Create Import Profile Window

To access the Create Import Profile window, select File > New from the Import Profile Manager, or right-click an existing profile in the Import Profile Manager, and select Open or Copy from the context menu. The Create Import Profile window has five tabs.

Profile Setup Tab

The Profile Setup tab is the first tab that appears when you open the Create Import Profile window.

Use the Profile Setup tab to:

• Create a new import profile - Type the name and description of the import profile. See Setting Up Import Profiles and Importing Records.

• Copy an existing import profile - Type a different name and description for the import file over the existing ones. Copy a Polaris read-only import profile.

• Select a source file location - If you want the import profile to include the directory/file folder for the records to be imported, you can specify the location.

• Select an eContent vendor account - If you setting up an import profile to import eContent and create resource entities, select the vendor account in the Vendor account box. See EContent Item Records.

Other Tabs

Use the other tabs to specify how records are to be imported using this profile -

• Set import options for bibliographic records

• Set import options for item records

• Set import options for authority records

• Set import options for record sets

Save the Import Profile 

After setting up the import profile and specifying how you want the records to be imported, click Save. The profile appears in the list of available profiles.