ERM documentation needs

Owned by Martina Schildt
Last updated: 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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