Importing Records

When you select Utilities > Importing from the Polaris Shortcut Bar, there are two options for importing: Express Import and Full Import. If you select Express Import, you can change settings on the Profile Setup and Record Set tabs, but you cannot change the settings for bibliographic, authority, or item records. If you select Full Import, you can change settings on all the tabs in the Polaris Import Setup window if you have the appropriate permissions.

Notes:

Separate permissions control express and full importing. For more information, see Set Cataloging security.
When importing MARC records, the system assumes the staff member conducting the import has access to any record sets defined in the import profile. The system creates or modifies record sets according to the profile configuration and not based on the staff member's permissions.

Before you can import MARC or MARCXML records, they must be downloaded from the cataloging source A code stored in tag 040 $a that tells who created the record. These codes are governed by the MARC code list for libraries. or materials vendor and saved in a file on your computer’s desktop or in another location where you can easily find them. To select the file or files to be imported, you click Add in the Polaris Import Setup window, and locate the file(s). If the profile was saved with a specific import file name, the file is selected automatically (if it exists). If the profile was saved with a directory location for the source files, the window opens to that directory.

Note:
Importing large quantities of records may slow response times for other processes in Polaris. Therefore, you may want to start the import process when the library is closed and when it will not interfere with scheduled system backups.