App-Specific Documentation
Agreements
- create an Agreement
- attaching a license
- Add alternative names to an Agreement
- linking a contact
- linking an organization
- adding a supplementary document to an Agreement record
- adding supplementary properties to an Agreement record
- adding a related Agreement to an Agreement record
- adding an Agreement period to an Agreement record
- handling Agreement periods
- adding Notes (Helper App) (assign/unassign)created afterwards not in Agreement edit mode
- delete an Agreement
- add an Agreement line to an Agreement record
- eholdings
- internal KB
- KB unlinked Agreement Line
- edit an Agreement record
- adding 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 Agreement
- 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 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 and attach a title in a package
- Delete an Agreement Line
- Cancel an Agreement
- Close an Agreement
- Edit an Agreement
- Search and filter for an Agreement
- 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 closure
- Associate 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 a License
- add an internal contact
- add an organization
- add license terms
- add a core document
- add a supplementary document to a License record
- add an Agreement //can you link an agreement from licenses?
- delete a License
- edit a License
- 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 licenses (CSV export)
- add an amendment
eHoldings?
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eUsage
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ERM comparisions
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Local KB admin
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