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Terminology

  
Organization

An app within FOLIO. Contains information about any group of individuals with which we would operate, whether it's a company that sells products to us, provides a services to us, acts as a subscription agent, hosts content, etc., etc.

In Full FOLIO, Organization entries will be used for billing services, as well.

Agreement 
LicenseThe license defines what we can access, and how. The license indicates

 

Creating a new Agreement and/or License

 

  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. Create Agreement - all the other data parts hang from the agreement. "Agreement" is the overarching resource from which everything else hangs. 
    1. NB: In Agreement Periods, you can put in fake dates, like "2020-11-31". That should be fixed.
    2. as
    3. 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"
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