- Access status types: how to create, edit, delete, assign, unassign, and filter by access status types
- Adding and removing packages and titles from holdings
- Coverage: adding and editing custom coverage in packages and titles; adding and editing a coverage statement
- Custom embargo: add/edit a custom embargo to a title in a package
- Custom labels
- Custom packages and titles
- Hiding titles in a package
- Linking a package or title in eHoldings to an agreement record
- Notes helper app: how we use and title notes in eHoldings
- Proxy settings
- Searching, filtering, and viewing records: by providers, packages, and titles
- Tags: adding, removing, and filtering by tags for packages, providers, and titles
- Tokens: adding and editing tokens to packages
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