If an electronic collection or portfolio is unavailable in the CZ, or is unavailable from the desired vendor and/or interface, it's necessary to create a local collection or portfolio.
Local Electronic Collections are created by clicking on the Add Local Electronic Collection button in the Resources menu. Portfolios are added to the collection as individual portfolios or uploaded using the Portfolio Loader as a batch. It's also possible to populate a local electronic collection with MARC records provided by the vendor using an import profile.
Standalone Portfolios (or portfolios not attached to an electronic collection) can be added to an existing electronic collection in the CZ, linked to the CZ, or added to a local electronic collection for easier tracking and management.
Manually Create a Local Electronic Collection
Upload an Excel file of portfolio information to upload an entirely new batch of portfolios, delete an entire batch of portfolios, or make changes to select portfolios.
Part of an Electronic Collection:
It's a good idea to go a step further and link standalone portfolios to the Community. By doing so, updates applied to records in the CZ will also be applied to the local portfolio. Linking to the Community saves time in management of the local portfolio in the future.