KB+ 4.2

I am pleased to see a number of new enhancements, resulting from the workshops we ran earlier this year, in todays release of KB+ 4.2.

In addition there have also been some small changes to improve the general layout of information on the screen across the system improving usability.

Licences – New functionality includes the ability to add new ‘licence properties’. Institutions can now record the information they want to include in the licence details and if it is not already on the provided list they can simply add it. For example a new property we have included is ‘Signed’ allowing institutions to record whether the licence has been signed locally or not.

screenshot of adding licences

These properties can also be searched allowing institutions to find all the licences, for example, awaiting signature or all the licences which can be used to supply ILL requests.

screenshto of search licence properties

The layout of the information has also been improved making it more intuitive, for example the ‘linked subscriptions’ are displayed clearly indicating which subscriptions fall under each licence. The options for adding a licence, either by copying a template or creating a blank licence are also now much clearer.

licences screenshot

Subscriptions – New functionality includes the addition of a ‘Manual Renewal Date’ for subscriptions, with the ability to sort subscriptions by this date to see upcoming renewals. We hope the ability to sort by this date will help in managing the workflows around renewals.

The layout of the screen has been improved making it easy for you to link to the licence from the subscription screen

screenshot of subscription screen

Search – New functionality includes the introduction of a one click access to a quick simple search. Click on the search icon in the top right hand corner of the screen to do a search across packages, title, platforms and organisations in KB+.

screenshot of quick search

The existing search for packages and titles via the “All packages” and “All titles” options has also been improved on in terms of scope and usability.

title search screenshot

Package Comparison – This new tool, Package Comparison, provides institutions with the option to compare packages and subscriptions, including the ability to compare the contents of a single package or subscription on two different dates to see what titles joined or left the package/subscription during that period. This builds on the introduction of access start and end dates in the last release which allowed datamangers to include the date of when titles joined or left a package.

screenshot comparionson package tool

This tool could be used to compare two packages for example, Wiley Full Collection 2012-2014 package with the Wiley Full Collection 2015-2017. You can select the date on which to compare to for each package and use the filters to see which titles have been amended, joined or left with a coverage note indicating the reason. This could be used to follow up any queries with the publisher, help with renewal decisions etc. You can also export the list that is created.

screenshot comparison tool results

screenshot comparison tool results

To dos

KB+ is now able to provide support for automatic acceptance of ‘To Do’ notifications on a subscription-by-subscription basis. If you make a subscription a ‘child’ subscription, all changes to the package will be applied to your subscription automatically. You can change this at any time. This can be used with any package, but particularly useful where packages are the same for all users, or for all members of a consortium

Support for automatic acceptance of ‘To Do’ notifications on a licence-by-licence basis. In exactly the same way, you can now make a licence a ‘child’ licence, and all changes to the parent (aka Template) licence will automatically be applied to your copy of the licence

Over the next week we will be updating all our user guides and screencasts. We will also create new user guides and be running an online webinar to cover the new functionality. Thank you to all the institutions who have provided valuable feedback during this process and we look forward to our continuing collaboration and developing a service that meets the needs of the community.

Please do contact us if you require any further information.