Difference between revisions of "Importing preliminary data records from Connexion"
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#:* Export the records. | #:* Export the records. | ||
# In Polaris: | # In Polaris: | ||
#:* Utilities > Importing > Express Import (or Full Import to change any settings) | |||
#:* Select an import profile for loading PDRs. | #:* Select an import profile for loading PDRs. | ||
#:* Add the file and Import. | #:* Add the correct file and Import. | ||
#:* Check the import report. Correct any Provisional records, either by merging with a duplicate record or by saving as Final. | #:* Check the import report. Correct any Provisional records, either by merging with a duplicate record or by saving as Final. | ||
[[Category:Importing records]] | [[Category:Importing records]] | ||
Revision as of 14:58, 6 September 2018
- Make every effort not to create a duplicate Preliminary Data record. 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.
- 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.
- In Polaris:
- Utilities > Importing > Express Import (or Full Import to change any settings)
- Select an import profile for loading PDRs.
- Add the correct file and Import.
- Check the import report. Correct any Provisional records, either by merging with a duplicate record or by saving as Final.