Bibliographic records can be sourced from the Community Zone (CZ), Network Zone (NZ), or the Institutional Zone (IZ).  Similarly, portfolios may be created locally in the IZ or linked from the CZ. This leads to several options for managing your e-resource collections: CZ Portfolio + CZ bib Bibliographic and portfolio records both come from the Community Zone. Bibliographic and portfolio data is updated by Ex Libris as they receive data updates directly from the content provider.  No local action is needed to receive the updates. Problems with bibliographic and/or portfolio data can be reported to Ex Libris via a “content” type support ticket. Content providers with “Autoholdings” programs utilize this option to provide comprehensive access to available content. Ex Libris: Working with Community Zone Electronic Resources CZ Portfolio + IZ or NZ-sourced bib Using an import profile, bibliographic records can be imported to the IZ/NZ, and the portfolio from an activated CZ collection can be added to them. Another option is to link an existing local (IZ/NZ) collection of portfolios to a CZ collection.  This effectively converts these portfolios to the corresponding CZ portfolios.  Users can choose whether to adopt the CZ bibliographic data or keep the IZ/NZ record during the linking process. Additionally, individual CZ portfolios in an activated collection can be relinked to an IZ/NZ bib. Any portfolio updates from the provider sent to Ex Libris will be inherited by the CZ portfolio. Bibliographic record data will not be updated via the CZ, but through IZ or NZ updating procedures. Ex Libris: Linking a local electronic collection to the Community Zone Ex Libris: Managing Import Profiles: Inventory tab Alliance: Best practices for import profile configuration IZ Portfolio + CZ bib IZ portfolios can be relinked to CZ bibs.  There are currently no import or batch processes to achieve this for a batch of local portfolios. If the records for this title are updated in the CZ, the bib linked to the CZ will be updated, but the local portfolio will NOT be updated. Ex Libris: Relinking a portfolio to a different record IZ Portfolio + IZ or NZ bib Using an import profile, bibliographic records can be imported to the IZ/NZ, and portfolios can be created using data embedded in specified fields of the bib record (e.g., the 856 will generate an access link). IZ/NZ portfolios can also be created manually, by ordering from the IZ/NZ bib record. Portfolios created in this way should be added to a local electronic collection, as described in this Alliance best practice document. Bib records with an OCN that are linked to the NZ will be updated whenever the record is “touched” in WorldCat. Bib records not linked to the NZ will not be updated automatically unless the local institution has set up an import profile and/or a WorldShare collection to achieve this. Portfolios will only be updated if the institution either: uses an import profile and/or a WorldShare collection to update the bibs/portfolios on a regular basis Uses the “Change Portfolio Information” job to conduct updates, or Manually updates the portfolios. Ex Libris: Managing Electronic Resources Alliance: Non-serial E-Resources in Alma: Best Practices for Local Collections