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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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