Resource Management Training 5: Managing Electronic Inventory

In this training session, presenter Ted Schwitzner covers processes for adding and updating electronic inventory and associated bibliographic records both with and without involving purchase order lines. Options for using community zone data or building and managing local electronic collections will be described. Management of individual portfolios in collections or as standalone resource will be discussed.

• Activating Community Zone electronic collections
• Activating local institution zone electronic collections
• Adding or activating portfolios for selective collections: import profiles, portfolio loader
• Activating portfolios for purchase order lines
• Ex Libris auto-holdings integrations
• Managing holdings data in WorldCat: Data sync or Collection Manager KB
• Relinking inventory
• Deactivating and deleting electronic inventory