Licenses

The Licenses app allows you to create and manage your library’s licenses. The licenses you create here can link to agreements in the Agreements app.

Definition of terms related to the Licenses app:

  • Agreement. An agreement outlines the content your library can access.
  • License. A license explains what you can do with that content. The license is the contract or Terms of Use.
  • Organization. Any institution with which your library interacts (this may or may not be an institution from which you purchase materials). The organizations associated with licenses are generally the licensors or a consortium.

Permissions

The permissions listed below allow you to interact with the Licenses app and determine what you can or cannot do within the app. You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, they are unable to see the Licenses app or any related information.

The following are the Licenses permissions:

  • Licenses: Search & view licenses. This permission allows the user to search and view existing licenses and amendments. This includes the permission to see and access the License app in the FOLIO interface.
  • Licenses: Edit licenses. This permission grants all permissions included in “Licenses: Search & view licenses” plus it allows the user the ability to edit licenses and amendments, including the ability to add and edit documents and view, add and edit tags on a license.
  • Licenses: Delete licenses. This permission grants all permissions included in “Licenses: Search & view licenses” plus it allows the user the ability to delete licenses and amendments.
  • Settings (Licenses): Manage pick lists and values. This permission allows the user to access the License settings and the ability to manage pick lists and pick list values.
  • Settings (Licenses): Manage license terms. This permission allows the user to access the License settings and the ability to manage the available terms.

If you want to link or view organizations and/or internal contacts in a license record, you also need to have the following Organizations and Users permissions:

  • Organizations: View. This permission allows the user to search and view organization records and settings. The user can also access Contacts and Interfaces but cannot access Interface usernames and passwords.
  • Organizations: Interface usernames and passwords: view. This permission allows the user to view the usernames and passwords that appear in the Interface section.
  • Users: Can view user profile.

Creating a license

  1. In the Licenses pane, click New.
  2. In the New license window, enter a Name for the license record.
  3. Select a license Type from the drop-down list. For example, local or consortial. License Types are configured in the Settings app. For more information, see Settings > Licenses > Pick list values.
  4. Select a Status from the drop-down list. License Statuses are configured in the Settings app. For more information, see Settings > Licenses > Pick list values.
  5. (Optional) To indicate when the license begins, enter a Start date.
  6. (Optional) To indicate when the license terminates, enter an End date. If the license doesn’t have an End date, select the Open ended checkbox.
  7. (Optional) Enter a Description of the license in the box.
  8. (Optional) Add an Alternative name for the license record. See Alternative names, below, for more information.
  9. (Optional) Fill in the fields in the Internal contacts, Organizations, Core documents, Terms, and Supplementary documents sections. For more information on the fields and actions available in these sections, see the section descriptions below.
  10. Once you have included all of the information you want about the license, click Save & close. A confirmation message appears, and the license is saved and appears in the License pane.

Alternative names

Alternative names are other names you may want the license record to be associated with, such as abbreviations or prior names. Any value entered as an alternative name is searchable in the Licenses app.

Adding an alternative name

Note: Adding an alternative name is optional, but if you click Add alternative name, you must enter an alternative name or delete the alternative name in order to save the license record.

  1. Click Add alternative name.
  2. Enter the license record’s Alternative name in the box.
  3. Repeat as needed. The alternative name saves once you save the license.

Deleting an alternative name

  1. Find the Alternative name you want to delete.
  2. Click the trash can icon. The Alternative name is deleted and is removed from the record once you save the license.

Internal contacts

Internal contacts are generally library staff members you want to associate with the license record. For example, your internal contact may be the ERM librarian responsible for renewals, the authorized signatory for new licenses, or the subject matter expert responsible for reviewing content ahead of renewals.

Internal contacts must have a user record created in the Users app in order to be assigned as a contact. Multiple contacts can be assigned to one license record.

Adding an internal contact

  1. Click Add internal contact.
  2. Click Link user.
  3. In the Select User dialog, in the User search box, enter part or all of the internal contact’s name and click Search.
  4. (Optional) Filter results by Status or by Patron group.
  5. In the User Search Results pane, click the user to select them. The user is added to the license record as an internal contact.
  6. Select a Role to assign to the internal contact from the drop-down list. Roles are configured in the Settings app. For more information, see Settings > Licenses > Pick list setup.
  7. Repeat steps 1-6 as needed. The internal contact saves once you save the license.

Removing an internal contact

  1. Identify the internal contact you want to remove.
  2. Click the trash can icon. The internal contact is removed from the record once you save the license.

Replacing an internal contact

  1. Identify the internal contact you want to replace.
  2. Click Replace user.
  3. Repeat steps 3-6 under Adding an internal contact.

Organizations

Organizations are any institution with which your library interacts. You can add an organization to a license record to create a relationship between the organization and license. For example, you may want to add the licensor as an organization.

Organizations must have an organization record created in the Organizations app in order to be assigned as an organization. Multiple organizations can be assigned to one license record.

Adding an organization

  1. Click Add organization.
  2. Click Link organization.
  3. In the Select Organization dialog, in the Search & filter box, enter part or all of the organization’s name, and click Search. Alternatively, you can select the All drop-down list and search for an organization based on the fields listed. For more information, see Searching for an organization.
  4. (Optional) Filter results by Organizations status, Tags, Is vendor, Country, Languages, or Payment method.
  5. In the Organizations pane, click the organization to select it. The Select Organization dialog closes and the organization is added to the license record.
  6. Select a Role for the organization from the drop-down list. Roles are configured in the Settings app under Licenses > License term pick list setup.
  7. (Optional) Enter a Note in the box.
  8. Repeat steps 1-7 as needed. The organization saves once you save the license.

Removing an organization

  1. Find the organization you want to remove.
  2. Click the trash can icon. The Organization is removed from the record once you save the license.

Replacing an organization

  1. Find the organization you want to replace.
  2. Click Replace organization.
  3. Repeat steps 3-7 under Adding an organization.

Core documents

A core document is any central document relevant to the license record, for example, the license agreement or terms of use. You can use this section to identify the physical and/or electronic location of core documents. It can also be used as a space to upload documents for easier access when assessing license information in FOLIO.

Adding a core document

  1. Click Add core document.
  2. Enter a Name in the box.
  3. (Optional) Enter a Note about the core document.
  4. You must complete at least one of the following:
    • Upload a file into the license record by dragging and dropping the file in the Drag & drop to upload box, or click or choose file.
    • Enter the Physical location of the document in the box.
    • Enter the URL of the document in the box.
  5. Repeat steps 1-4 as needed. The core document saves once you save the license.

Removing a core document

  1. Find the Core document you want to remove.
  2. Click the trash can icon. The Core document is removed from the record once you save the license.

Terms

Terms are the terms of use that define what you can or cannot do with the licensed content. In FOLIO, you can define the Terms that appear in license records through configurations in the Settings app. The Settings app is where you establish the term label, the type of term, default visibility of the term, and term status (primary or optional). For more information, see Settings > Licenses > Terms

Primary terms appear on every license record by default. Optional terms can be added on a license-by-license basis.

Filling out a primary term

If a term is defined as primary in the Settings app, then it always appears as an option in a license record. You can leave the Value of a primary term blank or select Not set, but primary terms cannot be removed from the license record.

  1. Complete the Value field either by inputting text, using the up and down arrows to set an integer, or selecting an option from the drop-down list. The value is the definition of, or answer to, the term.
  2. (Optional) Enter an Internal note in the box. Any text you enter here displays internally to FOLIO users.
  3. Select the term’s Visibility from the drop-down list. Visibility indicates whether the term should display internally (only within FOLIO), or externally to the public through, for example, your catalog.
  4. (Optional) Enter a Public note in the box. Any text you enter here displays externally to the public.
  5. Repeat steps 1-4 for as many primary terms as desired. The terms save once you save the license.

Adding an optional term

A term is optional if it is not defined as primary in the Settings app. Optional terms do not automatically display in a license record.

  1. Click Add term.
  2. Select the term Name from the drop-down list.
  3. Follow steps 1-4 under Filling out a primary term.
  4. Add as many optional terms as desired. The terms save once you save the license.

Removing an optional term

  1. Identify the Optional term you want to remove.
  2. Click the trash can icon. The Optional term is removed from the record once you save the license.

Supplementary documents

A supplementary document is any additional document relevant to the license record.

Adding a supplementary document

  1. Click Add supplementary document.
  2. Enter a Name in the box.
  3. Select a Category from the drop-down list. Categories for Supplementary documents can be configured in the Settings app under Licenses > License term pick list setup.
  4. (Optional) Enter a Note about the supplementary document.
  5. You must complete at least one of the following:
    • Upload a file into the license record by dragging and dropping the file in the Drag & drop to upload box, or click or choose file.
    • Enter the Physical location of the document in the box.
    • Enter the URL of the document in the box.
  6. Repeat steps 1-5 as needed. The supplementary document saves once you save the license.

Removing a supplementary document

  1. Identify the supplementary document you want to remove.
  2. Click the trash can icon. The supplementary document is removed from the record once you save the license.

Searching for licenses

You can search for licenses in the Search & filter pane. To search for licenses, enter your search terms in the search box and click Search.

You can also search for licenses by selecting any of the filters in the Search & filter pane: Status, Type, Organizations, Organization role, Tags, and Terms. For more information on the filters, see the filter descriptions below.

Status

To filter licenses by their status, in the Search & filter pane, click Status, and select one of the listed options. Possible statuses may include:

  • Active. Licenses currently in use by your library.
  • Expired. Licenses no longer in use by your library.

Status values are configured in Settings > Licenses > Pick list values.

Type

To filter licenses by their type, in the Search & filter pane, click Type, and select one of the listed options. Possible types may include:

  • Local. Licenses specific to your library.
  • Consortial. Licenses entered into through a library consortium.

Type values are configured in Settings > Licenses > Pick list values.

Organizations

To filter licenses associated with a specific organization, follow these steps:

  1. In the Search & filter pane, click Organizations.

  2. Click Select an organization.

  3. In the drop-down list, search for the organization.

  4. Select the organization you want to filter by. The search results appear in the Licenses pane.

Organization role

To filter licenses by their associated organizations’ roles, follow these steps:

  1. In the Search & filter pane, click Organization role.
  2. Click Select a role.
  3. In the drop-down list, search for the role.
  4. Select the role you want to filter by. The search results appear in the Licenses pane.

Organization role values are configured in Settings > Licenses > Pick list values.

Tags

To search for licenses assigned specific tags, follow these steps:

  1. In the Search & filter pane, click Tags.
  2. Select the tag(s) from the drop-down list. The search results appear in the Licenses pane.

Terms

To filter licenses by their terms, follow these steps:

  1. In the Search & filter pane, click Terms.
  2. Click Edit term filters.
  3. In the Term filter builder dialog, select a Term from the drop-down list.
  4. Select a Comparator from the drop-down list. The comparator options depend on the term selected.
  5. If the Value box is available, select or enter a value. Whether the value box is available depends on which comparator is selected.
  6. (Optional) To continue to build the term filter, click Add rule.
  7. (Optional) To search for licenses using multiple term filters, click Add term filter. Note: To delete a rule or term filter in the Term filter builder, click on the trash can icon next to the rule or term filter.
  8. Click Apply. The search results appear in the Licenses pane.

Term values are configured in Settings > Licenses > Pick list values.

Viewing a license

Once you search for a license, the following information appears in the License pane:

  • Name. The name of the license.
  • Type. The type of license.
  • Status. The status of the license.

In the search results, click on a license to view it. The license details pane displays with additional information about the license.

Editing a license

  1. Find the license you want to edit and select it.
  2. In the license details pane, click Actions > Edit.
  3. Make your desired changes to the license.
  4. Click Save & close. A confirmation message appears and the license is updated.

Deleting a license

  1. Find the license you want to delete and select it.
  2. In the license details pane, click Actions > Delete.
  3. In the Delete license dialog, click Delete. A confirmation message appears and the license is deleted.

Adding a tag to a license

  1. Find the license you want to tag and select it.
  2. In the license details pane, click the tag icon.
  3. In the Tags pane, either select a tag from the box or enter a tag.
  4. Click the X on the Tags pane to close the pane and save the tag. The tag number updates to the number of tags applied to the license.

Duplicating a license

  1. Find the license you want to duplicate and select it.
  2. In the License details pane, click Actions > Duplicate.
  3. In the Duplicate license dialog, select which sections of the license to duplicate. See Creating a license for the fields that appear in each of the sections.
  4. Click Save & close.
  5. In the Copy of: [duplicated license’s name] window, make your desired changes.
  6. Click Save & close. A confirmation message appears and the duplicated license appears in the License pane.

Exporting a license

  1. Find the license(s) you want to export and select the checkbox next to the license name in the Licenses pane.
  2. Click Actions > Export selected as CSV.
  3. In the Export licenses as CSV dialog, select which sections of the license(s) to export. See Creating a license for the fields that appear in each of the sections.
  4. Click Save & close. Depending on your browser and its configurations, the file automatically downloads or you are prompted to save it.

Creating an amendment

  1. Find the license to which you want to add an amendment and select it.
  2. In the License details pane, click Amendments > Add amendment.
  3. Fill out the amendment. The fields that appear are also found in a license record. See Creating a license for more information.
  4. Click Save & close. A confirmation message appears and the amendment is saved.

Editing an amendment

  1. Find the license that contains the amendment you want to edit and select it.
  2. In the License details pane, click Amendments.
  3. In the Amendments table, click the amendment you want to edit.
  4. In the Amendment details pane, click Actions > Edit.
  5. Make your desired changes to the amendment.
  6. Click Save & close. A confirmation message appears and the amendment is saved.

Deleting an amendment

  1. Find the license that contains the amendment you want to delete and select it.
  2. In the License details pane, click Amendments.
  3. In the Amendments table, click the amendment you want to delete.
  4. In the Amendment details pane, click Actions > Delete.
  5. In the Delete amendment dialog, click Delete. A confirmation message appears and the amendment is deleted.

Adding and removing notes from a license

You can add and assign notes to license records. Assigning a note means you are reusing a previously created note.

Adding a new note to a license

  1. Find the license to which you want to add a note and select it.
  2. In the License details pane, click Notes > New.
  3. In the New note window, select the Note type from the drop-down list. Note types are created in the Settings app. For more information, see Settings > Notes.
  4. Enter a Note title in the box.
  5. (Optional) Enter any Details about the note in the box.
  6. Click Save & close. The note is saved and appears in the Notes section in the license details pane.

Assigning an existing note to a license

  1. Find the license to which you want to add a note and select it.
  2. In the License details pane, click Notes > Assign / Unassign.
  3. In the Assign / Unassign note dialog, search for a note using the search bar in the Search & filter pane, or select a Note type from the drop-down list. You can also filter by Note assignment status.
  4. Select the checkbox next to the note you want to assign to the license and click Save. The note is saved and appears in the Notes section in the license details pane.

Editing notes in a license

  1. Find the license with the note you want to edit and select it.
  2. In the License details pane, click Notes.
  3. Find the note you want to edit, and click Edit at the bottom of the Title and details section of the note.
  4. In the Edit: note window, make your desired changes to the note.
  5. Click Save & close. The note is saved.

Removing notes from a license

  1. Find the license with the note you want to remove and select it.
  2. In the License details pane, click Notes.
  3. Click on the note you want to remove.
  4. In the Note window, click Actions > Delete.
  5. In the Delete note dialog, click Delete. The note is deleted and removed from any records to which it was attached.The Licenses app allows you to create and manage your library’s licenses. The licenses you create here can link to agreements in the Agreements app.

Definition of terms related to the Licenses app:

  • Agreement. An agreement outlines the content your library can access.
  • License. A license explains what you can do with that content. The license is the contract or Terms of Use.
  • Organization. Any institution with which your library interacts (this may or may not be an institution from which you purchase materials). The organizations associated with licenses are generally the licensors or a consortium.

Permissions

The permissions listed below allow you to interact with the Licenses app and determine what you can or cannot do within the app. You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, they are unable to see the Licenses app or any related information.

The following are the Licenses permissions:

  • Licenses: Search & view licenses. This permission allows the user to search and view existing licenses and amendments. This includes the permission to see and access the License app in the FOLIO interface.
  • Licenses: Edit licenses. This permission grants all permissions included in “Licenses: Search & view licenses” plus it allows the user the ability to edit licenses and amendments, including the ability to add and edit documents and view, add and edit tags on a license.
  • Licenses: Delete licenses. This permission grants all permissions included in “Licenses: Search & view licenses” plus it allows the user the ability to delete licenses and amendments.
  • Settings (Licenses): Manage pick lists and values. This permission allows the user to access the License settings and the ability to manage pick lists and pick list values.
  • Settings (Licenses): Manage license terms. This permission allows the user to access the License settings and the ability to manage the available terms.

If you want to link or view organizations and/or internal contacts in a license record, you also need to have the following Organizations and Users permissions:

  • Organizations: View. This permission allows the user to search and view organization records and settings. The user can also access Contacts and Interfaces but cannot access Interface usernames and passwords.
  • Organizations: Interface usernames and passwords: view. This permission allows the user to view the usernames and passwords that appear in the Interface section.
  • Users: Can view user profile.

Creating a license

  1. In the Licenses pane, click New.
  2. In the New license window, enter a Name for the license record.
  3. Select a license Type from the drop-down list. For example, local or consortial. License Types are configured in the Settings app. For more information, see Settings > Licenses > Pick list values.
  4. Select a Status from the drop-down list. License Statuses are configured in the Settings app. For more information, see Settings > Licenses > Pick list values.
  5. (Optional) To indicate when the license begins, enter a Start date.
  6. (Optional) To indicate when the license terminates, enter an End date. If the license doesn’t have an End date, select the Open ended checkbox.
  7. (Optional) Enter a Description of the license in the box.
  8. (Optional) Add an Alternative name for the license record. See Alternative names, below, for more information.
  9. (Optional) Fill in the fields in the Internal contacts, Organizations, Core documents, Terms, and Supplementary documents sections. For more information on the fields and actions available in these sections, see the section descriptions below.
  10. Once you have included all of the information you want about the license, click Save & close. A confirmation message appears, and the license is saved and appears in the License pane.

Alternative names

Alternative names are other names you may want the license record to be associated with, such as abbreviations or prior names. Any value entered as an alternative name is searchable in the Licenses app.

Adding an alternative name

Note: Adding an alternative name is optional, but if you click Add alternative name, you must enter an alternative name or delete the alternative name in order to save the license record.

  1. Click Add alternative name.
  2. Enter the license record’s Alternative name in the box.
  3. Repeat as needed. The alternative name saves once you save the license.

Deleting an alternative name

  1. Find the Alternative name you want to delete.
  2. Click the trash can icon. The Alternative name is deleted and is removed from the record once you save the license.

Internal contacts

Internal contacts are generally library staff members you want to associate with the license record. For example, your internal contact may be the ERM librarian responsible for renewals, the authorized signatory for new licenses, or the subject matter expert responsible for reviewing content ahead of renewals.

Internal contacts must have a user record created in the Users app in order to be assigned as a contact. Multiple contacts can be assigned to one license record.

Adding an internal contact

  1. Click Add internal contact.
  2. Click Link user.
  3. In the Select User dialog, in the User search box, enter part or all of the internal contact’s name and click Search.
  4. (Optional) Filter results by Status or by Patron group.
  5. In the User Search Results pane, click the user to select them. The user is added to the license record as an internal contact.
  6. Select a Role to assign to the internal contact from the drop-down list. Roles are configured in the Settings app. For more information, see Settings > Licenses > Pick list setup.
  7. Repeat steps 1-6 as needed. The internal contact saves once you save the license.

Removing an internal contact

  1. Identify the internal contact you want to remove.
  2. Click the trash can icon. The internal contact is removed from the record once you save the license.

Replacing an internal contact

  1. Identify the internal contact you want to replace.
  2. Click Replace user.
  3. Repeat steps 3-6 under Adding an internal contact.

Organizations

Organizations are any institution with which your library interacts. You can add an organization to a license record to create a relationship between the organization and license. For example, you may want to add the licensor as an organization.

Organizations must have an organization record created in the Organizations app in order to be assigned as an organization. Multiple organizations can be assigned to one license record.

Adding an organization

  1. Click Add organization.
  2. Click Link organization.
  3. In the Select Organization dialog, in the Search & filter box, enter part or all of the organization’s name, and click Search. Alternatively, you can select the All drop-down list and search for an organization based on the fields listed. For more information, see Searching for an organization.
  4. (Optional) Filter results by Organizations status, Tags, Is vendor, Country, Languages, or Payment method.
  5. In the Organizations pane, click the organization to select it. The Select Organization dialog closes and the organization is added to the license record.
  6. Select a Role for the organization from the drop-down list. Roles are configured in the Settings app under Licenses > License term pick list setup.
  7. (Optional) Enter a Note in the box.
  8. Repeat steps 1-7 as needed. The organization saves once you save the license.

Removing an organization

  1. Find the organization you want to remove.
  2. Click the trash can icon. The Organization is removed from the record once you save the license.

Replacing an organization

  1. Find the organization you want to replace.
  2. Click Replace organization.
  3. Repeat steps 3-7 under Adding an organization.

Core documents

A core document is any central document relevant to the license record, for example, the license agreement or terms of use. You can use this section to identify the physical and/or electronic location of core documents. It can also be used as a space to upload documents for easier access when assessing license information in FOLIO.

Adding a core document

  1. Click Add core document.
  2. Enter a Name in the box.
  3. (Optional) Enter a Note about the core document.
  4. You must complete at least one of the following:
    • Upload a file into the license record by dragging and dropping the file in the Drag & drop to upload box, or click or choose file.
    • Enter the Physical location of the document in the box.
    • Enter the URL of the document in the box.
  5. Repeat steps 1-4 as needed. The core document saves once you save the license.

Removing a core document

  1. Find the Core document you want to remove.
  2. Click the trash can icon. The Core document is removed from the record once you save the license.

Terms

Terms are the terms of use that define what you can or cannot do with the licensed content. In FOLIO, you can define the Terms that appear in license records through configurations in the Settings app. The Settings app is where you establish the term label, the type of term, default visibility of the term, and term status (primary or optional). For more information, see Settings > Licenses > Terms.

Primary terms appear on every license record by default. Optional terms can be added on a license-by-license basis.

Filling out a primary term

If a term is defined as primary in the Settings app, then it always appears as an option in a license record. You can leave the Value of a primary term blank or select Not set, but primary terms cannot be removed from the license record.

  1. Complete the Value field either by inputting text, using the up and down arrows to set an integer, or selecting an option from the drop-down list. The value is the definition of, or answer to, the term.
  2. (Optional) Enter an Internal note in the box. Any text you enter here displays internally to FOLIO users.
  3. Select the term’s Visibility from the drop-down list. Visibility indicates whether the term should display internally (only within FOLIO), or externally to the public through, for example, your catalog.
  4. (Optional) Enter a Public note in the box. Any text you enter here displays externally to the public.
  5. Repeat steps 1-4 for as many primary terms as desired. The terms save once you save the license.

Adding an optional term

A term is optional if it is not defined as primary in the Settings app. Optional terms do not automatically display in a license record.

  1. Click Add term.
  2. Select the term Name from the drop-down list.
  3. Follow steps 1-4 under Filling out a primary term.
  4. Add as many optional terms as desired. The terms save once you save the license.

Removing an optional term

  1. Identify the Optional term you want to remove.
  2. Click the trash can icon. The Optional term is removed from the record once you save the license.

Supplementary documents

A supplementary document is any additional document relevant to the license record.

Adding a supplementary document

  1. Click Add supplementary document.
  2. Enter a Name in the box.
  3. Select a Category from the drop-down list. Categories for Supplementary documents can be configured in the Settings app under Licenses > License term pick list setup.
  4. (Optional) Enter a Note about the supplementary document.
  5. You must complete at least one of the following:
    • Upload a file into the license record by dragging and dropping the file in the Drag & drop to upload box, or click or choose file.
    • Enter the Physical location of the document in the box.
    • Enter the URL of the document in the box.
  6. Repeat steps 1-5 as needed. The supplementary document saves once you save the license.

Removing a supplementary document

  1. Identify the supplementary document you want to remove.
  2. Click the trash can icon. The supplementary document is removed from the record once you save the license.

Searching for licenses

You can search for licenses in the Search & filter pane. To search for licenses, enter your search terms in the search box and click Search.

You can also search for licenses by selecting any of the filters in the Search & filter pane: Status, Type, Organizations, Organization role, Tags, and Terms. For more information on the filters, see the filter descriptions below.

Status

To filter licenses by their status, in the Search & filter pane, click Status, and select one of the listed options. Possible statuses may include:

  • Active. Licenses currently in use by your library.
  • Expired. Licenses no longer in use by your library.

Status values are configured in Settings > Licenses > Pick list values.

Type

To filter licenses by their type, in the Search & filter pane, click Type, and select one of the listed options. Possible types may include:

  • Local. Licenses specific to your library.
  • Consortial. Licenses entered into through a library consortium.

Type values are configured in Settings > Licenses > Pick list values.

Organizations

To filter licenses associated with a specific organization, follow these steps:

  1. In the Search & filter pane, click Organizations.

  2. Click Select an organization.

  3. In the drop-down list, search for the organization.

  4. Select the organization you want to filter by. The search results appear in the Licenses pane.

Organization role

To filter licenses by their associated organizations’ roles, follow these steps:

  1. In the Search & filter pane, click Organization role.
  2. Click Select a role.
  3. In the drop-down list, search for the role.
  4. Select the role you want to filter by. The search results appear in the Licenses pane.

Organization role values are configured in Settings > Licenses > Pick list values.

Tags

To search for licenses assigned specific tags, follow these steps:

  1. In the Search & filter pane, click Tags.
  2. Select the tag(s) from the drop-down list. The search results appear in the Licenses pane.

Terms

To filter licenses by their terms, follow these steps:

  1. In the Search & filter pane, click Terms.
  2. Click Edit term filters.
  3. In the Term filter builder dialog, select a Term from the drop-down list.
  4. Select a Comparator from the drop-down list. The comparator options depend on the term selected.
  5. If the Value box is available, select or enter a value. Whether the value box is available depends on which comparator is selected.
  6. (Optional) To continue to build the term filter, click Add rule.
  7. (Optional) To search for licenses using multiple term filters, click Add term filter. Note: To delete a rule or term filter in the Term filter builder, click on the trash can icon next to the rule or term filter.
  8. Click Apply. The search results appear in the Licenses pane.

Term values are configured in Settings > Licenses > Pick list values.

Viewing a license

Once you search for a license, the following information appears in the License pane:

  • Name. The name of the license.
  • Type. The type of license.
  • Status. The status of the license.

In the search results, click on a license to view it. The license details pane displays with additional information about the license.

Editing a license

  1. Find the license you want to edit and select it.
  2. In the License details pane, click Actions > Edit.
  3. Make your desired changes to the license.
  4. Click Save & close. A confirmation message appears and the license is updated.

Deleting a license

  1. Find the license you want to delete and select it.
  2. In the License details pane, click Actions > Delete.
  3. In the Delete license dialog, click Delete. A confirmation message appears and the license is deleted.

Adding a tag to a license

  1. Find the license you want to tag and select it.
  2. In the License details pane, click the tag icon.
  3. In the Tags pane, either select a tag from the box or enter a tag.
  4. Click the X on the Tags pane to close the pane and save the tag. The tag number updates to the number of tags applied to the license.

Duplicating a license

  1. Find the license you want to duplicate and select it.
  2. In the License details pane, click Actions > Duplicate.
  3. In the Duplicate license dialog, select which sections of the license to duplicate. See Creating a license for the fields that appear in each of the sections.
  4. Click Save & close.
  5. In the Copy of: [duplicated license’s name] window, make your desired changes.
  6. Click Save & close. A confirmation message appears and the duplicated license appears in the License pane.

Exporting a license

  1. Find the license you want to export and select the checkbox next to the license name in the Licenses pane.
  2. Click Actions > Export selected as CSV.
  3. In the Export licenses as CSV dialog, select which sections of the license(s) to export. See Creating a license for the fields that appear in each of the sections.
  4. Click Save & close. Depending on your browser and its configurations, the file automatically downloads or you are prompted to save it.

Creating an amendment

  1. Find the license to which you want to add an amendment and select it.
  2. In the License details pane, click Amendments > Add amendment.
  3. Fill out the amendment. The fields that appear are also found in a license record. See Creating a license for more information.
  4. Click Save & close. A confirmation message appears and the amendment is saved.

Editing an amendment

  1. Find the license that contains the amendment you want to edit and select it.
  2. In the License details pane, click Amendments.
  3. In the Amendments table, click the amendment you want to edit.
  4. In the Amendment details pane, click Actions > Edit.
  5. Make your desired changes to the amendment.
  6. Click Save & close. A confirmation message appears and the amendment is saved.

Deleting an amendment

  1. Find the license that contains the amendment you want to delete and select it.
  2. In the License details pane, click Amendments.
  3. In the Amendments table, click the amendment you want to delete.
  4. In the Amendment details pane, click Actions > Delete.
  5. In the Delete amendment dialog, click Delete. A confirmation message appears and the amendment is deleted.

Adding and removing notes from a license

You can add and assign notes to license records. Assigning a note means you are reusing a previously created note.

Adding a new note to a license

  1. Find the license to which you want to add a note and select it.
  2. In the License details pane, click Notes > New.
  3. In the New note window, select the Note type from the drop-down list. Note types are created in the Settings app. For more information, see Settings > Notes.
  4. Enter a Note title in the box.
  5. (Optional) Enter any Details about the note in the box.
  6. Click Save & close. The note is saved and appears in the Notes section in the license details pane.

Assigning an existing note to a license

  1. Find the license to which you want to add a note and select it.
  2. In the License details pane, click Notes > Assign / Unassign.
  3. In the Assign / Unassign note dialog, search for a note using the search bar in the Search & filter pane, or select a Note type from the drop-down list. You can also filter by Note assignment status.
  4. Select the checkbox next to the note you want to assign to the license and click Save. The note is saved and appears in the Notes section in the license details pane.

Editing notes in a license

  1. Find the license with the note you want to edit and select it.
  2. In the License details pane, click Notes.
  3. Find the note you want to edit, and click Edit at the bottom of the Title and details section of the note.
  4. In the Edit: note window, make your desired changes to the note.
  5. Click Save & close. The note is saved.

Removing notes from a license

  1. Find the license with the note you want to remove and select it.
  2. In the License details pane, click Notes.
  3. Click on the note you want to remove.
  4. In the Note window, click Actions > Delete.
  5. In the Delete note dialog, click Delete. The note is deleted and removed from any records to which it was attached.
Last modified June 23, 2021: Update Licenses links (535247f)