FAQ content

Managing E-Resources / COUNTER 5 platforms

In this article

Getting there

To manage your platforms:

  1. Go to Admin > Manage Datasets.
  2. Click on the dataset's Edit Platforms () button in the Actions column.

Navigating to the Manage Datasets page


Adding and importing platforms

The e-journals, databases, e-books data you will be pulling from the r5 reports are organized by platform within LibInsight. It can be helpful to think of a platform as a website where you can access a set of e-journals, databases, or other resources from a particular vendor. When you fetch usage data, it will be at the platform level. And while most will find it helpful to place all resources from a single vendor under one platform, each library's collections are different, so take some time to consider how you'd like your usage data to be organized before creating your platforms.

With the E-Resources/COUNTER 5 dataset, you have three options for setting up platforms: creating brand new platforms individually, importing from your central platforms list, or importing them from an existing E-Journals/Databases - r4 or eBooks - r4 dataset.

Add platforms individually

  1. Click on the Add new platform to this dataset button.

the add new platform to this dataset button

  1. Give your platform a name.

Example of adding a new platform

  1. Enter the name of the platform's vendor.
  2. Optionally, you can add some internal notes, with any special details you think are important.
  3. Optionally, you can add one or more URLs for this platform. This can include the URL for the public interface, admin interface, stats interface, etc.
    1. Click on the Add New URL () button to add more URLs for this platform. You can choose to record a username and password with each new URL you add, which is handy for remembering your admin logins!
  4. Optionally, you can record where the platform was purchased from, such as a regional or consortial package.
  5. You can also set the default SUSHI credentials to use for this platform. This is convenient because LibInsight will select these credentials by default when you attempt to import usage data. You can add new SUSHI Credentials under Admin > SUSHI Providers.
  6. Click the Save button.
  7. Repeat Steps 1-8 to add additional platforms. When finished, click the Done Editing Dataset button.

the Done Editing Dataset button

Importing platforms from other datasets

If you have already setup platforms using the current E-Journals/Databases - r4 and eBooks -r4 datasets (or another Counter 5 dataset) in you can use the import option to pull those platform names/titles into a new r5 dataset. If a platform contains invoice and/or license data, that will be included when it's imported to your E-Resources/COUNTER 5 dataset.

  1. Click on the Import Platforms button.

the Import Platforms button

  1. Under the Import from Other Datasets tab, select the platforms that you would like import to your new dataset. Click the All checkbox at the top of the table to select/deselect all checkboxes.
    • You can use the filters in the header row to limit the list by dataset, platform, vendor, and/or creation date.
  2. Click the Copy selected platforms into my dataset. A confirmation message will appear at the top of the page once the process is finished.
  3. Once finished, click on the Back to Platforms button.

selecting platforms from other datasets

Importing from the platforms list

If you have already set up platforms in your central platforms list, you can import those into your new dataset.

  1. Click on the Import Platforms button.

the Import Platforms button

  1. Click on the Import from Platforms List tab.
  2. Select the platforms that you would like import to your new dataset. Click the All checkbox at the top of the table to select/deselect all checkboxes.
    • You can use the filters in the header row to limit the list by dataset, platform, vendor, and/or creation date.
  3. Click the Copy selected platforms into my dataset. A confirmation message will appear at the top of the page once the process is finished.
  4. Once finished, click on the Back to Platforms button.

selecting platforms from the platforms list


Managing a dataset's platforms

  1. To edit a platform, either click on the Edit this Platform () button in the Actions column.
    • When editing a platform, you will also find shortcuts for adding data, managing invoices, managing licenses, and managing data uploads for that platform.
  2. To empty all of a platform's data, click on the Empty this Platform () button in the Actions column. This will remove all uploaded/imported data for the platform, so be careful!
  3. To completely remove a platform, click on the Delete this Platform () button in the Actions column. This will permanently remove the platform and its data, so be careful!

Example of options for managing platforms