As the Library administrator in a local operating unit, you can review and adopt global clauses.
Search for global clauses. Note that:
A global clause that is in the Approved status in the global operating unit, is available for adoption in local operating units. If the status of a global clause is On Hold or Expired, although the clause is displayed in the search results, local operating units can neither adopt nor localize the clause.
In a local operating unit, the first version of an adopted global clause must be manually assigned to a folder created in that operating unit. However, after adoption, the system assigns the subsequent versions of the global clause to the same folder.
Each time a new version is created and approved for a global clause, that version becomes available for adoption in the local operating units. Each version of a global clause must be adopted individually.
Note: For global clauses that are available for adoption, no status is displayed in the local operating units; for example, searching on Status, such as Draft, does not display the global clauses. So, do not use the Status search parameter for global clauses that are available for adoption.
In the Adoption Type field, choose the Available for Adoption option from the list of values.
Note: Due to performance reasons, you cannot search for clauses by the Adoption Type alone. In searching for clauses that are available for adoption, you must enter additional search criteria such as Clause Type or Keyword.
Click Go to view the list of available clauses.
Review every clause on a case-by-case basis and decide whether to adopt the clause as-is or localize it.
Note: If a previous version of a global clause was adopted as-is, you must adopt subsequent versions of the clause in the same manner. You cannot change the adoption type on subsequent versions on a clause.
Note: If the first version of a global clause is localized and the next version is now available for adoption, when you choose to localize the second version, the Localize page displays the text from the localized version. Currently, the system does not provide a comparison of the current localized text and the second version of the global text. To view the text of the second version of the global clause, you must view the clause from the Search page.
Click Review for Adoption to view the full text and clause details. At this point, you can:
Adopt the clause as-is. In this case, you only need to submit this clause for local approval.
Localize the clause. When you localize a clause, you can modify the text and select the Translation Only check box to indicate that the changes were for translation purposes. Submit the localized clause for approval on completing the modifications.
Note: You can delete a clause that has been localized and is in Draft status. This makes the original global clause available again for adoption.