Add portfolio to IZ collection via service’s Portfolios tab

Add portfolio to IZ collection via service’s Portfolios tab

Adding a local portfolio to a service from the IZ for an IZ collection via the service's Portfolios tab

Why you might need or want to do this: 

  1. You need to add a local portfolio because the portfolio does not exist in the CZ. 
  2. You need to add a local portfolio for Course Reserves.

How to do this: 

  1. Navigate to the desired collection in Alma
    1. Perform an Electronic Collection search to find the collection in Alma.
    2. Click the ellipses/More Actions button.
    3. Select "Edit Service".
    4. Alma will open the Electronic Service Editor.
The More Actions Button on the right side of the Fall Course Reserves collection reveals a dropdown menu.
  1. Navigating the Portfolios Tab
    1. Click on the Portfolios Tab.
    2. Click on the "+Add" button.
    3. Select "Add local portfolio" from the drop-down menu.

Screenshot showing Add local portfolio is in the drop down menu of Add.

  1. Fill in the Portfolio Information section fields 
    1. Descriptive Information
      1. You can create a brief record by leaving the Creation Type at "Create new title." Then, Alma will use the information you add to the other fields in this box and add it to the bib." Make sure to choose "Institution" for the Placement of new record field. 
      2. Otherwise, you can link to an existing bibliographic record by selecting "Use existing title" for the Creation type. Use the list button for the Choose Title field to have Alma open a Repository Search window. In that window, search for your title. When you locate it, select it. Alma will add it to the title field.

Screenshot of the Descriptive fields. Only Title is a required field.

    1. General Information
      1. Add the Library and COUNTER Platform if needed.
    2. Coverage Information
      1. Add coverage information if you create this portfolio to represent a serial title where you only have access to specific years and issues.

Screenshot of fields for information and coverage. Electronic collection and service are prepopulated.

    1. Inventory and Linking Information
      1. Add a URL and Electronic Material Type in the Inventory and Linking Information box. If your collection uses Parser Parameters, enter a Parser Parameter instead of a URL. 
      2. Enable the proxy if you do not use the service level to set this value or if you want to use a different value than the service uses.
    2. Notes Information
      1. Add any notes and descriptions in the Notes box, e.g. access limits, time available, etc.
    3. Save
      1. "Save and Create New" leaves the New Portfolio window open after saving, and it clears the form completely for the next portfolio. 
      2. "Save and Create Duplicate" leaves the New Portfolio window open after saving. It retains a lot of the information you entered for the next portfolio. 
      3. "Save and Done" will save the portfolio and return you to the Portfolios tab.
Screenshot of mnpals.org in the linking URL and access notes in the public notes field. Save and Done button at the top is outlined in red as it is the last step.

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