Creating Local Portfolios

The following page provides general information about creating local standalone portfolios to existing titles.

To create local portfolios, you must have the following roles:

• Electronic Inventory Operator

To add a local portfolio to existing titles:

1. Select the New Portfolio page (Resources > Create Inventory > Add Local Portfolio)
2. In the Descriptive Information fields:
   • Creation Type: Use existing type
   • Recording Type: One Time
   • Choose Title: Enter Title
3. General Information:
   • Portfolio Type: Part of an electronic collection
     • In the Electronic Collection search box,  search and select NOAA Libraries Local Holdings (NOAA Libraries Local Holdings)
   • Library: Select library from dropdown. Do not select Available from the Internet.
4. Inventory and Linking information:
   • URL: URL of online resource
     • If cataloging S3 library.oarcloud.noaa.gov bucket, follow the the standardized link format for files and directories: 
       • Directories: https://library.oarcloud.noaa.gov/#path/to/directory/
       • Files: https://library.oarcloud.noaa.gov/path/to/file.txt
         • For more information look at "S3 documentation" Google Doc (available only to NOAA Central catalogers).
5. Notes:
   • Public Note: Available to your [library]