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- portfolios are individual title level and must be part of a collection
- portfolios are grouped/organized into collections. you can see a list of all the portfolios in a collection. best practice is that portfolios must be part of a collection.
- proxy settings for eresources are set at the service level, portfolios inherit these settings
- conceptual difference between collection & portfolio - analogy to print inventory (reference items & holdings class)
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- Example: search for 'The Laryngoscope'
- note that this title migrated from Aleph - there is an existing order so there will not be a task list entry
- find electronic version, expand portfolio list - note that Interfaces can have multiple collections (e.g., wiley)
- 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
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