How to import Excel data into Koha

Koha, the first Open-Source Integrated Library System (ILS) is used worldwide in libraries of all sizes. Koha is scalable enough to meet the transaction load of any library.

Suppose you have records of your library in excel data sheet format and want them to import into Koha. But how will you do this? Koha will not let you import excel records directly. Well here is a very simple solution for you which will let you import your excel records in Koha easily. First, we will convert excel file into Marc file and then will import it into Koha.

Follow the given steps to import your excel records into Koha -

Step 1: First, we will convert excel format into .mrk format. For this we will use MarcEdit. You can download it from http://people.oregonstate.edu/~reeset/marcedit/html/downloads.html .

Now open it and select Add-ins-->Delimited Text Translator.

Step 1

Click Next when the following window appears.

Click Next

Browse for your excel file. 

Browse for excel file

Locate your excel file by choosing the format Excel File(*.xls).

Select Excel Format 

Similarly, fill all the other entries such as Output File, Excel Sheet Name and check UTF-8 Encoded (if required) and Click Next.

Select Excel Format

Now you will be prompted for mapping the fields to recognise the fields by standard marc format.

Suppose for Field 0 that is first column I entered Map to: 022$a( Valid ISSN for the continuing resource) and then click on Apply.

Mapping

Note- You can customize Indicators and all other things, for more information on marc21 format click here.

Similarly map all other fields and then Click on Finish.

Click Finish

And then a window will appear indicating that your Marc Text File(*.mrk) has been created.

Marc Text File Created

Click Close and we have created a .mrk file from .xls file in this step. You can view the file by double clicking on it.

Step 2: We will convert .mrk file that we have created in the above step into raw Marc format that can be directly imported into Koha.

For this again open MarcEdit and Select MARC Tools.

MARC Tools

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

MarcMaker

Locate your input file and name your output file. Then Click Execute.

Fill the entries

And it will show you the Result.

Result

Click Close and now we have raw Marc records wih us (.mrc file).  

Step 3: Finally we will import above created .mrc file into Koha.

Click on Tools in your browser. 

Tools

Next Click on Stage MARC Records for Import.

Stage MARC Records for Import

After this, choose your previously created .mrc file and click on Upload.

UPLOAD .mrc File

You can also add comment about file and finally click on Stage For Import.

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. 

Import this batch into the catalog

Click on Import this batch into catalog when you are done.

Thats it. After all the records get imported, check Status.(It should show imported)

Status-imported

You can even undo the Import operation.

And within few minutes, we have imported around 10,000 records in Koha .