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Intro to CZ – searching, interpreting records, levels (service, collection, portfolio)

  • portfolios are individual title level and must be part of a collection
  • portfolios are grouped/organized at the collection level.  you can see a list of all the portfolios in a collection.
  • proxy settings are set at the service level, portfolios inherit these settings

Activating single Ebooks (one time orders)

  • Search for 'Arts Therapies in the Treatment of Depression' (1-315-45441-6)
  • if no IZ records, check CZ
  • click on Portfolio List
  • find correct portfolio in list (Ebook central), click 'activate' - creates new portfolio
  • click on blue house to view new portfolio, click 'edit portfolio'
  • click linking tab - from here you can test access
  • note proxy settings: do you need to change?  (no)
  • in header, click 'view all collection's services' - note proxy settings on 'additional' tab
  • further work: Relink to another bibliographic record
  • are we done?

Activating Journals (continuous orders)

  • search for 'The Laryngoscope'
  • find electronic version, expand portfolio list
  • find inactive portfolio, click on 'view' (sandbox acts a little funky at this step for some reason)
  • in electronic portfolio editor, click 'active' radio button
  • update coverage if necessary on coverage tab

Linking to descriptive record

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