Local Portfolio Form

DESCRIPTIVE INFORMATION
Creation Type		Determines whether an existing bib record will be used. If none is available, it is best to create one in the Alma MDE as the first step, and note the MMS ID. Bibs created via the local portfolio form will need significant updating.
Record Type		This field applicable only if a record for the title is NOT available. For monographs, keep default of One Time; for serials, change to Continuing.
Choose Title		This field applicable only if a record for the title IS available; results in a full bib record. Best to have pre-searched for the title and copied the MMS ID.
Title		Required if title wasn't located in the IZ/CZ. Remaining fields in this section applicable only if a record for the title was NOT found; data is used to create a brief bib. record.
Author		If applicable. It can be used for corporate authors, but MARC coding in the resulting record will treat this as a personal author so will need to be corrected in catalog review.
Alternative Title 1	Alternative Title 2	Include if applicable.
ISSN	e-ISSN	If applicable & known, always include.
ISBN	e-ISBN	If applicable & known, always include.
Language		Must choose only one.

GENERAL INFORMATION
Portfolio type		Specify whether part of a collection. If not, the rest of this section may be left blank. All new serial portfolios should be part of a collection.
Electronic Collection		If part of a collection, search for and select the collection name. For serials with no other appropriate collection, use publisher (Miscellaneous Ejournals)* for paid titles or Free E- Journals for free ones.*
Service		Should auto-fill when collection is chosen: Full Text.
Interface Name
Library		Required only if NOT part of a collection; in that case, choose Technical Services.
COUNTER Platform

COVERAGE INFORMATION
Date Information		Coverage dates, generally required for serials; not applicable for monographs. Fill in as far as known and leave the rest blank; usually no need to specify month/day.
From Year	Until Year
From Month	Until Month
From Day	Until Day
From Volume	Until Volume
From Issue	Until Issue
Embargo/Rolling Year		Use instead of/in addition to Date Information in cases of rolling access.
Operator
Number of Years
Number of Months

INVENTORY AND LINKING INFORMATION
Parser Parameters		Appears only for collections. Follow the format for that particular collection.
URL		If not part of a collection; enter URL in this field. Collections generally use a parser + parser parameters instead, but a URL entered here will override that.
Proxy enabled		For standalone portfolios, choose yes for paid resources (it is not necessary to specify a proxy service), no for free ones. Portfolios associated with a collection will inherit proxy settings from the collection level, so do not need information entered here.
Availability status		Keep default of "Active."
Electronic material type		Choose most appropriate. "Journal" here is a general term that can be used for any type of serial, though "Newspaper" can be substituted if applicable.

NOTES
Authentication note		Rarely used.
Public note		Can be used to provide additional information to users if needed.
Internal description		Non-public note to record any useful additional information for staff.