Page Comparison

App-Specific Documentation

Agreements

• create Create an Agreement
  attaching a license
  • Add alternative names to an Agreement
  • linking a contact
  • linking an organization
  • adding
  • Add an internal contact
  • Add a controlling license
  • Add a future license
  • Add a historical license
  • Add an external license
  • Add an organization
  • Add an Agreement period to an Agreement record / Add multiple agreement periods
    
    • Handling Agreement periods (eHoldings / internal local KB)
  • Add a supplementary document to an Agreement record
  • adding Add supplementary properties to an Agreement record
  • adding Add a related Agreement to an Agreement recordadding
  • Add Usage Data Provider to an agreement
• Add an Agreement period line to an Agreement record
  • eholdings
  • internal KB
  • handling unlinked Agreement periodsLine
• adding Add Notes (Helper App) (assign/unassign) (created afterwards - not in Agreement edit mode)
• delete Edit an Agreement
• add Delete an Agreement line to an Agreement record
  • eholdings
  • internal KB
  • KB unlinked Agreement Line
  edit
• Duplicate an Agreement record
• adding Add Tags to Agreement records (maybe link to Tags documentation, because used FOLIO wide, if there is one)
• Managing resources joining or leaving a package
• Duplicate an Agreementa separate documentation)
• Export an Agreement
• Export all the e-resources only (internal KB)
• Export an Agreement record with eHoldings resource
• Description of Calculated fields (Julie will share table)
• Attach Manage resources joining or leaving a package
• Add a package to an existing Agreement 
• View an agreement from an eholdings package record
• View an Agreement Line
  • edit
  • add a PO Line
  • Remove a PO Line
  • delete an Agreement Line
  • assign notes
• Create a new Agreement and attach a package
• Create an agreement Agreement and attach a title in a package
• Delete an Agreement Line
• Cancel Duplicate an Agreement
• Close Cancel an Agreement
• Edit Close an Agreement
• Search and filter for an Agreement
  • name
  • alternative name
  • description
• Search and filter for E-resources (internal KB only)
• Search and filter for Platforms (internal KB only)
• Find agreements that have the status of "In Negotiation.Duplicate an Agreement record"
• Set an Agreement to Status = Close and set Reason for closureAssociate Related Agreements
• Add multiple agreement periods
• Search agreements by alternative names
• Localisation of URLs
  Add agreement line with eHoldings resource View an Agreement line add Usage Data Provider to an agreement

Licenses

• create Create a License
  
  • add an internal contact
  • add an organization
  • add license terms
  • add a core document
  • add a supplementary document to a License record
  • to add later to documentation: add an Agreement Agreement // can you link an agreement from licenses?
• delete Delete a License
• edit Edit a License
• duplicate Duplicate a license
• Terms: create in settings, filter licenses by terms, edit/delete a term
• Table that describes how amendments affect agreements and the terms (Felix)
• export Export licenses (CSV export)
• add Add an amendment
  • Add a core document
  • Add terms
• Edit an amendment
• Delete an amendment

eHoldings?

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