Importing Fully-Cataloged Bibs to Overlay cloudLibrary Bibs

To set up an import profile designed for importing fully-cataloged eContent bibliographic records to overlay existing cloudLibrary (formerly 3M Cloud Library) records, and then import the records using the profile:

Note:
Once you have set up the import profile and saved it (step 1), any staff member with the appropriate Polaris permissions can select it for subsequent imports of full bib records to overlay the cloudLibrary bibs.

1. Create an import profile specifically for importing fully-cataloged bibs to overlay cloudLibrary records. You can copy the PolarisExec Integrated ebook Bibs import profile, or create a new import profile.

Note:
For general information about creating, copying, and modifying import profiles, see: Setting Up Import Profiles and Importing Records.

2. On the Profile Setup tab, type a name for the import profile, select the cloudLibrary vendor account in the Vendor account drop-down list box, and click Save to save the profile.

 

3. Select the Bibliographic Records tab and verify that the following options are set:

Important:
The Bibliographic Records tab must be set up to:

• perform duplicate detection using profile-defined rules;

• these rules must include incoming 037$a = existing 037$a;

• the incoming records must be retained as final;

• 856 tags must be retained from overlaid bibs.

Other settings may be defined according to your library’s workflow. Work with your Polaris site manager to set up this import profile specifically for overlaying 3M bibs.

• Perform duplicate detection - The check box must be selected.
• Use profile defined duplicate detection rules - The check box must be selected.
• Rules to apply (as unique groups) - The profile-defined rules must include incoming 037$a = existing 037$a
• Save incoming record as final; replace database record - This option must be selected under If a duplicate is found.
• Keep MARC tags - The check box must be selected.
• Profile defined overlay retention tags - This option must be selected, and the following tags must be listed as profile-defined overlay retention tags: 856 - any indicator 1 or 2 value.

 

4. Click Save to save the settings for the Bibliographic Records tab.
5.  Select the Item Records tab and verify that the Build item records check box is not checked.

Note:
cloudLibrary item records are created automatically via the automatic import process.

6.  (Optional) Select the Authority Records tab, and modify the settings.
7. (Optional) Select the Record Set tab, and name the record sets to identify the type of records being imported.
8. Save the import profile.

The import profile is ready for any staff member with the appropriate permissions to select when importing fully-cataloged eContent records to overlay cloudLibrary bibs.

9. Select Utilities, Importing, Express Import or Full Import.
10. Select the import profile created for importing fully-cataloged records to overlay cloudLibrary bibs.
11. Click Add and select the file of fully-cataloged eContent bibliographic records to replace the existing cloudLibrary records, while retaining the tags required for integration with Polaris Circulation.
12. Click Import.

The import job is added to the import queue. Once the import processing is complete, the cloudLibrary bibs are overlaid with the fully-cataloged records, and they retain the resource entities that enable the integration. See cloudLibrary Import Jobs.