Polaris Import Setup window -Profile Setup Tab

When you select Express Import or Full Import from the Utilities, Import menu, the import utility opens to the Profile setup tab.

Use the Profile Setup tab to:

• Select an existing profile from a list of import profiles -

• If you choose Full Import, you can specify all options for all tabs. See Use Full Import to import records. You can choose an existing profile with default settings and make changes to the settings as needed.

• If you choose Express Import, you can select the files to be imported and change the options on the Record Sets tab; all other importing options are read-only. For more information on using the Express Importing option, see Use Express Import to import records.

• Specify the location of the files that contains the records to import - Click Add next to the Import files box to locate the files containing the records to import. Up to 50 records can be selected and added at a time. The file limit is set in a Polaris Administration Cataloging profile. You can select MARC or MARCXML records.

• Go to other tabs and set options for automatic processing -

• Set import options for bibliographic records

• Set import options for item records

• Set import options for authority records

• Set import options for record sets

• Import the records - After specifying how you want the records to be imported, click Import.