- Terms. Terms of use relevant to the license.
- Value. The definition of, or answer to, the term. For example, the Value of the term “Concurrent Users” might be “5,” as in the license permits 5 concurrent users.
- Visibility. To indicate whether the term should display internally (just within FOLIO), or externally to the public through, for example, your catalog.
- Internal note. A note about the term that displays internally to FOLIO users.
- Public note. A note about the term that displays externally to the public.
Add a term to a license
1 | Open |
Licenses app and select the license |
2 |
Expected Result
Term as created in C3470 displays with no value set
3
Edit License and navigate to “Terms” section |
See text term as created in C3470 in the “Primary terms” section
4
Enter text into “Value” field of term
5
3 | Complete the Value field. This could be text, an integer, or selecting from a dropdown menu.
|
4 |
Click “Save and Close”
License is saved successfully. |
Edit a license term
1 |
Choose app "Licenses" Records of |
licenses are shown | |
2 | choose any license features of license are shown |
3 | click button "edit" (under Actions dropdown menu) list of changeable features is shown |
4 | scroll to terms and change desired feature and click "save and close" change is shown in the list of terms |
- See screenshots above for steps 1-3.
Delete a license term
1 | select app " |
Licenses" list of records and "search and filter"-option opens | |
2 | choose one of the records shown in list features of record are shown in right column |
3 | click on blue button "edit" (under Actions dropdown menu) changeable fields are shown |
4 | scroll to "terms" and select one term and choose "not set" and click "save & close"
Expected Result input of term is deleted in list |
- See screenshots from "Add a term to a license" for steps 1-3.
Remove an optional term value from an license
- Unlike primary terms, optional terms can be deleted in their entirety. A primary term's value can be blank, but with an optional term, the term itself can be removed from the license record.
1 | Open License app and select a license |
2 | Click Edit button and navigate to “Terms” section |
3 | Find an optional (not primary) term with a set value and click the trash icon on the card |
4 | Click “Save and Close” License is saved successfully. |
- See screenshots from "Add a term to a license" for steps 1-2.
Filter licenses by terms
1 | Open Licenses app |
2 | In search & filter panel navigate to “Terms” accordion and open |
it
See “Edit Terms filters” button | |
3 | Click “Edit term filters” button
See Terms filter builder |
4 | Choose term from Term dropdown |
menu | |
5 | Set Comparator and Value
|
6 | Click “Apply"
See licenses containing the term filter builder you set |