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Field Name	Description	Data type
Number of Portfolios	Number of portfolios by count of Portfolio Id	Integer
Access URL	Access URL for the electronic resource	Text. Active link
Addition PO Line	Additional purchase orders that are related to the electronic inventory.	Text
Collection Public Name	Electronic collection name	Text
Coverage Statement	Portfolio coverage statement	Text
CZ Collection ID	Community Zone electronic collection ID	Text
Direct Link	Link resolver URL with the portfolio ID that directly resolves to the portfolio's target URL	Text. Active link
Electronic Collection ID	ID associated with the Collection Name option. This is the ID for the institution-level electronic collection (not the Community Zone-level ID)	Text
Interface Name	Interface Name	Text
License Code	Electronic portfolio's license. If the License field for the electronic portfolio is empty, this field contains the electronic collection license information instead	Text
License Name	License name from the electronic portfolio entity (specific to the license code)	Text
Portfolio Activation Date	Date the portfolio was activated in MM/DD/YYYY format	Date
Portfolio Authentication Note	Data (a note regarding authentication that is visible to patrons) is pulled from the portfolio record as shown in the Electronic Portfolio Editor on the Notes tab. Authentication note contains: The portfolio and groups or the portfolio if there is no portfolio and groups. The service and groups or the service if there is no service and groups. The electronic collection and groups of electronic collection if there is no electronic collection and groups.	Text
Portfolio Availability	The activation value. The values displayed in this field are either Available or Not Available	Text
Portfolio Created By	User ID of portfolio creator	Text
Portfolio Created Date	Date the portfolio was created in MM/DD/YYYY format	Date
Portfolio ID	Portfolio unique identifier	Text
Portfolio Internal Description	Data is pulled from the Notes tab as shown in the Electronic Portfolio Editor. Data is derived from all of the following: The electronic portfolio record The related service	Text
Portfolio Library Code		Text
Portfolio Lifecycle	Lifecycle is either A or D where A is active and D is deleted.	Text
Portfolio Material Type	Electronic material type of the electronic inventory that is from the electronic portfolio entity	Text
Portfolio Modified By	User ID of portfolio modified by	Text
Portfolio Modified Date	Date the portfolio was modified in MM/DD/YYYY format	Date
Portfolio PO Line ID	Purchase order related to the electronic inventory	Text
Portfolio Public Note		Text
Portfolio Proxy Selected	Data is pulled from the portfolio record as shown in the Electronic Portfolio Editor on the Linking tab. The Proxy selected parameter identifies the proxy profile used for authentication. When there is no combination of Proxy enabled set to Yes (in the portfolio record) and no Proxy selected value at the portfolio and group, portfolio, service and group, or service level (in the portfolio record), the resolver proxy settings are published. The resolver proxy settings are published in the following manner: When there is a default Resolver Proxy integration profile with Always selected for the Use Proxy parameter, the published data contains true for Proxy Enabled and the definition from the resolver proxy integration profile for Proxy Selected. When there is a default Resolver Proxy integration profile with Always not selected for the Use Proxy parameter and either the portfolio or the service (but not groups) has Proxy enabled set to Yes, the published data contains true for Proxy Enabled and the definition from the resolver proxy integration profile for Proxy Selected. When there is a default Resolver Proxy integration profile with Always not selected for the Use Proxy parameter and neither the portfolio or the service has Proxy enabled set to Yes, the published data contains false for Proxy Enabled and the definition from the resolver proxy integration profile for Proxy Selected. When there is not a default Resolver Proxy integration profile, the published data contains false for Proxy Enabled and no subfield is published for Proxy Selected. Note the following: Settings at the portfolio and group level override settings at the portfolio level Settings at the portfolio level override service or default resolver proxy settings Settings at the service and group level override settings at the service level Settings at the service level override default resolver proxy settings	Text
Portfolio Proxy Enabled	Data is pulled from the portfolio record as shown in the Electronic Portfolio Editor on the Linking tab. The Proxy enabled options are Yes and No. When the Proxy enabled parameter is set to No, see above explanation for how data is handled.	Text
Service ID	ID of the service to which the electronic portfolio is related	Text
Portfolio Coverage
From Day	Coverage and Embargo information is exported according to the selection made in the "Which coverage statement will be applied?" option in the portfolio editor's Coverage tab: Each value of every subfield publishes the value of its corresponding parameter from Date Information table and Embargo on the Portfolio Editor. The published coverage information is simplified on the portfolio level in the following way: Rows that consist of date elements only (year/month/day) are consolidated into the minimum-possible representation of date range(s) that cover all the date ranges for this specific portfolio. This means that the exported date ranges completely cover the true availability of the portfolio. The simplification process does not occur for date-information rows that have Volume and/or Issue specified, these are published as-is. The embargo date range(s) are calculated as the coverage information, and published separately in the Embargo section.	Text
From Issue		Text
From Month		Text
From Volume		Text
From Year		Text
Until Day		Text
Until Issue		Text
Until Month		Text
Until Volume		Text
Until Year		Text
Portfolio Embargo
Num Months	See above regarding published Embargo data.	Text
Num Years	See above regarding published Embargo data.	Text
Operator	See below to interpret the symbol that appears in the Operator field.	Text

Versions Compared

Old Version 3

New Version 4

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