Review and Configure Record Set Import Options

When you import records, you can specify that Leap group certain types of records into record sets to facilitate record retrieval or bulk processing. If you import multiple files in a single import process, Leap places the records in each file in a separate record set. Leap allows you to add imported records to any record sets, including profile-defined record sets that you might not otherwise be able to access to create or modify. For more information, search for "Setting Up Import Profiles" in the staff client help.

You can configure import options for record sets in the import profile in the Polaris staff client. For more information, search for “Set Import Options for Record Sets” in the staff client help.

You can also edit record set import options in Leap.

Note:
If you edit record set import options in Leap, your changes apply only to the current record import.

To review and configure record set import options

  1. On the MARC Import Setup workform, select Record Sets.

    The Record Sets view appears, displaying the import profile options that apply to record sets for the current import.

  2. For each record type, select one of the following options:

    • Save to new record set - Saves imported records to a new record set with the name you specify. If you select this option, do the following:

      1. Type the name of the record set in the Name box.

      2. Select the record set owner from the Owner list.

    • Save to existing record set - Saves imported records to the existing record set that you select. If you select this option, do the following:

      1. Select FIND.

        The record set Find Tool appears.

      2. Search for and select an existing record set.

      3. Select OPEN.

      4. Under Record Set Options, select Append or Replace.

    Note:
    If you have specified a record set for records with a status of Deleted, imported records with a status of Deleted are put in a record set. In addition, existing records that are overlaid by duplicate incoming records are put in the Deleted record set.

Next, perform the record import.