Set supplementary information for a licence

eResource Managers can optionally add supplementary documents to a License record, as well as remove them or edit their details.

• No other non-admin roles can manage supplementary License information

Workflow / UI Notes

• Set from within License (edit pane) > Supplementary Information panel when editing the License record.
• Display within License (preview pane) > Supplementary Information panel.
• Sort by
  • document category (alphabetic)
  • document name (alphabetic)

Data stored for supplementary documents associated with License records:

• Name (string) (required)
• document location (at least one of the following is required)
  • Physical Location (string)
  • URL (url)
• Note (paragraph) (optional)
• Document Category (tenant-defined list, no default) (optional required). For test purposes, pre-populate options with:
  • Consortium authorisation statement
  • Product data sheet
  • Vendor terms and conditions

Notes, constraints and business rules

• A License can have 0, 1 or multiple supplementary information documents associated with it.
• Each supplementary document may have 0 or 1 document category
• Document Category options are for supplementary information only

Out of Scope

• File upload
• UI for configuring document categories

Assumed FOLIO UI conventions are followed for fields and validation, including visual indicators for presenting external URLs and display of empty fields (such as notes)