Embedded Files
Recommended Settings for Export and Import
In OCLC Connexion go to Tools → Options and set up the following settings:
Access Tab:
Internet Access
OCLC Default
Check enable statistic logging
Authorization Tab:
Authorization #:
Password:
Name:
Batch Tab:
Record Actions:
Bibliographic record export
Authority record export
Export Tab: (You will need to create an export data file to save on your local computer if you don’t already have one.
Select that file.)
Destination
File (Prompt for file name)
Field export options
Fields to Delete
Bibliographic Records: 029, 263, 938, 994
Font Tab:
Records and Lists:
Font:
Records:
Display Size:
Print Size:
Lists:
Display size:
Print Size:
General Tab:
Session Timer Options
Log off Connexion after: minutes
Warn: Yes or No minutes before timeout
Action Options
Warn before doing online actions immediately
Validation Levels Options
Bibliographic Master Records
Set Holdings: Full or Basic or Structure
Export: Full or Basic or None
Export Authority Records: Full or Basic or None
International Tab:
Export:
Include Latin Script Only
Primary Sort by Latin Script
Interface Language: English
Record Display
Fields:
View all field data
Use dropdowns for fixed fields: Yes or No
Spelling
General
General Spell Checker Options
Ignore capitalized words: Yes or No
Ignore words in UPPERCASE: Yes or No
Ignore words with numbers: Yes or No
Ignore domain names: Yes or No
Dictionaries
Main Dictionary Language: English (United States)
Toolbar
Buttonsize: Standard or Large
When you select records in your local save file, you can then go to Action --> Export to do multiple records at once. You will want to Overwrite your file.
An import profile must be set up in the Polaris ILS before you can import records.
To start importing records go to Utilities → Importing → Full Import.
Once the Polaris Import Setup-Full window opens, select your import profile from the list. Click on Add… and search for your import file (unless it populates automatically from your import profile).
Click on Import
The following message will pop up. Do not click on the button unless you want to cancel the import.
After the Polaris Import message goes away the following message will pop up.
Click on OK and the Import jobs queue will open. Do not close the Import jobs queue window until the import process is complete and you have reviewed the import report.
Once you click OK you can continue to work on other items as normal while waiting for the import job to finish.
The top line should be your import information, if you click on the refresh button after a little while the two columns that start Record… should have the same number, once they do this means the import process is complete.
To open the import report and review it for any errors click on the report button. The report will tell you how many records were added as final and how many as provisional. For the records that were added provisionally review the errors and report them to riversharedsc@gaggle.email.
If the Import jobs queue window was closed and you need to reopen to check on your job or to review the report, go to Utilities → Importing → Import Jobs Queue.
To add items to the imported bib. records, go to the find tool and search for the record set(s) that was(were) created during the import process (they should start with "New Records".)
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