<div dir="ltr">Hi, Amy.<div><br></div><div>Thanks for reaching out with this great question. I'm working on a similar experimental process right now too. Full disclaimer, this is a brave new world for me, but I'm excited to learn, as I've had a lot of success creating import profiles to bring in huge batches of inventory for netbooks. I'm grateful to work together with everyone for their ideas, suggestions, and past experience.</div><div> </div><div>I'm looking at trying to do this in two stages:</div><div><ol><li>Bring in a batch of eBook bibs (coordinated with our EBSCO rep to include linking fields / public notes in specific preconfigured MARC fields) using an import profile that will auto-create the portfolios based on those fields. See the Alma Knowledge Center article <a href="https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/060Record_Import/020Managing_Import_Profiles#Creating_an_Import_Profile:_Profile_Type">Managing Import Profiles</a>, and the sections below.</li><ul><li>Creating/Editing an Import Profile / Type: Repository - Create<br></li><li>Creating/Editing an Import Profile: Inventory Information / Electronic</li></ul><li>Next, once I have the bibs imported and the portfolios created, I plan to use the Import / Physical Inventory - Update feature to create POLs for each of the bibs matching on MMS ID. See the <a href="https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/060Record_Import/020Managing_Import_Profiles#Creating.2FEditing_an_Import_Profile:_PO_Line_Information">Creating/Editing an Import Profile: PO Line Information</a> Alma knowledge center article.</li></ol><div>At least this is the plan.... ^_^*</div></div><div><br></div><div>I have a meeting with Marianne Le, our collection development librarian who is our EBSCO rep, tomorrow as a first step to figuring out this workflow. Next, I'm going to reach out to the vendor to pitch the process and work with their team to tinker with the records for import. Once I get a test record, I'm going to pilot the process. I'll share the results if you like?</div><div><br></div><div>Take care everyone. Best wishes for all your endeavours.</div><div><br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr" style="font-size:small"><span style="font-family:arial">Heather Jean Uhl, Faculty Librarian (pronouns: </span><span style="font-size:12.8px;font-family:Arial,sans-serif">she / her)</span></div><div dir="ltr" style="font-size:small"><span style="font-family:arial">Acquisitions & Cataloging Department Supervisor</span><span style="font-family:arial"><br></span></div><div dir="ltr" style="font-size:small"><span style="font-family:arial">Everett Community College - </span><span style="font-family:arial">Library Media Center</span><span style="font-family:arial"><br></span></div><div dir="ltr" style="font-size:small"><a href="mailto:huhl@everettcc.edu" style="color:rgb(17,85,204);font-family:arial" target="_blank">huhl@everettcc.edu</a><span style="font-family:arial"> | (425)388-9139</span><span style="font-family:arial"><br></span></div><div dir="ltr" style="font-size:small"><span style="font-family:arial"><br></span></div><div dir="ltr" style="font-size:small"><font size="2" face="arial">Library Liaison for </font><font size="2">English, Journalism, Communications, Theater</font><br></div><div dir="ltr" style="font-size:small"><div><font size="2">Japanese Culture Club Adviser</font></div><div><font size="2">Instructor ART228D The World of Anime & Manga</font></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Apr 22, 2020 at 12:26 PM Herman, Amy <<a href="mailto:aherman@olympic.edu">aherman@olympic.edu</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
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<p class="MsoNormal">Hello all! Until now we’ve just purchased fairly small numbers of ebook monographs from Ebsco eBooks. In those cases I search for the electronic portfolio in the CZ, find the correct electronic portfolio in the correct electronic collection,
“Order” it in Alma (including entering a price and fund) to create a POL, the POLs get packaged into a PO, I activate the portfolios in Primo, etc.
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<p class="MsoNormal">We are now ordering much larger numbers of eBooks. Is there a way to do this POL creation process in bulk, rather than one at a time, if we have a list of ISBNs? And set up so that the process would only choose the portfolio from the
Ebsco Ebooks collection, from the available collection choices in the CZ? And assign the correct prices and fund for the POL? I’m thinking that’s a little ambitious but before I start on the next large ebook order, wanted to make sure I’m not missing something.
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<p class="MsoNormal">Thanks,<u></u><u></u></p>
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<p class="MsoNormal"><b><span style="color:rgb(31,73,125)">Amy Herman<u></u><u></u></span></b></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Library Faculty | Olympic College<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">1600 Chester Avenue | Bremerton, WA 98337<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><a href="mailto:aherman@olympic.edu" target="_blank"><span style="color:rgb(5,99,193)">aherman@olympic.edu</span></a><u></u><u></u></span></p>
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<p class="MsoNormal">OC Libraries are OPEN online only! Visit the <a href="https://libguides.olympic.edu/index" target="_blank">
<span style="color:rgb(5,99,193)">OC Libraries website</span></a> to connect to services and resources.
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