Page Comparison

Background

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1. Updating date coverage for portfolio

1. When local dates of access don’t match the global statement, edit the portfolio’s Coverage Information tab and “Add Date Information,” leaving “Until” fields blank if access continues through the present.

   1. Also add embargo date if missing or if the current embargo date needs adjusting.

2. When reviewing the Portfolio Coverage Updates in the Community Zone Updates Task List, if you notice the global date information has been updated to match your local information, you may wish to delete your localized version in favor the of the community zone information to make sure you continue to receive future updates.

3. Include an internal note why the date was change and when it was changed.

2. Activating new portfolio in selective title package e-collection

1. If you’ve already activated the relevant electronic collection, that will be indicated with an icon in the community zone. You can search or browse within the portfolio list to locate the portfolio you need. Click “activate.”

2. If any customization is needed, click the insitution icon that now appears next to the portfolio in question, then click edit.

3. Removing portfolio from e-collection

1. Search for the portfolio in your the NZ. You can start your search at the portfolio level (Electronic Portfolio) or go through the relevant collection (Electronic Collection > Edit Service > Portfolios tab > Use Find to locate portfolio) first. Once you find it, you just hit “deactivate.”

4. Updating the links, jkeys, bkeys, URLs, etc. in the parse parameters of a the e-collection services or portfolios

1. Updating this information for article level linking can be quite tricky, as those parsers tend to be fairly complex. In those cases, it’s probably best to submit a case instead.

2. However, updating journal or book level linking is relatively straightforward.

1. 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

2. 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

5. Adding notes to e-collection services or portfolios

1. There are different places 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.

1. Public notes can be entered in the Authentication Note or Public Note fields in the Portfolio Information tab.

2. Internal notes can be entered in the Notes tab or the Internal Description field in the Portfolio Information tab.

3. 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.

2. Service notes are the same as above except that most of the fields are located in the “Service Description” tab

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