A | B | C | D | E | F | G | ||
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1 | Fields | Use | Required? | Repeatable? | Type | Valid values | Notes | |
2 | Name | A name for the agreement assigned by the institution. The name is included in searches for the agreement in the Folio UI | Yes | No | String | Any string up to 255 characters | ||
3 | Description | A description for the agreement assigned by the institution. The description is included in searches for the agreement in the Folio UI | No | No | String | Up to 1Gb text | ||
4 | Status | Current status of the agreement | Yes | No | Picklist | SubscriptionAgreement.agreementStatus reference data values | SubscriptionAgreement.agreementStatus reference data values | |
5 | Reason for closure | For a closed agreement, the reason the agreement has been closed | No | No | Picklist | SubscriptionAgreement.reasonForClosure reference data values | Pick list completely configurable per tennant | |
6 | Renewal Priority | To record whether an agreement should be renewed, reviewed or cancelled | No | No | Picklist | SubscriptionAgreement.renewalPriority reference data values | This field is likely to be reviewed and potentially replaced with a more process driven functionality (as an agreement may move through different statuses over time and the review could be repeated each year etc.) Pick list completely configurable per tennant | |
7 | Is perpetual? | To record whether the agreement is a perpetual agreement or not | No | No | Picklist | SubscriptionAgreement.isPerpetual reference data values | Pick list not configurable | |
8 | Alternative names | To record one or more alternative names for the agreement. These alternative names are included in searches for the agreement in the Folio UI | No | Yes | String | Any string up to 255 characters | ||
9 | Agreement Period | To record one or more time periods in which the agreement was valid | Yes | Yes | Agreement Period | See definition of an agreement period | ||
10 | Internal contacts | To record contacts within the library who have some responsibility or role in relation to the Agreement | No | Yes | Internal Contact | See definition of an internal contact | ||
11 | Agreement line | To record the resources (either packages or individual resources) that are part of the agreement | No | Yes | Agreement line | |||
12 | General notes about the agreement's license | To record any general information about the license for the Agreement | No | No | String | Any string up to 255 characters | ||
13 | License | To link to a License (as described in the Folio License App) that controls/governs (or has/will control) the agreement | No | Yes | License link | See definition of a license link | ||
14 | External license | To record a document describing a license that is stored outside Folio that governs the agreement | No | Yes | Document | See definition of a Document | ||
15 | Organization | To record organizations who have some responsibility or role in relation to the Agreement | No | Yes | Organization link | See definition of an Organisation link | ||
16 | Supplementary documents | To record documents which contain information about the agreement | No | Yes | Document | See definition of a Document | ||
17 | Supplementary properties | To specify the values for any supplementary properties related to the agreement. | No | Yes | Supplementary property value | See definition of a Supplementary property value. Note that these fields are only displayed if you have defined one or more supplementary properties in the Agreement settings for your tenant | ||
18 | Usage data provider | To link to a usage data provider (as described in the Folio eUsage App) that records the usage data for resources in the agreement | No | Yes | Usage data provider link | See definition of a usage data provider link | ||
19 | Related agreements | To link to other agreements (as described in the Folio Agreements App) that are related to the agreement | No | Yes | Agreement link | See definition of an agreement link | ||
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