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    How to merge standalone portfolios with community zone collections?

    • Article Type: General
    • Product: Alma

    Desired Outcome Goal:
    To merge a set of standalone local portfolios with a community zone collection

    Procedure:
    1. Create a set of these portfolios via advanced search and export to Excel via Tools > Excel
    2. In the persistent search, choose electronic collections and search for the collection
    3. Select "Edit Service"
    4. Select the Portfolios Tab
    5. Select Load Portfolios and choose the file. Also choose the option Add Portfolios. Select Next.
    6. On the next screen, select load.

    The portfolios have been added to the collection. Now they must be linked to the community zone.

    1. Select "Link Local Portfolios to CZ"
    2. To retain local bibliographic records, choose No under " Use the community bibliographic records"
    3. Select Link

    Category: Metadata Support - Alma

    Subject: Community Zone Application - Alma


    • Article last edited: 6/25/2014