ERM documentation needs

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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