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WorldShare License Manager release notes, September 2018

Release Date: September 7, 2018

Recommended actions

For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.

Administrative actions

These items require immediate action or decisions.



Follow-up actions

In an effort to keep your staff informed of new features and changes, you may also want to consider these items.


Browser support

This release was tested with the following browsers:

  • Chrome Version 68.0.3440.106
  • Firefox 61.0.2
  • Internet Explorer 11.547.16299.0

Currently supported browsers can be found here.

New features

Locally editable licenses for groups

By popular request, WorldShare License Manager now allows local edits to licenses shared to your library by another from within your consortial group. The goal for this feature is to allow libraries to edit aspects of a shared license to conform with local standards, or simply to more fully document certain aspects of the license (such as any costs incurred by the library being shared to.)

Please note: shared licenses are available only to those libraries with WMS’s group functionality enabled.

Once a library accepts a shared license, a new button labeled “Create Local / Editable Copy” is shown. When clicked, this creates a copy of the originally shared license that is visible only to the library being shared to. All edits to this license are only visible to the shared-to library. 


All renewals on a shared license are still controlled by the sharing library. A Local copy of a shared license will continue to reflect the current license status.



If a shared-to library wishes to decline a shared license after a locally editable copy is created, a couple of events will occur: 

  1. The share will be declined and the read-only “Shared Copy” will no longer be visible to the shared-to library.
  2. The locally editable copy will be marked as “terminated” but the copy will be retained by the library as a record of the license. 

Interlibrary Loan terms - treat "Silent" as "Yes"

By popular request, WorldShare License Manager now allows for interlibrary loan terms of use which satisfy those cases where the license makes no mention of interlibrary loan (i.e., “silent”) but the library deems the materials can be lent. In this case, a new status of “allow lending” can be selected when this term is marked as “silent”. A license with “silent – allow lending” will communicate to Tipasa, WorldShare ILL, and ILLiad that any material covered by the license is considered lendable.


Bug fixes

  • A bug was corrected which prevented some custom terms of use from displaying in the License Manager interface
  • When a license is cloned, the terms Author Rights and License Terms Notification will now both transfer to the new license as expected
  • An issue with “image.png” images being attached to licenses has been blocked, although a source of the images has not been found. The License Manager team believes there’s likely a screen clipping tool that’s inadvertently posting contents of the clipboard to License Manager when documents are uploaded. Because files titled “image.png” will no longer be accepted, please choose a different name for any images you’d like to upload. 

Please use the discussion forum for License Manager to discuss any issues you encounter, or contact support at

The License Manager discussion forum on the OCLC Community Center:

Known issues

  • When a license is shared to another library and the “Automatically select collections when activated” option is selected, the library being shared to will still need to manually select the collections affected by the license. This will be corrected in an upcoming release.

Future Release

  • COUNTER 5 support
  • Support for public exposure of, and feedback on, Trial Databases 
  • Tracking of historical title coverages for collections associated with licenses

Feature Roadmap

The roadmap for WorldShare License Manager can be found on the OCLC Community Center.

OCLC project staff regularly review this list and update the features and timing information.




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