Adding a local portfolio to a service from the CZ

Adding a local portfolio to a service from the CZ

Why you might need or want to do this: 

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

How to do this: 

  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.
  5. Navigate to the Portfolios tab. 
  6. Click the "Add" button. 
  7. Select "Add Local Portfolio." 
  8. In the Descriptive Information section: 
    1. You can create a brief record by leaving the Creation Type at "Create new title." Then, Alma will take 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.
  9. In the General Information box, add the Library and COUNTER Platform if needed.
  10. In the Coverage information box, add information if you create this portfolio to represent a serial title where you only have access to specific years and issues. 
  11. 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. 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's setting.
  12. Add any notes and descriptions in the Notes box. 
  13. Click the appropriate save button. 
  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. 


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