Adding Terms Tool resource links

If you want to use the Terms Tool An add-on to the BLUEcloud eRM Licensing module, the Terms Tool allows key stakeholders, such as interlibrary loan staff, to view the license terms without needing direct access to BLUEcloud eRM Licensing. Typically, in order to use the Terms Tool, you must configure the URL link to the Terms Tool page in your library's resource discovery system or link resolver menu. The URL link to the Terms Tool page includes a parameter for the ISBN or ISSN of a resource. The Terms Tool uses the ISBN or ISSN to query the library's link resolver and subsequently retrieve a list of available packages that contain the electronic resource. In turn, the Terms Tool matches the list of packages to the license records in BLUEcloud eRM Licensing before displaying the corresponding license terms for each available package., you must add Terms Tool resource links to your license records. Typically, each Terms Tool link refers to a package that is governed by the license. The name of each Terms Tool link corresponds to the name of a package that is part of the library's collection—that is to say, the collection that is managed using the library's OpenURL link resolver software. The Terms Tool page uses the link resolver to match the ISBN or ISSN to the name of a package. The value you enter must therefore match exactly the name of the package in the link resolver.

To add Terms Tool resource links to a license

1. From a license's Details page, select the Terms Tool tab.

2. Click Add New Terms Tool Resource Link.

3. Under For Document, select the license document that corresponds to this package.

   Note: For more information about license documents, see Documents tab.

4. Under Terms Tool Resource, type the name of the package. The value you enter must match exactly the name of the package in the link resolver.

   Note: If using the Ex Libris SFX link resolver, the value you enter must match the public target name.

5. Click Submit to finish.