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ERM documentation needs

ERM documentation needs

Mar 09, 2021

App-Specific Documentation

Agreements

  • Create an Agreement

    • Add alternative names to an Agreement

    • 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

    • Add supplementary properties to an Agreement record

    • Add a related Agreement to an Agreement record

    • Add Usage Data Provider to an agreement

  • Add an Agreement line to an Agreement record

    • eholdings

    • internal KB

    • unlinked Agreement Line

  • Add Notes (Helper App) (assign/unassign) (created afterwards - not in Agreement edit mode)

  • Edit an Agreement

  • Delete an Agreement

  • Duplicate an Agreement

  • Add Tags to Agreement records (maybe link to Tags documentation, because used FOLIO wide, if there is a separate documentation)

  • Export an Agreement

  • Export all the e-resources only (internal KB)

  • Export an Agreement record with eHoldings resource

  • 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 and attach a title in a package

  • Delete an Agreement Line

  • Duplicate an Agreement

  • Cancel an Agreement

  • 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"

  • Set an Agreement to Status = Close and set Reason for closure

  • Localisation of URLs

 

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

    • to add later to documentation: 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

  • Export licenses (CSV export)

  • Add an amendment

    • Add a core document

    • Add terms

  • Edit an amendment

  • Delete an amendment

eHoldings?

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eUsage

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ERM comparisons

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Local KB admin

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