Licensing workflow_OLE30_31_32
Contents
1. and could be censa Regiest Type c New approve subject to listed Approval university with status updates to role customized locally to fit and AgreementMethod Negotiated License Not allowed Required Not allowed Not allowed Not allowed Not allowed and AgreementMethod SERU Not allowed Allowed Allowed Allowed Allowed Not allowed and AgreementMethod CopyrightLaw Not allowed Allowed N A Allowed Allowed Not allowed and AgreementMethod ClickThru Not allowed N A N A Allowed Allowed Not allowed and AgreementMethod ShrinkWrap Not allowed Not allowed N A Allowed Allowed Not allowed License Request Type Renewal and AgreementMethod Negotiated License Not allowed Not allowed Not allowed Not allowed Not allowed Required and AgreementMethod SERU Allowed Allowed Allowed Allowed Allowed Allowed and AgreementMethod CopyrightLaw Allowed Allowed N A Allowed Allowed Allowed and AgreementMethod ClickThru N A N A N A N A N A N A and AgreementMethod ShrinkWrap N A N A N A N A N A N A License Request Type Addendum and AgreementMethod Negotiated License Allowed Allowed Allowed Allowed Allowed Not allowed and AgreementMethod SERU Allowed Allowed Allowed Allowed Allowed Not allowed and AgreementMethod CopyrightLaw N A N A N A N A N A N A and AgreementMethod ClickThru N A N A N A N A N A N A and AgreementMethod ShrinkWrap N A N A N A N A N A N A Notes would include external university signatures or reviews N A not applicab2. Approval only workflow initiated and when saved not submittted working by any users in OLE_LicensingApproval roles Status when Approval Only workflow is completed by OLE_LicensingApprover via Blanket Approve button Status when Approval only workflow is completed by OLE_LicensingApprover roles via Disapprove button Something fails in workflow License Request returns to Owner Owner can re select workflow and Submit again Action Buttons Available Save Submit Cancel Reload Close Save Submit Cancel Reload Close Save Submit Cancel Reload Close Save Submit Cancel Reload Close Save Submit Cancel Reload Close Save Submit Reload Close Save Submit Reload Close Save Submit Reload Close Save Submit Reload Close Save Submit Reload Close Save Submit Reload Close Save Blanket Approve Disapprove Reload Close N A N A Save Submit Cancel Reload Close Rice Status Initiated Saved Enroute Initiated Saved Enroute Initiated Saved Enroute Initiated Saved Enroute Initiated Saved Enroute Saved Enroute Saved Enroute Saved Enroute Saved Enroute Saved Enroute Saved Enroute Saved Enroute Processed Final Processed Final Exception Notes If current Owner if OLE_LicenseManager and s he selects Self no routing then should be able to Blanket Approve If any other Workflow option selected and OLE_LIcenseManager tries to Blanket Approve edoc wi
3. Licensing Workflow Summary 1 License Request Workflow will be initiated by manual entry on the License Request by OLE LicenseManager only 2 OLE will offer Combined and single Peopleflows defined and editable by adopting libraries with ability to use different metadata to establish rules for routing or available routing 3 KRMS rules engine will pull metadata from the License Request and tell the system how to update statuses of related and linked documents and which PeopleFlow to call 4 See each individual workflow for resulting updates to License Request Custom Document Status Agreement Type and ONIX PL ExpressionStatus updates 5 OLE to provide below and specified workflows roles routing and Uls to act as template for locally configurable roles workflows Using KRMS and PeopleFlow sites should be able to 6 Ad Hoc routing should only be allowed to noted Licensing roles in this group or Superusers or Library Executives roles TBD 7 See notes on Recall from Routing options Workflow Name Manual Self Full Approval Signatory Only Review Only Approval Only Renewal N A Self No routing or This is full composite This workflow only This is placeholder for Ad This workflow only requires This workflow isa nied selection required workflow combining requires action by users Hoc Routing reviews and action by modification to full en owner clicks blanket Signature Review in OLE_Signatory role routes back to Owner OLE_LicenseApprover approvals
4. atements of shared understanding Addendum ANY in role Y The Copyright License Agreement is an agreement between the owner of the copyright in any existing work or the prospective owner of the copyright and the company or individual in any future work in writing to another person for a limited time This license should not be mistaken with an assignment assignment is a form of permanent transfer while a license is a temporary transfer This agreement is Copyright Law downloadable and customizable to fit your specific needs ANY in role Y The click thru licensing system publishes information on a range of intellectual property opportunities that are available to license under a standardised non exclusive licence agreement If you wish to license an opportunity simply register and click to follow steps through the automated licensing Click Thru process ANY in role Y The shrink wrap license agreement purports to create a binding legal agreement so it says between the software vendor and the user The agreement is usually found inside the box containing the software printed on the envelope containing the CD ROM or disks or stated in the user manual At the beginning appears the usual statement warning the user not to open the software envelope or use the Shrinkwrap software if he or she does not agree with the terms and conditions of the agreement ANY in role Y Custom License Request Document Statuses To be implemented by system as part of
5. ceived _ Licensing Workflow Enroute Saved workflow Enroute return to Owner Name of Workflow Review Only When Complete in Process Routes to Action List License Request Action License Request Description of Step of Status Requirement Status lt workflow gt or Workflow initiated Review Only by OLE_LicenseManager on License License Request routes for OLE_LicensingReveiwe Any single user in lt workflow gt else Request Contractual review r Pending Review role must complete Enroute Saved Review Complete Enroute return to Owner Name of Workflow Signatory Only When Complete ee a a o iss at 9 O Routes to Action List License Request Action License Request Description of Step of Status Requirement Status lt workflow gt or Workflow initiated Signatory Only by OLE_LicenseManager on License License Request routes for All users in role lt workflow gt else Request Signature OLE_ Signatory Pending Signature must complete Enroute Saved Signature Complete Enroute return to Owner Name of Workflow Approval Only When Complete fin Process Routes to Action List License Request Action License Request Renee Description of Step of Status Requirement Status FYI To original Requisition selector lt workflow gt or Blanket Approve ACK to Owner Workflow initiated Approval Only by Complete OLE_LicenseManager on License License Request routes for OLE_LicensingApprove See rules for Disapp
6. itiate Licensing Workflow selection of In Saved unless Ad lt License Request saved in Action List Process status update only no lt manual workflow Hoc initiated then Ad Hoc else stays of Owner gt actual routing lt remains with Owner gt In Process None Saved selection gt Enroute with Owner Manual Initiate Licensing Workflow selection of In Saved unless Ad lt License Request saved in Action List Negotiation status update only lt manual workflow Hoc initiated then Ad Hoc else stays of Owner gt no actual routing lt remains with Owner gt In Negotiation None Saved selection gt Enroute with Owner Manual Initiate Licensing Workflow selection of No lt License Request saved in Action List License Required status update No License Submit Blanket of Owner gt and completion of workflow lt system gt Required Approve Enroute Final lt No License Required gt Enroute Final Name of Workflow License Received When Complete in Process Routes to Action List License Request Action License Request Description of Step of Status Requirement Status License Request Initiate Variable based on Licensing Workflow selection user selected actions License Received and edoc Saved or as Workflow initiated License Received by Submit routes for next steps None or Initiate determined by selected lt workflow gt else OLE_Licenses on License Request and leaves OLE_Licenses OLE_LicenseManager License Re
7. le Ad Hoc Routing can be added by any user in workflow will add step not replace any predetermined in workflow Addendum This workflow is a modification to full approvals and could be customized locally to fit Not allowed Not allowed Not allowed Not allowed Not allowed Not allowed Not allowed Not allowed N A N A Optional Allowed Optional Allowed N A N A N A Above is example logic and rules for Testing using Agreement Method and License Request Types as determinants to workflow options Libraries Define Agreement Methods being used and Purpose Guidelines for use Approval AgreementMethod Requirements if Active Name Description Brief Guidelines for Use needed in workflow Indicator update or edit these descriptions A negotiated license entails active negotiations on a customizes agreement with Provider A gent New ALL in role Multiple documents may be shared reviewed signed and approved before completing or failing Renewal ALL in role Negotiated License licensing negotiations Addendum ANY in role Y http www niso org workrooms seru seru_faq Publishers wishing to sell some or all of their products using a SERU approach and libraries wishing to use SERU in acquiring content from selected New ALL in role publishers will be able to sign up on a NISO registry to indicate their willingness to forego a license Renewal ANY in role SERU agreement and rely on the shared expectations expressed in the st
8. ll route to designated workflow like submit OLE_LicenseManager can Cancel at any point in status In Negotiation OLE should preserve License Request and related files but update statuses During this status Owner may manually update Current Location If current Owner if OLE_LicenseManager and s he selects Self no routing then should be able to Blanket Approve If any other Workflow option selected and OLE_LIcenseManager tries to Blanket Approve edoc will route to designated workflow like submit Name of Workflow Manual multiple options with optional Ad Hoc routing no routing required only status updates When Complete in Process precursor Dssciption ct step ot Sts Ronurement Ricestatus Stus gt Rice Status Nextstep Description of Step of Status Requirement Status First step of processing Saved unless Ad licensing status update only no lt manual workflow Hoc initiated then Ad Hoc else stays from initiated request on Requisition gt actual routing lt remains with Owner gt License Needed None Saved selection gt Enroute with Owner Manual Initiate Licensing lt License Request saved in Action List Workflow selection to License Saved unless Ad of OLE_Licenses or Requested status update only lt manual workflow Hoc initiated then Ad Hoc else stays OLE_LicenseManager gt no actual routing lt remains with Owner gt License Requested None Saved selection gt Enroute with Owner Manual In
9. roved System update to Request Approval r Pending Approval approval Enroute Saved Negotiation Failed Processed Final Agreement Status Name of Workflow Full Approval When Complete in Process iiia to Action List License Request Action License Request Description of Step Status Requirement Status License Request routes through Workflow initiated Full Approval by all workflows in chain order with OLE_LicenseManager on License intervening University review lt workflow Review Request stop Only gt Next Step none optional Ad Agreement documents final Hoc Routings versions must be sent to Current Location Owner manually University Purchasing manually updated Submits License Administration or Legal for by request Status signoff or review external to Owner OLE_Licens University Processing lt workflow Review completed within library OLE Pending University eManager Complete Signature Only gt lt workflow Signature lt workflow Approval Only gt Only gt lt workflow Approval Only gt See above Name of Workflow Renewal current is replica of Full Approval what would be different When Complete in Process Si to Action List License Request Action License Request Description of Step Status Requirement Status License Request routes through Workflow initiated Full Approval by all workflows in chain order with OLE_LicenseManager on License intervening University review lt workflow Review Reques
10. t stop Only gt Next Step none optional Ad Agreement documents final Hoc Routings versions must be sent to Current Location Owner manually University Purchasing manually updated Submits License Administration or Legal for by request Status signoff or review external to Owner OLE_Licens University Processing lt workflow Review completed within library OLE Pending University eManager Complete Signature Only gt lt workflow Signature lt workflow Approval Only gt Only gt lt workflow Approval Only gt See above When Complete Name of Workflow Addendum Routes to Action List License Request Action License Request Feu chee Description of Step of Status Requirement Status Workflow initiated Addendum by OLE_LicenseManager on License License Request routes through lt workflow Review lt workflow Request all workflows in chain order Only gt Signature Only gt ome Per rv poe ee See above
11. workflow Status Name License Needed License Requested In Process In Negotiation License Received Pending Review Review Complete Pending Signature Signature Complete Pending University University processing complete Pending Approval Complete Negotiation Failed N A Description Default custom doc status upon initiation Manual status derived from Initiate Licensing Workflow selection saved by OLE_Licenses or OLE_LicenseManager Manual status derived from Initiate Licensing Workflow selection saved by OLE_Licenses or OLE_LicenseManager Manual status derived from Initiate Licensing Workflow selection saved by OLE Licenses or OLE_LicenseManager Manual status derived from Initiate Licensing Workflow selection saved by OLE_Licenses for routing to OLE_LicenseManager upon Submit Status when Review Only workflow initiated and when saved not submitted by appropriate user role Status when Review only workflow is completed by user Submitting License Request Status when Signature Only workflow initiated and when saved not submitted working by OLE_Signatory role Status when Signature Only workflow is completed by OLE_Signatory and Submitted to workflow Manual Status when University Approval step is required in Full Approval or Renewal workflows routes to Owner OLE_LicenseManager Status when Owner OLE_LlcenseManager adds Event Log and Submits License Request to complete step Status when
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