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1. Create or locate Organization - whoever is providing the content
   1. Click Organizations to open the Organizations app; check to see if the vendor you're interested in exists in there.
   2. If they don't, create them now.
      1. If we pay money to them, select the 'Vendor' checkbox
      2. But for now we're also creating a separate entry for the same vendor if they are also the content provider. 
   3. question: how do we delete a duplicate vendor? How do we choose which is the one to keep? Also, what about name changes in organizations? We currently have two entries for ASABE: "American Society of Agricultural and Biological Engineers" and "ASABE (American Society of Agricultural and Biological Engineers)". And it used to be ASAE - but we don't have that in FOLIO Orgs. May not need it at the moment, but there will be a need for name changes.
2. Create Agreement - all the other data parts hang from the agreement. "Agreement" is the overarching resource from which everything else hangs. Agreements are part of the terms of the license that govern more day-to-day info, but we need to confirm with the bigger FOLIO groups to define this accurately.
   1. Agreement steps
      1. figure out how many agreements you need for the provider (ex subscription vs perpetual access) to help craft the one you are 
      2. agreements will describe more than one resource
      3. we will have a line for each resource covered by an agreement (?? doublecheck this statement)
      4. open up a blank agreement and fill in fields:
         1. Name: provider name
         2. Description
         3. Status
         4. Reason for closure
         5. renewal priority
         6. one more field
         7. Agreement periods
         8. Agreement line - add an agreement line for each product purchased
         9. Internal contact: often this is blank; use this for LTS person who is the official maintainer; selector contact
         10. Agreement line
         11. License information
         12. external licenses - like a NERL license, signed by a different institution
         13. organizations
         14. supplementary information
         15. usage data
         16. related agreements
   2. NB: In Agreement Periods, you can put in fake dates, like "2020-11-31". That should be fixed.
   3. Content, licenses, contacts will be attached to the agreement
   4. plenty of spaces for notes in the Agreements part
   5. Under "Organizations", click "Add organization to agreement" and find the org you'd created. 
3. Create License
   1. Connect Organization to license
   2. Core documents - we can attach a license here, and see how it works
   3. Define the terms of the license - 
      1. "Definition of authorised user" - these should have a picklist? so we are using terms correctly, and limiting spelling errors?
      2. "Number of concurrent users allowed" - this requires an integer, so what do we choose here, to represent "unlimited"?
      3. "Walk-in access permitted?" and next question seem a repeat of "Definition of authorised users"

Editing Organizations

You can save or view passwords by going to the entry for the Organization, then to Interface. Multiple "Interfaces" appear; they could include a place where you get usage reports, or where an individual access the database, or where you access admin features. 

E-HOLDINGS

Once an agreement has been created, it can be added to a resource through e-holdings.  

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