Adding Portfolios (URLs) to Bibliographic Records

Adding Portfolios (URLs) to Bibliographic Records

Info
Please do not add 856 links to bibliographic records. Add links for course reserve records or complete individual bibliographic records via the Metadata Editor. These links are best managed within an electronic collection. 


Managing electronic access with an electronic collection

Create a local electronic collection

Resources -> Create Inventory -> Add Local Electronic Collection 
Add a Public Name, for example, Course Reserve Texts, Collection type is Selective Package, and if providing Full-Text access, choose Full Text in Service Type -> Save and continue. 
Activation tab -> Service activation status = Available. Enter Active from date = today and if applicable an Active until date. Fill in any other applicable field.
Linking tab -> select if the service is not free or free and if you want to enable Proxy. 
Save 

Adding a Portfolio bibliographic record 

Retrieve the bibliographic record and open the record in the Metadata Editor to edit. 
Click on Add Inventory, choose Add Portfolio.
Keep “use the option existing title” selected. 
Scroll to the General Information section and select the “Part of an electronic collection” button. 
Search for the Local Electronic Collection created in step 1. 
Further, scroll down to the Inventory and Linking Information section, enter the URL, enable Proxy if needed, and be sure to toggle the Availability status to Active, select an electronic material type. 
Save and Done 
Save the bibliographic record. 

Managing electronic access as a standalone title   

Adding Portfolio to a bibliographic record 

Retrieve the bibliographic record and open the record in the Metadata Editor to edit. 
Click on Add Inventory, choose Add Portfolio.
Keep “use the existing title” selected. 
Scroll down to the Inventory and Linking Information section, enter the URL, enable Proxy if need and be sure to toggle the Availability status to Active. Select an electronic material type. 
Save and Done 
Save the bibliographic record. 

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