Importing Existing Boundless Records to Enable the Integration

To set up the import profile, and then import the file of exported non-integrated Boundless records to enable their integration with Polaris Circulation:

1. Create an import profile specifically for importing existing non-integrated Boundless eContent as follows:
   1. Select the Integrated ebook Bibs PolarisExec import profile in the Profile Manager, right-click, and select Copy.
   2. On the Profile Setup tab, type a new name for the import profile, and select the Boundless vendor account.
   3. Select the Bibliographic Records tab and set the duplicate detection options that are appropriate for your library. Work with your Polaris site manager to determine which settings to modify.
   4. Select the Item Records tab and select the item template created for Boundless eContent.

      Note:
      You can select any item template, but if your library uses resource groups, ensure that the item template’s assigned branch is in the resource group with access to the Boundless vendor account.

   5. (Optional) Select the Authority Records tab, and modify the settings.
   6. (Optional) Select the Record Set tab, and modify the settings.
   7. Save the import profile.
2. Select Utilities > Importing > Express Import or Full Import.
3. Select the import profile created for integrating existing non-integrated Boundless eContent.

   

   1. Click Add and select the file to import.
   2. Click Import.

      The Boundless titles are imported and integrated with Polaris circulation. After the import is complete, an overnight process synchronizes items out and hold requests in existing patron accounts.

Note:
If you want to add call numbers from the 099 tag to the newly-created eContent item records, you can select the Use call number fields from bib record setting on the Item Bulk Change dialog box.