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    Contributing to the Community Zone – Portfolios

    Translatable
    Contributions to the Alma Community Zone includes portfolios. With this capability, when you encounter wrong information on the portfolio level, you can correct the information and share the correction with the entire community. In addition, you can contribute new portfolios to existing selected electronic collections.
    Portfolio contributions can be made to the following electronic collections:
    • Free E- Journals
    • Miscellaneous Ejournals
    • Miscellaneous Free eBooks
    • U.S. Government Documents
    For more information about contributing electronic portfolios to the Community Zone, see the Contributing Portfolios to the Community Zone video (02:22 minutes).
    See Contributing to the Community Zone – Bibliographic Records for information about other Community Zone contribution functionality within Alma.
    In order to use the Community Zone contribution functionality, your institution must be in production. Refer to the Community Zone Contribution Guidelines for additional details.
    To contribute electronic portfolios to the Community Zone:
    1. After completing a search for one of the following electronic collections that contains the portfolio to be contributed to the Community Zone, open the Portfolios tab on the Electronic Service Editor page:
      • Free E- Journals
      • Miscellaneous Ejournals
      • Miscellaneous Free eBooks
      • U.S. Government Documents
      Portfolios Tab
      You can also dynamically add a local portfolio using Add Local Portfolio on the Portfolios tab and, subsequently, contribute that portfolio to the Community Zone.
      New portfolios that are contributed must contain a URL.
    2. For the portfolio that you want to contribute to the Community Zone, select Actions > Contribute.
      Contribute Action
      The Contribute Portfolio to Community page opens.

      In the Portfolio Information section on the Contribute Portfolio to Community page, Alma lists the portfolio information to be contributed.
      Portfolio Information
      If the contribution that you are making is an updated portfolio (not a new portfolio) that is already a part of the electronic collection, the Portfolio Information section displays the before and after content as shown in the illustration below.
      Before/After Portfolio Information
      For updated portfolios (when you click Contribute for a global portfolio), the portfolio must contain at least one change in information, such as URL or coverage fields.

      When determining the coverage/availability that is to be contributed to the Community Zone for a portfolio, Alma first looks at the Which coverage statement will be applied? setting. If a portfolio has both local and global coverage, but Only local is selected, only the local coverage is contributed and it will override the global coverage of the portfolio in the Community Zone. If a portfolio's setting is Only global, the local coverage is not contributed and the global coverage will override the local coverage of the portfolio in the Community Zone. If a portfolio's setting is Global or local or Global and local, all coverage is contributed to the Community Zone. (For more information about these settings, see Coverage Information tab:.)
    3. Click Next.
      When you contribute new portfolios, Alma attempts to match the bibliographic record that is associated with the portfolio to the bibliographic records in the Community Zone. In cases where multiple matches are found, Alma displays the potential matches and provides you the option to select the correct Community Zone bibliographic record.
      Multiple Matching Bibliographic Records
      1. Select the preferred record and click Next.
      2. In the Bibliographic Record Handle Policy section, select one of the following:
        • Use descriptive metadata from the community

          Select this option in order to associate the portfolio with the matched Community Zone bibliographic record.
        • Keep local descriptive metadata

          When selecting this option, the bibliographic record associated with the portfolio in the Community Zone will be the matched Community Zone bibliographic record, but the bibliographic record associated with the portfolio in the contributor’s environment will remain local. This option is available for those institutions that want to contribute only the portfolio and not the bibliographic record.
        • Merge local descriptive metadata with descriptive metadata from the community

          Select this option to merge the local bibliographic record and the matched bibliographic record in the Community Zone. The merge is handled by adding new fields (not overlaying or removing fields).
        Bibliographic Recording Handling Options During Contribution
    4. Click Next.

      The Contribute Portfolio Summary section appears. The information provided in this section varies depending on what changes occur or are selected during the contribution process.
      Contribute Portfolio Summary Section – Example 1
      The Local Fields will be removed summary comment means that local linking fields will turn into community fields and that propriety local fields such as PO line license and so forth will remain local and will not be contributed.
      Contribute Portfolio Summary Section – Example 2
    5. Click Contribute. After the portfolio contribution is completed, the Availability icon for the portfolio will change from the local icon to the community icon ( ) in the Availability column.