Importing preliminary data records from Connexion

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:

   • If you are not using the acquisitions module in Polaris to create item records when the purchase orders are released, you may create item records when you import on order records. You can add a 949 or other field, if you plan to create item records when the record is imported. The import profile's item settings will need to match the tag that is in the bibliographic record.
   • 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.

For instructions on how to merge duplicates, see:

• Merging Bibliographic Records in the Client
• Merging Duplicate Bibliographic Records in Leap
• Comparing Bibliographic Records in Leap