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- Apply the Community Zone Updates Task List filters that are useful for your particular institutional workflow. You may find it more useful to apply the filters and check the electronic collection-level changes before applying the filters and checking the portfolio-level changes.
- As you filter and view the entries, it's important to look for:
- Deleted portfolios
These are portfolios that were deleted in the Community Zone and have become local portfolios. You will need to decide if the portfolio should be deleted. This decision will most likely be determined by whether there is still access to the resource.
- Deleted collections
- Portfolios that were added to the aggregator collection but were not automatically activated
The portfolio is not automatically activated if it was initially chosen on the collection level. You need to decide if the portfolio should be activated. Recheck to make sure that the "Activate new portfolios associated with service automatically?" box is checked to yes.
- Deleted portfolios
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- Portfolios where the global coverage was updated and the library has local coverage (portfolio coverage update report)
You will need to determine if you want to remove the local coverage.
- Any reports with parameter changes/updates and test collections/portfolios to ensure the new linking is working.
- Portfolios where the global coverage was updated and the library has local coverage (portfolio coverage update report)
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