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Data Import - Export     List of Categories

  • How do I import data from an Excel spreadsheet into PAL?

    You have a list of books (Author Last Name, Author First Name, Title, Publisher, Publication date, Subject heading, etc) in an Excel spreadsheet that you want to import into PAL.
    [We are using the Catalog Panel as an example but the principle is the same for any panel (e.g., a list of students to be imported into the Patrons Panel, etc.). ]

    Make a backup of your PAL database before beginning.

    If using Windows XP, go to Windows Control Panel.
    Under Regional and Language Options click on the Customize button.
    Next to "List Separator" type in a tilde (~  which is above the Tab key) as the separator.
    Click Apply and OK 

    Open your spreadsheet in Excel.
    Delete any columns that will not be imported (data for which PAL has no field(s)).
    Now arrange the columns in the order of one of the PAL indexes for that panel (e.g, Last Name, First Name, Title, etc - see below). 
    Save the file as a .csv file (comma delimited format) as C:>import.csv . 

    Open PAL to the Catalog Panel.
    Press Ctrl-F5 (Import Screen)
    Press "1" and enter C:>import.csv and press Enter key
    Press "3" and after "Field Delimiter" type the a tilde (~)  then press Enter after "Record Delimiter"
    Press "7" and Tab to the first field (i.e., the field to contain the data in first column of your spreadsheet) and press F4
    Do this for all the fields to be imported (so that PAL knows into which fields to put the spreadsheet data)
    When finished press "0"
    Now press "8" to begin the import  (you will answer "1" to the two prompts asking about incrementing fields and retotaling unliess you have data for those fields)

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  • How to Export Data from PAL: How do I export data from PAL to a file?

    You can export your PAL data, panel by panel, by pressing Shift-F7 from any panel and then pressing the Enter key on "Built-in Short Reports". You will then see "Built In Report/Export" menu. "2" on this menu lets you either create a new file or append your data to an existing file. Set the file name to something you can remember easily e.g., "C:/mydata" instead of just "mydata". The filename does not need a 3 character extension if you don't want one. "3" on this menu lets you choose the panel index you want to use for sorting the data in your report. Use down/up arrow keys to scroll through the indexes. For example, Index 2 will sort by title, index 3 will sort by subject heading, etc. Each panel, of course, has different indexes. Press F4 to choose the index for your report. "4" on this menu lets you set search conditions. For example, option 3 here lets you create a formula for your search condition. Let's say you want only the video's in your catalog to be in the report. You can set the formula so that the "MEDIA" field P1F4="VIDEO" and then (after F2 to accept the defined conditions) you are prompted to include or to exclude what you have defined. Note that in the formula screen you must press F4 and tab around the screen to the field you are choosing. You cannot just type P1F4 or the formula won't work. Also, you must type quotes "" around the string of characters you are defining for the field. "8" on this menu lets you choose the format of the exported data. WordPerfect merge format is the default. [The engine which drives PAL is DataPerfect - a product of the former WordPerfect corporation] If you select "6" for "Export Dos delimited text" and you will be prompted for whatever field are record delimiters you need for the program you intend to import the data into.

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  • Importing data: Can PAL Import Data from Other Programs?

    Records in WordPerfect (DOS) 4.2, 5.0, 5.1 merge format (including Notebook files), or a DOS Delimited Text format can be directly imported into the PAL database. Data from other database programs (MS Access, dBase, etc) must be converted to a format that PAL can recognize (e.g., Comma Delimited Text). For help, see the documentation for the other database program. Data can be imported into the database panel which you are at, by pressing [Ctrl] + [F5]. The following example may clarify how this is accomplished: Suppose you have a list of titles, authors, publishers, and subjects, typed in WP 5.1 format, which you wish to import. The first step is to be sure the appropriate merge codes are inserted in your WP 5.1 document. (At the end of each field, press [F9] (in WP51) to insert the {Field} code. At the end of the last field for each record, press [F9] to end the field, then [Shft] + [F9] and [Enter] to end the record. Now save this file with a name you will remember, and exit WP51.) In the "Library Catalog" panel of this database, press [Ctrl]+ [F5]. Then type the Supervisor password, which is "0". At the Import screen, press "1" and type in the name of your WP 5.1 file (with the directory path). Press "2" for "WordPerfect Merge" as the "type of import". Press "7" for "Create Import List" (this is necessary to control importing on a field_by_field basis __ because, in this particular example, you are importing only 4 fields of a panel which has many more fields into which data can be imported). Then press "8" to begin the import.

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  • Importing comma delimited text files: How do I import Comma Delimited Text files into PAL?

    A tilde "~" for end-of-field, and a bar "

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  • Transaction Log Files: I want to keep a "running copy" of PAL to have all changes made by my assistant.

    You may want to keep a "running copy" of PAL by setting up a "Transaction Log". From any panel press Shift-F9 keys. "0" is password for "System and Recovery Operations" menu. Then press "6" ("Start Transaction Log"). Create a filename like " c:\10-11-05.log " so that you will recognize that this log file was begun today and that it can be found easily. Now (after you press the Enter key) everything entered into the database from the creation of the file forward will be entered into that log file. Your assistant can then just email you a copy of that small file and when you import it you will have all the changes she made in any panel of PAL from that date forward. When the file starts to get big you can just create a new one with a new date. When you get the file you import it by pressing "8" ("Import Transaction Log") and typing in 10-11-05.log as the name of the file you are importing. Your copy of PAL will now be in synch with your assistant's copy. Don't forget to use option "7" ("Stop Transaction Log") if you don't need it (because of the disk space it's using up).

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  • How do I copy and paste from a Windows program to PAL or from PAL to a Windows program?

    To copy and paste from PAL to a windows program: Click the PAL icon in the top left hand corner of your PAL window. Choose properties | options, & check the quick edit mode. When you have done that, you can block text in the PAL screen with your mouse, right click, & then paste it into another windows program. To Cut and Paste From Windows to PAL: Similarly, if you have copied text to the Windows clipboard, if you right click anywhere in the PAL screen, it will paste where your active cursor is. There are a couple of limits in pasting into PAL. The most serious is that a tab in the quoted material will jump you to the next field. Another is that the field format must allow the text you are pasting. The third is that in some cases, essentially in text fields (variable length alphanumeric), you need to have entered something in the field first - hitting the left arrow is sufficient to initialize it. ____ Windows XP supports a "Quick Edit Mode". To activate "Quick Edit Mode" do the following: 1) Open your PAL DOS Box under Windows. 2) Access the DOS Box properties by simultaneously pressing [ALT]+[SPACEBAR]+[P]. 3) Click on the "Options" tab if it's not already active. 4) Check both the "Quick Edit Mode" and "Insert Mode" check boxes. 5) Click "OK", select "Save properties for future windows with the same title" in the pop-up, click "OK" again. With this feature active you can easily copy and paste within a DOS application, between two DOS applications, or between a DOS and Windows application. Here are the commands: Within DOS: To copy: Select the text in the DOS Box with your left mouse button, and then right-click (or press [Enter]). To paste: Right-click again. Within Windows you can either use the pull down "Edit" menu or the much faster keyboard shortcuts: To copy: Select the text with your left mouse button, and then simultaneously press [Ctrl]+[C]. To paste: Simultaneously press [Ctrl]+[V]. Copy and paste works fine in text fields as well if you keep three things in mind: 1) You can't paste into a field until it has PAL's "focus". Moving the cursor right by one character in the text field will "activate" the text field for pasting. 2) Large amounts of text can be pasted (you're not limited by the text area's display size). 3) Pasting take place at the cursor position rather than the mouse pointer location.

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