Portfolio Management
Tips for handling inventory-less bibliographic records
Inventory-less bibs can happen for many reasons, from deleting/withdrawing inventory without deleting the bib to migrated inventory-less bib records and more. Identifying these records in Alma To see these bibs, you can do an Advanced Search for All ...
Exporting a portfolio list from a CZ electronic collection
To export a portfolio list from a CZ electronic collection, follow these steps: Perform an Electronic collection > Electronic Collection name search for <electronic collection name> in the Community Zone. Perform an Electronic collection > Electronic ...
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 ...
How Alma determines whether to apply the proxy for a link
Link Resolver versus Central Discovery Index record “Link in Record” Links can come from one of two sources and proxy enablement varies depending on the source. First, links can come from the Link Resolver. The Link Resolver checks Alma for inventory ...
Adding an IZ portfolio via Resources > Add Local Portfolio
Adding a local portfolio to a service via Resources > Add Local Portfolio Why you might need or want to do this: You need to add a local portfolio because the collection/portfolio does not exist in the CZ. You need to add a local portfolio for Course ...
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: You need to add a local portfolio because the portfolio does not exist in the CZ. You need to add a local ...
Activating a service
Why you might need or want to do this: You had not initially activated the service when setting up a collection. You had temporarily turned off the service because of down-time. You found multiple portfolio's bibliographic records showing up in Primo ...
Adding a local portfolio to a service from the CZ
Why you might need or want to do this: You need to add a local portfolio because the collection/portfolio does not exist in the CZ. You need to add a local portfolio for Course Reserves. How to do this: Perform an Electronic Collection search to find ...