FOLIO License example

• This is how the license appears when it it not open for editing.
• List of all fields, with more detail below:
  • Name - do we want the product name here, or the provider name if the license covers multiple products
  • Type (local, consortial, alliance, national)
  • Status (active, expired, not yet active, rejected, in negotiation)
  • Start date
  • End date
  • Open ended (Y/N)
  • Internal contacts – internal contacts are existing FOLIO users.  Internal contacts have to be entered in the system as users before being added to a license.
  • Organizations – organization records are created separately and then attached.  The organization has to be created before being linked to a license; you can’t create one on the fly, unless you exit out of the license creation page.  The organization is assigned a role (licensor, licensee, consortium, consortium administrator) while being attached to the license.
  • Core documents – use to link to scanned license, amendment, title list, etc.  Which ones of these need to go into the “supplementary documents” field?  See below
  • Terms – the usual license terms, with fields to indicate visibility to the public, internal notes, and public notes
  • Amendments – this field does not appear when you open up the license for editing.  Adding an amendment happens on the screen before opening the license for editing.
  • Supplementary documents – see “core documents” above.
  • “Agreement linked to this license” appears in the license, but we need to create the agreement, then link the license from the agreement.  We can’t link the agreement from the license, I think.
  • Notes – notes are created separately then attached.  A new note can be created while filling out the license.  Do we need to create some standard notes?  Will the notes loaded into EBSCO ever show up in FOLIO?

The FOLIO license header contains these fields:

• Name - enter the license name here. 
• Type (local, consortial, alliance, national)
• Status (active, expired, not yet active, rejected, in negotiation)
• Start date - effective date of the license (any other definition to consider?)
• End date
• Open ended (Y/N)
• Description - we have not determined what we want to use this field for

NOTE: this is not labeled as the "license header" in FOLIO, but I labeled it as such just to keep things more simple. - liisa

FOLIO Internal Contacts

• Internal contacts – internal contacts are existing FOLIO users.  Internal contacts have to be entered in the system as users before being added to a license.