Create a custom package
Preconditions
- Minimum permissions assigned: eHoldings: Can create and delete custom packages and titles; eHoldings: Can edit providers, packages, titles detail records; eHoldings: Can select/unselect packages and titles to/from your holdings
Steps
- Go to the eHoldings app
- Under the Search and Filter pane, select Packages toggle
- Click New button on the Package screen (also known as the second pane)
- In the upper right-hand corner
- Fill in at least the required fields (marked with asterisk)
- Click "Save"
Expected Result
Custom package created
Add a title to a custom package
Preconditions
- Minimum permissions assigned: eHoldings: Can edit providers, packages, titles detail records
Steps
- Go to the eHoldings app
- Search a title
- Access the title detail record by clicking on the title
- Click button "add to custom package"
- Choose a package and add a custom URL
- Click button "Submit"
Expected Result
Chosen title is associated with a custom package
Create a custom title
Please note it may take up to 2 hours for the custom title to display in the eHoldings app.
Preconditions
- Minimum permissions assigned: eHoldings: Can edit providers, packages, titles detail records and eHoldings: Can create and delete custom packages and titles
Steps
- Go to the eHoldings app
- Select the Titles tab in "search & filter"
- Click button "new"
- Fill out at least the required fields (identified with an asterisk)
- Save
Expected Result
Custom title is created.