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The quality and accuracy of machine translation can vary significantly from one text to another. Read the page in original English <a onclick="goToLanguage('en')">here</a>.</div> <script type="text/javascript">/*<![CDATA[*/ // Determine if machine translation message should be shown function displayMachineTranslationMessage() { // Show if Italian, excluding certain pages if (thisSiteLanguage == 'it' && !document.querySelector('.columbia-page-home')) { document.querySelector('#machine-translation-message').style.display = null; } } displayMachineTranslationMessage();/*]]>*/</script> </div> <div class="mt-content-side"></div> <div id="mt-toc-container" data-title="Table of contents" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">Table of contents</button> <div class="mt-toc-content mt-collapsible-section mt-toc-hide"> <ol><li><a href="#Harvest_set_up" rel="internal">Harvest set up</a><ol><li><a href="#Recurring_Harvest" rel="internal">Recurring Harvest</a><ol><li><a href="#To_schedule_a_recurring_harvest:" rel="internal">To schedule a recurring harvest:</a></li></ol></li><li><a href="#One-time_Harvest" rel="internal">One-time Harvest</a><ol><li><a href="#To_schedule_a_one-time_harvest:" rel="internal">To schedule a one-time harvest: </a><ol><li><a href="#Manual_-_Transfer_report_file_from_my_computer" rel="internal">Manual - Transfer report file from my computer</a></li><li><a href="#SUSHI_-_Transfer_report_file_from_configured_vendor" rel="internal">SUSHI - Transfer report file from configured vendor</a></li></ol></li></ol></li><li><a href="#Format_CSV_and_TSV_file_imports" rel="internal">Format CSV and TSV file imports</a><ol><li><a href="#Metric_type_requirements" rel="internal">Metric type requirements</a><ol><li><a href="#Report-specific_requirements:" rel="internal">Report-specific requirements:</a></li></ol></li></ol></li></ol></li></ol> </div> </div> <div id="page-top"> <div id="topic"> <div id="pageText"> <div class="mt-page-summary"><div class="mt-page-overview">Use the Harvest Setup settings to configure vendors in order to harvest usage data for your e-resources based on vendor in WorldShare License Manager.</div></div> <div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_1"><span id="Harvest_set_up"></span><h2 class="editable">Harvest set up</h2> <p>Supported COUNTER report types for Recurring and One-Time harvests include: </p> <ul> <li>COUNTER 3: JR1, JR1a, JR2, DB1, DB3</li> <li>COUNTER 4: JR1, JR1 GOA, JR1a, JR2, JR3, JR3mobile, JR4, JR5, DB1, DB2, PR1, BR1, BR2, BR3, BR4, BR5, CR1, CR2, CR3, MR1, MR2, TR1, TR1mobile, TR2, TR3, TR3mobile</li> <li>COUNTER 5: PR, PR_P1, IR_M1, IR Master, IR_A1, TR, TR_J1, TR_J2, TR_J3, TR_J4, TR_B1, TR_B2, TR_B3, DR, DR_D1, DR_D2</li> </ul> <div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_2"><span id="Recurring_Harvest"></span><h3 class="editable">Recurring Harvest</h3> <p>Once a harvest is scheduled for a configured vendor, it can be accessed through the Harvest History screen. For details, see <a title="Harvest History" href="https://help.oclc.org/Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/060Harvest_History" rel="internal">Use the Harvest History</a>.</p> <div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_3"><span id="To_schedule_a_recurring_harvest:"></span><h4 class="editable">To schedule a recurring harvest:</h4> <ol> <li>On the left navigation, click <strong>Usage Data</strong>.</li> <li>Click <strong>Harvest Setup</strong>.</li> <li>On the Harvest Setup screen, click the <strong>Recurring Harvest</strong> tab.</li> <li>From the Vendor Name list, select a <strong>vendor</strong>.</li> <li>The schedule and version available for the vendor are displayed.</li> <li>Select one or more <strong>Report Types</strong> to be harvested.</li> <li>Enter the <strong>Start Date</strong> of the harvest.  The system harvests the data from the date you enter until it reaches the most recent month.  From that point the system harvests based on the vendor's monthly schedule.  You can type in the date or click the <strong>calendar icon</strong> to select the date. <ul> <li>The default Start Date and End Date are set to the previous month<span style="display:none;"> </span></li> </ul> </li> <li>Select the <b>Status</b>: <ol> <li><strong>Active</strong>: On (harvests occur according to the vendor's monthly schedule).</li> <li><strong>Inactive</strong>: Off (no harvesting occurs).</li> </ol> </li> <li>Click <strong>Save</strong>.</li> </ol> </div></div><div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_4"><span id="One-time_Harvest"></span><h3 class="editable">One-time Harvest</h3> <p>Use this tab to harvest COUNTER files that have been downloaded manually from a vendor's website or transfer reports from configured vendors.  </p> <div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_5"><span id="To_schedule_a_one-time_harvest:"></span><h4 class="editable">To schedule a one-time harvest: </h4> <ol> <li>On the left navigation, click <strong>Usage Data</strong>.</li> <li>Click <strong>Harvest Setup</strong>.</li> <li>On the Harvest Setup screen, click the <strong>One-time Harvest</strong> tab.</li> <li>From the Report Source list, select a <strong>Source</strong>. Follow the instructions below based on your selection.</li> </ol> <div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_6"><span id="Manual_-_Transfer_report_file_from_my_computer"></span><h5 class="editable">Manual - Transfer report file from my computer</h5> <ol> <li>Select the vendor that published the COUNTER report you are uploading from the <strong>Vendor </strong><strong>Name </strong> list. This list scans the actively held collections in your knowledge base holdings and presents vendors in your collection.</li> <li>Select the Counter type from the drop-down.</li> <li>Select the Format of your file.  <ol> <li>XML: available for all COUNTER 4 reports.</li> <li>Comma-delimited (CSV)</li> <li>Tab-delimited (TSV) <ul> <li>See <a title="Harvest Setup" class="mt-self-link" href="#FormatCSV&TSVImports" rel="internal">Format CSV and TSV file imports</a> for more information about using this format for a select number of COUNTER 4 reports. </li> </ul> </li> <li>EXCEL (XLS and XLSX)</li> </ol> </li> <li>To upload a file, select<strong> Choose File</strong>.  Locate the file on your computer and click <strong>Open.</strong> </li> <li>Click <strong>Validate.</strong></li> <li>The version and report type of the file you uploaded is displayed.</li> <li>Enter the date range of the report into the <strong>Start Date </strong>and <b>End Date</b> fields, respectively.  You can type in the dates or click the <strong>calendar icons</strong> to select the date.</li> <li>Click <strong>Save.</strong></li> </ol> </div><div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_7"><span id="SUSHI_-_Transfer_report_file_from_configured_vendor"></span><h5 class="editable">SUSHI - Transfer report file from configured vendor</h5> <ol> <li>From the <strong>Vendor Name</strong> list, select a <strong>vendor</strong>.</li> <li>The licensee, format, and version of the report are displayed.</li> <li>Select one or more <strong>Report Types</strong> to be harvested.</li> <li>In the Start Date field, enter the <strong>start date</strong> of the report.  You can type in the date or click the <strong>calendar icon</strong> to select the date.<a id="FormatCSV%26TSVImports" name="FormatCSV%26TSVImports"></a></li> <li>In the End Date field, enter the <strong>end date</strong> of the report.  You can type in the date or click the <strong>calendar icon</strong> to select the date. <p><span class="mt-icon-info2"> </span>Note: The default Start Date and End Date are set to the previous month<span style="display:none;"> </span></p> </li> <li>Click <strong>Save</strong>.</li> </ol> </div></div></div><div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_8"><span id="Format_CSV_and_TSV_file_imports"></span><h3 class="editable">Format CSV and TSV file imports</h3> <p>License Manager requires COUNTER-compliant formatting for COUNTER 4 and COUNTER 5 file uploads.  CSV or TSV uploads are supported for the following list of journal, collection, and book reports:</p> <ul> <li>Journal Reports: JR1, JR1 GOA, JR1a, JR2, JR3, JR3mobile, JR4, JR5, TR_J1 (Excluding OA_Gold), TR_J2, TR_J3, and TR_J4</li> <li>Collection Reports: DB1, DB2, and PR1</li> <li>Book Reports: BR1, BR2, BR3, BR4, BR5, and TR_B1 (Excluding OA_Gold), TR_B2, and TR_B3</li> <li>Multimedia Reports: MR1 and MR2 </li> <li>Title Reports:  TR, TR1, TR1mobile, TR2, TR3, and TR3mobile</li> <li>Platform Reports: PR_P1</li> <li>Item Reports: IR, IR_M1, and IR_A1</li> </ul> <p>Use the below information to correctly format your report before uploading or to correct a previously uploaded report that returned errors.  </p> <ul> <li>See the <a title="https://cop5.projectcounter.org/en/5.0.3/" href="https://cop5.projectcounter.org/en/5.0.3/" target="_blank" rel="external noopener nofollow" class="link-https">COUNTER Code of Practice</a> for the latest COUNTER standard requirements.</li> <li>Use the <a target="_blank" title="https://stats.redi-bw.de/counter-validation-tool/" href="https://stats.redi-bw.de/counter-validation-tool/" rel="external noopener nofollow" class="link-https">free file validation tool</a> for your COUNTER reports. A free account is required.</li> </ul> <dl class="expand-list"> </dl> <div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_9"><span id="Metric_type_requirements"></span><h4 class="editable">Metric type requirements</h4> <p>Most COUNTER reports include multiple metric types in addition to a summarized period value for each month (i.e. "Reporting Period HTML" in the JR1 report).  Because monthly breakdowns only include the "Reporting Period Total" metric type values, other metric types will be discarded for spreadsheet reports containing multiple months.  If individual metric types are important to import into License Manager, this can be accomplished by downloading individual monthly reports from your publishing vendor.</p> <p class="sl_swap" id="lman_harvest_setup1"><img alt="lman_individual_monthly reports.png" class="internal default" loading="lazy" src="https://help.oclc.org/@api/deki/files/4868/lman_individual_monthly_reports.png?revision=1" /></p> <div mt-section-origin="Library_Management/WorldShare_License_Manager/Configure_SUSHI_harvesting_of_COUNTER_usage_reports/010Harvest_Setup" class="mt-section" id="section_10"><span id="Report-specific_requirements:"></span><h5 class="editable">Report-specific requirements:</h5> <ul> <li><strong>JR5</strong>: Number of successful full-text article requests by year of publication. <ul> <li>Because this report does not detail the data results by month of access, License Manager requires "Period covered by Report" values to be no greater than one month for JR5 reports.  This allows License Manager to combine and summarize monthly reports across different time periods.</li> <li>In the image below, cell A5 can be no greater than one month:<br /> <p class="sl_swap" id="lman_harvest_setup2"><span class="mt-color-e74c3c"><img alt="lman_J5_example.png" class="internal default" loading="lazy" src="https://help.oclc.org/@api/deki/files/4869/lman_J5_example.png?revision=1" /></span></p></li> </ul> </li> <li><strong>TR1</strong>: Number of successful requests for journal full-text articles and book sections by month and title. <ul> <li>Because this report includes a date header that differs from all other reports, License Manager has elected to require date headers in the same format as other reports (aside from the JR5).</li> <li>It may be required that you reformat your date headers from (as an example) "Total MMM-YY" to the standardized "MMM-YYYY".  In other words, "Jan-2011" instead of "Total Jan-11".</li> </ul> </li> </ul> </div></div></div></div></div> </div> </div> <div class="mt-content-footer"> <p> </p> </div> <ol class="grape-meta-data grape-meta-article-navigation"> <li class="grape-back-to-top"><a class="mt-icon-back-to-top" href="#title" id="mt-back-to-top" title="Jump back to top of this article">Back to top</a></li> <li class="grape-article-pagination"><ul 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