Importing preliminary data records from Connexion

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  1. Make every effort not to create a duplicate Preliminary Data record (PDR). Search at least by ISBN/UPC and title, across all libraries, before importing a Preliminary Data record. If you find a hand-keyed Preliminary Data record and prefer to use an OCLC record, you must overlay the existing hand-keyed record.
  2. In Connexion:
    • Add a 949 or other field, if using to create items on import.
    • Add an 099 field with PRELIMINARY DATA.
    • Constant Data may be helpful to add one or both of these fields into records in your Local Save File.
    • Export the records.
  3. In Polaris:
    • Utilities > Importing > Express Import (or Full Import to change any settings)
    • Select an import profile for loading PDRs.
    • Add the file and Import.
    • Check the import report. Correct any Provisional records, either by merging with a duplicate record or by saving as Final.
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