If the import file is recognized, Alexandria will automatically sort, organize, and match the information to the correct, specified fields. If the import file is missing a header, it will not be recognized. The relationships between fields and attributes of different names and types may not match and have to be mapped. Alexandria will require you to set your patron and item field mapping in order to proceed. Use the Field Mapping dialog to specify where data from the import file belongs in Alexandria; in other words, match data in the import file to specific Alexandria fields. Data from the import file is shown on the left-hand of the window while Alexandria field names are shown on the right-hand side.
Data is imported in sequential order; use the white up and down arrows to correctly align the fields of the import file. Click on a field to exclude it from the import; clicking on fields will toggle them between a green  and a red  . See Item Import Fields by Field Number for more information on the fields that can be imported. When you've finished matching Alexandria fields to the information in your file, click the Set button. If you have a patron with a combined first and last name (one that has not been separated by tab delimitation), use this field to split the name into First and Last Name during import. |
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When importing patron records, Alexandria looks for a header that contains a file designation of PT01 to specify patron information.
Field | Header | Notes |
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| Barcode | 1000 | Limit 15 characters | | First Name | 1007 | Limit 25 characters | | Last Name | 1006 | Limit 25 characters If a patron has multiple last names and you only want to import one, you will need to modify the import file to reflect that. |
| | Middle Name | 1008 | Limit 25 characters | | Nickname | 1070 | Limit 25 characters | | Policy | 1028 | Limit 4 characters
Uses policy short code as specified in Preferences. | | Status | 1026 | Integer indicating Status: 1=Active, 2=Card Lost, 3=Suspended, 4=Transferred, 5=Inactive, 6=Other | | Government ID * | 1002 | Terminology field, often named SSN | | Location * | 1004 | Terminology field, often named Homeroom | | Sublocation * | 1005 | Terminology field, often named 2nd Location | | Level * (Grade) | 1010 | Terminology field, often named Grade | | Community ID * | 1001 | Terminology field, often named Student # | | Site | 1050 | Site code as specified in Site Management | | Optional Date * | 1048 | Limit 12 characters
Terminology field, often named Graduation Date | | Address | 1011 | Limit 100 characters | | Address 2 | 88 |
| | City | 1012 | Limit 100 characters | | State | 1013 | Limit 100 characters | | Postal Code | 1014 | Limit 100 characters | | Country | 1016 | Limit 100 characters | | Telephone | 1017 | Limit 25 characters | | Date of Birth | 1045 | Limit 12 characters | | Sex | 1032 | Integer indicating sex or gender: Unspecified=0 or U, Male=1 or M, Female=2 or F | | Contact Notes | 1020 | Limit 1000 characters | | General Notes | 1021 | Limit 2000 characters | | 2nd Phone Number * | 1018 | Limit 25 characters
Terminology field, often named Mobile or Fax | | Primary Email | 1019 | Limit 100 characters | | Other Emails | 1054 | Limit 100 characters | | Categories | 1025 | Limit 1000 characters
Separate category terms with \ | | Patron Accession Date | 1046 | Limit 12 characters | | Additional Contact * | 1049 | Limit 100 characters
Terminology field, often named Parent/Guardian | | Username | 1052 | Limit 100 characters | | Lexile Table | 1060 | Limit 300 characters
All grades contained in single string, rows separated by // and cells by II (e.g. Patron ID<tab>//gradeIIscoreIIsourcelldate ...repeated as necessary) | | Password - Encrypted | 1063 | Limit 30 characters
This option is used when importing a password that is already encrypted MD5 | | Password - Plain Text |
| Import, only. | | Card Exp. Date | 1047 | Limit 12 characters | | Lexile | 1051 | Limit 4 characters | | Reading Level * | 1053 | Terminology preference field | | Patron GUID | 1200 | Limit 100 characters |
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* terminology
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While importing, Alexandria looks for a header that contains a file designation of FT01 to specify item information.
| Field | Header | MARC | Notes |
|---|
| Copy Barcode | 2000 | 852_p | Limit 15 characters | | Copy Site Code | 2023 | 852_a | Limit 8 characters | | Copy Location * | 2024 | 852_b | Limit 8 characters
Terminology preference field | | Shelving Location * | 2027 |
| Limit 32 characters
Terminology preference field | | Copy Accession Date | 2009 | 852_1 | Limit 12 characters | | Copy Inventory Date | 2008 | 852_1 | Limit 12 characters | | Copy Volume | 2064 |
| Limit 30 characters | | Copy Call Number | 2025 | 852_h | Limit 50 characters | | Copy Policy Code | 2013 |
| Limit 4 characters | | Copy Serial # | 2441 |
| Limit 50 characters | | Copy Condition | 2017 | 852_1 | Limit 4 characters | | Vendor | 2016 | 852_1 | Limit 50 characters | | Purchase Cost | 2012 | 852_9 | Limit 7 characters, up to $99,999.99
Must include decimal (5.00 NOT 5) | | Replacement Cost | 2011 |
| Limit 7 characters, up to $99,999.99
Must include decimal (5.00 NOT 5) | Special Funds *
| 2022 |
| Limit 45 characters
Terminology preference field | | Copy Notes | 2018 | 852_x | Limit 1000 characters | | Copy Alert Notes | 2019 | 852_z | Limit 1000 characters | | LCCN | 2010 | 010_a |
| | ISBN | 2020 | 020_a |
| | Title Volume | 2026 | 092_v | Limit 30 characters | | Primary Author | 2100 | 100_a |
| | Title | 2245 | 245_a |
| | Sub Title | 2246 | 245_b |
| | Statement of Responsibility | 2247 | 245_c |
| | Medium | 2248 | 245_h |
| | Edition | 2250 | 250_a |
| | Publisher Place | 2260 | 260_a |
| | Publisher | 2261 | 260_b |
| | Publication Year | 2262 | 260_c |
| | Extent | 2300 | 300_a |
| | Other Physical Details | 2302 | 300_b |
| | Dimensions | 2303 | 300_c |
| | Accompanying Material | 2304 | 300_e |
| | General Note | 2500 | 500_a |
| | Content Notes | 2501 | 505_a |
| | Summary | 2520 | 520_a |
| | Target Audience | 2521 | 521_a |
| | Review Source | 2522 | 521_b |
| | Lexile Value | 2757 | 521_a | The term Lexile will be automatically added to 521_b | | Lexile Code | 2758 | 521_a | The term Lexile will be automatically added to 521_b | | Fountas and Pinnell Value | 2761 | 521_a | The term Fountas and Pinnell will be automatically added to 521_b | | Guided Reading Value | 2762 | 521_a | The term Guided Reading will be automatically added to 521_b | | Study Program Name | 2750 | 526_a |
| | Study Program Interest Code | 2751 | 526_b |
| | Study Program Reading Level | 2752 | 526_c |
| | Study Program Point Count | 2753 | 526_x |
| | Study Program Test Number | 2759 | 526_z |
| | Study Program Have Test | 2754 | 526_9 |
| | Study Program Holding Code | 2755 | 526_5 |
| | First Subject | 2651 | 650_a
650_x
650_y
650_z |
| | Second Subject | 2652 | 650_a
650_x
650_y
650_z |
| | Third Subject | 2653 | 650_a
650_x
650_y
650_z |
| | Fourth Subject | 2654 | 650_a
650_x
650_y
650_z |
| | Fifth Subject | 2655 | 650_a
650_x
650_y
650_z |
| | Bibliographic Term | 2040 | 653_a | Separate each term by \ | | Genre | 2442 | 655_a |
| | Curriculum Term | 2041 | 658_a | Separate each term by \ | | Series | 2440 | 830_a |
| | URL Description | 2531 | 856_y |
| | URL | 2530 | 856_u |
| | Call Number | 2063 | 900_a |
| | Don't Show Title in Researcher | 2042 | 917_a |
| | Policy Code | 2052 |
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