Monday, 20 July 2015

Excel to Koha Data Conversion

Data Conversion from Excel to Koha


— After generating the MS excel file from existing proprietary software , the next step was to convert the Ms excel file into MARC format that can be imported into Koha.

— To convert the Excel into MARC, the very efficient utility “MarcEdit” was used. MarcEdit is a free programme, which can do all sorts of cool stuffs with your Marc data.

First Step: Converting from Excel format into .mrk format

  •   First, we will convert excel format into .txt format. Screen shot excel file given below.




  •   Just open excel file then save as txt file. Screen shot of the txt file given below.



  •   Then, we will convert txt format into .mrk format. For this we will use MarcEdit.
  •   Now open it and select Add-ins-->Delimited Text Translator.
  •   Click Next when the following window appears.



  •   Locate your excel file by choosing the format Excel File(*.xls).
  •   Similarly, fill all the other entries such as Output File, Excel Sheet Name and check UTF-8 Encoded (if required) and Click Next.



  •   Now you will be prompted for mapping the fields to recognise the fields by standard marc format.
  •   You can customize Indicators and all other things.
  •   Similarly map all other fields and then Click on Finish.


Convert .mrk file to .mrc

  •   Next Select MarcMaker to convert .mrk file into .mrc format.



  •   Locate your input file and name your output file. Then Click Execute.
  •   And it will show you the Result.
  •   Finally we will import above created .mrc file into Koha.



Second Step: Data Migration to Koha:

  •   First login with Koha User ID and Password and get the main Interface of Koha. 



  •   Click on Tools in your Koha staff client
  •   Next Click on Stage MARC Records for Import 


  •   After this, choose your previously created .mrc file and click on Upload.
  •   You can also add comment about file and finally click on Stage For Import

  •   When the import is done, you will get a result something like this

  •   Next, click on Manage staged records.
  •   Here you can even change matching rules
  •   Click on Import this batch into catalog when you are done.

  •   After all the records get imported, check Status and it should read "imported“
  •   And within few minutes, we have imported all the records in Koha
  •   Now you can search the OPAC.

 Best of luck.

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