Export your shelf list
Seánra needs a spreadsheet of your collection: one row per book, with at least a title column. An author column and any subject, summary or series columns make the sorting noticeably better. Excel (.xlsx, .xls), CSV and tab-delimited text all work.
The best file
| Column | Needed? | Why |
|---|---|---|
| Title | Required | The main thing each book is sorted on. |
| Author | Strongly recommended | Tells similar titles apart and helps with series. |
| Subjects | Recommended | Catalog subject headings (for example "Dogs -- Fiction") are the best clue to a book's genre. |
| Summary | Helpful | A one-line summary settles books with vague titles. |
| Series | Helpful | Keeps a series together. |
| Call number, barcode, anything else | Optional | Kept as is, so the finished file still works for your shelving and labels. |
Tips: one header row at the top; one book (copy) per row; remove any rows with student or patron information. Export only the section you're genrefying (for example your Easy / E picture books) if you can; it keeps the cost down.
Follett Destiny
Destiny's Shelf List report exports straight to Excel with call number, author, title, barcode and sublocation.
- Go to Reports > Library Reports.
- Under Catalog -- Titles & Copies, click Shelf List.
- Under Include Call Numbers, leave it on all, or type a range in From and to
(for example
EtoE Zfor picture books). - Optional: under Sublocations, click Update and pick only the sections you want.
- Set Output As to Microsoft Excel and click Run Report.
- When the report finishes, save the Excel file (finished reports are also listed in Job Manager). Upload it here as is.
Want subjects or summaries too? Destiny's Reports > Report Builder can make a custom title report with subject and summary fields and export it to Excel. Source: Follett Destiny help, Generate a Shelf List.
Alexandria
- Add
/exportto the end of your Alexandria address and press Enter. - Under Create new export, pick Items, then Export Items, Copy Based (one row per copy) or Export Items, Title Based.
- On Selections, limit it to the call numbers or sections you want (optional).
- On Options, click Select Fields and include Title, Author, Call Number and, if you have them, Subject and Summary. The format must be Tab Delimited; click Set.
- Run the export and download the file from the notification. Upload the .txt file here as is; no need to convert it.
Alexandria's reports are PDF only, so use an export rather than a report. Source: Alexandria support, Exports.
Atriuum (Book Systems)
Atriuum can export report data for use in other programs. Run a title or shelf list style report for the section you want, then use the report's export option to save it as a spreadsheet or delimited text file. Menus differ between versions; if you can't find it, Book Systems support can point you to the right report: [email protected] or 1-888-289-1216 (Book Systems documentation).
Mandarin (M5, Oasis)
Run a title list or shelf list report and choose a spreadsheet or delimited text output if your version offers it. If your version only exports MARC records, ask Mandarin support for a title report in Excel or CSV.
Any other system
- Look for a shelf list, title list or inventory report with an Excel or CSV output.
- If the report only prints to PDF, look for an export menu instead; exports usually allow spreadsheets.
- If all else fails, your vendor's support desk can give you a list of titles and authors in Excel in a few minutes. Ask for "title, author, call number, subjects and barcode for my collection as an Excel file".
- MARC files (.mrc) don't work here; ask for a spreadsheet instead.
After you upload
Check that Seánra picked the right Title and Author columns (you can change them), choose your genres, and pick a plan. Questions? [email protected].
