www.ebsco.com

Title Slide

EBSCO Usage Consolidation Now Available Through EBSCOadmin

 Holdings Management

Updated January 3, 2017

www.ebsco.com

EBSCO Usage Consolidation

Beginning in late February 2017 the new interface for the Usage Consolidation product is Holdings Management in

EBSCOadmin.

The link to access Usage Consolidation will be removed from EBSCONET.

2

www.ebsco.com

Before we start...

If you are not already familiar with Holdings Management, these slides will assist you in your transition to the new Usage Consolidation (UC)

environment by providing a detailed comparison of the old and new interfaces.

 In order to see Usage Consolidation features within EBSCOadmin Holdings Management your EBSCOadmin login must first be granted rights to those features. If you are the EBSCOadmin site administrator for your institution, or if you previously had rights to access UC on EBSCONET we likely have

already activated UC for you. However, if you are unable to see UC features within EBSCOadmin Holdings Management, contact your EBSCOadmin site

administrator or email us at usageloadingservice@ebsco.com.

Should you require any assistance during your transition please feel free to contact your Content Usage Specialist directly or EBSCO’s Customer

Satisfaction at support@ebsco.com.

3

www.ebsco.com

Activating Usage Consolidation:EBSCOadmin Roles

4

www.ebsco.com

EBSCOadmin Roles

Locate the users “Display Name” and click Go under the “Roles” heading

In the event additional roles are required for Usage Consolidation the EBSCOadmin Site Administrator has the ability to assign user roles within your institution. To assign additional roles click on EBSCOadmin Security

5

www.ebsco.com

EBSCOadmin RolesLocate the UC Authorizations and select the desired access - Read Only, Write or None

NOTEIf you don't see the

EBSCOadmin Security option in your environment

locate the person in your organization with EBSCOadmin

administrative rights or contact EBSCO'S

 Customer Satisfaction for

assistance.

6

www.ebsco.com

Navigating the User Interface

7

www.ebsco.com

Usage Consolidation “The Common Bond”

The Usage Consolidation application is navigated differently within EBSCONET and Holdings Management.

The original EBSCONET interface’s familiar “Load Usage”, “View History”, “Configure Platforms” and “Generate Reports” are listed under their own tabs.

Below is a quick guide showing where to find the equivalent features in EBSCOadminHoldings Management.

The screenshots and text in the following slides provide a comparison of the features in the two interfaces.

EBSCONET EBSCOadminLoad Usage

View History

Configure Platforms

Generate Report

Upload

Upload

Platforms

Reports & Statistics(Followed by clicking on “Usage Consolidation Reports” for the “Generate Reports” feature)

8

www.ebsco.com

Where to find Usage Consolidation

In EBSCONET, Usage Consolidation is accessed by clicking the “Usage Consolidation” tab in the top, left

corner of the interface. The Usage Consolidation application then appears in a separate, self-contained

interface.

Usage Consolidation in EBSCOadmin integrates directly into the interface within Holdings Management and

Reports & Statistics tabs.

9

www.ebsco.com

Where to find Usage Consolidation

In EBSCONET, you will find Usage Consolidation in the top, left corner as a separate interface.

10

www.ebsco.com

Where to find Usage ConsolidationUsage Consolidation’s features in Holdings Management are integrated within the EBSCOadmin site in multiple locations.

“Configure Platform” “View History” and “Load Report” functions are

located within Holdings Management and noted as Platforms and Uploads

“Generate Report” function is located within the Reports & Statistics

11

www.ebsco.com

Loading Usage

12

www.ebsco.com

EBSCONET Load Usage Landing Page

Within EBSCONET Usage Consolidation click on the tab to display all platforms that are configured and ready to have usage loaded

into them.

13

www.ebsco.com

EBSCONET Load Usage Details Page

14

www.ebsco.com

EBSCONET Load Usage Summary

After usage reports are uploaded the “Load Usage: Summary” is displayed

15

www.ebsco.com

Holdings Management Usage Consolidation Load Usage

Within EBSCO Holdings Management / Usage Consolidation click on the “Upload” button to display the Usage Consolidation Upload Options. Click on Load COUNTER

Files.

16

www.ebsco.com

Holdings Management Usage Consolidation Load Usage Details Landing Page

From the “Load Usage Details” landing page select options for the report to be loaded. All platform information conveniently displays on the right hand side of the

page

17

www.ebsco.com

Holdings Management Usage Consolidation Load Usage Summary Page

After usage reports upload the “Load Usage: Summary”

is displayed

18

www.ebsco.com

Viewing History/Loads

19

www.ebsco.com

EBSCONET Usage Consolidation View History Landing Page

Within EBSCONET Usage Consolidation click on the “View History” tab to display all files that have been loaded and the

corresponding status.

20

www.ebsco.com

Holdings Management Usage Consolidation View History Landing Page

Within Holdings Management Usage Consolidation click on the “Holdings Management” tab to display the Upload options. Within the Usage Consolidation box click on “View All Loads” to see all reports that have been loaded. Click on the status

to review and work the reports not set to complete.

21

www.ebsco.com

Configuring Platforms

22

www.ebsco.com

EBSCONET Usage Consolidation Configure Platforms Landing Page

To configure platforms within EBSCO Usage Consolidation click on the “Configure Platforms” tab. A list of all platforms eligible for configuration will be displayed. Once you select the platform to be configured you will be directed to

the platform details page.

23

www.ebsco.com

EBSCONET Usage Consolidation Configure Platform Landing Page

Fill in all platform details to harvest via COUNTER or SUSHI

protocol.Select the “Reports

Available for Loading” Click “Save”.

24

www.ebsco.com

Holdings Management Usage Consolidation Configure Platforms Landing Page

To configure platforms within Holdings Management Usage Consolidation click on the “Holdings Management” tab and “Platforms”.

25

www.ebsco.com

Holdings Management Usage Consolidation Configure Platforms Page

A list of all platforms eligible for configuration will be displayed. Once you select the platform to be configured you will be directed to the

platform details page.

26

www.ebsco.com

Holdings Management Usage Consolidation Configure Platforms Page

Fill in all platform details to harvest via COUNTER or

SUSHI protocol.

27

www.ebsco.com

Holdings Management Usage ConsolidationConfigure Platforms Page

Select the “Reports to Load” tab and check the reports you

intend to load into Usage Consolidation.Click “Save”.

28

www.ebsco.com

Generating Reports

29

www.ebsco.com

EBSCONET Usage Consolidation Generate Reports Landing Page

Within EBSCONET Usage Consolidation click on the “Generate Report” tab. You will be redirected to the Generate Reports Landing Page.

Select the type of report desired and set report parameters.

30

www.ebsco.com

Holdings Management Usage Consolidation Reports Landing Page

Within Holdings Management Usage Consolidation click on the “Reports & Statistics” tab and the Usage Consolidation Reports option.

You are then directed to the Reports Detail Page.

31

www.ebsco.com

Select the type of report desired (Title / Database / COUNTER)

and set report parameters. Click “Create Report for

Download”. Click on the “Download

Reports” tab to view your generated report and your

output option.

Holdings Management Usage Consolidation Reports Landing Page

32

www.ebsco.com

Your selected report will display within “Download Reports” and allow you to select the desired file format

Holdings Management Usage Consolidation Reports Landing Page

33

www.ebsco.com

What’s new and improved

34

www.ebsco.com

Improvements Ready- to-load filter - allows you to see which platforms are likely to have

data that is ready to be loaded

Automated and Manual SUSHI Harvesting - Set-up platforms for automated operation and virtually maintenance free loading of usage.  With on-demand SUSHI loads, efficiently retrieve missing and historic data.

One-click matching – Turn this feature on to enable match selection with a single click

Crowd-Sourced Matching – UC “learns” from the match selections made at your and other institutions, enabling automated matching to improve every day.

Access to Load Usage from Platform Details

Faster, more reliable reporting

35

As always, should you need assistance please feel free to contact your

Content Usage Specialist directly.

36