Difference between revisions of "Importing preliminary data records from Connexion"
Jump to navigation
Jump to search
m |
Ccsrfischer (talk | contribs) |
||
| (One intermediate revision by one other user not shown) | |||
| Line 1: | Line 1: | ||
# Make every effort not to create a duplicate [[Preliminary data records|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. | # Make every effort not to create a duplicate [[Preliminary data records|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. | ||
# In Connexion: | # In Connexion: | ||
#:* Add a 949 or other field, if using to create items on import. | #:* Add a 949 or other field, if using to create items on import. | ||
| Line 8: | Line 8: | ||
#:* Utilities > Importing > Express Import (or Full Import to change any settings) | #:* 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 | #:* 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. | #:* 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]] | ||
Latest revision as of 18:23, 1 November 2022
- 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.
- 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 file and Import.
- Check the import report. Correct any Provisional records, either by merging with a duplicate record or by saving as Final.