- Access status types: how to create, edit, delete, assign, unassign, and filter by access status types
- Adding and removing packages and titles from holdings
- Coverage: adding and editing custom coverage in packages and titles; adding and editing a coverage statement
- Custom labels
- Custom packages and titles
- Hiding titles in a package
- Proxy settings
- Searching, filtering, and viewing records: by providers, packages, and titles
- Tags: adding, removing, and filtering by tags for packages, providers, and titles
- Tokens: adding and editing tokens to packages