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Bulk Import Excel records into Koha. How to

perform a bulk import of records into Koha LMS?
-
January 09, 2019

Koha will not let you import excel data directly into Koha
system. To do this, you
will need to convert the excel file into Marc file and
then import into Koha. To
convert to Marc file you will require MarkEdit
software which is available for
download from http://marcedit.reeset.net/

To convert Excel format into .mrk format

First
please make sure to save the data (library book list) in excel sheet in the
format as in the file  here (Click the download the template). All the columns are
necessary. Leave the column(s) blank, if
the data is not relevant.

Follow
the instructions below to import the Excel records into Koha

Convert
the Excel format to .mrk format

First open the MarcEdit Application and Click on Delimited Text Translator

Now upload the Source File. The source file is the Excel file with the book records.

Specify the output file. DO NOT forget to save the output file as .mrk file. Click save.

Now, click next. Select the Delimiter Values as TAB and check the UTF-8 Encode
checkbox and click next.

Next, we need to map the fields to recognise the fields by standard marc format. To
ease the work I have created a template which you can directly use it. You may
download the mapping template from here . 

Next click on Load Template and upload the downloaded file

Click on finished. We have .mrk file now.

Convert
.mrk file to .mrc
Now we’ll convert .mrk file that we have created into raw
Marc format. The Marc
format can be directly imported into Koha.
For this again open MarcEdit and select MARC Tools

Select MarcMaker from the dropdown

 Upload the .mrk file you have created earlier. Make sure you have selected .mrk as
the file type.

 Give filename of your choice. Make sure .mrc file type is selected.

 Now click on Execute Button. The successful, the result should should the no. of
recorded processed.

 Now that you have created .mrc file. Open Koha System and upload the marc file
to koha database. To do that follow the steps shown below. Login as
Administrator.

Go to Tools:

Click on Stage MARC records for imports

Click on browse and upload the .mrc file (purple color file).

Click on upload file button:

After selection necessary option, click on Stage for imports 

If  everything goes well, all the records will be staged for further processing and
uploading the records into the catalog. 

 Now to import into catalog, Click on Manage Stage records

 After selection necessary options, click on Import the batch into the catalog

If successful, you will get a similar message as shown in the image below:

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