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    360 Resource Manager: Release Notes and Service Status

    • Product: 360 Resource Manager

    Where can I find release notes and service status for 360 Resource Manager?

    June 10, 2020

    360 Link:

    • Refinements to the IEDL lookup logic to improve linking accuracy.

    • For OpenAthens Redirector libraries, updated the EBSCOhost linker to use two new parameters for article links: Authentication Type and Customer ID.

    • For OpenAthens Redirector libraries, updated the ProQuest linker to use a new parameter for article links: Account ID.

    • Updated the service to use the Gale LocID for IEDL article links (previously it was only available for OpenURL article links).

    • Added OCLC number as a linking parameter to OpenURL 1.0 links.

    • Fixed an article linking issue that caused an <i> tag to fail in some cases.

    360 MARC Updates & Data on Demand:

    • Technical infrastructure improvements.

    • Improved error handling for faster generation and delivery of records.

    • Direct links in 360 MARC now use the same proxy and encoding settings as the E-Journal Portal for accurate linking.

    • DoD report now includes “Video” to correctly identify the resource content type.

    360 Core Client Center & Intota:

    • Added new article linking parameters to the database details pages for EBSCOhost and ProQuest databases.

      Client Center:CC1.png



    • Updated the Syndetics URL to use HTTPS so that images always display correctly in Chrome.

    May 13, 2020

    360 and Intota Services:

    Live chat link with Support! – The Contact Us link in both Client Center and Intota will navigate you to a new landing page. The landing page will offer the option to open a case via the Support Portal or open a chat session with a Support team member, if one is available.


    Chat is available from 9:00 – 17:00 Pacific time zone and may be used for questions regarding Summon and the 360 and Intota services. Please use the Support Portal for issues about CDI, 360 KB/Content, and Ulrichsweb.


    • The URLs for ebooks in Ebook Central databases (codes AABBV and BBABE) have been updated from http to https

    • Resource Renewals Checklist Report has been modified based on feedback that not all renewals data appeared in the report

    360 Counter and Intota:

    • New SUSHI harvester for COUNTER r5 TR, DR, and PR reports. The harvester will collect reports monthly when configured on the DRS form for an r5-compliant vendor:


      Client Center view:



      Intota view:


    • Manual upload of database (DR) and platform (PR) reports and display in the summary pages


    • Enhanced date handling to support two- and four-digit years.

    • Resolved issue with processing .TSV files.

    • Improved COUNTER r5 error messages and accounted for titles longer than 256 characters.

    360 Core Client Center:

    New 360 Core permission for accessing the Summon usage statistics OBI platform without having to go through the Summon Admin Console.



    February 19, 2020

    360 Link:

    • New parameters have been added to the Database Details pages for ProQuest and EBSCOhost databases. This is the first phase in improving linking to those platforms. It was developed specifically for libraries using OpenAthens Redirector but will be applicable for all proxy services. The new parameters can be added and saved in 360 Core/Client Center and Intota, but they will not impact linking until the 2020 May Q2 release.

      ProQuest will have a new Account ID parameter:


      EBSCOhost will have new Authentication Type and Customer ID parameters:


    • ProQuest databases are added to the Global Exclude list for the Sidebar due to cookie handling changes to in anticipation of the Google Chrome (80) release.

    • Resolved issue where <i> tag was breaking the article link (reported for PubMed articles).

    • Resolved 503 Error for libraries with User Authentication enabled with IP as the method.

    • Resolved failure to load links in MS Edge for libraries with User Authentication enabled with IP as the method.

    • Updated the list of databases that are indexed in Crossref to ensure that the Crossref link displays on the results page.

    • Removed the empty text box displayed on the Citation Linker form.

    • Updated LINKERs for ScienceDirect.

    360 Counter and Intota:

    • Fixed an issue with the manual COUNTER r5 validation so that blank lines are ignored.

    • There are now DRS forms for both manual and SUSHI credentials for COUNTER r5-compliant vendors. Ex Libris staff will maintain the list of r5-compliant vendors including default URLs and supported report types.

      DRS manual forms:



      DRS SUSHI forms:




    • An early Q2 deployment (outside of the published release schedule) will feature the new SUSHI harvesting framework. This JSON harvester has been built from scratch in accordance with the COUNTER r5 standard and will perform monthly harvests, with full validation.

      Reports based on the new r5 standard will be available in Intota Assessment mid-2020.

    360 Core/Client Center and Intota

    • The Authentication Type drop-down menu now includes “Redirector” as an option for OpenAthens libraries

    • Fixed the issue causing the Title Coverage checkbox to be grayed out on the Database Details page

    • The Resource Renewal Report and Resource Administrative Information reports will no longer include databases that are Not Tracked.


    December 11-12, 2019

    This release includes the following enhancements and fixes.

    360 Link:

    • New LINKER for American Physical Society, LexisNexis NYU Review of Law

    • Display No Results page for Factiva, 19th Century Collections Online links without title-level URLs

    • Crossref: button will not appear when no holdings are returned

    • Crossref: button will not appear when the database does not exist in Crossref and no holdings are returned

    • Crossref: the first DOI found will be returned, rather than the last

    360 Core Client Center:

    • Data on Demand report now has content type Video

    • HTML-formatted public notes correctly uploaded via ODSE

    • Automatically populate Display In checkboxes on status change

    • Retain 360 Search Display In value

    E-Journal Portal:

    • Add daily refresh date stamp to EJP 2.0

    • Restore Peer-Reviewed limiter

    • Remove “add your help text here” from display


    • Provider Details page displays (harmless) error

    • Prevent non-numeric data from being entered into some License fields

    • Allow creation of new LSH without SQL error message

    360 Counter and Intota:

    • Ability to manually upload TR, TR_J1, TR_J2, TR_J3, TR_J4, TR_B1, TR_B2, and TR_B3 reports

    • Full validation of the TR reports for compliance with the new standard

    • Full processing and storage of TR report statistics

    • New DRS forms for population as providers confirm r5 compliance

    Due to the complexity of the COUNTER r5 implementation, it will be released in stages between now and early 2020. The TR usage statistics will not be available immediately in Intota Assessment; however, uploaded COUNTER r5 reports will remain in a pending status until we roll out the Intota Assessment piece in early 2020. Any TR statistics that have been uploaded to that point will be then accessible in the Intota Assessment application. Please also note that there are no changes to the COUNTER r3 or r4 functionality, and reports that adhere to either standard will continue to be supported for backwards compatibility.

    We elected to implement the suite of TR reports first because they replace the current journal (JR) and book (BR) reports, which are the most heavily used by our clients. More details can be found at the Project COUNTER site, and we will provide more details on our implementation of the new TR metrics as the reports are released.  

    What will you see in 360 Client Center and Intota?

    • The upload process for COUNTER r5 reports is exactly the same as for r3 and r4 reports. See instructions for Intota and 360 Client Center.

    • You can view the pending reports on the following pages:

      • 360 Client Center Home > 360 Counter page:


      • Intota Home > Reports > COUNTER Reports page:


    August 1, 2019

    This release includes the following enhancements and fixes.

    360 Core Client Center:

    • Fixed the issue that prevented the Output Coverage Date(s) field from displaying custom coverage dates.

    • Titles with the content type “Video” will now be included in Data on Demand reports.

    • Ampersands in custom URLs will no longer be translated to &amp when uploaded in title lists.

    • Streamlined the database configuration process to allow customizations as soon as you change the status, without first having to save and then re-edit the database. All the configuration options appear immediately after selecting a “tracked” status:



    • Errors encountered by the Cost Data Upload process will be displayed in the pop-up window.

    • The SUSHI summary view “to” date now defaults to today’s date.

    • Streamlined the database configuration process to allow customizations as soon as you change the status, without first having to save and then re-edit the database. All the configuration options in the “About” section appear immediately after selecting a “tracked” status:


    360 Services and Intota:

    • Resolved the issue causing some databases to show a blank status in the Tracked Resources report.

    • Resolved the issue that failed to add the proxy prefix to URLs in the Tracked Resources report.

    • Renewal Alerts are now being consistently generated.

    • “Video” is now a content type that can be added to Library Specific Holdings databases:


    • Resolved the issue that prevented titles with only a Location Note from appearing in the Public Notes Report.

    • When uploading titles though ODSE, HTML tag in Public Notes is translated correctly.

    May 15-16, 2019

    For more details on the enhancements described below, you may want to review our release overview.


    • 360 Core Client Center and Intota now include a new permission that allows only authorized users to view the personal information of accounts in the View Changes/View Recent updates audit trail. This allows the library to protect personal information from being viewed by everyone while allowing managers and so forth to identify staff members that may need to revert a change.

      On the following pages, setting this permission to None means the account user will see the placeholders Library User or Ex Libris Staff in View Changes. Setting the permission to View or View/Edit means the account will see personal names:

      • 360 Core Client Center Accounts > Account Details > 360 Core Permissions:


      • Intota User Accounts > User Details:


    • 360 Core Client Center and Intota have a new Management Report for streaming videos, and video holdings has been added as a data point to the Database Details report. The new report is named “Tracked Videos” and is located in the menu with the other “Tracked” reports.

    • All 360 Core Client Center users will have expanded access to the following Management Reports, not just 360 Resource Manager or Intota libraries:

      • Database Details

      • KB Updates – Added

      • KB Updates – Removed

      • Public Notes

      • Tracked eBooks

      • Tracked eJournals

      • Tracked Resources

      • Tracked Videos

    Fixes Highlights:

    • E-Journal Portal

      • Restore Peer-Reviewed limiter

      • Custom text entries not displaying correctly

      • Disable a cross-site scripting vulnerability

      • User Authentication Referring URL option not working correctly

      • Administration Console does not display for some library profiles

    • 360 Link

      • American Physical Society article-level linker

      • Credo chapter-level linker

      • GeoScienceWorld article-level linker

      • Prevent circular linking by database

      • Accurately reflect 6-month embargo for PMID

      • Subscript numbers affect article title display

    • 360 Core Client Center / Intota

      • Title upload email notifications are not working

      • 360 Web Service yields error for unexpected data

      • Global Status Alerts not delivered via email

      • Remove unnecessary CR/LFs and Tabs from some Management Reports

      • Protect ODSE & Cost Data Upload processing from getting hung up on bad data

      • 360 Counter Summary Report not loading for some library profiles

      • Resource Renewal Checklist does not show current subscription information

      • Export of large Overlap Analysis results sometimes fails

    September 27, 2013

    We released the following enhancement to 360 Resource Manager:
    • Enhanced Upload Status Page will streamline your user experience and make bulk importing easier when uploading costs.
    In addition, there are enhancements to other Serials Solutions services.

    June 22, 2013

    We released the following enhancements to 360 Resource Manager:
    • Enhanced Cost Data Upload tool providing easier bulk additions and deletions to your cost information, and easier cost reporting and assessment by building workflows for bulk editing and cost data application
    • New License Data API enabling retrieval and use of information, beyond the standard display and tools currently available within Serials Solutions services
    • And several fixes to issues you have told us about!
    In addition, there are enhancements to other Serials Solutions services.

    May 3, 2013

    We have made fixes to small issues that you, our clients, have told us about. However, we have added a small feature to the alerts emails sent by 360 Resource Manager: A direct URL link to the resource in the Client Center that is affected by the alert.

    March 30, 2013

    We released the following enhancements to 360 Resource Manager:
    • Collections updates
    • Cost for consortia members
    • Improved functionality to Overlap Analysis for collection assessment and comprehensive views of your library's entire collection
    • New management report with details about all databases in your library's Client Center profile
    • More fixes and performance enhancements in response to client reports to improve your experience and ROI of 360 Resource Manager.
    We also released new features and fixes to the Client Center, 360 Counter, 360 Link, and Ulrichsweb.

    Feb. 1, 2013

    The following enhancements were released:
    • The Contact note field is now Unicode-compliant.
    • Other minor fixes to the service.

    Dec. 1, 2012

    The following 360 Resource Manager enhancements are now available:
    • A new tool to help you manage the time-consuming and critical task of renewing your many subscribed resources. Includes a customizable checklist to allow your library to create a workflow and check off activities during the renewal process.
    • Additional alerts related to the new renewal feature
    • Additional fields added to Licenses details page and reports
    • And many fixes to issues that you, our clients, have told us about!
    There will also be significant enhancements to 360 Counter, 360 Link, and the Client Center.

    Sep. 21, 2012

    We released the following new enhancements to 360 Resource Manager:

    June 20, 2012

    Known Issue: When viewing the Vendor Statistics Metadata page in Internet Explorer 8 (IE8), the table appears pushed to the right side of the screen. If you use IE8 and are seeing this anomaly, we recommend that you upgrade to Internet Explorer 9 or use a different browser, such as Firefox, Safari, or Google Chrome. Serials Solutions will notify our clients when the issue has been resolved.

    June 11, 2012

    We have added two new features to 360 Resource Manager that deliver improved workflows and optimize decision-making:

    May 18, 2012

    The following enhancements are available:
    • Continued improvements to navigation and the user interface, providing greater efficiency and better management of e-resource data, including changes to the left-side navigation tree to indicate payment types and number of attached objects; and
    • Updates to Management reports, making it easier for you to use the data you track in Client Center, 360 Resource Manager, and 360 Counter for more efficient workflow, including the addition of Custom Dates in the Tracked Resources report.
    • Coming Soon: Some time after the May 18 update, Serials Solutions will release additional features to make it easier for libraries to populate license and other management data. (Subscribe to this Answer by clicking Follow Me above and we'll send you an email when the new features are available.)

    Jan. 27, 2012

    Several improvements to 360 Resource Manager -- as well as other Serials Solutions services -- were released on Jan. 27, 2012:
    • Improvements to your ability to open, download and work with files and reports in .csv and Excel formats, which make your use of Serials Solutions tools and information more efficient.
    • Easy links directly to valuable documentation from within the Client Center make it easier for you to find information you need as you are implementing and maintaining 360 Resource Manager.

    Dec. 3, 2011

    Several improvements to 360 Resource Manager -- as well as other Serials Solutions services -- were released on Dec. 2, 2011:
    • Consortium member libraries are now able to make local copies of licenses, notes, and contacts you inherit from your consortium.
    • All libraries are now able to make copies of your own notes and contacts. (You've always been able to duplicate your own licenses, alerts, and vendor statistics metadata.)
    • You are able to filter contacts on the Contacts page so that you can, for instance, only see those contacts that are vendors, or are connected to a particular resource.
    • The License Name has been added to the License Action report.
    • Other fixes to some minor problems our clients have pointed out to us!

    Sept. 16, 2011

    The following new features and enhancements were released to 360 Resource Manager on Sep. 16, 2011:
    • We have created a report to support workflow and administration for those libraries that also subscribe to 360 Consortia Edition Services. The Resource Sharing and Inheritance Report will allow consortium managers to view sharing and inheritance activities across the consortium profiles to ensure items and resources have been shared, populated and inherited as desired. This enhancement applies to all consortium edition services, including 360 Search and 360 Resource Manager.
    • Continued enhancement and fixes to 360 Resource Manager reports, including fixes to the display of diacritics and dates.
    • Menu manager enhancements make it easier for you to customize 360 Resource Manager to support your local workflows. These enhancements include:
      • The ability to delete custom menu items, along with built-in functionality to ensure that your local information is not lost and can be migrated appropriately as you make changes to your local interface.
      • Easy alphabetical re-ordering of menu items.
    Training webinars have been scheduled to give you the opportunity to learn more about these new features and enhancements. (Look for the "Management Solutions" webinars.)
    Serials Solutions is also hosting a series of web-based information sessions designed to help librarians learn from their peers about the applied use of Serials Solutions' Management and Assessment solutions.

    July 15, 2011

    The following new features and functionality were released to 360 Resource Manager during our upgrade on July 15, 2011:
    New payment and cost tracking capability: Libraries are now able to record multiple payments in a single fiscal year to more accurately reflect how the costs for resources are paid. Features include:
    • Payment Type, a completely customizable way for libraries to indicate the type of payment being recorded. For example, you can indicate if the payment reflects a Credit Memo or perhaps a Supplemental Invoice.
    • Transactional Currency: Libraries can now record the currency and amount in which payment was made. This is especially valuable if you pay for resources in a variety of currencies.
    • Include in Total for Year: Libraries can determine, per payment, if the cost should be included in the total per year. You may choose not to include one time set-up fees in the Total for Year.
    • Fund Codes: Libraries can now track up to 500 funds and amounts per payment.
    The enhanced ability to track payment data will also affect 360 Counter, giving you more options for cost-per-use assessment.
    Changes to Cost Data Uploader and Cost Reports: Changes have been made to the Cost Data Uploader to support the new Payment Details page. You can now record multiple payments for a single fiscal year from the Cost Data Uploader. You are also able to run a Cost Details Report from the Resource Manager Reports and use it as a template for the Cost Data Uploader - delete and add back in later as needed.
    Adding the unique Serials Solutions Identifiers to 360 Resource Manager Reports: The Serials Solutions Resource Identifiers (Provider Code, Collection ID, Database Code, Title ID and SSID) are now included in 360 Resource Manager Reports to provide you with more flexibility for using and integrating this data through the e-resource lifecycle.
    Bug fixes in this release allow the following:
    • Costs and payment information can be entered with a comma. (For example, 5,000.00 will now be accepted.)
    • Cost and payment information is now displayed in reverse chronological order in the left-side navigation system
    • E-Book titles assigned to a License will now display correctly as Title to provide consistency with the Journal Title label.
    More information on the new features in 360 Resource Manager:

    • Date Created: 9-Feb-2014
    • Last Edited Date: 21-Feb-2014
    • Old Article Number: 7384
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