1. Doug Williams, Campbell County Public Library, September 22, 2017
Adding 521 and 526 notes from vendor to existing Polaris record in Polaris through Import Profile
Doug Williams, Campbell County Public Library, September 22, 2017

2. Doug Williams, Campbell County Public Library, September 22, 2017
Overview
Selecting records for update
Sending records to Marcive
Receiving records from Marcive
Creating Marcive import profile
Displaying Lexile (521 8#) and Accelerated Reader (526 0#) notes in Polaris
Doug Williams, Campbell County Public Library, September 22, 2017

3. Select records for update: export all bibs
Doug Williams, Campbell County Public Library, September 22, 2017

4. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: select using MarcEdit’s Extract Selected Records tool
Doug Williams, Campbell County Public Library, September 22, 2017

5. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: prepare to import file
2. Edit display field to 092$a
1. Select source MARC file by clicking folder icon
Doug Williams, Campbell County Public Library, September 22, 2017

6. Doug Williams, Campbell County Public Library, September 22, 2017
3. Click import file button
Doug Williams, Campbell County Public Library, September 22, 2017

7. Select records for update: select bibs using regular expressions
In regular expression,
^ = start of field
. = any single character
* = matches preceding sub expression 0 or more times
We search for:
^E .*
^BR .*
^J .*
^J[0-9]
^YA .*
5. Check Retain Checked Items”
4. Check “Use Regular Expressions
Doug Williams, Campbell County Public Library, September 22, 2017

8. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: export selected
Doug Williams, Campbell County Public Library, September 22, 2017

9. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: delete extracted records from source file?
Yes will add a second dialog box to save the records not selected to a file after extracting the records selected to a different file.
No just extracts the records from the source file to a new file. The source file continues to also have a copy of the selected records.
For this process, I chose No.
Doug Williams, Campbell County Public Library, September 22, 2017

10. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: save file of exported records with mrk extension
mrk is a MarcEdit text file format which allows you to eye read the MARC records.
Doug Williams, Campbell County Public Library, September 22, 2017

11. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: slow count selecting from very large file
Doug Williams, Campbell County Public Library, September 22, 2017

12. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: Selected Records have been extracted dialog box
Sometimes this dialog box is buried under other windows.
Grr…
Must be clicked before continuing.
Doug Williams, Campbell County Public Library, September 22, 2017

13. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: Open mrk file
Doug Williams, Campbell County Public Library, September 22, 2017

14. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: Compile mrk file to mrc
Doug Williams, Campbell County Public Library, September 22, 2017

15. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: save mrc file
Doug Williams, Campbell County Public Library, September 22, 2017

16. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: open Delete Selected Records tool
Doug Williams, Campbell County Public Library, September 22, 2017

17. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: select mrc file
Doug Williams, Campbell County Public Library, September 22, 2017

18. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: Import File button
Doug Williams, Campbell County Public Library, September 22, 2017

19. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: search for 521 8\
Doug Williams, Campbell County Public Library, September 22, 2017

20. Select records for update: save mrk and compile as MARC
Click Delete Selected
Save file as mrk
Open mrk file with Marceditor
Compile file as MARC
Open mrc file with Delete Select MARC Record tool
Doug Williams, Campbell County Public Library, September 22, 2017

21. Doug Williams, Campbell County Public Library, September 22, 2017
Select records for update: Delete Selected 526 0\
Doug Williams, Campbell County Public Library, September 22, 2017

22. Select records for update: save mrk and compile as MARC
Click Delete Selected
Save file as mrk
Open mrk file with Marceditor
Compile file as MARC
Transfer to Marcive
Doug Williams, Campbell County Public Library, September 22, 2017

23. Preparing records for import to Polaris: open with MarcEdit
Download processed records from Marcive
Open with MarcEdit
Doug Williams, Campbell County Public Library, September 22, 2017

24. Preparing records for import to Polaris: execute
Doug Williams, Campbell County Public Library, September 22, 2017

25. Preparing records for import to Polaris: Edit Records
Doug Williams, Campbell County Public Library, September 22, 2017

26. Doug Williams, Campbell County Public Library, September 22, 2017
Preparing records for import to Polaris: delete 035
Doug Williams, Campbell County Public Library, September 22, 2017

27. Doug Williams, Campbell County Public Library, September 22, 2017
Preparing records for import to Polaris: 035 deleted confirmation
Doug Williams, Campbell County Public Library, September 22, 2017

28. Doug Williams, Campbell County Public Library, September 22, 2017
Preparing records for import to Polaris: Swap Field Utility — 001 and 035
Doug Williams, Campbell County Public Library, September 22, 2017

29. Doug Williams, Campbell County Public Library, September 22, 2017
Preparing records for import to Polaris: Swap confirmed
Doug Williams, Campbell County Public Library, September 22, 2017

30. Doug Williams, Campbell County Public Library, September 22, 2017
Preparing records for import to Polaris: compile file to MARC
Doug Williams, Campbell County Public Library, September 22, 2017

31. Doug Williams, Campbell County Public Library, September 22, 2017
Preparing records for import to Polaris: Save file
Doug Williams, Campbell County Public Library, September 22, 2017

32. Doug Williams, Campbell County Public Library, September 22, 2017
Polaris import: profile
Doug Williams, Campbell County Public Library, September 22, 2017

33. Doug Williams, Campbell County Public Library, September 22, 2017
Polaris import: profile Bibliographic Records save options
Doug Williams, Campbell County Public Library, September 22, 2017

34. Doug Williams, Campbell County Public Library, September 22, 2017

35. Doug Williams, Campbell County Public Library, September 22, 2017
Polaris import profile: import submission
Doug Williams, Campbell County Public Library, September 22, 2017

36. Doug Williams, Campbell County Public Library, September 22, 2017
Polaris import profile: confirmation
Doug Williams, Campbell County Public Library, September 22, 2017

37. Doug Williams, Campbell County Public Library, September 22, 2017
Polaris import profile: Import Jobs Queue
Doug Williams, Campbell County Public Library, September 22, 2017

38. Doug Williams, Campbell County Public Library, September 22, 2017
Polaris Administration: Profiles, PowerPAC Tab
Doug Williams, Campbell County Public Library, September 22, 2017

39. Doug Williams, Campbell County Public Library, September 22, 2017
Polaris Administration: Title Display: Configure
Doug Williams, Campbell County Public Library, September 22, 2017

40. Doug Williams, Campbell County Public Library, September 22, 2017
Polaris Administration: Entity Properties
Doug Williams, Campbell County Public Library, September 22, 2017

41. Doug Williams, Campbell County Public Library, September 22, 2017
Results: Import report
Doug Williams, Campbell County Public Library, September 22, 2017

42. Doug Williams, Campbell County Public Library, September 22, 2017
Results: Sample bibliographic record 1
Doug Williams, Campbell County Public Library, September 22, 2017

43. Doug Williams, Campbell County Public Library, September 22, 2017
Results: Sample bibliographic record 2
Doug Williams, Campbell County Public Library, September 22, 2017

44. Doug Williams, Campbell County Public Library, September 22, 2017
Results: Sample PAC display 1
Doug Williams, Campbell County Public Library, September 22, 2017

45. Doug Williams, Campbell County Public Library, September 22, 2017
Results: Sample PAC display 2
Doug Williams, Campbell County Public Library, September 22, 2017

46. Doug Williams, Campbell County Public Library, September 22, 2017
Questions?
Doug Williams, Campbell County Public Library, September 22, 2017