Document ID: 5607c_enPrint this document
How to import data from an outside source (another program) into Family History Center Inventory Manager 2.2
Symptoms (Problems)

I want to import data into Inventory Manager from an external file other than an Inventory Manger backup file (e.g. Perry, MFilm, FilmTrak, or a text file.) How can I do that.

Answer (Resolution)

If you are using Film Trak, MFILM, orPerry to store your data in Family History Center Modem Ordering (FHCMO), the data should convert into Family History Center Inventory Manager as per the following information which has been copied from Inventory ManagerUser's Guide pages 33-34 (User's Guide has been attached to this document).

If you are not using one of the above-mentioned products, the following information also applies to importing data from an older version of Family History Center Inventory Manager.


 

How to import data from an outside source (another program) into Family History Center Inventory Manager 2.2

 

Use the Import External Data option to import microfilm and microfiche information from another management tool or from previous versions of Inventory Manager. If you have an earlier version of Inventory Manager on your computer when you install version 2.2, the new version will automatically import your information:

  1. On the menu bar, click Administration.

  2. Click Import External Data

    Please note: You must either manually input your data into Family History Center Inventory Manager or create an import file from your existing data. FamilySearch Support cannot help you create the import file.

  3. Select the type of file you are importing: Inventory Manager 2.x, Inventory Manager 1.x, Perry, MFilm, FilmTrak, or a text file.

  4. Click the appropriate boxes to indicate whether to import only film data, only patron data, or both film and patron data (available only when importing from previous versions of Inventory Manager).

  5. Click the Find icon.

  6. In the Browse for Folder screen, locate the file, and then click OK.

  7. Click Import.

 

Tips:

  • Large databases with thousands of microfilms may take several hours to import. If you have a very large database, plan to import when you have some time available. When you have finished importing, make a backup, and restore the data. This will optimize the data file so that Inventory Manager runs faster and more smoothly.

  • When you import from a management tool other than Inventory Manager, any data you entered into Inventory Manager 2.x will be kept. Only extended-loan microfilms or microfiche and patron information will be imported (staff members' user names and passwords will not be imported). All extended loan microfilms or microfiche are assigned to the family history center, not to the patron who originally ordered the microfilm. If information about a microfilm or patron appears in both Inventory Manager and the management tool you are importing from, the information in Inventory Manager will be kept, and the imported information will be ignored.

  • When you import from Inventory Manager 1.x, any data you entered into Inventory Manager 2.x before importing will be deleted. Therefore, you should perform the import before entering new information. All microfilm and patron information is imported, including staff members' user names and passwords. Because user names in Inventory Manager 2.x must be unique, if a duplicate user name is found during the import, the first user name and password are imported, but any duplicate user names and passwords are removed. Check all staff user names and passwords after the import. Also be aware that P.O. numbers in Inventory Manager 2.x must be no longer than 6 digits. If your P.O. numbers in version 1.x are larger than 6 digits, they will be imported, but new P.O. numbers will reset to 1 or the lowest number available. Messages and center information are not imported.

  • If you are importing from another Inventory Manager 2.x file (for example, when two family history centers combine), all new microfilm and patron information is imported. If a duplicate microfilm or patron is found during the import, information in the existing version is kept, and imported information is ignored, unless there is a blank microfilm title. Blank microfilm titles will be filled in with the imported information. A patron is considered a duplicate if the first name, last name, and telephone number match. If any of these are different, the patron is seen as a different person and is imported as such. Messages and center information are not imported.

  • See also Inventory Manager 2.2 import specifications for extended-loan film data KD 5545c_en.

Attachments
Inventory_Manager Users Guide.pdf



Did this document help you to solve your problem?