• Article Type: General
• Product: Alma

Desired Outcome Goal:
Find an Excel Spreadsheet to update Portfolios in a Collection

Procedure:
It is possible to receive a sample file that will show how to load/update portfolios. This is available from the Collections' Portfolio tab.

Here are the steps:

1. Search for any Collection
2. Select the Additional Information tab
3. Select Actions > Portfolio List (next to the Service, e.g. Full-Text)
4. Select the Portfolios tab
5. Select "Export Portfolios List"

Category: Inventory

Subject: IE/Holding/Item

• Article last edited: 10/8/2013