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Create a new agreement attached to a package

(Via the eHoldings app / create the agreement from within the package) 

Preconditions

  • Minimum permissions: eHoldings: Can edit providers, packages, titles detail records; Agreements: Search & view agreements

Steps

  1. Go to the eHoldings app
  2. Click on the packages toggle in the Search & filter pane: search for and select a package by clicking on it 
    1. screenshot 1
  3. Scroll to the Agreements accordion in the package record and click New button
    1. screenshot 2
    2. A new window – "New agreement" – will open
  4. Fill in at least the required fields (marked with asterisk)
    1. screenshot 3
    2. Name, status, and start date are required
  5. Click "save & close": blue button in the bottom right-hand corner

Expected Result

Newly created agreement is attached to package - You will need to return to eHoldings to verify.



Attach a package to an existing Agreement


Preconditions
  • Minimum permissions: eHoldings: Can edit providers, packages, titles detail records; Agreements: Search & view agreements

Steps

  1. Go to the eHoldings app
  2. Click on the Packages toggle in the Search & filter panel
  3. Search for a package, and select it by clicking on it
    1. screenshot 1: steps 1-3
  4. Go to "Agreements" accordion
  5. Click "add" button
    1. screenshot 2: steps 4-5
  6. Search for and select an agreement
    1. screenshot 3
  7. The agreement will be attached to the package
    1. screenshot 4


To view an Agreement from an eHoldings package record

Steps

  1. Go to the eHoldings app
  2. Click on the Packages toggle in the Search & filter panel
  3. Search for a package, and select it by clicking on it
    1. screenshot 1: steps 1-3
  4. Go to "Agreements" accordion
    1. screenshot 2
  5. If an agreement is attached to the package, you can click on it to view the agreement. 
    1. screenshot 4



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Create an agreement and attach a title in a package

Preconditions

  • Minimum permissions: eHoldings: Can edit providers, packages, titles detail records; Agreements: Search & view agreements; Find Agreement Plugin: Search agreements

Steps

  1. Go to the eHoldings app
  2. Click on the Titles toggle in the Search & filter panel
  3. Search for a title, and select it by clicking on it
    1. screenshot 1: steps 1-3
  4. Under the Packages accordion, select a package by clicking on it
    1. screenshot 2
  5. Under the Agreements accordion, click Add
  6. Search for and select an Agreement
    1. see steps 5 & 6 under "Attach a package to an existing Agreement"
  7. The agreement will be attached to the title record within the package

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Remove an Agreement

Steps

  1. Go to the eHoldings app
  2. Click on the Titles toggle in the Search & filter panel
  3. Search for a title, and select it by clicking on it
    1. See screenshot 1 under "Create an agreement and attach a title in a package": steps 1-3
  4. Under the Packages accordion, select a package by clicking on it
    1. See screenshot 2 under "Create an agreement and attach a title in a package"
  5. Under the Agreements accordion, click the trash can icon that appears on the same row as the Agreement name
    1. screenshot 1
  6. In the "Unassign an agreement from this record" popup, click Unassign
    1. screenshot 2

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