Adding Portfolios (URLs) to Bibliographic Records

Adding Portfolios (URLs) to Bibliographic Records

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. 
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. 

    • Related Articles

    • Adding Links to Bibliographic Records (PowerPoint)

      PowerPoint to highlight how to add links (URLs) to bibliographic records.
    • Adding MARC records to Electronic Collections

      Electronic records loaded to Alma need to be loaded to the institution zone. First, create a local electronic collection in Alma, second create the import profile. To load bibliographic records, you may need to examine the MARC file to ensure the ...
    • Import Profile Considerations

      Things to consider:  Are you creating inventory at the time of import or overlaying order records?  Are you overlaying the bibliographic record in the IZ or NZ?  What are match points OCLC#, POL, or other match points?  Physical or electronic ...
    • Overlaying short bibliographic records from OCLC

      Overlaying a brief bibliographic record in the Institution Zone, match based on OCLC number. The process begins with the order record, updating the short bibliographic record with an OCLC number, and importing the complete bibliographic record from ...
    • Importing Bibliographic Records from CatExpress to Alma

      The process to import bibliographic to Alma's Network Zone using OCLC CatExpress. Bibliographic records match records in the Network Zone. 1. Cataloging in CatExpress a. Retrieve the bibliographic record in CatExpress. Click on the Express tab. Enter ...