Moving a Portfolio into an e-Collection

Use this procedure to move a portfolio that was created as standalone, or was attached to an incorrect collection, into a collection it belongs to.

NOTE: Once a portfolio has been added to a collection, it can be moved again but cannot be changed back to standalone.

For standalone portfolios:

• Search in the IZ by Electronic Title to locate the relevant title.
• Select Portfolio List to display all the title's portfolios, and locate the relevant one.
• Select Edit Portfolio to open the electronic portfolio editor.
• Click button "Attach to an electronic collection" near top of page.
• Under "Electronic collection" search for the desired collection, and click to select it.
• "Service type" should fill in automatically as Full Text.
• Click Confirm.

For portfolios already attached to a collection:

• Search in the IZ by Electronic Title to locate the relevant title.
• Select Portfolio List to display all the title's portfolios, and locate the relevant one.
• Click the ellipsis button (...) to open the overflow menu, and select Move.
• Under "Destination electronic collection" search for the desired collection, and click to select it.
• "Destination service type" should fill in automatically as Full Text.
• Click Move to confirm.

IMPORTANT: For either of the above types of move, always test access to make sure linking is working after the move. Collections may have different Parser Parameter structures, so additional adjustments may be needed on the linking tab of the portfolio.