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When editing a portfolio, enter the “Linking Information” tab. If you’re entering a journal level URL, you will probably need to use the Bulk::BULK parser, that is likely already selected. To update the link, enter a new parameter in the Parser Parameters (override) field with the syntax jkey=http://www.website.org
Even with some vendor-specific parsers, an update to the parser parameter may be fairly straightforward. For example, for an ABC-CLIO ebook portfolio using the ABC::ABC parser, the parameter is just the ISBN. If you notice a typo in the ISBN, you might just correct it using the Parser Parameters (override) field and the following syntax: bkey=9781440829918
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Adding notes to e-collection services or portfolios
There are different places It's possible to add notes to a portfolio. All of these have a search index so that you can search these specific fields when searching portfolios in Alma. Public notes can be entered in the Authentication Note or Public Note fields in the Portfolio Information tab. Internal notes can be entered in the Notes tab or the Internal Description field in the Portfolio Information tab. Each of these has its own search index.
Service notes are the same as above except that most of the fields are located in the “Service Description” tab. One key difference is that notes tab for a service does NOT have a search index.
Developing various types of notes at the collection, service, and portfolio level. At each level, there is a Public Note, an Authentication Note, an Internal Description, and a Note. Despite sticking with the same naming conventions, there are important functional differences for these notes at each level. For example, there are plans to include the Authentication Note in analytics at the collection and portfolio level, but not at the service level. Similarly, the Note at the portfolio label has its own search index in Alma, while that is not true for the Note at the collection or service level. See the table below to see the functional implications for using each type of note. Developing a systematic practice is important. For example, if entering notes about perpetual access, you should always use the same note field for that information.The most important consideration with notes is how you will find and use them later on.
| What tab is this in? | Publicly available? | Search index code in Alma | Search index label in Alma | Available in Analytics? | ||
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| Electronic Collection | Internal Description | Electronic Collection Description | No | internalDescription|TPS | Internal Description (Electronic Collection) | Under Construction |
| Authentication Note | Notes | Yes | iepa_authenticationNote|TPS | Authentication Note | Under Construction | |
| Public Note | Notes | Yes | publicNote|TPS | Public note (Electronic Collection) | Under Construction | |
| Note | Notes | No | (none) | (none) | No | |
| Full Text Service | Internal Description | Service Description | No | (none) | (none) | No |
| Authentication Note | Notes | Yes | pps_authenticationNote|TPS | Service Authentication Note | No | |
| Public Note | Notes | Yes | (none) | (none) | No | |
| Note | Notes | No | (none) | (none) | No | |
| Electronic Portfolio | Internal Description | Notes | No | portfolio_internalDescription|PORTFOLIO | Internal Description (Electronic Portfolio) | Under Construction |
| Authentication Note | Notes | Yes | portfolio_authenticationNote|PORTFOLIO | Authentication Note | Under Construction | |
| Public Note | Notes | Yes | generalNote|PORTFOLIO | Public note (Electronic Portfolio) | Under Construction | |
| Note | Notes | No | portfolio_note_out|PORTFOLIO | Notes tab | No |
When searching for portfolios or collections with these notes, it is strongly recommended that you used the advanced search rather than a simple search. This is because of the duplication of search indexes from portfolios and electronic collection collections and services in the simple search drop down of fields. For example, when conducting a simple search for an electronic portfolio, you will likely see “internal description” appear twice, but there is no indication of whether it’s the portfolio internal description or the service collection internal description. However, the advanced search makes this distinction much clearer. See the images below for examples.
Simple search
Advanced Search
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