Co 10 0 Examples Cu 13 0 e Users can view license titles from the View titles link in the Related Actions box when in the license details 5 4 Adding an addendum to a license e Users can add addendums to licenses from within the license details page from the Related Actions box by clicking the Add addendum link Enter addendum details Consortium J Yes No Addendum name License addendum Start date 01 01 2013 29 End date 31 12 2013 zx Local URL Addendum fila Browsa e Addendum name Start and End dates are mandatory fields e When an Addendum is created it is by default not a consortium but this can be manually changed e License Start and End dates are by de
12. can also be added to an invoice This file can be in most of the supported formats such as pdf xml csv doc docx txt xlsx etc Image files such as jpg or png are not supported 5 5 1 Managing Invoice cost centres e Users can manage invoice cost centres invoice cost sharing if there are no annual cost centres for the current invoice target year e Users can also view current cost sharing under the Manage invoice cost centres link under the Related Actions box e f annual price cost sharing has cost centres for the current invoice target year the invoice cost centre list will show the same values as the Annual Price cost centres list e f users want to remove these values that can be done from the Manage annual price cost centers link under the Related Actions box Invoice cost centre list ENNCCTOTORENN EN T Cost centre 1 11 00 550 00 Cost centre 7 22 Uf 1100 00 Cost centres Cost centre J 33 00 1 650 00 Cost centre 4 25 5 5 2 Annual price and sum of invoices check e f annual price is not an estimate check box is empty the sum of invoices is compared to the annual price and then the service will notify if the sum of the invoices is lower higher or the same compared to the annual price e f a user has inserted an annual price and it is not an estimate check box is empty this value will be the default value can be changed for the invoice Price in the User currency field e Compariso
13. page numbers are displayed in the footer of the table as well as above the table e f there are more than 20 resources and the page size is 20 users can change pages by clicking the arrow keys in the footer section same functionality to all page sizes e Resources can be sorted by column names for e g Resource name Resource format License name Start Date and End Date List of resources End Date Acti Add ti amp no 31 12 2011 Resource name Resource name Resource format License name 16 05 2013 I f Responsible person Subject collections Resource note License note User functions Print note Course pack note ILL note Perpetual access note Resource title name Resource title ISSN elSBN Resource title publisher name Resource Order Number License title name License title ISSN elSBN License title publisher name License Order Number e Users can search resources by clicking the magnifying glass icon at the top of the table or the bottom The possible search fields include Search criterion based on resource information Search resources by name Search resources by resource type Search resources by responsible person Search resources by resource note Search resources by resource order number Search resources by subject collections Search criterion based on license information connected to a resource Search resources by l
14. refer to chapter 14 2 Importing statistics e For more information on inserting normal statistics manually please see below Enter statistics details for Cambridge L atest statistics Year 2013 Month February Downloads month 0 Searches month 0 Statistics file LBrewse Save Cancel Delete 13 e Statistics Year and Month are mandatory fields when adding statistics e Month can also be selected as All which will cover the entire year with a single line of statistics e Each year and month can have only one statistic for a single resource An error message will be displayed if a user tries to insert new statistics with same year and month Instead the already existing statistics can be edited to better meet the changes e f a user wants to add a statistics file to statistics it can be done by adding a file from the file chooser e File requirements are the same as when saving a file to a license e f a user wants to download the statistics file it can be done by clicking the statistics filename e Replacing the statistics file can be done in the same way as when replacing a license file e f a user wishes to delete the saved statistics file it can be done from the Delete file link e Users can view all current resource statistics from the View statistics link which is within the Related Actions box All current resource statistics are also shown when new statistics are added to the resource
15. shift functions Details page which can contain Edit Copy and Delete functions Management pages which can contain dropdown menus view functions and Remove functions e At the right side of the screen there are two link boxes which are the Related Actions and the Quick links boxes e The Quick links box is shown in every screen so users can easily go to quick link locations which are View resources View terms of use and Find contact links e The Related Actions box shows related actions in the current view for e g A License can be added to a resource therefore the Add license link is shown in the Related Actions box The Related Actions box can contain Add functions View functions and Management functions e At the bottom of the screen is the footer section where the copyright text and link to liberm support 2lIminfo com email address are located 3 Front page view List of resources e he List of resources shows by default a list of resources in alphabetical order ordered by resource names e he List shows resource related information and resources latest license information e f a resource name or a license name is longer than the column size users can see the full name by holding the cursor over the name same function also works on other columns e Users can view the resource titles by clicking the View titles link e One page can contain 20 40 60 80 or 100 page size resources The
16. 4371 30 300 00 Delete orders Cost centre 3 0876554321 name 30 400 00 Delete Cost centre 2 987654321 namez 20 a i l e The list can contain the same Cost centres many times e Users can delete internal orders from the Action column from the Delete link 35 11 Adding FIE e Users can Add FTEs from the Other menu List of FTEs Delete FTEs 2012 12 Delete Delete Add FTE Year Select FTE e Users can add FTEs by selecting the year and typing FTE number to the FTE field and then clicking the Add button e One year can only have one FTE number e FTEs can be deleted from the Delete link 12 Managing users 12 1 Viewing users e Users can have different user roles like VIEWER EDITOR or ADMIN e ADMIN users can manage users from the Other menus Manage users menu option Other Help Add FTE Manage users 36 e The Manage users view shows all of the organization s users and their roles Manage users ADMIM USER Users EDITOR USER EDITOR USER2 VIEWER USER 12 2 Editing a user ADMIM View EDITOR View EDITOR View VIEWER View RELATED ACTIONS o Add user QUICK LINKS o View resources o View terms of use o Find contact e The user row also contains the View link where user information can be edited The CSV Delimiter defines which delimiter the user will use when exporting or importing files with excel EDITOR USER Name E
17. 5 ft himi i Proci Fucked Joumal TOT 6 M iiki 4 4 Project Euchd Joumal DOOT B6TB ft pif J z 3 Pigect Euch Jounal IMIIT HETH Ib htrni H Project Euclid Joumal 1539 854x ft total 1 0 0 Prqpect Fucked Joumal 15389 854X Ib pall 1 ut Project Euchd Joumal 1535 854X ft htmi i Prapect Euchd Ioumal D IBANAD Ig Jotul 4 1 Project Euchd Joumal 0246 0203 f pdf 2 4 1 Prayect Eucbd Journal DEB UD lb hid iH Li Project Euclid Joumal 1053 8106 ft total 1 1 Prayect Euch Jounal TUS 3 51Dh HW xil 1 1 Project Euchd Joumal 1093 5106 ft htmi 0 Projeti Euchd Jounal 1050 51543 IL tulud 5 5 Project Euchd Joumal 1050 5164 ft paf B 5 5 Piaject Euchd Joumal 1050 5154 IL hirrd U Project Euclid Joumal 1932 5157 ft total 12 13 3 Pigject Euchd Jounal 1932 8157 m pxll Tz 13 af Project Eucid Joumal 1532 6157 ft html D Project Euchd Joumal 91 190 ft total zz zi 17 Project Euchd Joumal 0091 1738 ft pdf 22 27 17 Project Euchd Joumal 091 1790 ft himi 0 Project Euclid Joumal 90 5364 f_totel 5b Project Euchd Joumal 090 5364 ft pdf 56 Project Euclid Joumal Project Euchd Joumal Project Euclid Joumal Project Euchd Joumal Project Euchd Joumal Project Euchd Joumal Project Euchd Joumal Project Euchd Joumal Project Euclid Joumal Project Euchd Joumal Project Fuck Jounal Project Euchd Joumal Project Euchd Joumal Project Euclid Joumal Project Fuckd Jounal Project Euchd Joumal Propect Fucked Journal Project E
18. Budget report 13 1 E Library expenses for current year report e his Report displays information from resources licenses consortiums invoice payments and annual costs where the annual year is the current year and the invoice target year is the current year e he first two columns are the resource name and the license name e he next column is the Consortium name which is empty if the license is not a consortium or a part of a consortium e he latest payment date shows the latest invoice payment date which has the same target year as the current year e he paid column shows the sum of all invoice prices e he unpaid column is calculated with the annual price cost minus the sum of all invoice prices e The annual cost column is the annual price cost field E Library expenses for current year Year 2015 ACS e journals package Dema License 0 0 View report in CSV format 39 13 2 E Library expenses for specific years and resources e Users can select one or more years and resources from the Enter report details page e Both fields are mandatory in the report E Library expenses for specific years and resources Years Academic Search Premier CSA LLL Elsevier Journals Consult ePress LM titles Math scinet New England Journal of Medicine Oxford University Press PressDisplay Resources e he report displays information from the resources licenses invoice payments and annual costs where the
19. DITOR USER CSV Delimiter Role EDITOR EDITOR_USER Mame Password CSV Delimiter amp Role e A users password can be changed from the Change password link EDITOR Type password Retype password Save Cancel e f a user changes their own password the old password is also required ADMIN Type old password Type password Retype password EDITOR USER Change password Scandic v EDITOR Y Save Cancel 37 12 3 Creating a user e The Related actions box contain the Add user link from where new users can be created new user Name lype password Retype password CSV Nelimiter Scandic Y Role ADMIN e A User saved message will be displayed above the user details after creating a new user New ADMIN User iv User saved Name New ADMIN User C SV Delimiter Role ADMIN 13 Reporting e Users can search data and export reports which are displayed in the Reporting menu e All reports can be exported in Excel csv format Reporting Import Other Help E Library expenses for current year E Library expenses for specific years and resources Pnce development Expenses per searches downloads j Expenses amp amounts for searches downloads Usage development for searches downloads Expenses per cost centre for specific years Expenses per cost centre and vendor for specific years Resource report Title report
20. HTML file which the user can then view or save to their computer e f the SUSHI Get Excel Report service request is successful a File dialog opener will pop up which the user can use to open or save the document e f the View Report service request is successful a browser will open new tab for the HTML COUNTER report e Please note that only COUNTER reports can be gotten from SUSHI Connections e After the user has successfully requested the report and pressed View Report they can view COUNTER report in HTML format in a new tab COUNTER report details Journal Report 1 Release 3 and Last four months Absiract and Applied Arabs Hindawi Publishing Corporation Propect ERK Journal 1085 3375 A total 1 Absirack ami Apples Arabs Hirsdarws Publishing Corparstian Projeti Euchd Journal 10 3375 fi pdl 1 Abstract and Applied Anas Pinal Publishing Cormarntion Projeti Euchd Journal 10R6 2a75 fp himi Advances in Applied Frobabilgy Applied Probabiity Trust Project Euclid Journal Q001 867B f total 3 Z Advances in Applied Probability Anplied Probability Trust Project Euclid Journal 0001 8678 f pdf 4 2 Advances in Applied Probability Applied Probab amp ty Trust Project Euclid Journal 0001 5678 fi nim African Diaspora Journal of Mathernabcs Mathematical Research Publishers Project Euclid Journal 1539 854X ft total 1 Alice an Diaspora Journal of Hatherriabe s Mi hernatical
21. LIDERM Electronic Resource Management fool USER MANUAL LIbERM is an Electronic Resource Management service that allows users of the service to store their electronic resources licenses titles vendors cost centers invoices budgets and more for easy accessability and multiple other use cases he service can be used for different purposes some focusing more on resource management others in reporting or searching for different records This document will help you familiarize yourself with the different parts of the service and it is highly advisable to check this h F h document every once in a while to stay up to date with changes made to the service or its functionalities 1 LIBERM login 3 2 An overview of the functions 3 3 Frontpage view List of resources 4 4 Creating a new resource 6 4 1 Adding a title to a resource 4 2 Add SUSHI connection to resource g 4 3 Adding statistics to a resource 13 b Fh ll 4 4 Adding a resource contact 14 5 Adding a license to a resource 15 5 1 Editing a license 18 5 2 Copying a license 20 5 3 Adding a title to a license 20 5 4 Adding an addendum to a license 22 5 5 Adding an invoice to a license 24 5 6 Editing annual price 26 5 Managing license cost centers 2 5 8 Adding terms of use to a license 28 5 9 Adding an internal contact person to a license 28 6 Adding a vendor 2x 6 1 Adding a vendor to a license 30 6 2 Adding a contact 31 7 Finding a contact
22. Nn vendor selected Select vendor Annual prices Year Annual Cost Estimate il 2013 000 EUR Nu Edil 17 e When license is created it also creates Annual prices for the current license e Annual prices are created for the time between the start year and end year where each full or partial year will create an annual price for that year e Editing annual prices can be done from the Edit link e When a user saves a new license the service will automatically set the Created and Modified dates to be the current date Created 12 12 2013 Modified 12 12 2013 5 1 Editing a license e Users can edit license information from the Edit link in the license details page e Users can click the Remove button to remove a license from a resource without deleting the license entirely This way the license will still be shown on other resources that have the license assigned to them The removing of a license also allows for users to select the license from the Select license option e Deleting a license will fully delete the license even from other linked resources e Small question marks in front of the Delete and Remove buttons guide users to the different functionalities of these 2 buttons License One 2013 ID 1518 Consortium Mo Name License One 2013 Start date 01 01 2013 End date 31 12 2013 Local URL Order Ho 1234 5678 Note This license is only for Resource One Created 03 12 2013 Modified 09
23. Research Publishers Propect Euclid Journal 1539 854X f pal 1 Alncan Diaspora Journal of Malthernabcs Mathematical Research Publehers Project Euchd Journal 1539 B54X fi himi Annales de finsttut Henn Poincare Probab t dece er Statistiques Instit Henn PainzarAAG Project Euclid Journal 0246 0900 m Total g 4 Annales de finstitut Henn Poincar MO Probab t Nbs et Statistiques Institut Henn Poincar Ae Project Euchd Journal 02468 0203 m pal 2 4 Annales de finsttut Henri PaincarAAE ProbablitAAEss et Statistiques Institut Henri PaincarAe Project Euclid Journal 0244 0203 ft htm Asian Journal of Mathematics International Press of Boston Project Euclid Journal 10093 6108 ft total 1 Asian Journal of Mathematics Irt ermabanal Press of Boston Project Euclid Journal i 8Btue n pdf 1 Asian Journal of kiahemalics Intemahonal Press of Boston Project Euchd Journal TOSS 6106 fit nimi The Annals of Applied Probability The Istud of Mathematical Sitalsstie s Project Euchd Journal 1050 5184 A teal H 5 The Annais al Applied Probability Tha institute ef Mathematical Statestie s Project Euchd Journal 1050 5164 Apii H 5 The Annals of Applied Probability The institute of Mathematical Statistics Project Euchd Journal 1050 5154 fi himi The Annals of Apphed Statistics The Institute of Mathematical Statistics Project Euclid Journal 1832 5157 fi iotal 12 13 The Annals of Applied Statistics The Institute of Mathematical Statistics Project Euclid Journal
24. Users can add contacts to a vendor from the Enter contact details page where users need to select a vendor from the Vendor dropdown menu e The mandatory fields are Vendor Last and First name e f an email address is inserted it needs to be in the correct format containing the mark 31 Enter contact details Vendor Elsevier Last name Doe First name John Title sales Manager Email john doe elseviercom Telephone 11234567893 Mobile 123456789 Fax 1123456789 Elsevier Limited Branch Office Block 6 Westbrook Center Milton Address Road Cambridge CB4 1Y G Save Cancel 6 2 2 Managing contact roles e Users can manage contacts from in the license details page by clicking the Manage vendor contacts link in the Related Actions box e Before a user can manage the contacts and their roles a license needs to have a vendor and the vendor must have the contacts e Users can also Create new vendor Change vendor and View license from the Related Actions box e Users can select the contact which has been created from the Name dropdown menu and the role from the Role dropdown menu both values are mandatory e There are four roles which can be chosen from All Billing Support and Licensing e Contacts can be viewed by clicking the contact name or removed by clicking the Remove link 32 Manage contacts Contact added to license License name Springer license
25. Vendor Springer Contacts John Doe support Remove Add contact Name Select Role peleci 7 Finding a contact e Users can find contacts from 3 different sources This is done by clicking the link Find contact which is in the Quick Links menu e After a user selects a resource from the dropdown menu the service will fetch all contacts linked to that selected resource and will generate links that will take the user directly to the information of the contact The contacts Include 1 Resource responsible contacts which are contacts directly in the selected resource 2 License internal contact persons which are contacts within one or more licenses that have been attached to the selected resource 3 Vendor contacts which are linked to one or more licenses which are linked to the selected resource Resource name Resource X M Resource contacts e e Demo Person 1 e Alan Testington License contacts Another Demo e Jan Mann e Max Martinius Vendor contacts Alan Hogan e Each of these contacts are shown with a single selection of the resource from the dropdown menu e here are question marks after each contact type which will give more information about that contact type when the mouse is hovered over the question mark 99 8 Breadcrumbs e Breadcrumbs show the current or older activity below the main menu bar e n many cases user can navigate back to the start position b
26. athematical Exatistics ha Institute of Mathematical Statistics The instituta af Mathematical Statistics The institute af Mathematical Statistics The institute of Mathematical Exatistics The institute of Mathematical Statistics The institute of Mathematical Exatistics The Statistics and Probability Aincan Society The Statistics and Probability Almean Society The Statistics and Probability African Society International Press of Basten Intemational Press of Boston Intemational Press nf Bastan The Balgian Mathematical Society The Belgian Mathematical Seacinty The Belgian Mathematical Society Bemoulk Society for Mathematical Saisies and Prabaluliby Bemoull Society for Mathematical Statistics and Probability RBoemoull Society fos Mathematical Mairies and Probability Tusi Mathematical Research Group Tus Malhi Riser roug Tusi Mathematical Research Group Biraziliam Stalshcm Assertion Brazilian Statistical Association Biraziliam 2 aleibicid Assreciathion Association far symbolic Logic Pasnridtian bir Symb lie Lig Association far Symbolic Logic Infepnzibisnal Presas of Hasin Intemational Presa of Bastan Infermabiinal Press of Hastan Intemational Press of Boston Intemational Preis al Hernan International Press of Boston c D E F J Fintlarm Data Typo ISSN Mutnc Typo 2012 10 2012 11 7012 12 2013 01 Project Euchd Joumal 1095 3375 ft total 1 0 i Projeti Fucked Joumal 1088 4475 f pxll 1 i Project Euchd Joumal 1005 337
27. blisher name Note User ID Password Acquisition number Price EUR e Available Title formats are None E Book Journal Online Journal Print Free online Journal Print Online Journal Print Project Euclid titles IDE ZI LEE Tithe name IS5N eISEN Format Access URL Publisher nam Price EUR 1234 5678 journal Print hup ew journal 1234 5678 Journal Online www iourrna D EN pa iOnline E purna mema usas m icai 1234 5678 Journal Print 4 F d co Ele e Eee ele EE E Ix RA E Lal ha nd sa Fam litte Nro B 1234 5678 journal Online zz E Export to Excel Delete All UM Title Nro 6 1234 5578 Journal Print F ud ls 2 de uw IE Oo c i b ZIEIE P e um 2 a e Users can sort titles by Title name Format ISSN elSBN Access URL Publisher name and Price Project Euclid titles Page of 1 ENJ Title name Los FEES Format Accacs URL Publisher nama Price EUR Actio wwe izsesors feso OoOo e Bewos ques poao O O f s MAr a e SS T Buen ess ee E T Dfnuwes qusesss C jemammen Bir It n o Page L 20 F mee ii Delete All E Delete selected row 4 5 b e Users can delete titles by selecting them from the list and then clicking the Trash icon or by opening the titles from the title name and clicking the Delete button e Users can also delete all titles by
28. clicking the Delete All link e Users can search titles based on title name ISSN elSBN Access URL or Publisher name by clicking either of the magnifying glass icons either at the top or bottom of the titles table and then typing the search text and clicking the Find button e Search parameters can be reset by clicking the Reset button Project Euclid titles Title name ISSN elSBN Access URL Publisher name HE meu ll 1234 5678 None Teneo 12345678 Title Nro 3 1234 5678 Journal Online 1234 5678 Journal Print F Title Nro 4 ae Tithe Nro 8 1234 5673 bp 2 Oo Page of 1 Export to Exce Delete All ia ee Title Nro 1 e itle information can be edited from the Action columns Edit link e The title list can be Exported to Excel csv format from the Export to Excel link pee EN B c D E F mg H I J K 1 List of titles il 3 lithe name ISSN EISEN format Access URL UserlD Password Mote Publisher name Price LUI Acquisition number 4 A 1234 5678 Journal Print http www journal access com userldl passwordl 78 0 123456789 n BR 1234 5678 lournal Print Online http vwww journal acress com userid password 89 0 387654371 GIC 1234 5678 Journal Online http www journal access com userld3 password 110 0 123456783 71D 1234 5678 Journal Online hitp www journal access com userldd password 150 0 387654321 8 Tithe Nro 1 1234 5678 Mone 11 0 123456789 9 Tithe Nro 2 1234 5678 E Book 12 0 987054321 lU
29. d e Please note that depending on the amount of data that an organization has in the service searching resources by using one of the search criterion that has multiple connections to other data such as searching resources based on titles connected to licenses that are connected to resources can cause some temporary slowness in the search however a quicker way to find the needed titles can be done if the user Knows the license s that have the titles they are looking for and performing the search within the title listing view 4 Creating a new resource e Users can create new resources by clicking the Create new resource link in the Related Actions box or by clicking the Create new resource link in the Resource menu Resource Vendor View resources Create new resource e The Resource format is None by default The Resource format can be changed in the dropdown box e The Resource is Active by default e The Resource format Active Passive and Resource name are required fields Required fields are shown by red stars after the field names e Users can insert www URLs without http prefix for e g www google com will point to http www google com e f users insert full http https ftp prefixes URL this http prefix will not be added to the URL e n the Acquisition date End date Cancellation date fields a date picker can be used by clicking the correct field Month can be changed in the first dropdown box or by click
30. d http highwire stanford edu help usemame password RELATED ACTIONS a View licenses o View titles View resource contacts View SUSHI connection ao G a Add license Add statistics Add title o o o Add resource contact QUICK LINKS o View resources o View terms of use o Find contact Statistics URL Statistics username username Statistics password password Resource note HighWire Press notes Created 20 03 2013 Modified 20 03 2013 4 3 Adding statistics to a resource e Users can add statistics to a resource from the Related Action box in the Add statistics link e here are 2 different kinds of statistics in the service Normal statistics which are described below as well as COUNTER statistics which are described in chapter 14 3 Importing COUNTER Statistics e COUNTER statistics cannot be inserted manually and can only be imported in bulk into the service through the Import menu e COUNTER statistics are not used in the Reporting section of the service instead they create their own view which can be accessed from within the resource that has COUNTER statistics in it by clicking on the Related Actions tabs View COUNTER Statistics link Normal statistics are however used in the services statistics related reports e Normal statistics can be either inserted manually to a resource or imported in bulk e For more information on importing bulk statistics please
31. ear Cost centre Estimate Yes No Percentage Annual cost centre cost for the Annual prices Invoice cost centre cost tor the Invoices Estimated value present it bstimate Yes Ixpected value present if Estimate No and Paid present in Invoices Yeas columns 46 Annual price cost centre list Cast centre 1 10 00 130 00 Delete Cost centre 2 20 00 260 00 Delete Cost centres Cost centre 3 30 00 390 00 Delete Cost centre 4 40 00 520 00 Delete Add Cost centre Cost centre Select Percentage e The report shows the licenses consortiums annual cost User currency year cost centre percentage cost centre cost User currency Invoice cost centre cost User currency and Paid invoice User currency columns depending on what the user provided inputs were when the report was generated Here is what the report could look like when the selections are Paid invoices Expenses per cost centre for specific years Including years 2011 2012 2013 2014 2015 2015 2017 2018 Invoice cost ark License name Consortium name Year Cost centre Frrcentide centre e aid 95 cnst FlIR invoice EUR PressDisplay license 2013 Biblioteket 60 00 2 100 00 4 200 00 Cengage FINELIB 2013 Biblioteket 50 00 3 500 00 T 000 00 Cengage FINELIB 2013 ERC 50 00 3 500 00 7 000 00 View report in CSV format 13 7 1 Expenses per cost centre and vendor for specific years This report is the same as the above
32. elp us better the service into a more stable and user friendly experience 94
33. es the sum of the searches where the statistics year is the selected year and the selected resource has invoice target years within the selected year Expenses amp amounts for searches downloads 2009 2010 2011 E 2012 2013 2014 Years E Academic Search Premier CSA Elsevier Elsevier database Elsevier Journals Consult ePress LM titles New England Journal of Medicine Oxford University Press PressDisplay Resources Report type Searches Downloads Submit Expenses amp amounts for downloads Including years 2012 2013 es Number of downloaded articles 1266 Total expenses of selected resources EUR 280 00 Cost per downloaded article EUR 0 22 FTE 110 Number of downloaded articles per FTE 11 51 2012 Included Elsevier database Skipped Springer View report in CSV format 44 e The report function fetches the statistics information about the selected resources which have statistics in the selected years e The report also fetches information about the selected resources where the invoice target year is the selected year e After the report has fetched the information it calculates the Number of searches which is the sum of searches where the selected resources have statistics in the selected years e The Total expenses of selected databases gt resources User currency is the sum of the selected resource invoices where the target year is the selected year
34. etails page from the Related Actions box e The price which users can divide to cost centers is the sum of all annual prices Price in user currency field e Users can select the cost centre from the Cost centre dropdown menu and type the percentage value to the Percentage 96 field e Both fields are mandatory when adding a cost centre to the list e When the cost centre percentage sum Is 100 9o a message will be displayed e Users can also delete cost centre rows by clicking the Delete link Cost centre total percentage 100 Cost centre 1 11 1 550 00 Delete Cost centre 7 2 a ann n Delete Cost centres z Cost centre 3 33 4950 00 Delete Lost centre 4 Lielete Add Cost centre Cost centre Select x Percentage 75 Add 21 5 8 Adding terms of use to a license Terms of use details for Cengage ID Use restrictions User functions Print Print note Scholarly sharing Scholarly sharing note ILL ILL note Course pack Course pack note Remote access Remote access note Perpetual access Note URL 419 5 simultaneous users you can read on iPad Yes Comes automatically when you subscribe to electronic No Yes Only between universities Yes Humanities No Yes For the years paid for e Users can Add terms of use in the License details from the Related Action box e There are no mandatory fields in the User restrictions page e Users can v
35. fault the first and last days of the current year but these can be changed manually e A file can be added to an addendum and the file has the same restrictions as when adding a file to a license e f users wish to delete saved addendum files it can be done from the Delete file link e Users can view license addendums from the View license addendums link or from the license details page 22 Cengage ID Consortium Consortium name Name Start date End date Local URL Order No Note Current file Created Modified 9 dee e Cr Other information Hesource name Hesource format Latest invoice Vendor Annual prices Addendums 1261 e View terms of use as e View invoices e View resource o View licenses Cengage e View intemal contact persons 01 01 2013 e View license addendums 31 12 2013 Rigeneral licenses com e Add title Add addendum eo Add invoice e Add internal contact person Varmland pptx 13 09 2013 o Manage license cost centres 13 09 2013 o Manage vendor contacts QUICK LINKS e View all resources o View terms of use science in Context Database 7 000 00 EUR paid 13 03 2013 4 No vendor selected Select vendor e Find contact Year Annual Cont Estima 2013 7000 00 EUR No Edit new Addendum 01 03 2015 31 122015 View LM Information Delivery LibERM liberm support amp Plminfo c om 23 5 5 Adding an invoice to a license e Users ca
36. hat the parameters used should generate a valid report please contact liberm support LMinfo com e After the user has opened the file the COUNTER data can be viewed in spreadsheet format Title Abstract and Applied Analysis Pdebract and Applied Arial Abstract and Applied Analysis Pabeamncies in Appliod Probatality Advances in Applied Probability Aubomnces in Applied Praballib Aincan Diaspara Journal of Mathematics Aincan Ehasspur Journal of Mthernalics Aincan Diaspora Journal of Mathematics Annales di lVinsibibul Ain Ponte Probables el Shas Annales de l instibut Henri Poincar Prebabilit amp AQs et Statistiques Annales dir Miabi Henn Poot Probab l SiEadisibignis Asian Journal of Mathematics Avian Journal ol Malhermalies Asian Journal af Mathematics The Annals of Applied Probalatity The Annals of Applied Probability The Annals of Applied Frabability The Annals of Applied Statistics The Annals of Applied Statistics The Annals of Applied Statistics The Annals of Probabebty The Annals of Probability The Annals of Prababsiety The Annals of Statistics The Annals of Statistics The Annals of Statistics Aika Statistika Aka Statistika Amka Statistika Advances in Theoretical and Mathematical Physics Advances in Theoretical and Mathematical Physics Advances in Theoretical and Mathematical Physics Bullatin of tha Belgian Mathematical Society Simon Staan Bulletin af the Belgian Mathematical Seciaty Simon S
37. have data e he first column displays the months in a year and the second column displays the searches downloads report type 13 7 Expenses per cost centre for specific years e The Expenses per cost centre for specific years report displays information about licenses annual prices selected years and selected cost centres e he annual price cost centre list can be divided like in the picture below e When inputting the wanted parameters for the report please pay attention to the guidance in the question marks as they explain what the different choices do Expenses per cost centre for specific years QUICK LINKS m 5 Fetch from amp Expected annual prices Paid immices Both Expected or Paid o View all resources l stimate amp Choose whether you wish to see a report from Annual Prices Invoices or both If you select Expected annual prices the report will include License name Year Estimate Yes No the Cost centre Percentage Annual cost centre cost and the total Annual cost If you select Paid invoices the report will include License name Year Cost centre Percentage Invoice cost centre cost and the Paid invoice columns TF You select Both Expected or Paid the report will show You all the Annual prices rows with Estimate column having a value of Yes ar No first and below the Annual price columns will be the Invoice columns Selecting Hoth Expected or Paid the report will include License name Y
38. icense details page under the Related Actions box e After a license has titles users can add titles also from the View titles link or by using the Importing header e itle format and Title name are mandatory fields e License titles have same fields same search options and same sorting possibilities as the titles in resources ePress title Title format None Y Title ISSN el SBN Title name Access URL Publisher name Note User ID Password Acquisition number Price EUR 20 e Available Title formats are None E Book Journal Online Journal Print Free online Journal Print Online Journal Print ePress titles ZI LIEN Tithe name I55N elSBN Format Access URL Publisher name Price EUR Actio Title 1 I wo Export to Excel Delete All e Same as with titles in resources users can sort titles in licenses by Title name Format ISSN elSBN Access URL Publisher name and Price e Same as with titles in resources users can delete titles in licenses by selecting them from the list and then clicking the Trash icon or by opening the titles from the title name and by pressing the Delete button e Same as with titles in resources users can also delete all titles in licenses by clicking the Delete All link e Users can search titles by name from the magnifying glass icon on top of the table or the bottom and then typing in the search text and clicking the Find button e Searches can
39. icense name Search resources by license note Search resources by license order number Search criterion based on terms of use information connected to license that is connected to a resource Search resources by user functions Search resources by print note Search resources by course pack note Search resources by ILL note Search resources by perpetual access note Search criterion based on vendor connected to a license Search resources by vendor Search criterion based on titles connected to a resource Search resources by resource title name Search resources by resource title ISSN elSBN Search resources by resource title publisher name Search criterion based on titles connected to license that is connected to a resource Search resources by license title name Search resources by license title ISSN elSBN Search resources by license title publisher name Search criterion based on invoices connected to license that is connected to a resource Search resources by invoice number Search resources by invoice order number Search resources by invoice note Search parameters can be reset from the Reset button e Users can also resize columns by moving the mouse between the two columns and then by dragging the column to the right or to the left e When users resize columns they can scroll the table view with the scrollbar at the bottom of the table enabling to see all the columns even when stretche
40. iew the Terms of use from the Quick Links box View terms of use link and by clicking the View link in the Terms of use column e Users can only add the Terms of use details page for a license 5 9 Adding an internal contact person to a license e Users can add an internal contact person to a license from within the License details page under the Add internal contact person link Internal contact person Contact name John Doe Phone 96 7654321 Email john doe mail com Alerts Save Cancel e The list of Internal contact persons is limited to 5 people per license e Contact name is the only mandatory field e f an email address is inserted it must be in the correct format containing the mark e Phone numbers can contain numbers or characters e Users can also Edit and or Remove contacts from the list view e Users can also set an Alerting function to the internal contact person If the Alerting function is linked to an internal contact person LIbERM will automatically send reminder emails to the email given in the internal contact persons data before the license expires end date is reached e he alerting time can be chosen from various options e After the alerting time has been reached and the internal contact person has received their first reminder of the license that is about to expire a reminder email will be send every two weeks at Monday 11 CET e f an internal contact person does not want to receive further reminde
41. ighwiro stanford edu cavlogin QUICK LINKS Admin username username e View resources Admin password password 9 Mia Lert ms a Find contact Help URL hip dighware stanford edu Iielp End user username username End user password password Statistics URL http highwire stanford edu lists usage dtl Slalislics username Username Statistics password password Resource note HighWire Press notes Created 20 03 2013 Modified 20 03 2013 e Then users can enter SUSHI connection details to the current resource Enter SUSHI connection details for HighWire Press resource RELATED ACTIONS Destination View resounce o Au slalmin s Requestor Id Requestor Name Requestor Email e View SUSHI FAQs Customer Reference Id o View SUSHI Server Regivtry Customer Reference Name o View COUNTER FAQs Report Request Id Cancel awek unes e f users need some FAQs about SUSHI or COUNTER there are links in the Related Actions box e f users don t know about the publisher SUSHI server or don t have any instructions for a SUSHI connection users can view details from the View SUSHI Server Registry link e Users can view an example SUSHI connection located at the View example link which can be used for exploring the SUSHI functionality e Users can also add statistics to the current resource from the Add statistics link e When users have inserted new statistics to a resource they can click the View statistic
42. ing the arrows on both sides of the box year can be changed from the second dropdown box e When users have entered the information in the fields the resource can be saved by clicking the Save button or cancel saving by clicking the Cancel button f a Resource is saved successfully a Resource saved message is shown Resource saved f a Resource cannot be created updated there will be a notice error message displayed for example 4 Resource name is required Resource name is required Resource name e When users save a new resource the service will automatically set the dates created and modified to the current date Hesource note Resource notes Created 2T 02 2013 Modified of 02 2013 e For an existing resource the service will automatically set Modified date to the current date 4 1 Adding a title to a resource e A title can be added to a resource by clicking the View titles Add title link in the Action column on the View resources heading or by clicking the Add title link in the resource details page which is under the Related Actions box e For information on how to add many titles at a single time please refer to the Importing of titles section in this manual e he title format and Title name are mandatory fields e ther fields are not mandatory but can be useful for users Elsevier e books title P Title format None 9 Title ISSN el SBN Title name Access URL Pu
43. m the COUNTER statistics import view Import COUNTER statistics Resource name Select T Import file Choose File No file chosen Downloadable Example COUNTER files Release 4 Book Report 1 Book Report 2 Book Report 3 Book Report 4 Book Report 5 Database Report 1 Database Report 2 Journal Report 1 Journal Report 1 GOA Journal Report 2 Journal Report 5 Multimedia Report 1 Platform Report 1 52 e First the user needs to select the resource in which they wish to import the COUNTER statistics to e Then the user needs to select the correct CSV file from their own computer and click Import e The file itself needs to follow the strict structural agreements of COUNTER compliancy and hence users do not need to state which COUNTER type they are importing e The importing function will read the type of report from the first column of the Excel file and know how to process the importation e f something is not as it should be in the excel file the user will be presented with an error message stating what needs to be fixed for the importation to work e When the import completes without errors the list view of COUNTER statistics will open to the user for the resource which the import was dedicated to List of COUNTER statistics Hesource name Demo res 1 COUNTER report Access Denied to Content Items by Month type Title and Category Book Platform Book DOI Proprietary ldentifier Total for all titles
44. menu Title report None E Book Journal Online Journal Print Free Online Tee Journal Print Online Journal Print e Users can search titles from resources or licenses by selecting the Fetch from option Title report Fetch from Resources Licenses None E Book Journal Online Te fos Journal Print Free Online Journal Print Online Journal Print e he first column shows the title name the second shows the Price the third shows the title format and the fourth shows the resource or license which contains the current title The fifth column shows if the resource or license is in an Active Passive state Title report Title formats None E Book Journal Online Journal Print Free Online Journal Print Online Journal Pant Title Mro 1 None 11 00 Elsevier license Title Nro 2 E Book 12 00 Elsevier license Yes Title Nro 3 Journal Online 13 00 Elsevier license Yes Title Nro 4 Journal Print Free Elsevier license Online View report in nCsV format e Users can export the report from the View report in CSV format link 49 14 Import menu 14 1 Importing titles e With the import titles function users are able to import titles to resources or licenses by selecting the Import to option and then selecting the resource or license from the dropdown menu then selecting the file from their own computer and clicking the Import button Please note that the file ca
45. n add invoices to licenses from within the License details under the Related Action box by clicking the Add invoice link e Mandatory fields are Start End and Payment dates target year Original currency and Price which needs to be in the Users defined currency e he Start and End dates are automatically generated to be the beginning and end of the current year but these can be changed manually e The Payment date is automatically set to be the current date but can be manually changed hese values can be changed Enter invoice details Start date 01 01 2015 ita End date 31 12 2015 Hal Payment date 16 02 2015 H3 Target year 2015 Original price Original currency EUR Price in EUR Vat 75 Invoice number Order number Invoice note Additional file Choose File No file chosen 24 e Users can insert Vat 96 to invoices and when saving invoices the Price incl excl depending on user settings Vat will be calculated e he Invoice numbers can contain only numbers e Users can expand invoice note field as well as all other note fields in the service by dragging the box from the bottom right corner e The maximum size of notes is 1000 characters long e All price fields in the Invoice details page will be rounded up to 2 decimals e f users have inserted annual price costs to the current year the invoice price will be the same as the annual price for that year e An additional file
46. n is done with the invoices that have the same target year as the annual price years e When the invoice is saved successfully a comparison is made and a message is displayed Invoice saved amp Invoice amount for target year is lower than annual price Q9 Invoice saved Invoice amount for target year is higher than annual price Invoice amount for target year match with annual price amp Invoice saved 5 6 Editing annual price Enter annual price details Year 2013 Original currency EUR Original price 0 00 Price in EUR 0 00 Estimate El e When editing an annual price Original currency can be EUR USD SEK NOK DKK GBR or CHF e Original currency is the only mandatory field in annual price editing e All price fields in the Annual Price details page will be rounded up to 2 decimals 26 5 6 1 Managing annual price cost centers e Users can Manage annual price cost centers from the Annual Price details page in the Related Actions box e The price which users can divide to the cost centers is the annual Price in user currency e Other functions are the same as when Managing license cost centers e his function is connected to the invoice cost sharing in the way that if the annual price is not an estimate then the invoice cost centers are the same as the annual price cost centers 5 Managing license cost centers e Users can Manage license cost centers from the License d
47. nd cannot insert more statistics for the already existing month i Statistics with the same year already exist Please remove existing data 51 14 3 Importing COUNTER Statistics e Users can import COUNTER Counting Online Usage of Networked Electronic Resources that are in Release 4 format e COUNTER statistics differ from normal statistics and are not currently used in the Reporting functions of the Service e When COUNTER statistics are imported to a resource they generate a new view from within the Resource details which can be accessed from the Related Actions tab under View COUNTER statistics e Along with importing COUNTER statistics if the user has a SUSHI service provider available they can also generate COUNTER reports from the 3rd party provider which will integrate the COUNTER statistics into LIDERM Service e Users do not need to have a SUSHI service provider in order to use COUNTER statistics but the use of SUSHI service provider will automate most of the functions needed to create reports based on these COUNTER statistics e The COUNTER statistics follow a very strict structure and if you are uncertain of the structural requirements please consult the related example file e Release 4 was launched in 2013 December and has left all older releases outdated e The COUNTER file needs to be in CSV format Excel file and the example files for each type of COUNTER Release 4 statistic can be downloaded fro
48. ng statistics e With the import statistics function users can import statistics to resources by selecting the Resource name option and then selecting the file and by clicking the Import button The file needs to be structurally correct and if there is a problem with the importing please refer to the example file and compare the structure of the file you are trying to import with the example file Import statistics Resource name Select s Import filc Selaa Duwriluad example file e Users can download the example file from the Download example file link A B C D 1 Lines beginning with are comments 2 amp Year Month Downloads Searches 3 2013 January 11 35 4 2013 February 22 66 5 2013 March 33 77 6 2013 April ai 88 7 2014 Year 200 400 e The Example Excel csv file has example statistics details which users can modify e Year is a numeric field Month is a text field Downloads and Searches are numeric fields e f some column is incorrect in the row an error message will be shown 4 Invalid values please check your CSV file A Invalid month please check your CSV file amp Invalid year please check your CSV file e he year and month are mandatory fields e f a user has already inserted year statistics to the specified year they can t insert monthly statistics to that year e f a user has inserted monthly statistics to a year they can t insert year statistics to that year a
49. nnot be just any type of file and it needs to be a CSV Comma Separated Value excel file and needs to be in the correct type of format Import titles Import to Resource License Select l Browse Download example file e Users can download the example file from Download example file link A B C D E 1 Lines beginning with are comments J Title types 1 None 2 E Book 3 Journal Online 4 Joui 3 Title name ISSN elSBN Format Acquisition number Price 4 Title Nro 1 1234 5578 1 1234560789 11 0 5 Title Nro 2 1234 56078 2 987024321 12 0 b Title Nro 3 1234 5678 3 123450789 13 0 7 Title Nro4 1234 5678 4 987654321 14 0 e The Example Excel csv file has the example title details which users can then modify to fit their needs e he title name is a text field ISSN elSBN is 9 character long text field the type must be a number from 1 6 and the Price can be a number or a decimal number e f some column is incorrect in the row this title list will be ignored and an error message will be shown e f this happens this these row rows need to be modified to match the required formatting of the service and then try to import the title list again If it is unclear what could be wrong with the import not working please compare the excel file structure to that of the example file e he title name field is the only mandatory field e f price field is empty it will be set to be 0 50 14 2 Importi
50. pied successfully with new dates To edit the copy please select View from the list below Resource name Springer Springer license 010122014 31 12 2014 Springer_License tt View springer license 01 012013 31 12 2013 Springer_License tt View e The New license will be automatically created with the changed dates so as not to overlap with the license it was copied from e f the user wants to delete or modify this copied license it can be done by opening the license from the View and deleting or editing it e Copying a license will not copy links to the license such as invoices terms of use or other indirect information e he License start and end dates will automatically be the following years start and end dates these can be edited e Copying the license also creates the annual prices for the license e Users can view all licenses from the resource details page under the Related Actions box by clicking on the View licenses link 5 9 Adding a title to a license e As well as being able to add titles directly to resources titles can also be opted to be added to licenses which can be connected to multiple resources thus making it possible to update the data of a single license which can cause behavioural changes in reporting and other functionalities regarding all the resources that have been affected by the changes made to their connected license e itles can be added to a license by clicking the Add title link in the l
51. price value Springer 4 000 00 5 000 00 1 000 00 25 00 42 13 4 Expenses per searches downloads e Users can select the years resources and report type from the Enter report details page Expenses per searches downloads 2009 ha n Years 2013 2016 Academic Search Premier CSA Elsevier Elsevier database Elsevier Journals Consult ePress LM titles New England Journal of Medicine Oxford University Press PressDisplay ii gt 1m Resources Report type Searches Downloads e Users can also choose the report type which means that calculations are done with Searches or Downloads Expenses per searches Including years 2012 2013 1 100 00 24 423 Elsever 1 300 00 2013 0 65 Spunger DOC ma Al 100 00 e The Price User currency year shows the sum of the invoices where the invoice target year is the selected year e The Searches year shows the sum of the searches where the statistics target year is the selected year e he Price User currency search shows the calculated price which is the price divided for the searches or downloads report type 43 13 5 Expenses amp amounts for searches downloads e Users can select the years resources and report type from the Enter report details page e he year which will be considered is shown on table header e the report type defines which statistics sums are used for e g Report type Searches us
52. r e mails users can untick the checbox and click the Save button 6 Adding a vendor e Users can create vendors in the Vendor menu or from the Create new vendor link under the Related Actions box Resnurre Vendor Cost centres Reporting Import Other Help View vendor contacts ip Change license vendor Create new vendnr Change license Highwire licer g Creole new contact RELATED ACTIONS Hame Highwire license 9 Create new vendor Vendor Select A Warming Changing vendor will remove all internal contact persons QUICK LINKS o View terms of use a Find contac e When creating a new vendor the Vendor name is the only mandatory field e f an email address is inserted it needs to be in the correct format containing the mark Enter vendor details Vendor name Elsevier Email john doe Delsevier com Telephone 12345679899 Fax 123456789 Elsevier Limited Branch Office Block 6 Address wee Center Milton Road Cambridge CBA UK office for sales support Holland Vendor note Save Cancel 24 6 1 Adding a vendor to a license e f a license has no vendor there will be a No vendor selected message displayed e A quick way to find resources that have a specific vendor connected to them is by doing a front page search using the Vendor search setting and giving the vendors full or partial name into the search text box e A Vendor can be added from the Select vendor link to the license
53. rd LM Informatioun Dialer amp e f needed customers can send email to LIBERM Support to liberm support minfo com link which is located in the footer 2 An overview of the functions LibERM LM Admin logged in as ADMIN Log out Resource Vendor Cost centres Reporting Import Other List of resources List of resources RELATED ACTIONS e reale new respurce Page E 2 gt mM CERTE ETT Ee Resvutce format Licemnwe name Start Date End Date Acti eni 3 Reference database Proquest 01 01 2013 Elsevier e book parka E book package Elsevier Master agreg 31 12 2014 a DUCK LINKS e View all resourn es 01 01 2014 i C reme aeg ERR RR sanisi o uei o View terms of use e Find contact ee e NP NUN Nu kE Li io debok package Oxford Universinylicd 01 01 2011 31 12 2011 views Ly Springer F honk package Add til n1 a1 2013 3112 2013 Database E Database x O1 01 2012 31 12 2012 A num L3 LEHENT e ibERM views are divided into the following sections Header section where the LibERM icon link to main page Username Login status with user role and Logout function are located e Below the header section is the Main headings menu where the main functionalities are presented e At the center of the screen the current data or functions are displayed for example List view which can contain View Edit Sort Delete Remove Find functions and or lateral
54. report except it factors out all rows of data that do not have a vendor connected to them So this report has all the same columns as the above report with one added column for vendor name 4 13 8 Resource report e The Resource report fetches information about resources which have selected format and the active passive state Resource report Resource format Select I Active Passive Active Passive e he report displays the Resource name License name Price User currency e he report displays the resources and their latest licenses e he report also shows information about the license and its annual price year and annual cost Resource report Hesource format Database Active Yes date Sear Ebsco Academic 01 01 2013 31 12 2013 2013 6 500 00 Elsevier second license Elsevier 21 12 2012 20 11 2014 2012 380 00 Elsevier Second license Elsevier 21 12 2012 20 11 2014 2013 580 00 Elsevier second license Elsevier 21 12 2012 20 112014 2014 0 00 MathScinet Mathscinet 01 01 2013 31 12 2013 2013 5 500 00 PressDisplay PressDisplay license 01 04 2013 31 12 2013 2013 4 200 00 E Thieme connect 01 01 2012 31 12 2012 2012 8 000 00 Ira hs F D T ERA TE RUE 28 880 00 EUR LM dos o s MEL IR View report in CSV format 13 9 Title report e The Title report fetches information about titles and the related resources or licenses e Users can select one or more Title formats from the
55. s in the Related Actions box e When users have inserted SUSHI connection details they can test the connection from the Test connection button hen the connection will be tested with default parameters Journal Report 1 Release 3 and date range will be last four months SUSHI connection details for HighWire Press RELATED ACTIONS Resource Id 515 e View resource Destination hitp sushi highwire ar senacesoushience e And sistiatica Requestor Id demo Requestor Name demo Requestor Email demu Customer Heterence Id demo Customer Reference Name demo Report Request Id demo T e o View qeunurcas View Terms of use x Pind cantact 10 e Users can edit or delete the connection from the Edit and Delete buttons e The Report details can be chosen from Report Definition Name Report Definition Release and Date Range drop down menus e After a user has saved a SUSHI connection a report can be fetched by clicking the Get report button Enter COUNTER report details Report Detinition Name Journal Report Report Definition Release Release 3 Last four calles Get Excel Report Date Range e By clicking the Get Report button the service will fetch a COUNTER report from the SUSHI server and format it to an Excel file which the user can then save to their computer e By clicking the View Report button the service will fetch a COUNTER report from the SUSHI server and format it to a
56. te Note file Created Modified Springer 02 08 2012 31 12 2015 31 12 2015 DB 854321 tte Aw springer com hel username password link soringer com signup login Resource notes Other information Latest license Vendor Latest statistics Latest inwoice Annual prices 4 Ma license added Add license or Select license Add license Add statistics Add title A amp Add resource contact Add SUSHI connection Add claim GUICK LINKS Wiew all resources View terms of use Find contact 15 e Users can add a license to a resource by clicking the Add license link under the Other information section or from the Related Actions box e A license Is by default Not a consortium but this can be manually changed e f a user changes the consortium to Yes a textbox will be displayed which the user can then insert the Consortium name into e License Start and End dates are by default the first day of the current year and the last day of the current year these can be changed e Users can also add a file to a license which must be under 20MB in size Supported file formats are txt doc docx odt ods xml xls xlsx csv pdf and ppt e License name Start and End dates are mandatory fields e Licenses in the same resource cannot have overlapping Start and End dates e f a user has any created licenses they can be selected to a new resource as long as the Start
57. ten Bulletin of tha Belgian Mathematical Society Simon Stevan Brrrmilli Bernmulli Bernoulli Banach Jowmal af Mathematical Analysis Banach Jounal af hialblurnmaltical Anaya Banach Joumal of Mathematical Analysis Brasili Journal at Pribabulily awl Slices Brazilian Joumal of Probability and statistics Grain Journal af Probxibuliy ami Stiles ties Bulletin of Symbolic Logic Bulian al Symbol Log Bulletin of Symbolic Logic Oren Diasaprnents in Malhernabics Current Developments in Mathematics Current Dieasprerenis in Batherratucs Communications in Information amp Systems Commu abiens im informalon amp fysbem Communications in Information amp Systems e After the SUSHI connection has been saved to a resource the user can always get the reports from the Publish Hindawi Publishing Corporation Purser Publeshing Carparaliun Hindawi Publishing Corporation Apphed Probability Trust Applied Probability Trust Applied Protistalty Trasi Mathematical Research Publishers Maltermatic Research Publishers Mathematical Research Publishers katibu Aen Formar Institut Henri Poincar Am Institut Hen Picat AO International Press of Boston infemabonal Fras al Hastan International Press of Boston The institute of Mathematical Sabstes The Instituta of Mathematics Statistics The inesbibutie at atlsesnatical Stabiics The Institute of Mathematical Exatistics The iregbibule of fakathernatical Sablstics The Instituta of M
58. tithe Nro 3 1234 56 8 Journal Online 13 0 1234507 089 11 Title Nro4 1234 5678 Journal Print 4 Free Online 14 0 287654321 17 Title Nino 1334 5078 F Rnnk 12 0 587651321 13 Title Nro G 1734 5078 Inurnal Print Free Online 14 0 387654371 14 Title Mro 7 1234 5678 None 11 0 1234557895 15 Title Nro 1234 5678 Journal Online 13 0 123456789 e Users can view resource titles from the View titles link in the Related actions box 4 2 Add SUSHI connection to resource e ibERM service is fully COUNTER Release 4 compliant allowing for all COUNTER Release 4 mandatory report types to be generated To learn more about COUNTER reports and how they work please refer to www projectcounter org code_practice html and to familiarize yourself with the format of different report types please see the PDF file on the COUNTER website named Introduction to Release 4 of the COUNTER Code of Practice for E resources e Users can add a SUSHI connection to a resource from the Add SUSHI connection link HighWire Press RELATED ACTIONS ID TOU e View licenses Resource format Database o View tithes Active Passive Active Kew ean contacts Resource name HighWire Press x As enze Responsible person John Doe B ARIS Resource URL http highwire stanford edu o Add title Acquisition date 01 03 2013 o Add resource contact Fnd date 31 12 2016 o Add SUSHI connection Cancellation date 31 12 2016 Order number 3070654321 Admin URL http h
59. uchd Joumal Pinpeci Euchd Jounal Project Euchd Joumal Piopect Fuck Jounal Project Euchd Joumal ropect Fucked Jounal Project Euchd Joumal Propect Euchd Jowa Project Euchd Joumal Projeti Euclid Jowimil Project Euclid Joumal current resource by clicking the Get Report button from the Resource details page 0030 5364 f html 2316 030X ft total 2316 080X f pdf z316 090X ft html 1095 0761 ft total 1095 0761 ft pdf 1055 0761 ft htrmri 1370 1444 ft tatal 1970 1444 ft pedf 1370 1444 ft htrni 1350 7285 ft taLal 1350 7265 ft pdf 1350 7255 ft hird 1735 0787 ft total 1 35 8787 pull 1736 0707 ft hird 103 075 M tota O12 07S2 ft pdf 103 0789 f himd 1079 0906 ft total 1073 8986 I pul 10790960 ft htmi 1089 6384 I lalal 1088 5384 ft pdf 1089 6384 M hiri 1526 7555 ft total 1526 7565 IM pll 1526 7555 ft htmi i i c me m ummemauamnmsmpmiuino uns oscaoaooLkkeo SHS FSF OBOmeOpmeesmeoemsumeteemmeerigsoccots ouomi o C C C oC 5E Ch 3 05 qo C ts O ai soar x P3 52 Lora c5 12 HighWire Press ID Resource format Active Passive Hesource name Responsible person Resource URL Acquisition date End date Cancellation date Order number Admin URL Admin username Admin password Help URL End user username End user password TOU Database Active HighWire Press John Doe 01 03 2013 31 12 2015 31 12 2016 387554321 http highwire stanford edu cav login usernarre passwor
60. y clicking the breadcrumb shown below the main menu bar e Some actions like viewing All resources will reset values in breadcrumbs and some functions such as imports do not use breadcrumbs 9 Adding a cost centre e Users can add cost centres from the Cost centres menu Cost centres Reporting Add cost centre View cost centres Manage internal orders E Cost centre Cost centre name Library e resources e Viewing cost centres can be done from the Cost centres menu by clicking the View cost centres link Cost centre list Cost centre 1 Edit Remove Cast centre 2 Edit Remove Cost centre 3 Edit Remove Cost centre 4 Edit Remove e Users can Edit the cost centre names from the Edit link 34 10 Managing internal orders e Users can manage the internal orders by clicking the Manage internal orders link in the Cost centres menu Internal order list Internal orders No internal orders added Add internal order Cost centre Select iT Percentage Internal order no Price in EUR Internal order name e he Cost centre is the only mandatory field in managing internal orders e Internal orders maximum total percentage is 100 Internal order list E Total tal percentage sum cannot be be higher tl than 10096 Cost centre name Internal order no Name num Price Action Cost centre 1 123455788 name 100 00 Delete Internal Cost centre 3 98765

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