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Below is screenshot how to Load Portfolios from a file.
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Here is a file you can download.
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Notes: In the electronic collection activation process step 3b above, when "Make service available" is not checked, the collection is activated in the Institution Zone but it has a gray (inactive) Community Zone icon
To test access to portfolios:
Search for the collection in the Institution Zone
Click on Portfolio List
Click the ellipsis/row actions button for a portfolio, then click Test access
Once the collection should become available in Discovery
Search for the collection in the Institution Zone, click […] to click Edit Service.
On Electronic Service Editor Activation tab:
Service activation status: change from Not Available to Available
Exercise 3: How to Create a local electronic collection and attach portfolios to it
Go to Resources > Create Inventory > Add Local Electronic Collection
Once the local electronic collection is created, there are 4 ways to attach portfolios to a local electronic collection:
Use portfolio loader to upload a list of portfolios
Search for the collection, click […] to click Edit Service, go to Portfolios tab, click Load Portfolios
Use an import profile (EOD import, or a repository import) if you receive the MARC records from vendor. If you want to try a repository import, a sample file is provided containing government document portfolios: GovDocsPortfolios.mrc GovDocsPortfolios.mrc59.8 KB
Login as username: CatAdmin to create an import profile (Resource Management Part 2 exercise 3). In the Inventory Information tab:
Inventory Operations: choose Electronic
E-Book Mapping: Portfolio type: choose Part of an electronic collection, then search and attach the local electronic collection created above. Map extract access URL from field, subfield and other fields as appropriate.
When done, check Activate resource.
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Add a set: this can be used for adding a set of local portfolios created by the P2E process
Search for the collection, click […] to click Edit Service, go to Portfolios tab, click Add > Add from Set
Manual method of attaching portfolios.
Exercise 4: run a job to update portfolios in bulk
Create a set of portfolios (logical or itemized set)
Go to Admin menu > Run a Job, find Change electronic portfolio information job, click Next
Select the set of portfolios created above
Try any parameter as you wish such as Enable proxy, Set proxy, Set availability status, Delete or replace url's prefix, etc.
Exercise 5: Link to community for collections, portfolios
Local portfolios and collections are typically created by P2E. For this exercise, find a portfolio that is available in the CZ and not in the IZ, copy the ISSN.
Go to Resources > Add Local Portfolio
Enter information in Title (mandatory), ISSN (copied above), etc.
Click Save and Done.
The portfolio is created as local. Click […], then click Link to community, choose the appropriate portfolio
2 options will be presented:
Use descriptive metadata from the community
Keep local descriptive metadata. Note that the descriptive metadata will not be synchronized with updates from the community zone.
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