Polaris Import Setup Window - Item Records Tab

The options on the Polaris Import Setup - Item Records tab control how item records are created from imported bibliographic records. See Set import options for item records.

Tip:
You can select the default profile Polaris default (with item creation) to create item records. This profile contains standard settings for mapping embedded holdings information to fields in the item record. You can start with this profile and make changes as necessary.

Use the Item Records tab to:

• Select an option for creating item records - If you selected Build item records, select one of the following options for creating item records:

  • Using embedded holdings fields only - Items are created from the embedded holdings data in the 852 or other tag in the bibliographic record.

  • Using template/system default values only - Items are created from the information in the template and any system defaults for item records.

  • Using all available holdings/item fields - Items are created from holdings information, if it is available. If the holdings tag does not contain the information but the template does, the field on the item record is filled in from the template.

• Select an option for handling possible duplicate item records:

  • Save duplicate item record as provisional if you want duplicates to be saved as provisional records.

  • Do not save duplicate item record if you do not want duplicate item records to be saved.

• Select an option for handling items without barcodes:

  • Save item record as final - Saves the new item records as final records, even if they do not have barcodes.

  • Save item record as provisional - Saves the new items as provisional records if they do not have a barcode.

  • Do not save item record - If there is no barcode, the item record is not saved.

• Indicate if you want items to display in the PAC - If you do not want the item records to display in the PAC, clear the Display in PAC (when not explicitly found). This check box is checked as the default.

• Select a template to provide any missing item data - If you are creating item records from embedded holdings fields, you can select a template to supply missing required fields if the holdings data does not include enough information to create the item records.

• Specify if you want to update item records when you import records from enriched EDI orders - If you are importing bibliographic records that are sent back as a result of an enriched EDI order, the records contain embedded holdings data in the 949 tags, including data in the 949$e (purchase order line item and segment ID). When a match is made between the tags in the bibliographic record and the purchase order data, the item records are built using this data, and they are already shelf-ready because they have the location and collection information from the purchase order line item segment. Minimal cataloging is required for these items to go right out to the shelves. Updated item records maintain their links to the purchase order line item segments.

• Map holdings data to fields in the item record:

Note:
For more information, see Item Records Created from Embedded Holdings Tags.

• Under Embedded holdings field/MARC subfield mapping, type the tag number where the holdings data is located in the Holdings tag number box. In each item record field box, type the subfield letter or number for the bibliographic subfield that contains this information. The system copies any information in the subfield to the matching field in the item record.

Example:
Type 852 in the Embedded holdings field/MARC subfield mapping box, and type p in the Barcode box. When the item records are created, the system takes the data in the 852 tag subfield p for every bibliographic record and puts it in the Barcode box on each item record created.

• Click Save to save the import profile.