Import fully-Cataloged Bibs to Overlay OverDrive Bibs

To set up an import profile designed for importing fully-cataloged OverDrive eContent bibliographic 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 OverDrive bibs.

1. Create an import profile specifically for importing fully-cataloged bibs to overlay OverDrive records.
   1. 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.

2. On the Profile Setup tab, type a name for the import profile, select the OverDrive 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:
   • 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:
OverDrive 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 OverDrive eContent records.

2. Select Utilities > Importing > Express Import or Full Import.
3. Select the import profile created for importing fully-cataloged OverDrive records.
4. Click Add and select the file of fully-cataloged eContent bibliographic records to replace the existing OverDrive records, while retaining the tags required for integration with Polaris Circulation.
5. Click Import.

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