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Library Solutions, Frequently Asked Questions > Library Tutor > Import new items:

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   Question/Topic:
Import library records from another application (Excel).

With our Library solutions you can import data from a delimited text file (valid delimiters and separators: tab, comma, semicolon, quotes, ...)

1. Excel, create text file (tab delimited)

  • Start Excel and load your worksheet file you want to save for import into our program.
  • On the File menu, Click Save As.
  • In the File name box, type a name for your file.
  • In the Save as type box, click Text (tab delimited).
  • Important: Remember a folder where the text file was saved.
  • Click Save.

Check sample screen snapshots, listed after text instructions.

2. Our Library software

  • Start our Library software and open Library or WorkingItems database to import the new records.
  • !! We suggest to use WorkingItems database, you will be able to review all your records, enter missing data, and then move all your records to the main library database: WorkingItems database How To.
  • On the Advanced menu, click Import.
  • In the Import Source window select Text File and click OK.
  • In the Import Options window select data fields that are in your text file.
    Important:
    1. only select the fields that are in your text file.
    2. selected fields have to be in the same order as they are in your text file.
  • Click Preview On Screen.
  • Select your text file in the Enter/Select Import File window and click Open.
  • Check the import for the first 3 records in the Import Preview.
  • Click Do Import to import all records. Select your text file in the Enter/Select Import File window and click Open.
  • Review imported record.

sample book spreadsheet file in Microsoft Excel:

library table in spreadsheet format

text file (tab delimited):

text file tab delimited, sample

library software, import window, data fields selected:

library import window

important, review your setting:

text file and import window, check your settings

library import, preview window:

library import, preview window

Common problems:

  • Excel, export to a text file (tab delimited): If a cell(data field) contains a comma, the cell(data field) contents are enclosed in double quotation marks. Solution:
    Do export/import and then use search/replace in our software to remove all quotation marks.
  • Other database applications: some applications allow to include tab(s) inside your data (delimiter collision: records will not be exported/imported correctly).
    Solution:
    1. create a text file with a different field delimiter (~, @, $, %), select delimiter that does not appear in your data.
    2. remove tabs from your original data (do search/replace).
  • Exported records do not display correctly: on the Advanced menu, click Maintenance. In the Maintenance window click Delete All Records.
  

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